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The Head of Investment Banking will play a pivotal role in driving the growth and success of our investment banking operations. This leader will oversee a team of professionals, cultivate client relationships, and lead initiatives to expand Odeon’s footprint in the financial services industry. Key Responsibilities include but are not limited to: Develop and execute a comprehensive strategy for the investment banking division, aligned with the company’s overall goals. Build and maintain strong relationships with existing and prospective clients. Lead the execution of key transactions, including mergers and acquisitions, capital raising, and restructuring, ensuring optimal outcomes for clients. Identify and pursue new business opportunities, leveraging market trends and industry insights to expand the firm’s client base and service offerings. Partner with sales and trading teams to initiate deals, identify cross-selling opportunities, and ensure seamless execution and distribution of transactions. Ensure all transactions and processes adhere to regulatory requirements and the firm’s internal compliance standards. Perform due diligence, research, analysis, and documentation of live transactions. Oversee the financial performance of the investment banking division, including budgeting, forecasting, and achieving revenue targets. Maintain deep knowledge and expertise across industry sector(s). Mentor and manage a team of investment bankers, fostering a culture of collaboration and excellence. Requirements Education and Experience Bachelor’s degree in finance, economics, or a related field; MBA or advanced degree preferred. 10+ years of experience in investment banking, with a proven track record in leadership roles. Deep understanding of financial markets, corporate finance, and transaction structuring. Strong client network and business development acumen. Excellent leadership, communication, and negotiation skills. An appetite to work in a team-oriented environment with the ability to think creatively and act collaboratively, playing a key role in driving the Firm’s long-term success. Series 7, 63, 79, and 24 licenses (or willingness to obtain prior to hire) Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Short Term & Long Term Disability Life Insurance (Basic, Voluntary & AD&D) This description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Odeon Capital Group provides a total compensation package which may include a base salary, commissions, discretionary performance bonus, and/or a comprehensive benefits package. The estimated base salary range for this position, at the time of posting, is $150,000 to $200,000, which is specific to New York and may change in the future. When finalizing an offer, we take into consideration an individual’s experience level and the qualifications they bring to the role to formulate a competitive total compensation package. Candidates hired to work in other locations will be subject to the pay range associated with that location. The final base salary amount that is offered to any candidate, in any location, will be determined on several factors, which may include but are not limited to location, work experience, skills, knowledge, education, and/or regulatory licenses. Odeon Capital Group is an Equal Opportunity Employer. We are committed to creating a work environment that supports, inspires, and respects all individuals and in which employment processes are merit-based and applied without discrimination. Odeon does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or any other protected characteristic or other non-merit factor.

At Current, we're on a mission to empower our members to create better financial outcomes for themselves. Headquartered in NYC, we're a leading U.S. fintech and one of the fastest-growing companies with millions of members. We welcome everyone to build great products, grow quickly, and make an impact together. ABOUT THE ROLE We are seeking a seasoned analytics leader with a proven track record in guiding data and business analytics strategies and managing high-performing analytics teams. As the Senior Manager, Data Analytics within the Banking team, you will play a pivotal role in driving business growth and profitability across the entire product lifecycle and within the broader business P&L. You will be a key member of the Banking leadership team, leveraging data to inform strategic decisions, optimize operations, and identify new revenue opportunities. This role will lead a team of talented analysts, working cross-functionally to leverage data to successfully launch new products, scale existing offerings, and fuel business growth. By deeply understanding customer behavior, this role will ensure a seamless user experience and inform strategies that enhance customer value and drive business success. In this hands-on leadership role, you will drive the development and execution of analytical projects and processes. You will also be responsible for developing the competencies and talent strategies of your team to ensure their ongoing success and the overall success of the Banking department. Your leadership in data-driven decision-making, business intelligence, and analytics infrastructure will be instrumental in shaping the future of financial products and services at Current. RESPONSIBILITIES Lead and mentor a team of data analysts, fostering a culture of analytical excellence. Devise and implement analytics strategies to enhance banking performance, revenue, and customer growth. Create and manage data pipelines, dashboards, and reports to track key performance indicators (KPIs) for the Banking team and ensure efficient dissemination of the KPIs. Deliver timely insights, identify key business performance drivers, and uncover untapped growth opportunities. Enable the development and implementation of new customer treatment models, incentives, and pricing strategies to optimize P&L growth. Conduct in-depth analyses using internal and third-party data to identify trends, discover opportunities, and elevate customer experience. Partner with stakeholders across Leadership, Product, Credit Risk and Engineering teams to define success metrics, analyze trends, and provide actionable recommendations Partner with cross-functional teams, including Product, Engineering, Risk, and Customer Success, to conceptualize and launch new products and features. Design and Implement Experiments, customer segmentation, and personalization strategies and help establish frameworks and improve key processes. Review analytics initiatives on the banking and cross-functional teams and provide actionable feedback and recommendations. Deliver actionable insights to senior leadership on banking performance and key initiatives. Collaborate with Finance on business case analysis, revenue forecasting, and customer growth projections. Uphold data integrity, accuracy, and governance across the banking analytics ecosystem. Effectively manage team resources and personal bandwidth to prioritize and deliver high-quality analytical projects. ABOUT YOU 10+ years of experience in data analytics, preferably in fintech, banking, or customer-centric industries. 3+ years of experience managing and leading analytics teams and strategies. Strong proficiency in SQL and Python for data analysis and automation. Strong hands-on experience in managing multiple analytical workstreams. Proficient in designing, analyzing, and interpreting experiments. Well-versed in customer segmentation and deep-dive behavioral analytics. Proven ability to uncover revenue and growth opportunities through data insights. Track record of improving customer conversion and retention through data-driven product strategies. Experience in rolling out new products/features and tracking their impact. Skilled in developing compelling dashboards and reports to communicate insights effectively. Strong cross-functional collaboration with Product, Marketing, Finance, and Engineering teams. Advanced analytics capabilities, including statistical inference, significance testing, and forecasting methods. Exposure to machine learning modeling and related workflows. Preferred Skills & Qualifications Experience in fintech or financial services. Background in B2C products and analytics. Familiarity with credit, loans, or liquidity products. Experience in building classification and regression machine learning models. Strong knowledge of marketing data analytics, attribution, and performance measurement. Expertise in designing and analyzing randomized control trials (A/B or multivariate testing). At Current, you will have the opportunity to lead impactful analytics initiatives, drive data-informed decision-making, and shape the future of banking for millions of members. Join us in building the next generation of financial services! This role has a base salary range of $220,000 - $265,000. Compensation is determined based on experience, skill level, and qualifications, which are assessed during the interview process. Current offers a competitive total rewards package which includes base salary, equity, and comprehensive benefits. BENEFITS Competitive salary Stock options 401(k) savings plan Discretionary performance bonus program Biannual performance reviews Medical, Dental and Vision premiums covered at 100% for you and your dependents Unlimited time off and paid holidays Generous parental leave policy Commuter benefits Healthcare and Dependent care FSA benefit Employee Assistance Programs focused on mental health Healthcare advocacy program for all employees Access to mental health apps Team building activities Our modern Chelsea-based office with open floor plan, stocked kitchen, and catered lunches

