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Business Banking Support Specialist-logo
Business Banking Support Specialist
US BankCda, ID
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description The Business Banking Support Specialist is a customer service and support role working directly with customer accounts, inquiries, and items directly related to client satisfaction with the U.S. Bank relationship while working under the direction of Business Banking Relationship Managers and Business Banking Relationship Analysts. Supports sales teams in executing a One Bank strategy and growing market share. Responsible for retaining and deepening client relationships by providing exceptional client experience and support that is knowledgeable, timely and professional. Proactively works to identify potential problems, compliance issues, and to maximize client satisfaction and encourage expansion of the relationship. Identifies products and services that realize clients' unmet needs. Has primary responsibility for risk and compliance requirements by ensuring timely and accurate compliance to procedural, policy and regulatory requirements. Basic Qualifications Associate's degree, or equivalent work experience Typically five or more years of job-related experience Preferred Skills/Experience Considerable knowledge of departmental and bank products and services Proven customer service and problem resolution skills Proficient computer navigation skills using a variety of software packages including Microsoft Office applications Effective interpersonal, verbal and written communication skills The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $23.65 - $31.54 - $34.69 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 2 days ago

Investment Banking Associate | General Partner ("Gp") Advisory-logo
Investment Banking Associate | General Partner ("Gp") Advisory
Houlihan LokeyNew York, NY
Business Unit: Corporate Finance Industry: Private Funds Group 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. Capital Solutions Our Capital Solutions Group provides capital-raising services for a wide variety of clients, from large, publicly held, multinational corporations to privately held companies either sponsor-backed or founded and run by entrepreneurs. In partnership with our Industry Coverage teams and Financial Sponsors Group, we combine superior sector knowledge and relationships with significant expertise in structuring and syndicating financings. We approach each transaction with the goal of creating a capital structure that enables our clients to achieve their strategic objectives with the best terms available in the market. Houlihan Lokey has acted as a placement agent, an underwriter, or a strategic advisor for a wide variety of financings. General Partner ("GP") Advisory Houlihan Lokey's General Partner Advisory ("GPA") M&A team advises private capital firms (private equity, credit, real estate, infrastructure) on firm-level initiatives, including minority stake sales ("GP Stakes"), majority sales, firm-level financings and NAV loans. Founded in 2020, Houlihan's GPA platform has quickly become one of the most active and respected advisors to private capital general partners on the street. The team has closed numerous deals over the past 5 years and is currently engaged on both sell-side and buy-side mandates on behalf of private capital firms located in the US and Europe. General Partner Advisory is one of Houlihan's youngest M&A investment banking businesses. The team is growing and continually accepting more and larger assignments. Job Description Associates work on transactions that provide exposure to various clients in the private equity industry and to a range of investment banking services, including sell-side and buy-side mergers and acquisitions, capital raising, and strategic consulting. As an Associate, you will be responsible for managing multiple live mandates at any given time. Your key responsibilities will include (i) building and auditing financial models, (ii) communicating directly with private equity managing partners and CFOs, and (iii) managing and coordinating multiple parties (both internally and externally). Relevant aptitudes for the job include financial analysis, written and verbal communication, research, and presentation creation. The role is one of Houlihan's most analytically intensive - advanced skills in valuation and financial modeling are required. Basic Qualifications 3+ years of relevant investment banking, private equity or similar experience An undergraduate degree, including an exemplary academic record, from an accredited institution Excellent project management skills Advanced financial modeling experience (Excel) Extensive experience across all aspects of the Microsoft Office suite (i.e. PowerPoint and Word) Strong work ethic with the ability to work independently in a fast-paced environment Demonstrated ability to work cooperatively with all levels of staff Preferred Qualifications Passed CFA Level I (or higher) Relevant valuation experience Strong public speaking and presentation skills Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $175,000.00-$225,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-112682

