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BMO (Bank of Montreal)Newport Beach, CA
Application Deadline: 10/30/2025 Address: 320 S Canal Street Job Family Group: Wealth Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs. Coordinates client relationship management with the lead relationship manager for the assigned portfolio. Applies relationship management principles and techniques to an assigned portfolio of clients providing a value-added client experience. Acts as a secondary member of a client deal team in the facilitation of the desired client experience and to achieve business goals. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Ensures high quality of information obtained to support decisions. Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services. Negotiates appropriate pricing using discretion where required to build a profitable portfolio. Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations. Applies financial planning skills and concepts against each client's personal and financial situation. Acts as an ambassador to enhance BMO's reputation in the market. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements. Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews. Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines. Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines. Performs sales and service support activities to meet client needs and maintain overall service levels. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled. Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures. Basic knowledge of Personal and Commercial credit and non-credit products. Working sales and client service skills Working business development skills with successful track record In-depth relationship management skills. Able to work independently, resolving complex or ambiguous issues or situations. Technical proficiency gained through education and/or business experience. Verbal & written communication skills- In-depth. Collaboration & team skills- In-depth. Analytical and problem solving skills- In-depth. Influence skills- In-depth. Data driven decision making- In-depth.U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary: $57,500.00 - $106,500.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Posted 1 week ago
First Horizon Corp.New Orleans, LA
Location: Onsite at the location in the posting. SUMMARY This role is primarily responsible for driving business growth and expanding our client base within the banking center. The focus will be on proactive business development, sales leadership, and building strong relationships with clients and the local community. The successful candidate will use a strategic, client-focused approach to identify new business opportunities, generate referrals, and increase the profitability of the center. ESSENTIAL DUTIES AND RESPONSIBILITIES Business Development & Sales Leadership Proactively develop new client relationships and expand the center's portfolio through networking, outbound calls, community involvement, and relationship-building activities. Build and manage a robust pipeline of potential clients to drive new revenue and meet sales targets. Leverage existing network and local knowledge to bring new business to First Horizon, with a preference for candidates who have a book of business they can transition. Coach and lead associates to adopt a business development mindset, with an emphasis on client acquisition and relationship deepening. Collaborate across teams to cross-sell banking products and services that meet clients' needs. Establish and nurture key partnerships within the community and local organizations to strengthen the bank's market presence. Develop and execute strategic plans to achieve growth goals and enhance market share for the center. Client Engagement Serve as the center's primary ambassador in the community, representing First Horizon's brand and commitment to client-focused service Work with associates to deliver exceptional experiences for all clients and proactively identify ways to add value. Maintain regular contact with key clients and prospects to ensure satisfaction and identify new opportunities. Team Leadership Mentor, train, and motivate associates to achieve business development and sales goals. Foster a collaborative, high-performance team environment focused on results and continuous learning. Provide coaching around business development best practices and monitor associates' progress on growth initiatives. Strategic Planning Analyze local market trends and competitor strategies to identify business opportunities and inform decision-making. Develop business plans and set clear, measurable objectives for growth and sales activities. QUALIFICATIONS Proven experience in business development and sales, with a track record of successfully acquiring and retaining clients. Previous banking experience is required; preference for candidates with deep local connections and an established client network. Strong leadership background, particularly in motivating teams around sales success. Ability to craft and execute business development strategies that deliver growth. Stable employment history demonstrating commitment and results. Team-oriented approach with strong interpersonal and communication skills. DeGarmo Behavioral Assessment Requirement All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position The assessment takes approximately 12-15 minutes to complete Assessment results must be submitted prior to having your application evaluated by Talent Acquisition About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
Posted 2 weeks ago
PwCCharlotte, NC
Industry/Sector Banking and Capital Markets Specialism Operations Management Level Senior Associate Job Description & Summary At PwC, our people in operations consulting specialise in providing consulting services on optimising operational efficiency and effectiveness. These individuals analyse client needs, develop operational strategies, and offer guidance and support to help clients streamline processes, improve productivity, and drive business performance. As an operations consulting generalist at PwC, you will possess a broad understanding of various aspects of operations consulting. You will provide comprehensive guidance and support to clients in optimising operational efficiency and effectiveness. Working in this area, you will analyse client needs, develop operational solutions, and offer recommendations tailored to specific business requirements. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Respond effectively to the diverse perspectives, needs, and feelings of others. Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems. Use critical thinking to break down complex concepts. Understand the broader objectives of your project or role and how your work fits into the overall strategy. Develop a deeper understanding of the business context and how it is changing. Use reflection to develop self awareness, enhance strengths and address development areas. Interpret data to inform insights and recommendations. Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the FS Enabling Technologies team you will drive innovative solutions in core banking technology. As a Senior Associate, you will analyze complex problems, mentor junior team members, and build meaningful client relationships while navigating the intricacies of the banking landscape. This role offers a unique chance to deepen your technical knowledge and enhance your personal brand in a dynamic environment. Responsibilities Analyze intricate problems and provide practical insights Mentor and guide junior team members to enhance their skills Navigate the complexities of the banking sector effectively Expand technical knowledge and apply it to client engagements Foster a collaborative environment that encourages growth Uphold professional standards and ethical practices What You Must Have Bachelor's Degree in Computer Science, Software Engineering At least 5 years of professional experience in API and software development What Sets You Apart Master's Degree preferred Hands-on Core Banking and SaaS/BaaS experience Thorough knowledge of core banking platforms Being proficient in business process modeling Familiarity with API integration methods Understanding of financial products in banking Possessing an awareness of banking regulations impacting systems Core conversion experience and familiarity with Golang Demonstrating success as an individual contributor and team member Travel Requirements Up to 40% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $77,000 - $202,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance
Posted 1 week ago
Commerce BankClayton, MO
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Annual Salary: $80,000.00 - $107,000.00 (Amount based on relevant experience, skills, and competencies.) About This Job The main purpose of this job is to provide advice with respect to implementation of and compliance with applicable rules and regulations. Essential Functions Stay informed of compliance-related rules, regulations, and guidance in an effort to assist the Banking Compliance Manager, Chief Compliance Officer, and bank staff Review and interpret new and pending laws and regulations that potentially affect the business' operations Assist in review and/or implementation of new products, services, and/or software as it relates to compliance functions Review and evaluate operating procedures and controls related to compliance objectives Review and monitor policies and procedures to ensure compliance with federal and state banking regulations and the compliance program Maintain ongoing relationships with Commerce Bank business lines and support unit partners Demonstrate leadership to, and provide training for, bank staff in compliance-related matters Serve as liaison between the Banking Compliance department and the assigned business unit(s) on identifying and addressing compliance concerns as changes are made Assist in responding to requests from regulators and/or addressing exceptions from audit, both internal and external Provide advice during the development and installation of solutions to ensure proper implementation of compliance requirements and development of ongoing compliance controls Provide ongoing support and advice related to compliance with internal procedures and processes with recommendation for corrective measures where applicable Develop and review content for compliance training programs, including advice to business lines on 1st line of defense training opportunities and content development Assist in the completion of compliance risk assessments Perform other duties as assigned Knowledge Skills & Abilities Required Excellent knowledge of consumer compliance regulations Critical analysis skills sufficient to analyze and communicate complex regulatory concepts Ability to think strategically across multiple lines of business to create practical compliance solutions. Sound business and professional judgment Ability to troubleshoot, problem solve, and successfully manage ambiguity Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Intermediate level proficiency with Microsoft Word, Excel, and Outlook Education & Experience Bachelor's degree or equivalent combination of education and experience required 6+ years compliance experience required 5+ years progressive banking experience preferred Certified Public Accountant (CPA), Certified Bank Auditor (CBA), Certified Regulatory Compliance Manager (CRCM) or admission to the Bar preferred Level of role is determined by knowledge, experience, skills, abilities, and education For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Banking Compliance Advisor III and Senior job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $80,000 to $107,000 annually. #LI-Hybrid The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 922 Walnut, Kansas City, Missouri 64106 Time Type: Full time