Lead Data Scientist, Banking At Current, we’re on a mission to enable our members to create better financial outcomes for themselves. Headquartered in NYC, we’re a leading U.S. fintech company and one of the fastest-growing companies with over 4 million members. No matter your title, we’re a team that collaborates on building great products and making an impact together. We are in search of an experienced Data Scientist to lead our ML model development for our lending and liquidity products. In this role, you will leverage VertexAI to lead the design, development, deployment, and governance of machine learning models that power and optimize our risk underwriting to achieve business objectives. The ideal candidate will possess a strong background in statistical analysis, machine learning techniques, and programming, and preferably a solid understanding of the Credit Risk domain and VertexAI’s capabilities, along with experience in deploying and scaling models using Scala and Google Dataflow. Responsibilities: Design, develop, and deploy models that are used for risk underwriting, risk management, limit setting, pricing, and customer acquisition and engagement optimization. Analyze diverse datasets, including but not limited to credit bureau, customer behavior, and alternative data, to extract meaningful insights and patterns, identifying actionable opportunities for optimization and innovation. Lead and mentor a team of data scientists and analysts, providing guidance and support. Conduct exploratory data analysis, feature engineering, and model selection to optimize performance and enhance predictive accuracy. Implement and maintain scalable machine learning pipelines and workflows on Google Cloud Platform, ensuring reliability, scalability, and efficiency. Leverage Google Dataflow to process large-scale data and build scalable data processing pipelines. Evaluate model performance and govern deployed models using appropriate metrics, techniques, and scalable automated methods. Maintain model documentation and perform ongoing refits/retraining of existing models to ensure models are always at or near optimal performance and risks of degradation are avoided or managed. Design experiments, measure, test, and conduct readouts to optimize and test the underwriting process, offers, and customer engagement. Collaborate with engineering teams to integrate machine learning models into production systems, monitor performance, and troubleshoot issues. Contribute to developing best practices, standards, and documentation for machine learning processes and methodologies. Develop and implement data-driven strategies for credit risk management. Requirements: 7+ years of experience in data science or machine learning roles, with expertise in developing and deploying machine learning models, preferably with a background in consumer credit risk and the lending space. 2+ years of experience leading and managing data scientists and/or data analysts. Degree in Computer Science, Statistics, Mathematics, or a related field. Proficiency in Python programming and machine learning libraries (e.g., TensorFlow, scikit-learn) for model development and deployment. Proficiency in data preprocessing, feature engineering, and model selection techniques to optimize performance. Familiarity with Google Cloud Platform services, particularly VertexAI and Dataflow, for scalable data processing and model training. Proficiency in SQL and at least one programming language for developing scalable and efficient machine learning solutions. Understanding of credit risk models and methodologies. Strong leadership, communication, and collaboration skills. Ability to work effectively in a fast-paced, cross-functional environment. Strong understanding of statistical analysis, hypothesis testing, and experiment design. Excellent problem-solving skills with the ability to translate business requirements into technical solutions. Preferred: Experience using the Scala programming language for developing scalable and efficient machine learning solutions. 2+ years of experience building and deploying models using Vertex AI. Experience in B2C Fintech or Financial Services domain(s). This role has a base salary range of $215,000- $275,000. Compensation is determined based on experience, skill level, and qualifications, which are assessed during the interview process. Current offers a competitive total rewards package which includes base salary, equity, and comprehensive benefits. Benefits: Competitive salary  Stock options  401(k) savings plan  Discretionary performance bonus program  Biannual performance reviews Medical, Dental and Vision premiums covered at 100% for you and your dependents  Unlimited time off and paid holidays  Generous parental leave policy Commuter benefits  Healthcare and Dependent care FSA benefit  Employee Assistance Programs focused on mental health  Healthcare advocacy program for all employees  Access to mental health apps  Team building activities Our modern Chelsea-based office with open floor plan, stocked kitchen, and catered lunches