Posted 1 day ago

Business Banking Support Specialist-logo
Business Banking Support Specialist
US BankClarkston, WA
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description The Business Banking Support Specialist is a customer service and support role working directly with customer accounts, inquiries, and items directly related to client satisfaction with the U.S. Bank relationship while working under the direction of Business Banking Relationship Managers and Business Banking Relationship Analysts. Supports sales teams in executing a One Bank strategy and growing market share. Responsible for retaining and deepening client relationships by providing exceptional client experience and support that is knowledgeable, timely and professional. Proactively works to identify potential problems, compliance issues, and to maximize client satisfaction and encourage expansion of the relationship. Identifies products and services that realize clients' unmet needs. Has primary responsibility for risk and compliance requirements by ensuring timely and accurate compliance to procedural, policy and regulatory requirements. Basic Qualifications Associate's degree, or equivalent work experience Typically five or more years of job-related experience Preferred Skills/Experience Considerable knowledge of departmental and bank products and services Proven customer service and problem resolution skills Proficient computer navigation skills using a variety of software packages including Microsoft Office applications Effective interpersonal, verbal and written communication skills The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $23.65 - $31.54 - $34.69 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 2 days ago

Avp/Vp Commercial Banking-logo
Avp/Vp Commercial Banking
Old Second Bancorp, Inc.Aurora, Illinois, United States; Bensenville, Illinois, United States; Burl, IL
Who We Are At Old Second, you're first! For more than 150 years, Old Second has consistently put businesses and individuals throughout the Chicago area first, and we're only getting started. With great employees we've grown from a single location in the back of a general store to 50 locations and over $6 billion dollars in assets. At Old Second we embrace values that foster an environment of community and growth. Recently, we've been voted a Forbes Best-In-State Bank for Illinois by our customers. Be a part of something big as we continue our growth story together! Position Overview This position is responsible for growing and retaining profitable relationships with the Middle Market segment, i.e., companies with annual revenues in excess of $10 million. This is accomplished by focusing on the delivery of value-added financial solutions to clients and prospects that will help them reach their goals and maximize the Bank's revenues over the life of the relationship. Incumbents at this level are expected to manage a portfolio of $50 million+ and prospect for loans in the $1 million--$20 million range. This is a lending generalist position, and incumbents are expected to book a minimum of $12 million--$15 million in C&I and Commercial Estate business, with the emphasis on C&I. Essential Job Functions Builds relationships with customers and prospects to thoroughly evaluate their commercial banking needs. Major focus will be lending with additional emphasis on cross-selling Cash Management products, Retail Banking and Mortgage products, and Wealth Management services. Closely assesses business opportunities to ensure that the potential business follows prescribed profitability standards. Creates and executes comprehensive business/calling/prospecting plan to maximize business opportunities and relationships. As a seasoned lender, incumbent is expected to prospect for solid credits and relationships in markets that are inside and outside the Bank's historical footprint. Responsible for expanding Centers of Influence base via ongoing, results-oriented community networking. Builds internal relationships with non-Commercial business unit representatives by inviting them out on appropriate client calls and working collaboratively to meet the banking needs of middle market customers. May partner with manager to coach/mentor more junior lenders. Minimum Requirements- AVP Level Undergraduate degree in Business or related field and three or more years of experience in a commercial banking role with a proven track record of successful business deals that feature total relationships; or equivalent combination of education and experience. Minimum Requirements- VP Level Undergraduate degree in Business or related field and five or more years of experience in a commercial banking role with a proven track record of successful business deals that feature total relationships; or equivalent combination of education and experience. Competencies Proven relationship management skill and the ability to establish rapport with business owners. Quantifiable credit skills and a proven sense of discernment about credit quality. The ability to comprehensively understand the banking/financial needs of current and prospective customers. Ability to develop comprehensive, results-oriented business plans that emphasize calling, prospecting and customer retention. Excellent written and verbal communication skills as well as strong listening skills. NOTE: This job description is not intended to be all-inclusive. Employee may perform other duties as assigned to meet the ongoing needs of the organization. Location Details : Aurora- Main Bank, Bensenville, Burlington, Joliet, Palos Heights- 127th Street This position is considered a hybrid role. With management approval, an incumbent may work a combination of remote and onsite work to perform the regular responsibilities of the role. Actual schedule requirements may vary based upon business needs. Compensation & Benefits Base pay: $90k - $150k Old Second is committed to fair and equitable pay practices. Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience. Benefits: How We Support You- Old Second Thanks for considering Old Second!