Posted 30+ days ago
Commerce BankWichita, KS
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Hourly: $20.00 - $20.00 (Amount based on relevant experience, skills, and competencies.) About This Job Commerce Bank's summer internship program provides students a chance to gain real world experience in a dynamic and supportive environment. Internships are offered in a wide range of functional business areas and are designed to provide the interns with meaningful and relevant work. Interns are encouraged to apply their talents to actual business projects and work with a team of dedicated professionals. In addition to work experiences, interns will get to hear from key leaders of the organization and learn about the many facets of banking; they will develop strong networks with other interns and business professionals. This is an exciting and rewarding program! Commerce Bank interns are involved in strategic projects, participate in company initiatives, and interact with executive leadership. They also participate in weekly lunch- and-learns, community service activities, and sponsored outings. Our flexible team environment recognizes and rewards talent - be a part of a group that celebrates diversity and new ideas! We will help you develop your skills in your chosen field, provide you with a mentor, and put you to work with real, meaningful responsibilities. You will be given the opportunity to apply your coursework, skills, and previous experience to one of the best banks in the Midwest. We want you to help us make decisions that ultimately make a difference in the lives of our customers. Our internships are offered every summer in a variety of departments at Commerce Bank, such as Commercial Banking, Credit, Marketing, Data Analytics, and more. We are looking for Junior or Senior college students pursuing a bachelor's degree in: Finance Accounting Business Administration Economics Mathematics/Statistics Marketing The summer internship session will begin on Tuesday, May 19, 2026, and will run for 11 weeks, ending on Friday, July 31, 2026. Internships are paid, full-time opportunities with a Monday through Friday work schedule. Must be eligible to work in the U.S. without sponsorship. Qualifications Junior or Senior college students pursuing a bachelor's degree Strong skills in Microsoft Office (Excel, Word, PowerPoint) Strong written and verbal communication skills; including presentation skills Attention to detail with strong organizational skills Basic analytical skills using finance and accounting principles Self-starter, motivated team player with the ability to cultivate relationships For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Intern job. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. A reasonable estimate of the current base pay is $20.00 per hour. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 1551 North Waterfront Parkway, Wichita, Kansas 67206 Time Type: Full time
Posted 2 weeks ago
FirstBankBreckenridge, CO
Founded in 1963, FirstBank is Colorado's largest locally owned holding company and we are still growing, serving customers in Colorado and Arizona. Our growth can be attributed to one simple philosophy: do right by customers, communities, and employees, which is at the center of the company's "banking for good" mantra. FirstBank believes that diversity, equity, and inclusion are part of everything we do, both within and outside our company, and we take pride in hiring and training a diverse and talented group. We strive to not only maintain a diverse workforce, but also ensure our employee experience garners a sense of belonging, is inclusive and equitable. FirstBank believes that a company is nothing without the people that comprise it. By joining the FirstBank team you will experience our great team culture with ample opportunity for growth. There's an opportunity for everyone with positions across the company, from Personal Banker and Call Center to Technology and Lending. Apply today to learn more and join the team! A Brief Overview A Personal Banking Representative assists customers by answering inquiries/requests, processing transactions, opening new accounts, and informing on products and services. A Personal Banking Representative is responsible for cross-selling the Bank's products and balancing a cash drawer. The Representative will develop and maintain account relationships by providing solutions and resolving customer problems through quality customer service and product knowledge. What you will do Assist customers with a wide range of inquiries and requests Process deposits/withdrawals and redeem/negotiate cash instruments for consumer and commercial customers while maintaining a balanced cash drawer Open new accounts and provide product/service information Accept wire order agreements, stop payment requests, and dispute forms and send to appropriate departments for processing Process transactions accurately and adhere to all compliance requirements Review daily reports and perform maintenance on accounts Recognize and develop opportunities for cross-selling FirstBank products and services Sell bank products and meet company sales goals Demonstrate knowledge and understanding of new account systems and account documentation requirements and disclosures Perform other duties and projects as assigned by the market or region Understand and comply with all provisions of the Safety in the Workplace policy Hours can vary 35-40/week Minimum Requirements Entry-level job with little or no prior relevant work experience in the function Preferred Requirements Cash handling and customer-service experience Knowledge, Skills, and Abilities Good customer-service skills and the ability to work well with others Basic mathematic and problem-solving skills Comfortable in a sales environment Detail-oriented with the ability to multi-task and change directions quickly Working Conditions and Physical Requirements Frequently remains stationary throughout a typical business day Frequently operates a computer and other office machinery, such as a calculator, copy machine, and computer printer Occasionally moves about inside the office to access file cabinets, office machinery, and other rooms Occasionally positions self to access drawers and shelves of various heights Frequently reaches for and handles paperwork and files Constantly communicates with customers, coworkers, and management in-person and on the phone Must be able to exchange accurate information FirstBank does not currently offer fully remote positions, except as required by law. The actual number of in-office days that may be required will vary by business unit, role, and business need. Salary Range $22.00 Per Hour Statement of Benefits FirstBank offers a suite of benefits that support our employees' professional, financial, physical, emotional and spiritual well-being. Benefits currently offered with our positions include: Paid Time Off/paid leave programs, 401K/Employee Stock Ownership, United Healthcare medical, MetLife dental, VSP vision, Employee tuition reimbursement, Volunteer Time Off, Short-Term Disability, Long-Term Disability, and Group Life Insurance/AD&D This Job may be eligible for the: New Accounts Cross-Sell Queue Incentive Plan EOE/Affirmative Action FirstBank is an EOE/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other legally protected characteristic. FirstBank does not permit pay inequities. Anyone who believes they have been subject to pay inequity should immediately report their concerns to the Human Resource Department. Colorado Job Application Fairness Act Under Colorado's Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting the documentation This job opportunity is expected to close on 9/5/2025* This job opportunity's deadline has been extended to 9/15/2025* This job opportunity's deadline has been extended to 9/22/2025* This job opportunity's deadline has been extended to 10/3/2025*
Posted 30+ days ago
Mizuho Financial groupNew York, NY
U.S. Investment & Corporate Banking Portfolio Management is directly involved in the design, origination, structuring and execution of financial advisory, global capital markets, financial risk management, structured & syndicated finance, and other global products and services for existing and prospective clients. Staff are expected to assist in understanding the implications, identifying key industry and product trends and provide input on pitch and deal material to enhance the ultimate deliverable. The Portfolio Management team is assigned to a variety of projects and are given a broad range of responsibilities, some of which include: Conduct extensive quantitative economic, industry and company research and analysis Conduct and model a broad range of corporate finance alternatives and due diligence for client transactions including M&A, strategic alternatives, capital structure development, acquisition finance and syndicated loan and capital market financing Evaluate risk/return parameters of financing transactions Financial modeling, valuation, comparable & relative value analyses and market-specific analysis Facilitate and coordinate product group idea generation and solutions development across a broad platform of global capabilities Draft client pitches and marketing materials including M&A, syndicated bank financing, public/private debt & equity capital markets, and other internal documentation by coordinating internal and external resources Assist in financing structuring, underwriting transaction evaluation, preparation, due diligence and execution Assist in the development and continued cultivation of client relationships. Qualifications: Knowledge of corporate finance, securities, financial markets and risk & pricing analysis Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions Ability to manage multiple projects simultaneously Ability to work under pressure and adhere to tight deadlines Strong written and oral communication skills and ability to convey ideas Creativity and intellectual curiosity Ability to work independently and must be able to work effectively in a team environment The expected base salary ranges from $80K - $95k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. #LI-Onsite Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.