SENIOR PRODUCT MANAGER, BANKING & PAYMENTS Current is a leading consumer fintech platform transforming financial access for everyday Americans with over five million members. We provide access to financial solutions that seamlessly work together to solve the needs of our members and enable all Americans to build better financial futures. Based in NYC, our results-driven environment drives us to build better products, grow faster and empower everyone on our team to have an impact on our business and mission to improve financial outcomes. ABOUT THE ROLE: As a senior member of the Banking team, you will work with a cross-functional team of leaders to make it easier for our customers to manage their financial lives. This role will focus on key journeys around Spending – the core of the Current experience.  You will be responsible for improving the customer's spending experience, from choosing & activating a card to daily use and expense management. This includes managing and iterating on our points experience, and launching new ways for customers to manage their recurring payments.  RESPONSIBILITIES: Lead the full product development lifecycle for key consumer-facing features that impact that impact our members’ financial lives and our core business Collaborate with a team of designers, engineers, and data scientists to identify and define opportunities for new product experiences and improvements Conduct customer research to deeply understand our members’ financial problems to inform future product development Drive team execution by defining roadmap epics, writing feature stories, and overseeing the implementation and development of work in your space Collaborate with our data science team to plan and run experiments to learn and optimize our product experiences Identify KPI’s used to inform the product roadmap and measure success ABOUT YOU: Strong consumer product and user experience instincts - you have a knack for understand what people want and makes an experience meet and exceed their expectations Radical thinking paired with strong execution - can envision a world different than the status quo with the ability to articulate a clear path to get there While you can dream big, you also know when and how to ruthlessly prioritize and ship quickly in order to learn and iterate Creative problem solver - able to identify real obstacles and viable solutions Self-motivated, with excellent written and verbal communication skills Not hesitant to get hands dirty, get into the weeds, and do whatever is necessary to ensure your team’s success Outcome oriented and proactive. You can articulate the desired outcome and work collaboratively to create a path to achieve it REQUIREMENTS: 6+ years of product management experience Experience in b2c fintech products (i.e. account transfers, deposits, card programs, p2p) is strongly preferred Comfortable getting into the weeds on a variety of technical issues Ability to execute in a fast-paced and fluid startup environment  Has worked with varied teams and multiple stakeholders to launch features This role has a base salary range of $170,000 - $204,000. Compensation is determined based on experience, skill level, and qualifications, which are assessed during the interview process. Current offers a competitive total rewards package which includes base salary, equity, and comprehensive benefits.  BENEFITS: Competitive salary  Meaningful equity in the form of stock options  401(k) plan Discretionary performance bonus program  Biannual performance reviews Medical, Dental and Vision premiums covered at 100% for you and your dependents  Flexible time off and paid holidays  Generous parental leave policy Commuter benefits  Fitness benefits Healthcare and Dependent care FSA benefit  Employee Assistance Programs focused on mental health  Healthcare advocacy program for all employees  Access to mental health apps  Team building activities Our modern Chelsea-based office with open floor plan, stocked kitchen, and catered lunches

About Narmi: Narmi is how community financial institutions unlock the very latest capabilities in digital banking and account opening – so they can move faster, tap new growth opportunities, and be where banking is going. Since our founding, Narmi has enabled the movement of billions of dollars and the opening of hundreds of thousands of accounts for banks and credit unions across the US. As a result, our customers have seen meaningful increases in deposits, revenues, and happy customers. In fact, one of the first financial institutions to leverage Narmi was recognized by Bankrate and NerdWallet for providing the #1 digital experience for a bank or credit union in the US. About the Consumer Digital Banking Engineering Team: Narmi’s Consumer Digital Banking Engineering team is the engine behind Narmi’s best in class Consumer Digital Banking platform—we spend 100% of our efforts building and maintaining products that help everyday Americans manage their personal checking and savings accounts. You'll continuously add new features, updates, and iterate on experiences that enable our users to seamlessly build and maintain their financial health. What You'll Bring: BS degree in Computer Science or equivalent work experience At least 5 years of professional software engineering experience Hard working, agile, and a top performer Excellent communication skills in verbal and written English Experience working across the stack on 0->1 feature development Experience working in django environments with python and writing api's in DRF Located or willing to work in New York City United States citizen or authorized to work in the United States Preferred Qualifications: 7 or more years of professional software engineering experience Advanced proficiency in some of the following: JavaScript, React, Python (especially Django or DRF) Experience at a startup or financial technology firm The expected annual base salary for this role is $165,000 - $200,000. Base salary is only part of your total compensation. In addition to base salary, you will receive an equity option grant, and are eligible for performance-based cash and equity bonuses. Compensation included in an offer will be commensurate with the candidate’s skills, experience and geographic location. Compensation ranges for candidates located outside of New York City may differ. You will also receive a full benefits package. We believe that high-performing teams include people from different backgrounds and experiences who can challenge each other's assumptions with fresh perspectives. To that end, we actively seek a diverse pool of applicants, including those from historically marginalized groups. Please note that all correspondence related to this role will come directly from Narmi (email addresses ending in @narmi.com or @narmitech.com), and not a third party. If you receive correspondence from an individual claiming to represent Narmi please let us know immediately at security@narmi.com.

Job Summary Job Description What will you do? Transaction execution, new business presentations and meetings, and other such duties Working with Analysts in development of pitch books and related client materials Proactively identify operational risks/ control deficiencies in the business Review and comply with Firm Policies applicable to your business activities Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functions on a timely basis What do you need to succeed? Bachelor’s degree and MBA, MA or MS or equivalent with emphasis in finance/accounting Minimum of one year of Investment Banking experience and previous experience in the M&A space is highly desired Solid understanding of capital markets and spreadsheet modeling Outstanding quantitative and qualitative analytical skills; strong knowledge of finance and accounting Highly motivated with demonstrated ability to manage conflicting priorities and requests Ability to take initiative and function independently, balanced with strong teaming skills Strong written and oral communication skills; excellent interpersonal skills with ability to maintain relationships at all levels of organization Must maintain high standards of professional and ethical conduct Series 79 & 63 licensed Value and possess strong competency in the following behaviors: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable Leaders who support your development through coaching and managing opportunities Ability to make a difference and lasting impact Work in a dynamic, collaborative, progressive, and high-performing team Opportunities to do challenging work Opportunities to building close relationships with clients The good-faith expected salary range for the above position is $175,000-$225,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC’s high performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value Job Skills Adaptability, Critical Thinking, Customer Service, Detail-Oriented, Financial Engineering, Financial Statement Analysis, Investments Analysis, Personal Development, Personal Initiative, Teamwork Additional Job Details Address: BROOKFIELD PLACE FKA 3 WORLD FINANCIAL CENTER, 200 VESEY STREET:NEW YORK City: New York Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: CAPITAL MARKETS Job Type: Regular Pay Type: Salaried Posted Date: 2025-03-18 Application Deadline: Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above I nclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com .