Posted 1 week ago

Customer Service Representative II, Retail Banking (Marysville, WA)-logo
Customer Service Representative II, Retail Banking (Marysville, WA)
HomeStreet, IncMarysville, WA
Salary Range: $18.61 - $25.10 (Depending on knowledge, skills, abilities and location. Certain level jobs may be eligible for bonus, commission, and/or equity awards.) Posting Date: May 27, 2025 This job will be open and accepting applications for a minimum of three days from the date it was posted. Benefits* worth writing home about: Medical, dental, and vision coverage for employees and their families Life, disability and family Leave 401(k) and Roth 401(k) with employer match Wellness program, employee assistance program, "Commute Trip Reduction" (CTR) and various employee discounts Generous vacation, sick leave, 11 paid holidays, and 16 hours of paid leave every year for community service work Free employee checking account and employee home loan discounts For eligible employees averaging 20 or more hours per week. EO/AA Employer including Vets and Disabled. Qualified applicants with arrest and conviction records will be considered in accordance with legal requirements. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy. California applicants may click this link Fair Chance Ordinance for Los Angeles County to see additional information. Job Description Summary: POSITION SUMMARY: This position is responsible for acquisition, retention and expansion of new and existing customer relationships. The CSR II provides exceptional customer service by taking ownership of the customer experience from introducing the customer to HomeStreet Bank through profiling the customer, assessing their banking and borrowing needs, and recommending appropriate products based on a thorough knowledge of HomeStreet products and services. Provide a variety of teller services such as handling deposits, withdrawals, and maintaining accounts. Perform processing tasks such as making automatic transfers, updating records and balancing. At all times, provide superior customer service. Job Details: ESSENTIAL FUNCTIONS: New Accounts/Sales Activities Effectively interviews and profiles new and existing customers in order to recommend appropriate banking products and services. Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience. Opens and closes customer accounts including checking, savings, money markets, certificates of deposit, and IRAs. Where appropriate, actively takes advantage of all sales opportunities, cross-selling bank products and services to new and existing customers, ensuring recommended products meet needs of customer. Makes referrals to other business units for non-banking products. Participates in sales programs to generate new customers. Must sell financial products and services to meet referral goals and performance evaluation/personal goals. Maintains thorough knowledge of bank products and services. Service Activities Actively listens to customers, and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact and diplomacy. Supports branch lobby management. Consistently demonstrates proficiency in providing exceptional customer service utilizing the STAR (Seamless, Trustworthy, Attentive, and Resourceful) qualities either in person or on the telephone. Looks for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectation that makes them feel special. Participates in two community events per year. Teller Activities Performs daily teller services such as processing deposits, withdrawals, holds, loan payments, stop payments, telephone transfers, direct deposits, cash advances, verifications of deposit, Debit card requests, wire transfers and other related matters. Balances cash drawer independently, maintains cash over and short record within HomeStreet's compliance policy. May be assigned the control of the vault cash. Follows guidelines to maintain limits, meet cash shipment requirements, and balance daily. Effectively perform project responsibilities as assigned such as processing and balancing ATM, daily branch balancing, Customer Information System input, branch supply orders, and monthly branch report generation. Effectively assist other CSRs in the completion of work assignments and balancing. Operational Activities Participates in branch audit functions. Follows HomeStreet's policies and procedures and meet regulatory requirements. Performs all other duties as required. QUALIFICATIONS: Minimum of 2 years cash handling and customer service experience. Banking experience preferred. Some experience in opening new deposit accounts preferred. Demonstrated success in cross-selling banking services and products. Strong customer relations skills and ability to communicate and work well with employees and customers in a cooperative, positive manner. Excellent written and oral communication skills are required. PC experience required. Word, Excel and teller/bank software preferred. Must be a self-starter, dependable, able to work within deadlines under pressure. Must possess good judgment, and the ability to accept responsibility and handle confidential information. Ability to work quickly and accurately, to analyze information and make decisions. Willingness to assume additional responsibilities/duties/projects as they arise. High school diploma or equivalent. Requires ability to operate teller and office equipment including computers, adding machines, telephones, typewriters, copy machines, fax machines, electronic credit card authorization terminals, and security devices. Requires physical exertion of up to 10 pounds of force occasionally (1/3 of the time) and a negligible amount of force frequently (up to 2/3 of the time) to lift, carry, push, pull or otherwise move self or objects. Frequent (up to 2/3 of the time) sitting. Walking, standing, bending and reaching occasionally and for brief periods of time. This Position Description may not be limited to the Functions and Requirements as outlined, now or in the future. For example, changes in corporate needs, position demands, or individual performance may result in changes to the Functions or Requirements of this position. Area: Customer Service (Sales)