Posted 30+ days ago
Texas Capital Bancshares, Inc.Austin, TX
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com. Brief Overview of Position A Corporate Banking Associate II will have corporate banking experience, with experience in the Franchise Finance industry a plus but not necessary. The Associate will help drive our financial results by supporting Senior Coverage Bankers in their efforts to identify opportunities and deepen relationships. This role will report to the Head of Branded Retail and will be accountable to deliver best-in-class experiences and comprehensive financial solutions to clients and prospects. We are seeking qualified candidates with a passion for a long-term career in banking and the following core competencies Responsibilities Prepare for and engage in client and prospect calls individually and in support of Senior Coverage Bankers, with front-line activities comprising ~35% of the Associate II's workday. Monitor transactions in the pipeline from prospecting phase through closing, both internally and externally. Support Senior Coverage Bankers in sourcing new prospect opportunities and develop solution-oriented pitch materials for clients and prospects. Identify cross-sell opportunities within existing portfolio. Responsible for coordinating and reviewing analyst prepared screening memos, underwriting documents, term sheets and return models to streamline the credit approval process. Review and finalize diligence lists and questions prior to meetings. Provide underwriting bandwidth during high growth periods especially on complex transactions. Assist Portfolio Managers with renewals and reviews of existing portfolio. Assist in recruiting, coaching, and mentoring junior colleagues. Qualifications Bachelor's degree in business (Finance, Accounting, Real Estate, etc.) or other relevant degree. 3 to 4 years of experience in Banking, Commercial Banking preferred or other relevant experience. Effective team player with ability to work in a fast-paced, highly collaborative environment. Exceptional writing, interpersonal and communication skills. Strong Analytical skills - critical thinking, data and information analysis, research, and problem solving. Strong Organizational and time management skills. Strong knowledge and application of Credit Underwriting (i.e., cash flow models, financial spreads, and credit packages). Strong knowledge of banking suite of products and services. Strong utilization of Salesforce and MS Office products including Outlook, Excel, and PowerPoint in order to produce reports, correspondence, and presentations Ability to produce reports, correspondence and presentations using Salesforce and Microsoft Office including Outlook, Excel and PowerPoint. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.
Posted 3 weeks ago
Ameris BancorpJacksonville, FL
Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We serve customers in our locations across the Southeast, Mid-Atlantic and nationwide through our extensive digital offerings and mobile app. Delivering financial peace of mind starts with a team that values integrity and rewards ingenuity. At Ameris, you'll find teammates who are inclusive, collaborative problem-solvers who go the extra mile to support one another and to meet every customer's needs. When teammates are empowered and bring their diverse perspectives to the table, we create the best possible outcomes for our customers. At Ameris, we know that a growth mindset is key for high performance and fosters an environment that prioritizes continuous improvement. Teammates have access to Employee Resource Groups that serve as advocates and allies as well as professional development opportunities to drive ongoing education. Learn more about our purpose and how you can bring it to life as an Ameris Bank teammate. The Business Banking Loan Closer coordinates, prepares loan documentation, and/or reviews small commercial loan transactions while ensuring accuracy and meeting requirements of loan approval, policy, regulations, and law. The Business Banking Loan Closer reports any approval exceptions to the appropriate parties, escalates potential risk, and resolves exception items. Performs other projects and duties as assigned. Essential Functions, Duties, and Responsibilities: Facilitates the closing of multiple business banking loans simultaneously. Reviews loan type, approval terms and conditions, bank policy and regulations to determine closing requirements and develop a due diligence/closing checklist. Performs due diligence activities for various business banking commercial loans, applying knowledge to analyze and effectively administer pre-closing activities. Prepares loan documents on the bank's documentation system, ensuring that documents are prepared accurately with proper terms and conditions as outlined in the loan approval and within the standards and requirements. Effectively manages a large pipeline of loans at different stages of the closing process while managing the workflow to meet quick turnaround times. Identifies and obtains all necessary third-party reports which may include title, surveys, entity documents, flood determinations, and UCC searches. Reviews all reports and documents for accuracy and sufficiency according to bank policy and regulatory requirements. Identifies discrepancies and issues, facilitates resolutions, and takes corrective actions. Acts as a liaison with loan officers, attorneys, third party vendors, and customers. Executes timely follow-ups and manages all closing requirements while monitoring to ensure deadlines are met. Responsible for ongoing communication with lender and borrower regarding the status of specific loan requests. Processes disbursement of loan proceeds. Maintains and updates electronic checklists to ensure all diligence items are addressed. Manages electronic file organization for all commercial loan files. Meets the Commercial Hubs Standard Service Level Agreements and Quality Control objectives. Provides instructions, guidance, and requests to stakeholders ensuring clear, professional communication and efficient processing. Stays current on applicable banking regulations and security procedures and practices to prevent fraud or other bank losses and to comply with regulatory requirements. Required Knowledge, Skills and Competencies: General knowledge of standard loan documentation and various loan structures such as commercial real estate, blanket liens, vehicle loans, lines of credit, letters of credit, and certificates of deposit loans. General knowledge of due diligence requirements related to standard commercial loan transactions, including but not limited to corporate documentation, titles, UCC searches, and vehicles. Intermediate to advanced skills in computers and Microsoft Office Able to effectively and persuasively express self, using language and grammar in a professional manner. Able to plan, schedule and organize professional schedule to achieve goals within or ahead of established time frames. Able to provide a high level of interactive service to others, building relationships and addressing identified needs. Able to analyze and record detailed information and produce accurate, high quality work products. Able to research, analyze, identify viable options, draw sound conclusions, and present findings. Thorough knowledge of commercial loan compliance policy and closing processes. Able to manage and organize a high volume of documents. Able to read, analyze, and interpret basic commercial loan documents. Able to perform accurate calculations and transactions. Critical thinking and analytical skills required to review all transaction processing (file maintenance). Industry and Work Experience: 1 or more years of experience as a Commercial Loan Closer required. Experience using relevant banking and document storage software applications required. Academic: High school diploma or GED required. Bachelor's degree or equivalent combination of education and experience preferred. Benefits Available to Employees: Ameris Bank provides a comprehensive employee benefit package to all eligible employees. Medical, Dental and Vision Insurance Ameris Bank absorbs a major portion of the cost of healthcare. You become eligible for coverage on the first of the month following 30 days of employment Life Insurance provided at no additional cost to employees Accidental Death & Dismemberment Coverage Long-Term Disability Coverage Paid Sick and Vacation Leave 11 Holidays Volunteer/Service Day Employee Stock Purchase Plan 401(k) Retirement Plan Ameris Bank matches 50% of your first 8% of contributions to the plan Flexible Spending Accounts Health Savings Account Health Reimbursement Arrangement Supplemental Life & Other Insurance Plans Identity Theft Protection Pet Insurance Legal Insurance Employee Assistance Program Employee Advocacy Program Tickets at Work (Entertainment discounts for Ameris Bank Employees) AT&T Employee Discount Wellness Discounts for Medical Premiums and Other Rewards Employee Referral Incentive Education Assistance Employee Resource Groups Banking Advantages for Employees: In addition to a wide array of benefits, Ameris Bank employees are also eligible for special bank services. Free Interest Checking Free Safe Deposit Box Free Money Orders, Travelers' Checks and Cashier Checks Discount on Mortgage Origination Fee Free Online Banking and Free Unlimited Online Bill Payment Employee Banking Perks Disclaimer: The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.