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

Support investment banking activities including new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Perform extensive analysis and research such as financial modeling, apply valuation methods, and support due diligence activities. Work closely with client staff to advance projects, gathering necessary information, performing complex financial modeling outcomes and presenting analysis. Provide training and mentorship to Analysts. Responsibilities include but may not be limited to: Perform extensive financial/valuation analyses for mergers, acquisitions and capital raising transactions. Utilize creative approaches to analyses that illustrate key concepts/messages. Carefully review and provide guidance to Analysts’ work. Build advanced financial models to value potential and actual clients and/or industries, leveraging broad understanding of valuation and broad finance/accounting topics. Demonstrate thorough knowledge of multiple client sectors. Assimilate information to perform insightful analyses. Lead due diligence, research, analysis and documentation of potential and live transactions. Anticipate potential deal issues and pass concerns through to team members in real time. Actively participates in presentation development and hypothesis testing to highlight financial analysis and research results. Develop, produce and deliver proposals and presentations to clients and prospects, which exhibit broad knowledge of IB product solutions and underlying components. Engage, with Analysts, in the development of marketing materials that highlight the competitive advantage of William Blair. Actively participate in client meetings and drafting sessions. Identify improvements to processes and propose solutions to complete tasks more efficiently. Take ownership of client relationships. Foster effective dialogue with finance and accounting staffs to facilitate processes. Anticipate needs and challenges and provide seamless solutions. Demonstrate an understanding of macro factors related to client industry, investment banking products and potential implications. Act as "on the job" trainer for Analysts, providing constructive feedback. Focus on improving the quality of analyst and summer intern work product. Ensure senior team knows the valuable contributions of all team members. Ensure all activities are in compliance with applicable rules, regulations, policies and procedures. Additional responsibilities as requested. Qualifications: Bachelor’s Degree required Prior investment banking experience required; 2+ years as an Investment Banking Analyst strongly preferred Detail oriented with strong analytical abilities Deep, sophisticated understanding of accounting and finance Excellent mathematical, writing, verbal and computer skills Ability to adapt to new tasks with little notice Ability to manage expectations of senior bankers while working on multiple projects simultaneously Effective leadership and coaching skills Sound judgement Commitment to satisfying internal and external customers SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment Travel required: approximately 5% to 30% Team is open to considering candidates at Senior Analyst level. #LI-CG1

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: This role will report to the Wholesale Business Management Lead and provide dedicated, aligned support to one of the Wholesale Banking LOB leaders (e.g., Corporate & Investment Banking, Wealth, etc.). The LOB Strategic Execution and Business Management Lead will support the LOB leadership team around strategy, key initiatives, operating routines, and “run the business” activities. This role will partner closely with other LOB Strategic Execution and Business Management Leads as well as functional leaders within Wholesale Strategic Execution and Business Management. This role may manage a team. Essential Duties and Responsibilities: Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Working with the LOB leader to develop business strategy and drive performance 2. Serving as a trusted advisor and extension of leadership in providing vision, direction, and expertise to identify, prioritize, and execute initiatives and key deliverables 3. Leading meetings, advisory councils, and steering committees to facilitate decision-making and support implementation of recommendations aligned with LOB objectives 4. Driving the agenda and approach for operating routines including LOB leadership meetings and business reviews 5. Preparing presentations for LOB leader, including regular town halls, leadership meetings, and leadership offsites 6. Executing on “run the business” activities including meetings, events & client engagement, business overviews, headcount tracking and management, HR initiatives, etc. 7. Partnering with functional partners including finance, HR, credit & risk management, legal & compliance, marketing & communications, events, and technology 8. Partner with leadership, HR, and sales enablement teams to ensure compensation & incentive structures are aligned to business strategies 9. Creating a culture of collaboration and trust through frequent and transparent communication, professionalism, and respect Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. 12+ years overall experience and background in strategic planning, consulting, and investment banking preferred 2. Prior experience and/or understanding of Wholesale Banking fundamentals, including product and service capabilities, organizational structure and alignment, and internal process/systems/data 3. 4+ years of credit, portfolio, and/or relationship management experience 4. Strong knowledge and experience in strategic planning and execution, including creating and executing comprehensive plans associated with business mergers, conversions, product changes, technology releases, policy changes, and line of business strategic plans 5. Strong critical thinking skills combined with strategic business focus 6. Proven ability to cultivate strong relationships and execute growth initiatives across lines of business including commercial banking, commercial real estate, corporate & investment banking, and wealth management 7. Ability to influence, partner, and negotiate with senior business leaders to resolve conflicts and gain commitment to accomplish business goals 8. Demonstrated experience fostering strong partnership, promoting teamwork, and building an inclusive culture 9. Ability to articulate issues, risks, and proposed solutions to various levels of staff and management 10. Sense of urgency and ability to multi-task and manage competing projects in a deadline-driven environment 11. Excellent verbal, written, and interpersonal communication skills 12. Passion for results and personal accountability for achievement 13. Ability to translate and present complex data in a manner that educates, enhances understanding, and influences decisions 14. Advanced skills in data visualization and storytelling 15. Ability to successfully operate in a complex and matrixed environment General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site . Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