Posted 2 weeks ago

Senior Counsel, Open Banking-logo
Senior Counsel, Open Banking
MasterCardChicago, IL
Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Senior Counsel, Open Banking Overview: Mastercard is searching for a technology and transactional lawyer to provide product development and commercial sales legal support and counsel to the Mastercard Open Banking Americas team. The role will act as an advisor for Mastercard Open Banking's product and sales teams by partnering with the business to deliver on commercial objectives and strategy. The role will report to the Vice President for the Mastercard Open Banking Americas legal team. Role: The key responsibilities for the role include: Provide legal and business risk assessment and analysis on matters including new product constructs, sales agreements and go-to-market strategies related to Mastercard's open banking products in the Americas. Advise from the concept through development to launch stage and beyond of various solutions and services. Structure, draft, review, and negotiate a wide range of contracts with various partners in the open banking ecosystem. Provide legal advice to the business on a wide range of commercial and contractual matters. Collaborate with product and legal teams (including regulatory, compliance, and data privacy) to advise holistically on product constructs and commercial agreements to ensure that they are consistent with business strategy, internal policies and procedures and applicable laws and regulations. Work with internal and external regulatory counsel relating to the impact of local laws, government regulations and directives relating to Mastercard's open banking solutions. Develop strong relationships with product development, business and sales teams, and senior management within the company. Ensure compliance with company policies and procedures. Support initiatives of the open banking team in Americas and globally; provide support to international colleagues as needed. Take responsibility for special projects while continuing to handle a steady stream of day-to-day matters. All About You US qualified lawyer with solid transactional training and experience (preferably including both law firm and in-house work experience). Experience with product development and open banking or other regulated products is a specific plus. Strong drafting and negotiating skills with the ability to understand and simplify complex concepts, issues, technologies, and deal structures. Keen business insight and strong communication skills to interact confidently and effectively. Fast learner who can gain rapid familiarity with complex and evolving products and solutions and navigate complex legal and regulatory challenges. Thorough and detail-oriented, able to prioritize, and juggle multiple projects and demands. Team player and willing to take on a variety of responsibilities and roles that support the team, department and the company. Able to work independently and collaboratively, including with our global colleagues, but also take direction from manager and other team members, as appropriate. Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary based on location, experience and other qualifications for the role and may be eligible for an annual bonus or commissions depending on the role. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance), flexible spending account and health savings account, paid leaves (including 16 weeks new parent leave, up to 20 paid days bereavement leave), 10 annual paid sick days, 10 or more annual paid vacation days based on level, 5 personal days, 10 annual paid U.S. observed holidays, 401k with a best-in-class company match, deferred compensation for eligible roles, fitness reimbursement or on-site fitness facilities, eligibility for tuition reimbursement, gender-inclusive benefits and many more. Pay Ranges Purchase, New York: $187,000 - $300,000 USD Arlington, Virginia: $187,000 - $300,000 USD Atlanta, Georgia: $163,000 - $261,000 USD Boston, Massachusetts: $187,000 - $300,000 USD Chicago, Illinois: $163,000 - $261,000 USD O'Fallon, Missouri: $163,000 - $261,000 USD Salt Lake City, Utah: $163,000 - $261,000 USD San Francisco, California: $196,000 - $313,000 USD Seattle, Washington: $187,000 - $300,000 USD