Posted 3 days ago
Caxton WealthChicago, IL
Join an intellectually rigorous finance internship designed for high-performing individuals who are serious about launching a career in investment banking. This internship is tailored for ambitious individuals seeking real-world exposure in financial modeling, transaction analysis, and strategic advisory. You'll work alongside experienced professionals and gain front-line exposure to capital markets, company valuation, and deal execution workflows. Key Learning Areas & Tasks: Build and maintain detailed financial models using Excel, including DCF, precedent transaction, and comparables analysis. Conduct industry-specific market research and macroeconomic analysis to support transaction opportunities. Participate in the preparation of pitch materials, investor memos, and strategic presentations. Assist in developing client-ready documents including deal decks and financial summaries. Analyze company fundamentals and trends using earnings reports, M&A data, and public filings. Support business case development, sensitivity testing, and transaction structuring across live deals and internal projects. What We’re Looking For: Currently studying or recently completed a degree in Finance, Economics, Business, or a quantitative discipline (or equivalent experience). Strong interest in investment banking, corporate finance, and financial markets. Familiarity with Excel modeling, PowerPoint presentations, and financial statement analysis. Sharp analytical mind, attention to detail, and strong communication skills. A proactive, resourceful, and self-motivated work ethic. International or multicultural experience is advantageous but not required. What You'll Gain: Practical training in valuation, M&A analysis, and financial strategy. Mentorship and structured feedback from professionals with experience at top-tier investment firms. A results-oriented environment that simulates real-world investment banking workflows. Flexible working arrangements — remote opportunities available. Compensation: Paid internship route accessible Ideal For: Aspiring investment bankers, finance enthusiasts, and high-agency individuals eager to gain elite experience before entering full-time analyst roles at investment banks and private equity firms. Powered by JazzHR
Posted 3 weeks ago
Banc of CaliforniaDurham, North Carolina
BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values – Entrepreneurialism, Operational Excellence, and Superior Analytics – empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN® THE OPPORTUNITY The incumbent supports business development efforts (Originations) by analyzing, underwriting new lending opportunities and assisting in structuring and closing of new loans as well as transitioning loans to Portfolio Management. This role will work closely with senior Bankers on new transactions. They will also be a key part of business development efforts by attending market events and cultivating their own personal network in the tech ecosystem. There is a focus on credit analysis, credit application preparation and coordination with Portfolio Management. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates. HOW YOU’LL MAKE A DIFFERENCE Join all calls with prospect from start to be up to speed on firm and deal. Coordinate demo with GTM if needed. Aggregate and review all diligence materials required for EOI/CAR. Prepare EOI with guidance of banker/CM. Prepare CAR. Engage appropriate CM. Work with Client Services/Prospect to ensure relevant bank accounts set up. Work with CM/loan closing/prospect to ensure all needed diligence and closing docs have been received. Work with prospect on borrowing kit and determine advance needed at close. Prepare any needed change memos and portfolio duties to ensure efficient transition (if applicable). Review LinkedIn, Axios, Pitchbook data and other resources to build targeted lead list. Reach out to prospects to set meeting for banker when needed (usually on deals banker has no connectivity or small firms banker). Manage pitch meeting scheduling and follow up (largely sending marketing collateral after meetings) where needed. Work with GTM and client services to close deposit only opportunities. Attend/organize local events to build network with CFOs/Attorneys and/or service providers. Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct. Performs other duties and projects as assigned. WHAT YOU’LL BRING Experience: Required: At least two years’ experience as a Venture Banking Portfolio Analyst or comparable experience at a financial institution, venture capital/private equity firm, business development, or in public accounting Education & Certifications: Required: Bachelor’s degree or equivalent experience Preferred: Master’s degree or higher Skills, Behaviors and Knowledge: Required: Responsiveness, passion for excellent customer service Willingness to go above and beyond Proven ability to underwrite well and independently Accuracy, attention to detail, strong organizational skills Excellent knowledge of Venture Bank compliance systems Team orientation HOW WE’LL SUPPORT YOU Financial Security: You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting. Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA). Building & Supporting Your Family: Banc of California partners with providers that offeradoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off. Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more. SALARY RANGE The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.