At Stout, we’re dedicated to exceeding expectations in all we do – we call it Relentless Excellence ® . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team. Directors in the Investment Banking group at Stout perform engagements involving middle-market mergers and acquisitions, capital raising, and special situations. Stout seeks a Director / Managing Director for its Investment Banking group to provide value-added consulting services to clients by expanding existing relationships, cultivating new relationships, and providing excellent product delivery. Our industries include: Aerospace & Defense, Automotive, Business Services, Consumer Products, Food & Beverage, Energy & Utilities, Healthcare & Life Sciences, Industrials, Metals & Mining, Plastics & Packaging, Real Estate, and Technology, Media, & Telecommunications. Major Duties and Responsibilities: Responsible for creating successful revenue streams through clients and referrals. Identify potential clients and build and maintain new and existing relationships. It is also important for the candidate to have knowledge of the firm’s product offerings within the Investment Banking group. Set a strategic direction for determining appropriate marketing activities as well as attending marketing/business development activities with clients/potential clients. High level of involvement in setting the group’s vision and strategic focus as well as being involved in overall budget to achieve financial goals/objectives of group. Provide guidance and training to Investment Banking team members. Knowledge, Skills & Abilities: A minimum of 10+ years of relevant experience in middle market merger and acquisition investment banking activities. A bachelor’s degree in accounting or finance preferred. MBA degree a plus. Industry specialty in an area that makes sense for Stout’s client base and past experience or an identifiable network of referral sources that have consistently generated relevant middle market deals (i.e., a successful generalist). Demonstrated ability to engage and close at least $1.5 million in annual client fee revenues for the last several years. Strong deal execution experience and proven ability to manage investment banking teams in engagements. Experience at a regional full-service investment bank or boutique M&A advisory firm. Entrepreneurial background and proven ability to work in a small group with limited resources. Extensive business development and client management experience. Fit Stout’s core values of being relationship focused, entrepreneurial, committed, accountable, and having a positive team attitude. Proven management and leadership skills in heading up a practice group. The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job. Stout is an Equal Employment Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex (including pregnancy), sexual orientation, gender identity, national origin, physical or mental disability, protected genetic information, protected veteran status or any other characteristic protected by applicable local, state or federal law. Why Stout? Our goal is to provide a comprehensive Total Rewards program that includes competitive compensation, benefits & wellness programs that allows employees to choose what’s most important to them at any life stage. At Stout, we are committed to the personal and professional development of our employees while fostering a diverse and inclusive environment. Stout Culture: We honor the fundamental value and dignity of all individuals. We are committed to representing and including the unique experiences, perspectives, and backgrounds of our people, partners, and the communities we serve. Our core values embrace a culture of inclusion and the equitable treatment of all team members, starting with Stout’s leadership and spreading across the organization. We strive to recruit, develop, and retain individuals with an array of talents, ideas, and experiences that propel the entrepreneurial spirit and exceptionalism that drive our success. To learn more about our commitment to diversity, equity, and inclusion, click here . Professional Development: To foster employee development we offer ongoing training and learning opportunities, employee resources groups, mentorship programming, and professional designation reimbursement. We believe in timely and proactive performance excellence, ongoing 360 feedback, clear performance expectations at each level, and quarterly check-ins with your manager ensure you are supported and growing your career. Stout Benefits : Stout offers a variety of benefits to meet the ever-changing needs of our employees throughout their career at Stout. View our Benefits page to see what this can look like for you. Flexible Work Schedules: Work-life balance is important to us and we want our employees to have balanced lives, which is why we have a discretionary time off policy for all salaried exempt employees. This gives you the ability to take time off as appropriate. The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job. Stout is an Equal Employment Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, creed, religion, sex (including pregnancy), sexual orientation, gender identity, national origin, physical or mental disability, age, protected genetic information, protected veteran status or any other characteristic protected by applicable local, state or federal law. Stout values a diverse workforce and strongly encourages women, people of color, members of the LGBTQ+ communities, veterans, people with disabilities and members of other underrepresented communities to apply . Interested in joining a rapidly growing group of bright, ambitious professionals in a work environment that values culture, diversity, and personal growth? Stout might just be the right place for you.

Job Description: Digital Banking Implementation Specialists are responsible for executing solution and application implementations for existing and new customers. They focus on and are typically assigned to implementations of one or more smaller solution(s) from lower complexity software and/or smaller customers. Their projects include new conversions, cross-sell, and mergers that are positioned with relatively low intensity. Specific activities Digital Banking Implementation Specialists perform may include customer data conversion and configuration, go-live transition, and/or a combination of both. Key Responsibilities Effectively communicates and interacts with the customer. Introduces customers to their CSI solution(s). Defines implementation requirements and ensures alignment with each customer’s functional expectations. Stays informed about all relevant products and enhancements to ensure knowledge for successful training and conversion. Conducting data gathering meetings with customer banks to clarify data movement Setting up application configuration Conduct test review meetings with customer banks Provide post implementation support Keep current on product enhancements Primary Results Accountable for Achieving When applicable, that data is converted accurately. Product configuration is complete and accurate. Customer is properly trained for use of the systems. Customer is effectively supported during the project transition period. All parts of the implementation process are successful, and the customer is satisfied. Job Requirements Education or job knowledge equivalent to college or university undergraduate education. The minimum amount of relevant work experience required to successfully perform the job is at least two (2) years. High level of Microsoft Excel experience, required. General bank accounting knowledge, preferred. Positive, Proactive, Accountable, Assertive, Flexible, Adaptable Dedicated and hard working Desire and willingness to learn Strong communicator (verbal and written) Excellent organizational skills Ability to work independently and in a team environment at a rapid pace Strong executor Consistently produce high quality work Solid knowledge of MS Office product suite *** Potential Travel Required (up to 25%) *** As a forward-thinking software provider, Computer Services, Inc. (CSI) helps community and regional banks solve their customers’ needs through open and flexible technologies. In addition to its award-winning core banking platform, these include the latest in lending, digital banking, payments, financial crime prevention and cybersecurity. Building on its nearly 60-year track record of personalized service, CSI is shaping the future of banking and empowering its customers to rival their competition. For more information about CSI, visit www.csiweb.com CSI provides rewarding and challenging career opportunities for our employees. When determining your pay, we consider various factors such as your skills, qualifications, experience and location. Along with a competitive salary, this position includes eligibility for incentive awards based on both individual and business performance. We also offer a comprehensive range of benefits. To learn more about our benefits, visit: Benefits Summary CSI is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, physical and mental disability, marital status, veteran status, or any other characteristic protected by applicable law. If you need an accommodation during the recruitment process, please email us at recruiter@csiweb.com and we will work with you to meet your accessibility needs. For applicants residing in California, please read Privacy Notice for California Residents | CSI (csiweb.com) Visa Sponsorship: We are unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for sponsorship now or in the future.