Posted 1 week ago

Director, Relationship Manager - Commercial Banking-logo
Director, Relationship Manager - Commercial Banking
BMO (Bank of Montreal)Salt Lake City, UT
Application Deadline: 07/24/2025 Address: 142 E. 200 South Job Family Group: Commercial Sales & Service We are seeking a Director in our Diversified Industries Group. The ideal candidate has 10+ years of experience calling on companies in middle market generating $50MM - $2B in revenue and has established relationships with customers, COIs, and key stakeholders in Salt Lake City. The RM will be responsible to drive new client acquisition and growth in market share in this middle market segment across all industry verticals. Successful RMs develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as other key product and support partners within the Commercial Bank across the various geographies to deliver an exceptional customer experience. In addition, the RM will be tasked with leveraging the bank and delivering the integrated BMO One Client focus across all lines of business including Wealth, Retail, Small Business, and Capital Markets. Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies. Leads and executes business development plans to that business goals are achieved or exceeded. Provides strategic input into business decisions as a trusted advisor. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Acts as a subject matter expert on relevant regulations and policies. Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities. Conducts independent analysis and assessment to resolve strategic issues. Develops the business case by identifying needs, analysing potential options and assessing expected return on investment. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. May network with industry contacts to gain competitive insights and best practices. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Manages the risk of the assigned complex portfolio in a timely and precise manner. Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions. Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank's position. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements. Gathers data to advance sale process and completes all required documentation. Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action. Tracks implementation requests to keep the process on track with timelines. Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback. Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes. Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs. Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met. Maintains current client information on Bank system/files to ensure client history is accurate and complete. Ensures accurate billing to clients. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards. Demonstrated history of successful business development, including ability to network in external markets Demonstrated knowledge of relevant industry verticals and market's competitive environment Experience in contact negotiations with both clients and legal counsel Experience drafting responses to complex RFPs Experience with Sales Strategy and Sales referral process development Risk Management- In-depth Sales and Service Management- In-depth Relationship Management- In-depth Change Leadership- Working Conflict Management & Resolution- In-depth Resource Planning- Working Business Acumen- In-depth Financial and Working Capital Understanding- In-depth Strategic Thinking- Working Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills- In-depth / Expert. Analytical and problem solving skills- In-depth / Expert. Influence skills- In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration- In-depth / Expert. Able to manage ambiguity. Data driven decision making- In-depth / Expert. Salary: $120,000.00 - $222,600.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 3 weeks ago

Analyst, Investment Banking, Energy Transition & Sustainable Services - NYC-logo
Analyst, Investment Banking, Energy Transition & Sustainable Services - NYC
BMO (Bank of Montreal)New York, NY
Application Deadline: 09/25/2025 Address: 151 W 42nd Street Job Family Group: Capital Mrkts Sales & Service Provides a combination of industry sector expertise and innovative thinking in a team-based approach across a full suite of products including M&A, ECM, and DCM/Leveraged Finance. Collaborates to generate tailored solutions for prospective and current clients, identifying opportunities for increased efficiency and improved service Develops written internal and external marketing on pitch materials and supports deal teams in a variety of processes to win mandates Presents analytical findings to deal teams and supports the execution of strategic initiatives in collaboration with internal and external stakeholders Researches and analyzes company and industry financial and operating information to perform complex financial modeling and valuation analysis as part of client asks and industry evaluations Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting Creates statistical exhibits and financial performance trend analyses for internal use and clients Applies technical concepts and understands implication of work to client/transaction Participates in defining the communication plan designed to positively influence or change behavior; develops tailored messaging; and identifies appropriate distribution channels Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures Thinks creatively and proposes new solutions, exercising judgment to identify, diagnose, and solve problems Opportunities for upward mobility following strong track record of performance Broader work or accountabilities may be assigned as needed Qualifications: 1 - 2 years of relevant experience within investment banking or a related field An undergraduate degree with outstanding academic achievement in a related field of study, with coursework in finance, economics, or accounting preferred Financial analysis training and experience Expertise in using financial applications such as FactSet, Bloomberg, Excel and comfort around building complex financial models Shows initiative, prioritizes work, multi-tasks effectively Strong ability to review and assess detailed information daily on multiple projects in an organized manner Ability to work independently and collaborate in a demanding team environment with strong interpersonal skills Displays curiosity about the sectors and projects with a strong desire to learn Strong verbal/written communication and analytical skills Base Salary Range [US$100,000.00 - $125,000.00] Salary: Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 3 weeks ago