Posted 3 weeks ago
First National Bank Of PennsylvaniaCharlotte, North Carolina
Primary Office Location: 401 S Graham St. Charlotte, North Carolina. 28202. Join our team. Make a difference - for us and for your future. Position Title: Regional Manager of Commercial Banking Business Unit: Commercial Banking Reports To: Varies by Assignment Position Overview: This position is primarily responsible for managing an assigned Banking Region to meet the financial service needs of customers residing within the region, achieving asset growth goals established through the strategic plan, developing, implementing and achieving annual goals and objectives as established in the Region's annual operating plan and achieving these goals in a profitable manner by creating a sales culture which ensures Superior Customer Service while aggressively soliciting current and prospective clientele for additional business. Primary Responsibilities: Leads and manages an assigned Banking Region to meet the financial services needs of customers residing in the area. Develops regional marketing and sales plans including customer service, sales objectives and strategies and implements sales plans including officer calling plans, branch solicitation efforts and referral programs carried out by staff within the specific area.Negotiates various balance sheet growth goals with subordinates consistently with achieving results set forth in the Bank's strategic plan. Reviews ongoing market research to determine customer needs, volume potential, competitive strategies, etc. Works with Marketing and management to develop advertising and promotional campaigns.Coordinates customer service and sales efforts with area management and staff personnel to attain specific goals and objectives including joint sales calls with staff. Conducts regularly scheduled (at least monthly) sales and customer service meetings.Achieves profitability goals and impacts profitability through sale of commercial and small business loans, expansion of loan fees and management of related expenses.Evaluates the effectiveness of staff based on sales growth, leads and coaches sales personnel and makes certain that product and sales training is in place. Administers personnel policies and procedures as established by bank policy.Actively participates in actions designed to support credit quality and the Bank's credit culture, serves as liaison between staff and Credit Administration ensuring business is processed timely.Assists in loan structuring and related activities. Supports the lending activities by approving or rejecting loans within lending authority, performing tasks to use lending authority including all appropriate types of credit while maintaining the bank's credit quality and culture.Assists in the development of the annual budget and adheres to budget parameters. Analyzes and controls expenditures to meet budgetary limits. Provides periodic reports to the EVP of Community Commercial Banking and President of Northwest Region, senior management and other groups, committees or individuals as required throughout the organization. Coordinates the preparation of periodic and sales reports and forms as requiredDevelops resources as appropriate to improve efficiency and productivity. Allocates the region’s resources toward tasks required to achieve goals and objectives. 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 skillsExcellent communication skills, both written and verbalExcellent customer service skillsExcellent organizational, analytical and interpersonal skillsAbility to use a personal computer and job-related softwareMS Word- Basic LevelMS Excel- Intermediate LevelMS PowerPoint- Basic LevelExperience associated with interpreting and implementing marketing and sales strategies Understanding of commercial, retail lending and of the credit process from application through documentation Special Licenses and Certificates: N/A Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
Posted 4 days ago
Zone IT SolutionsCalifornia City, CA
We are looking for a Project Manager for a United States based role. You will be working on one of the large-scale Banking projects for our client. Requirements Previous banking operational experience with client account Project delivery experience in BFSI Lean Six Sigma / Green Belt trained and tested Graduate qualification in any field Minimum 8 years Banking Operations Minimum 5years’ experience in account operations Project Management experience minimum of 3 years Strong problem solving, analytical, and project execution skills Strong executive presence, demonstrated through excellent verbal and written Benefits About Us Zone IT Solutions is Australia based Recruitment Company. We specialize in Digital, ERP and larger IT Services. We offer flexible, efficient and collaborative solutions to any organization that requires IT, experts. Our agile, agnostic and flexible solutions will help you source the IT Expertise you need. Our delivery Offices are in Melbourne, Sydney and India. If you are looking for new opportunities your profile at Careers@zoneitsolutions.com or contact us at 0434189909 Also follow our LinkedIn page for new job opportunities and more. Zone IT Solutions is an equal opportunity employer and our recruitment process focuses on essential skills and abilities. We welcome applicants from a diverse range of backgrounds, including Aboriginal and Torres Strait Islander peoples, people from culturally and linguistically diverse (CALD) backgrounds and people with disabilities.
Posted 2 days ago
First AnalysisChicago, IL
You will be a key member of our small but fast-moving, dynamic team serving and investing in growth-focused business-to-business technology companies. Our entrepreneurial structure will afford you the opportunity to be deeply involved in exciting, demanding projects at an early stage of your career. Our granular approach means you’ll have meaningful engagement with the entrepreneurs and enterprises who are our clients and partners, enabling you to develop advanced strategy skills. You will build financial models, develop valuation analyses, create pitchbooks and other presentations and perform due diligence relating to mergers, acquisitions, capital raises, and proprietary investments by the firm's venture capital funds. First Analysis has been advising and investing in growth-focused B2B technology companies for over 40 years. Our approach is founded on comprehensive research and deep sector insights. We harness this knowledge to empower entrepreneurs, enterprises and their investors, transforming industry expertise and robust relationships into tangible results. We provide investment banking and related services through First Analysis Securities Corp. (FASC), a FINRA-registered broker-dealer and member SIPC, and invest directly in companies through First Analysis Capital Management LLC, an SEC-registered investment adviser. In our research and in all our undertakings, we aim to create an inclusive culture where the unique backgrounds and perspectives of our employees and partners are highly valued. First Analysis is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age or veteran status. Requirements Candidates should have a bachelor’s degree in business or a related area or a bachelor’s degree with relevant experience. You should be able to work in a fast-paced, team-based environment with minimal supervision, have strong research, quantitative, and analytical, skills and be proficient with Microsoft Office products, especially Microsoft Excel and PowerPoint. You should be proficient at synthesizing complex information about businesses and using strong writing, design and speaking skills to position them effectively for relevant audiences. Benefits Paid time off and holidays; health, dental, and vision insurance; 401(k) plan. Compensation: $80,000 per year. Minimum bonus of $20,000.00 during first year.
Posted 30+ days ago
Convergint CareerFredericksburg, Virginia
Convergint is looking for a full-time, enthusiastic, results-driven, and forward-thinking ES Banking Service Technician to join our amazing culture. In this role, you will troubleshoot, repair, and perform preventive maintenance on banking security equipment including security camera, access control, and alarm systems, banking drive-up equipment, vaults, safe deposit boxes, ATMs and more. Must have effective verbal, written, and interpersonal communication skills. As an ES Banking Service Technician, you are part of a dynamic team that allows you to grow as Convergint grows. For information about how we use your personal information, please see our Colleague & Applicant Privacy Notice, available on convergint.com/careers. Who You Are You have a passion for providing world-class service to customers, colleagues, and communities. You are a person of integrity with a commitment to growth, accountability, and delivering results. You want to join an organization with a positive culture that embraces equal opportunity and allows everyone to be the best version of themselves at work and home. You want to grow with us and deliver results as an exceptional Banking Service Technician. Who We Are With 20 years of proven growth and exceptional performance, our mission is to be our customer’s best service provider. We realize the importance of diversity in achieving that goal. Our company was built upon a solid foundation of 10 Values and Beliefs which drive our unmatched culture, making us the #1 global, serviced-based systems integrator in the industry. We take great pride in protecting the lives and assets of our customers and their communities with the solutions we provide. What you’ll do with “Our Training and Your Experience” Convergint's greatest strength is our people! Every colleague is encouraged to participate in our Recruit Awesome People program, helping us grow Convergint by promoting our colleague-first culture and referring top talent to the Talent Acquisition Team and hiring managers. The Banking Service Technician is expected to be skilled in at least one of the three areas of specialization: locksmiths, drive-up and electronic security. Installs equipment and services/supports existing customers by responding to service calls. Drive-up Specialists install, repair, rebuild, and service remote drive-up systems, audio, and video equipment. Locksmiths handle a variety of locking mechanisms from basic drawer locks to more complex locking devices such as vaults, secure keyways, and other systems unique to the banking industry. Electronics Specialists provide support for a variety of electrical and electronics projects. Installs, programs, tests, repairs, and services a variety of non-routine systems and equipment for drive-up, locksmith, and electronic projects. Systems include but are not limited to all manufacturer drive-up equipment (including remote drive-up), deal drawers, and audio and video equipment related to drive-up banking. Repairs or replaces damaged components of remote units. Troubleshoots, repairs, and replaces all components of remote, audio, and video equipment. May install, configure, and support a variety of network systems and equipment for assigned projects. Performs preventative maintenance as needed. Acts as a mentor to less experienced staff by using technical knowledge, skills, and experience. Handles moderately complex installations for remote units such as alert systems. Installs new units with final connections, testing, and training. Responds to moderately complex customer service calls, scheduled maintenance calls, and emergency and after-hours service calls on a timely basis. Work assignments are varied, of moderate scope and complexity, and may require originality and ingenuity in some situations. Identifies potential project challenges, communicates to appropriate