Garden City, NY/Hybrid Salary Range: : $80,000 - $90,000 The Knowledge Based Content Analyst is considered as a key role within Apple Bank’s Contact Center that is responsible for the creation of a robust Knowledge Management (KM) platform to support the department’s representatives. This position will be required to develop all initial KM system content for the launch of a new Contact Center platform, as well as the ongoing creation of required content based on changes in the organization’s systems, servicing, and procedures. The Analyst will be required to ensure that the current content is accurate and maintains the Bank’s knowledge base for internal use. The incumbent will also manage and maintain the customer facing interface to source FAQ/chatbot content, intended to assist in answering customer routine questions and reduce call volume. The incumbent will leverage the contact systems AI tools and outputs to identify trends and enhance content creation, support resources and analyze data to optimize content performance. Additionally, this role will leverage AI outputs of customer transcripts, Apple Bank and Digital Banking products/procedures, and banking regulations to develop expertise related to the Bank’s systems and digital platforms as inputs to the creation and maintenance of our knowledge base. The successful candidate must possess excellent writing/editing skills, the ability to collaborate with cross-functional teams, including Legal and Compliance, for reviews of developed content. The Analyst is also responsible for conducting independent testing and validation of all work product and will develop “how to” instructions for short video formats. ESSENTIAL DUTIES & RESPONSIBILITIES Content Development: Develop and maintain high-quality, engaging content for the Bank’s knowledge base, ensuring it is accurate, up-to-date, and easily accessible. Collaborate with various departments, subject matter experts and utilize all internal resources to gather information, to ensure accuracy and translate it into user-friendly content. Make sound decisions regarding the content provided, weighing customer satisfaction and ease of use. Collaborate with the Head of Digital Risk Management & Quality Controls to ensure the development and planning of an execution plan and the process for review of developed content for accuracy; providing workflow demonstrations before submitting to stakeholders for approval. Liaise with the Call Quality Monitoring Team and Digital Banking Team Leads to determine commonly asked questions by representatives to define additional topics to be developed. Review calls and outputs from the AI data to determine common customer questions that could be added to the chatbot to offload future calls. Assess customer sentiment by reviewing analytics and call monitoring reports (first and second line) to determine additional support resources required to support representatives. Determine how to leverage our systems to proactively prompt representatives with real-time support resources and instructional videos to be used while assisting customers, in order to reduce call handle time and reliance on Team Lead support. Implement and continuously improve AI-powered content creation strategies to enhance the Bank’s knowledge base, ensuring accuracy, and relevance. Leverage the systems natural language processing (NLP) and machine learning techniques to create intelligent knowledge management solutions. Data Analysis & Knowledge Base Management: Analyze content performance using analytics tools to identify trends, gaps, and areas for improvement. Generate reports on content usage (internal and external use), effectiveness (including questions not answered), and user feedback to inform future content strategies. Utilize data to optimize content for search engines (SEO) and improve organic visibility. Leverage data and documents as inputs (as allowed) to the knowledge base, ensuring proper categorization and accessibility. Produce ongoing reporting and management presentations that summarize the effectiveness of the KM platform and develop recommendations for enhancements. Collaboration & Communication: Leverage AI tools and insights to strategically generate, populate, and refine the Bank’s knowledge base, ensuring continuous optimization of content and enhancement of user experience. Collaborate with cross-functional teams, including Digital Banking & Marketing, IT, Compliance, and Legal to ensure content aligns with Bank’s strategic goals. Maintain Apple Bank’s brand voice and style guidelines while crafting compelling and informative content. Maintain strong acumen on the Bank’s digital banking services, as well as self-service options including tutorial steps (embedded in the KM platform) to ensure employee and customer education. Quality Assurance & Continuous Improvement: Conduct regular reviews and updates of existing content to ensure it remains relevant and accurate. Implement feedback mechanisms to gather user input and make necessary adjustments to the content. Remain current on industry best practices, as well as emerging trends in AI and content creation to continuously improve the knowledge base. Provide regular updates as to progress made on projects, address any hurdles encountered and bring identified risks and concern to management’s attention. Facilitate final stakeholder review and approval of projects; present technology clearly and concisely to stakeholders to achieve desired outcomes. Other: Perform other duties as requested. SKILLS, EDUCATION, & EXPERIENCE Bachelor’s degree in B usiness Management, Computer Science, or Finance preferred. 3-5 years of Corporate Communications, Marketing, or Finance experience, preferably at a financial institution. AI and Machine Learning acumen a plus. Excellent communication skills (verbal, written/editing). Ability to work independently, have strong attention to detail, keep to deadlines and be well organized. Ability to create short form content or how to video’s a plus. Comply with organizational and departmental policies, procedures, and regulations. Must have or develop proficient knowledge of Apple Bank products/procedures, as well as banking regulations, account opening processes, CIP/compliance requirements digital banking services (BillPay, P2P, ExFT, etc.). Team oriented with the ability to learn quickly and/or works well in “white space” (i.e., with high level direction and minimal management oversight). Strong analytical skills with demonstrated ability to make sound business decisions and assess red flags. Flexible working schedule as needed. Visa sponsorship not available. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Job Description: This person shall be responsible for providing a superior service experience to all guests of FBT. This person must meet and resolve the transactional needs of guests in a timely and efficient manner, remaining ever aware of the guest. This person shall be responsible for developing and maintaining client relationships and managing client needs while proactively recognizing opportunities and offering solutions, all while putting people first. Qualifications: This person should have a high school diploma and a minimum of one year of related experience, or the equivalent. This person should demonstrate strong communication skills through excellent verbal and written correspondence, effective listening, and responsiveness. This person should be genuinely personable, empathetic to others, collaborative, and a solution driven problem solver. Principal responsibilities are to: 1. Provide a superior service experience that not only satisfies the wants and needs of the bank’s guests but provides them with a unique experience indicative of First Bank & Trust’s culture and commitment to the communities we serve. 2. Enthusiastically develop, maintain, and grow new and existing relationships that are profitable to the bank while minimizing risk. While not required, a general understanding and aptitude for sales aids in this responsibility. 3. Perform general teller functions including processing deposits, withdrawals, payments, and negotiable items. Maintain a balanced cash drawer each day. Remain risk-aware, recognizing and swiftly reporting any suspicious transactions. Assist in the daily servicing of branch hardware; including ATM and/or TCR(s). 4. Anticipate needs and advise clients on solutions that personally benefit them. 5. Assist in the opening of new accounts and establishing new relationships. 6. Be an expert and educate clients in the bank’s suite of products, services and processes that meet both client and community needs. 7. Proactively seek direction from the Retail Banking Supervisor and/or Retail Branch Manager that assures daily work aligns with organizational goals. In addition, be persistent in building relationships and collaborating with colleagues both in and outside of the Retail business line to meet client needs. 8. Monitor and maintain both the deposit and credit portfolios for quality and potential risk. If necessary, follow through on collection efforts, using all legal means as required by Loan Policy and Guidelines. 9. Act in accordance with FBT policies and procedures as set forth in the employee handbook. 10. Adhere to compliance procedures and participate in required compliance training and all meetings deemed appropriate by supervisor. Compensation Grade Hourly Grade 3 First Bank & Trust is an Equal Opportunity, Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, or status as a protected veteran. Read our complete Equal Employment Opportunity Policy Statement . Applicants who would like to request reasonable accommodation to the application or interview process should call Human Resources at 800.843.1552 or email hr@bankeasy.com .

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

About this role: Wells Fargo is seeking an Operations Specialist within Commercial Banking Operations. This role supports a team focused on lease and loan contract modifications and general contract maintenance activities. In this role, you will: Support management in the day-to-day supervision of less experienced team providing guidance, and resolution to issues contributing to overall effectiveness of team Provide feedback and present ideas for improving or implementing processes and tools within Operations group Perform or guide others on complex escalated issues that require planning, evaluation, and interpretation Prioritize work and provide daily work leadership and mentorship to team Provide training and technical guidance to less experienced staff Lead or contribute to implementation of new or revised processes and procedures that require coordination among operation teams Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals Interact with internal customers Receive direction from leaders Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Serve as a resource to other departments on transaction structure, documentation, and company policies Required Qualifications: 2+ years of Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Experience handling Lease or Loan operations for equipment Experience working with contract rebooking and modification Experience with research system tools such as Infolease or ISM Experience with Commercial Banking operations Experience reviewing banking transactions Experience in Financial services, fraud, investigations, Bank Secrecy Act, anti-money laundering Ability to analyze and summarize large amounts of data Proven ability to display a willingness to learn new policies, procedures and processes General knowledge of entity formation verification documents Ability to train and lead others Knowledge and understanding of regulatory compliance requirements Strong attention to detail and accuracy skills Good analytical skills including analyzing complex data Ability to work in a fast-paced deadline driven environment Intermediate Microsoft Office (Word, Excel, Outlook, PowerPoint) skills Excellent verbal, written, and interpersonal communication skills Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important Ability to handle confidential material in a professional manner Ability to achieve high production and quality standards Job Expectations: Ability to work additional hours as needed. Willingness to work on-site at one of the stated locations on the job openin Ability to work a hybrid work schedule – 3 days in office / 2 days remote Schedule 8am – 430pm Posting End Date: 17 Jun 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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