parties, and assists in the development and implementation of strategies to minimize deviations from estimated costs and project deadlines. Inspects completed work for conformance with specifications, requirements, and compliance with applicable manufacturer's specifications. Refers only to the most complex issues to higher levels. Estimates cost, time, and materials for replacement equipment. Cleans, maintains, adjusts, calibrates, and services equipment used in the performance of duties. Executes all work in accordance with State and local regulations, general best practices as well as company health and safety policies and procedures. Uses strong troubleshooting skills to isolate and fix problems in malfunctioning equipment or software systems. Acts as “our customer’s best service provider” at all times thereby ensuring Convergint is the customer’s first choice for service. Communicates with and works with the other team members consistently to improve overall operations of the Convergint Center, and company. May advise management regarding customer satisfaction, product performance, installation techniques, and standards as well as suggestions for product improvements. Keeps up-to-date and informed on all company policies. Presents a professional image of Convergint at all times in appearance and behavior. Performs other duties and responsibilities as requested or required. What You’ll Need Working knowledge of drive-up, locking, and electronic systems specific to the banking industry. Basic knowledge of Digital Video Recorders (DVRs) and Network Video Recorders (NVRs) connected to the remote system. Solid knowledge of mechanical and electrical systems. Customer Focus – Maintaining awareness of and seeking to meet the needs and wants of the customer. Strong communication skills both oral and written. Adaptability – Responds effectively to changes in situations or information. Company Benefits Convergint fosters a supportive, accessible, and inclusive environment in which all individuals are able to realize their maximum potential within the company. We offer a variety of programs and exceptional benefits: 10 Company Holidays and Paid Time Off starting at 13 days annually Fun & Laughter Day Off Medical, Dental & Vision Plan Life insurance & Disability Plan Wellness Program 401K Matching Plan Colleague Assistance Program Tuition reimbursement Competitive salary and compensation plan Vehicle reimbursement plan or company vehicle Corporate Social Responsibility Day Cell phone reimbursement (if applicable) Paid parental leave Requirements: Education: High School/GED or equivalent experience Preferred Experience: DMP and/or Verint Technical diploma and/or equivalent trade experience (e.g. Electrician) 2-3 years of previous technician experience within a commercial, industrial, or facilities operation setting Experience in 1 or more of the following industries: electronic, fire alarm and/or building automation Convergint is an Equal Opportunity Employer. Visit our Convergint careers site to learn more about the company and the exciting opportunities available. Please note that this job posting includes salary information for the assigned target market range within the primary geographic region the requisition is posted. If the position is posted in multiple locations or is a remote position, the salary range may vary. Individual pay rates will, of course, vary depending on the job, department, and location, as well as the individual skills, experience, certifications, specific licenses, and education of the applicant.
Posted 30+ days ago
Raymond JamesNew York, New York
Job Description Summary Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock. Will work on every aspect of the transaction process, including participating in drafting sessions, new business proposals and due diligence meetings. Job Description Responsibilities:Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios.Advise managers how to apply a wide variety of existing procedures and precedents.Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.Edit document in line with organizational style guidelines and prepare information for publication.Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues.Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.Develop short- or medium-term work schedules in order to achieve planned commitments. Approve overtime or use additional resources as needed.Explore issues or needs, establishing potential causes and barriers, as well as related issues.May include such responsibilities as supporting internal customers or helping senior colleagues manage internal client relationships.Manage relationships with small clients while also helping senior colleagues manage relationships with larger key clients and customers.Skills:Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.Works without supervision and provides technical guidance when required on analyzing data trends for use in reports to help guide decision making.Independently supports business processes with comprehensive understanding and effective use of standard office equipment and standard software packages, while also providing guidance and training to others.Works without supervision and provides technical guidance when required on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives.Works without supervision and provides technical guidance when required on developing appropriate plans or performing necessary actions based on recommendations and requirements.Works without supervision and provides technical guidance when required on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations.Works without supervision and provides technical guidance when required on achieving full compliance with applicable rules and regulations in management and/or operations.Works without supervision and provides technical guidance when required on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.Works without supervision and provides technical guidance when required on interpreting and applying knowledge of laws, regulations and policies in area of expertise.Works without supervision and provides technical guidance when required on managing client accounts in a way that provides benefits both for the organization and its clients.Works with full competence to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works without supervision and may provide technical guidance.Conducts research and analyzes data without supervision while providing technical guidance as needed in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments.Works without supervision and provides technical guidance when required on acquiring, organizing, protecting and processing data to fulfill business objectives.Works with full competence to envision and document the future state of processes and products by identifying the solution scope, potential value of the future state, and the changes to the process, products, organization infrastructure, capabilities, and technology necessary to achieve the desired future state. Typically works without supervision and may provide technical guidance.Communicates with other people without requiring supervision and provides technical guidance when required on speaking in a clear, concise and compelling manner.Works with full competence to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the return on investment. Typically works without supervision and may provide technical guidance.Works without supervision and provides technical guidance when required to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution. Works without supervision and provides technical guidance when required to uncover clients’ explicit needs and/or unforeseen opportunities and challenges.Works with full competence to understand business context, needs, rules, and architecture, as well as organizational structure, cultures, capabilities, and processes to document the current state of processes and the business. Typically works without supervision and may provide technical guidance.Works with full competence to conduct gap analysis between current and future states to identify components of the overall change strategy. Typically works without supervision and may provide technical guidance.Works without supervision and provides technical guidance when required to orient the seller's organization around delivering to the key needs of their customers. Education Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required) Work Experience General Experience - 6 to 10 years Certifications Certified Anti-Money Laundering Specialist (ACAMS) - Association of Certified Anti-Money Laundering Specialists (ACAMS) Salary Range $80,000.00-$110,000.00 Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: Grow professionally and inspire others to do the sameWork with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mindTake ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Posted 1 week ago
MidFirst BankBroken Arrow, Oklahoma
The Banking Center Manager is responsible for managing the daily operations of a banking center as well as providing leadership to a team of sales and service professionals to meet and exceed sales goals and provide valued service to customers. This position is responsible for a variety of duties focused on the development of new business, as well as retaining and expanding our current relationships with customers. Duties will include, but are not limited to, the following: Build and maintain relationships with customers to help identify financial products and services Generate sales leads and referrals through community outreach activities and on-site visits with local businessesSupervisory duties will include, but are not be limited to: coaching, counseling, scheduling, training, approving transactions, coordinating job duties, reviewing time cards, and conducting performance evaluations Assist customers with concerns or questions regarding accounts Represent oneself and the bank in a positive, courteous, friendly, and professional manner Create stability and cultivate an engaged and enthusiastic team through effective coaching on proper behaviors, sales techniques, service expectations and compliance guidelines, while modeling the same Ensure audit/compliance procedures and Personal Banking policies are followed, while maintaining the highest level of customer service Ensure new hire and regulatory compliance training is completed timely Ensure security measures are adhered to regarding opening and closing procedures Required Skills include: A minimum of three years recent retail banking experience leading, managing, motivating, and developing a team, including sales associates, to meet and exceed assigned goals within a goal and/or commission-based environment Supervisory abilities, including: leadership skills, sound decision making, the ability to motivate others, and the capability to address conflict in a positive and productive manner Proven ability to proactively and effectively participate in a sales program, as well as meeting or exceeding expectations for the sales and referral activities established for this position Must have a current Notary or be willing to become one (pursue application, bond and notary seal) at the Bank’s expense Availability to work weekends and/or extended hours as required to support the banking center Excellent client service skills, including interpersonal and communication skills Excellent organizational skills Proficiency in all Microsoft applications (Word, Outlook, Excel etc.). Preferred Skills: Extensive knowledge and familiarity of banking products and services Bilingual (fluent verbal and written English/Spanish) Physical Requirements: This position requires long periods of standing or sitting as well as typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds.