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Mechanics Bank is currently searching for a Business Banking Portfolio Manager to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role can work onsite at our Roseville, Napa, Santa Rosa or Walnut Creek offices. Assists with the day-to-day management of existing BBG customer portfolios in high growth markets, having a moderate degree of difficulty. Monitors existing credit on a scheduled basis for issues or concerns. Works with Business Banking Credit Team and Business Banking Sales Manager to handle proposed credit requests from customers. Facilitates the documentation and closing process for new large, moderately complex credit facilities, ensuring that the loans are properly set up on the loan systems for accurate ongoing monitoring. What you will do: Assists in managing a portfolio of customer relationships to ensure compliance with loan approvals and loan documentation. This may include collecting necessary financial data, financial modeling for verification and understanding of past and future performance, analysis, presentation, recommendation, and completion of waivers and amendments Monitors existing credit on a daily basis for issues or concerns and conducts monthly, quarterly, and annual credit reviews as required. Reviews status of current accounts to include, but not limited to, past due accounts, maturities, and renewals. Notifies Business Banking Sales Manager on these matters and interacts with the customer where necessary. Notifies credit and Sales Manager immediately of any deterioration in operating performance Supports Business bankers in working with large and/or complex Business Banking customers to handle existing and proposed credit requests, providing a high level of customer service support, with an emphasis on obtaining and retaining high income customers. Works with community bankers, agent bank officers, and bank attorney(s) on the loan documentation and closing process for new large, complex credit facilities. Interfaces with the administration operations officer on the booking of new deals, setting up appropriate loan monitoring procedures, and ensuring proper set up on the loan systems for accurate ongoing monitoring. Ensures all transactions and processing are in compliance with regulatory and company guidelines, policies and procedures. Conducts review and maintenance of monitoring reports and uploading of pertinent approval documentation to ensure that loan information is in place to facilitate internal loan and regulatory review Assists in cross selling efforts and performs special projects related to individual portfolio dynamics or projects for the department manager. Who you are: Bachelor's Degree highly preferred in Finance, Accounting or related field. Additional experience will be considered in lieu of degree. Minimum of 3 years in finance, accounting, business or related field. Proficient with Microsoft Word, Excel, and PowerPoint, including Excel modeling and Moody's statement models Strong oral and written communication skills Strong customer service skills Ability to understand the core competencies of a business and recognize deviation from those principles Strong organizational skills Ability to gather information and provide appropriate solutions Ability to communicate effectively with potential, new, and established client groups Ability to work in a group environment with a number of different individuals, both senior and junior Ability to create, build, and maintain effective and mutually beneficial business relationships with key commercial clients Ability to maintain confidentiality of secured information Ability to work in a competing and demanding market Ability to work in a goal focused team environment #LI-DNI Salary: $70,000-100,000 annually Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data. Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law. Please view Equal Employment Opportunity Posters provided by OFCCP here. To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank

Industry/Sector FS X-Sector Specialism Corporate and Business Strategy Management Level Senior Manager Job Description & Summary At PwC, our people in strategy consulting focus on providing strategic guidance and insights to organisations. They analyse market trends, assess business performance, and develop recommendations to help clients achieve their goals. These individuals work closely with clients to identify opportunities for growth, optimise operations, and enhance overall business performance. As a corporate and business strategy consultant at PwC, you will analyse client needs, provide consulting services across different strategic areas, and offer guidance and support to help clients develop and implement effective strategies that align with their business objectives and drive growth. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model 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. Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 7 year(s) Preferred Qualifications: Degree Preferred: Master of Business Administration Preferred Knowledge/Skills: Minimum of 8 years of strategy consulting or industry consulting experience preferred. Demonstrates in-depth level abilities, knowledge and/or a proven record of success in the Financial Services industry (Banking & Capital Markets, Insurance, Asset & Wealth Management), either in professional consulting services or corporate roles, including: Helping companies define and evaluate corporate and business unit strategies and investment portfolios; Reflecting market, competitive and other external drivers with specific areas of focus including Corporate Strategy, Business Strategy, Deals Strategy, and Digital Strategy; Identifying and addressing client needs, rapidly building credibility, and maintaining and utilizing networks of client relationships; Managing teams / multiple work streams to establish successful project conclusion - i.e., delivery of quality work on time and within budget; Building productive relationships with team members and clients, both long term and day-to-day, by using a collaborative approach with thorough listening skills and the ability to manage through influence; Utilizing first principles thinking, and developing credible and pragmatic analytical approaches, frameworks and methodologies; Analyzing complex quantitative and qualitative data in an efficient manner and synthesizing the output into meaningful and actionable insights; Designing and conducting market research to understand consumer needs and purchasing behaviors; Communicating effectively in an organized and knowledgeable manner in written and verbal formats to senior audiences and being able to deliver difficult messages with persuasiveness and sensitivity; Demonstrating executive presence and ability to become a trusted advisor to the c-suite level clients; Identifying and pursuing new business opportunities, and leading client / market development; Attracting, retaining, assessing and developing staff / team members; Demonstrating flexibility and creativity in managing work-life balance of self and team members; Demonstrating Power User ability with MS Office suite of applications including Word, PowerPoint and Excel Travel Requirements Up to 80% 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. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $130,000 - $256,000, 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

About this role: Wells Fargo is seeking a Lead Portfolio Manager within the Commercial Banking Group. This is a great opportunity to work with one of the top commercial banking lenders in the U.S. Learn more about the career areas and lines of business at wellsfargojobs.com. #CommercialBanking In this role, you will: Underwrite complex credit requests for Commercial & Industrial clients Manage a credit portfolio of C&I clients and be responsible for monitoring financial performance, assessing credit quality, underwriting subsequent requests Develop and present recommendations to credit approvers Lead deal teams, including junior portfolio managers Lead complex initiatives including those that are cross functional, with broad impact, and act as a key participant in overseeing lending activities for a wholesale banking business and geographic market Review and research complex multifaceted, large scale, and long term business challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors Collaborate and consult with peers, colleagues, and mid level to more experienced managers to resolve issues and achieve goals Lead projects and teams or serve as a peer mentor Required Qualifications: 5+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Portfolio management and underwriting experience specific to Commercial & Industrial and/or Investor Real Estate credit Knowledge and understanding of commercial and specialty group banking products and services Extensive knowledge and understanding of credit policy, loan servicing, risk management and group underwriting requirements Comprehensive knowledge and understanding of risk management Previous experience using Creditview or Ncino Strong analytical skills including analyzing complex data Ability to present to decision makers and customers in a professional and confident manner Excellent verbal, written, and interpersonal communication skills Intermediate Microsoft Office skills Job Expectations: Ability to travel up to 20% of the time This position does not support Visa Sponsorship Ability to work a hybrid work schedule Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process Job Locations: 400 Capitol Mall - Sacramento, CA 95814 333 Market St - San Francisco, CA 94105 1655 Grant St - Concord, CA 94520 45 E River Park Pl W - Fresno, CA 93720 2040 Franklin St - Oakland, CA 94612 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $111,100.00 - $237,100.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 19 Jun 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.