Posted 3 weeks ago
Career CenterLake Oswego, Oregon
The Commercial Banking Officer is responsible for the development, and sales and risk management, of commercial banking relationships. Products include both non-credit and credit services, sold to relationships characterized by frequent, ongoing contact with clients in which banking services are provided in the context of being the primary bank, with long-term familiarity with client goals and needs. Valuable observations of client businesses are sometimes provided to clients on topics that are incidental to the provision of banking services. By these activities, the Commercial Banking Officer contributes to the corporation’s goals for loans, deposits, and non-interest income and therefore has keen awareness of personal portfolio goals as relate to that contribution. Reviews lists, records, newspapers, networking opportunities, and other sources for business development leads. Develops new prospects and customers for the financial institution by maintaining an organized business development effort including but not limited to calling on new and existing clients, utilizing a contact management program, and planning and documenting calls as appropriate. Conducts other business development activities such as but not limited to joint calling with branch staff and product specialists, attending community and networking events, organizing events, publishing tombstones, and issuing newsletters. Interviews applicants for commercial banking services, both credit and non-credit services. Discusses client needs, problems or complaints with client relationship stakeholders. Evaluates potential customer loan requests and makes loan recommendations to management as appropriate. Analyzes and screens credit requests for all types of loans, utilizing all relevant information to determine client and prospect credit repayment capabilities. Reviews new laws, regulations, and policies that influence commercial lending within the financial institution and incorporates these as appropriate. Presents credit requests to management as appropriate or required by policy, by writing approval, problem credit, and other forms of loan memoranda. Presents non-credit and credit products to prospects and clients and refers client and prospects to other product specialists as appropriate including cash management, private banking, investment, branch, and other personnel. Negotiates credit terms, such as costs, loan repayment methods and collateral, including customer pricing for products sold as consistent with policies and procedures, and to be competitive with the market. Packages loans for prospects and clients, and recommends loan terms and conditions, and packages non-credit services, or directs supporting staff in such activities as appropriate. Ensures document accuracy relative to approved credit facilities. Corresponds with legal counsel or other agents, as appropriate, and as necessary. Monitors client performance versus that expected, documenting material variance and information, and making risk rating changes as appropriate. Includes but is not limited to the timely follow-up of financial reporting, covenant checks, and borrowing base review. Takes action regarding expiring notes in advance of maturity; collects past due payments quickly; and engages on other activities to maintain the credit quality of loan portfolio. Engages junior Commercial Banking Officers, Credit Analysts, Documentation Specialists, and Commercial Administrative Assistants as appropriate in the writing of loan memoranda, analyzing of data, completion of documentation, and risk management activities as routine among those activities essential to the development and risk management of commercial accounts. Manages large or complex commercial relationships, as needed, and counsels customers and prospects on banking and non-banking strategies. In some instances, maintains and enhances information base on local and national economics or industries, as well as other concerns, that would impact the financial institution’s lending activities. Portfolio focus may be industry specific (such as agriculture, real estate, natural resource, or others). Other duties, in addition to those above, may be assigned by management. Education/Knowledge/Skills & Abilities Bachelor's degree or equivalent in Finance, General Business or Accounting – desirable 2 - 3 years related job experience; Prior credit experience within a banking environment is desirable; Understanding of collateral requirements with general exposure to documentation Knowledge of credit investigations Use of bank standard word processing software and spreadsheet software with strong understanding of multiple math formulas. General communication (oral and written); clear voice communication; business telephone etiquette; distribute and exchange information with others; interaction with managers, employees, regulatory agencies, industry peers, customers, communicate/work with confidential information; compose draft written materials, correspondence/memoranda, reports, publications. Sound reasoning and judgement skills Exceptional interpersonal and rapport building skills Highly Organized Attention to Detail Knowledge Retention Physical and Mental Requirements: General office environment May be necessary to work extended hours Periodic travel required Ability to perform repetitive finger, hand, and arm movements Ability to lift up to 20lbs. Ability to sit or stand for extended periods of time Ability to reach, squat, bend, and manually manipulate standard office equipment Our Mission is simple, to be the best Bank for our employees, customers, investors and community. At Bank of the Pacific, we are committed to delivering memorable service beyond the customer’s expectation, to include both external and internal customers. We consistently demonstrate our values through teamwork, open communication, integrity, honesty and respect for others. Additionally, we will maintain a professional appearance through dress, conduct and an orderly work area. A successful candidate will possess these qualities and be enthusiastic, professional and of high ethics. They will embrace our Mission, Vision and Values and actively contribute to our success. Our Core Values – We Care. We consistently demonstrate this through: Teamwork and open communication ~ Integrity, honesty and respect for others ~ Enthusiasm and positive recognition ~ Professionalism, initiative and innovation ~ Accountability, focused action and timely follow-through ~ Commitment to make our company a success For your Benefit We Offer: Eligible to participate in annual incentive plan. We offer a comprehensive healthcare benefit package that includes: Medical, Dental, Vision, EAP, LTD, STD, Group Life, VTL, AD&D, FSA, DCAP, LFSA, and HSA. Retirement Savings Plan through 401(k) with an additional Roth 401(k) option. We match 100% of your deferral up to 5% of eligible compensation. Wellness Dollars up to $500 per year. Weekend Wellness Hours, 4 per quarter. Paid Birthday and Anniversary Holiday 11 paid Holidays per Year Sick Leave Time – Earn up to 8 days each Year Vacation – 22 days each year ( first year adjusted based on hire ) Vacation Purchase Plan Tuition Reimbursement Employee Banking Privileges and Special Loan Features. All employees are responsible for internal controls in the performance of their assigned duties. Internal Control responsibilities are established in various policies, procedures, and documents including the Code of Conduct. Bank of the Pacific is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Salary Range Disclaimer: The base salary range represents the minimum and the maximum of Bank of the Pacific’s salary range for this position. Actual salaries will vary depending on factors related to business needs and the employee’s relevant knowledge, qualifications, experience, and job performance for the position.
Posted 2 weeks ago
TBK Bank, SSBDallas, Texas
Join TBK Bank! At TBK Bank, a subsidiary of Triumph, we're a team of passionate, driven, collaborative, solutions-minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together, because at the end of the day, TBK means striving for excellence, while delivering with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals. Position Summary: The VP, Banking Products will lead the effort in developing and delivering customer centric solutions that generate value and make a difference. The VP will be an executor who drives outcomes and possesses a deep understanding of consumer and business banking products and propositions, strong analytical skills, deep customer experience management, and a proven track record of success collaborating with executive leadership and cross-functional teams to execute. As VP, Banking Products, this position is accountable for turning strategy into execution. This role ensures product initiatives move from concept to delivery with speed, discipline, and measurable impact. Success will be defined not only by shaping the roadmap but by driving consistent execution that achieves financial performance, regulatory compliance, and customer adoption goals. ESSENTIAL DUTIES & RESPONSIBILITIES Product Strategy & Roadmap Translate product strategies into actionable execution plans with clear milestones, accountability, and delivery commitments. Drive disciplined execution of the product roadmap, ensuring on-time, on-budget delivery with minimal scope creep. Establish and enforce execution frameworks (agile, sprint planning, governance routines) to ensure consistent delivery across teams. Own end-to-end execution of the product lifecycle, from ideation through launch and post-launch performance management. Ensure KPIs and dashboards are used to track execution success; proactively address delivery risks and course-correct as needed. Accountable for translating strategic goals into measurable financial outcomes (deposit growth, product adoption, profitability). Commercial Contribution Own the P&L for products, including pricing, profitability, and portfolio performance. Partner with Finance to forecast revenue, manage cost structures, and optimize margins. Identify and deliver on opportunities to grow deposit balances, improve retention, and enhance customer lifetime value. Cross-Functional Collaboration Work closely with Distribution to ensure product readiness, training, and frontline enablement. Collaborate with Marketing to deliver go-to-market plans, campaigns, and customer communications. Partner with Technology/Vendors to define product requirements, support agile delivery, and ensure digital excellence. Drive outcomes by partnering with Risk and Compliance to ensure products meet regulatory standards and internal controls. Customer-Centric Innovation Champion customer insights and data-driven decision-making to shape product features and enhancements. Lead ideation and pilot programs to test new deposit solutions and refine based on feedback. Performance Management Establish KPIs and dashboards to track product performance, adoption, and customer satisfaction. Conduct regular reviews with stakeholders to assess progress and recalibrate strategy as needed. Performs other duties as assigned. EXPERIENCE & EDUCATION 8+ years of experience or equivalent expertise in product management or a relevant domain area. Bachelor’s degree in Business, Finance or related field or equivalent work experience. 5+ years leading a team of Product Managers. SKILLS & ABILITIES REQUIRED Proven experience in product leadership, within banking or financial services. Strong understanding of banking products, market dynamics, and regulatory environment. Excellent analytical, strategic thinking, and communication skills. Demonstrated ability to lead cross-functional teams and influence without direct authority. In-depth knowledge of the product development life cycle, design, and data analytics. Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management. Demonstrated prior experience working in a highly matrixed, complex organization. Experience collaborating with technology partners to scale solutions and drive innovation. Strong problem-solving skills and strategic thinking in product development. WORK ENVIRONMENT The work environment characteristics described here maybe encountered while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Moderate noise (i.e. business office with computers, phone, and printers, light traffic). Ability to work in a confined area. Ability to sit at a computer terminal for an extended period of time. Occasional stooping or kneeling may be necessary. While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear and use hands and fingers to operate a computer keyboard and telephone. Specific vision abilities are required by this job due to computer work. Light to moderate lifting is required. Regular, predictable attendance is required. We offer Medical, Dental, Vision, Paid Time Off, 401k and much more. Go on. Do it. Apply Today!
Posted 6 days ago
Houlihan LokeyNew York, New York
Business Unit: Corporate Finance Industry: Business Services
Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG.
Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions.
Business Services Houlihan Lokey’s Business Services Group offers M&A advisory, capital raising, valuation, and corporate restructurings to public and private companies. We work with companies providing professional and technology-related services across a number of end markets and regularly collaborate with other Houlihan Lokey industry and product groups to bring the highest level of knowledge, services, and relationships to our clients. Our team covers a broad array of sectors, with bankers dedicated to each of our primary coverage areas. We maintain deep, senior-level relationships with major strategic and financial buyers of professional and technology-related services companies, as well as large, public, and private company thought leaders within the industry. As one of the leading M&A advisors in our sector, we help open doors to opportunities—whether our clients are seeking a strategic or financial partner in a change-of-control or minority-investment transaction. Job Description Financial Analysts in the Business Services Group support investment banking engagements and new business development efforts. They work primarily on the execution of mergers and acquisitions transactions, as well as develop expertise and build relationships with clients in one or more sectors within the Business Services coverage universe. Our Business Services teams have particularly strong sector practices in the areas of: BPO Services Education Technology and Services Engineering and Infrastructure Environmental Services Equipment-as-a-Service Facility and Residential Services HCM Services IT Services Marketing Services Specialty Consulting and Risk Services Testing, Inspection, Certification, and Compliance Transportation and Logistics As part of our team, you will: Prepare, analyze, and help explain historical and projected financial information Perform valuations of companies and businesses Coordinate and perform business due diligence and execute M&A transactions Prepare confidential memoranda, management presentations, marketing pitches, and other presentations Assist in the marketing and planning of engagements Build relationships and maintain direct contact with clients, prospective clients, and professional advisors The environment at Houlihan Lokey is both collegial and entrepreneurial. Teamwork is essential to the firm’s success. At the same time, creativity and new ideas are encouraged. Financial Analysts are given substantial responsibility and are encouraged to help us grow our business. Basic Qualifications The ideal candidate will have prior investment banking experience, a strong work ethic, and the ability to work independently in a fast-paced environment. While teamwork is essential to the firm’s success, creativity and new ideas are encouraged. At least one year of investment banking experience is required Coursework in accounting and finance is required Strong analytical capabilities and excellent verbal and written communication skills A fundamental understanding of valuation theory, methodologies, and application Preferred Qualifications Strong financial and computer (Excel, Word, and PowerPoint) skills Demonstrated ability to work cooperatively with all levels of staff
Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is:
$110,000.00-$130,000.00
Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience and the location where this position may be filled.
Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.
#LI-113145
Posted 3 weeks ago
Private Banking Associate Credit
BMO (Bank of Montreal)Newport Beach, CA
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Job Description
Application Deadline:
10/30/2025
Address:
320 S Canal Street
Job Family Group:
Wealth Sales & Service
Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals.
- Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs.
- Coordinates client relationship management with the lead relationship manager for the assigned portfolio.
- Applies relationship management principles and techniques to an assigned portfolio of clients providing a value-added client experience.
- Acts as a secondary member of a client deal team in the facilitation of the desired client experience and to achieve business goals.
- Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients.
- Builds effective relationships with internal/external stakeholders.
- Ensures alignment between stakeholders.
- Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
- Monitors and tracks performance and addresses any issues.
- Ensures high quality of information obtained to support decisions.
- Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services.
- Negotiates appropriate pricing using discretion where required to build a profitable portfolio.
- Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations.
- Applies financial planning skills and concepts against each client's personal and financial situation.
- Acts as an ambassador to enhance BMO's reputation in the market.
- Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities.
- Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements.
- Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews.
- Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines.
- Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines.
- Performs sales and service support activities to meet client needs and maintain overall service levels.
- Develops rapport and instills confidence with the client to develop credibility and earn their trust.
- Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works independently on a range of complex tasks, which may include unique situations.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.
- Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures.
- Basic knowledge of Personal and Commercial credit and non-credit products.
- Working sales and client service skills
- Working business development skills with successful track record
- In-depth relationship management skills.
- Able to work independently, resolving complex or ambiguous issues or situations.
- Technical proficiency gained through education and/or business experience.
- Verbal & written communication skills- In-depth.
- Collaboration & team skills- In-depth.
- Analytical and problem solving skills- In-depth.
- Influence skills- In-depth.
- Data driven decision making- In-depth.U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.
Salary:
$57,500.00 - $106,500.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
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