Business Banking Relationship Manager VP-logo
Business Banking Relationship Manager VP
Associated BankSaint Paul, MN
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Under limited supervision, manage and develop a portfolio of commercial relationships and ensure retention of total client assets and net growth in relationships, while complying with established Associated Bank risk management and credit policy, business strategy and regulatory guidelines. Work closely with internal partners to facilitate the development of new business relationships as well as develop prospects through COIs and other proactive measures. Play a vital role in the growth and development of the commercial banking portfolio and market share. Primary focus will be to profile and work collaboratively with internal partners to sell/cross-sell commercial products to our existing client base, as well as to prospects. Build deposits, loans, fee income and refer appropriate customers and prospects to all applicable cross-sell partners, including Commercial Deposits & Treasury Management (CDTM), Capital Markets, Private Banking, Wealth Management and Institutional Services, Associated Benefits and Risk Consultants, Retail Bank-at-work, etc. Job Accountabilities Responsible for loan and deposit growth through client portfolio, centers of influence and other proactive measures to grow market share, as well as retain/grow existing portfolio. Client and prospect calling activity consists of telephone, in person calling and working collaboratively with internal partners. Responsible for working collaboratively with internal partners to cross sell all bank products and services, especially non-borrowing services, including Commercial Deposit & Treasury Management (CDTM), Capital Markets, Private Banking, Wealth Management & Institutional Services, Associated Financial Group, Employee Benefit Services, Retail Bank-at-work, etc., to our existing client base and to prospective customers. Ensure the portfolio administration and risk management of each client relationship is in compliance with established Associated Banc-Corp credit policy, procedure and business strategy as well as commercial and regulatory guidelines. Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends though bank approved sources. Develop commercial banking relationships by profiling and analyzing financial data, along with the Portfolio Manager, to determine the merits of specific loan requests and recommend structure. Make presentations on specific loans and participate in the bank's loan approval process, recommending approval and appropriate structure of credits, along with the Portfolio Manager. Identify needs and refer customers to partners within and across lines of business who can best meet those needs. Participate in community and business functions/groups to ensure a positive image for the bank. Establish referral contacts within the community. Serve on community, corporate or not-for-profit boards, as applicable. Education: Bachelor's Degree or equivalent combination of education and experience Business, Finance or Accounting Required Experience: 6-9 years Commercial banking or business to business sales and strong business development skills. Knowledge of non-borrowing products, past track records of sales and client management success. Required Licenses and Certifications Must have access to reliable transportation and the ability to lawfully drive self, if applicable. by start date Required In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more. Personal banking, loan, investment and insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois and Minnesota and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process. Associated Banc-Corp is an Affirmative Action and Equal Opportunity Employer. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish. Associated Bank is Pay Transparency compliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $87,920.00 - $150,720.00 per year

Posted 30+ days ago

Assurance Manager - Banking-logo
Assurance Manager - Banking
EisneramperBaton Rouge, LA
Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking an Assurance Manager to join our Banking Assurance practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing clients with exceptional services. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work What Work You Will be Responsible For: Collaborate to plan audit objectives and determine an audit strategy Lead multiple audit engagements and competing priorities Review and examine, and analyze accounting records, financial statements, and other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards Maintain active communication with clients to manage expectations, ensure satisfaction, and lead change efforts effectively Understand and manage firm risk on audits and proposals Supervise, train and mentor staff during engagement Assess performance of staff for engagement evaluations Basic Qualifications: Bachelor's degree in Accounting or equivalent field 5+ years of progressive audit and/or assurance experience Experience with Banking clients CPA Preferred/Desired Qualifications: Master's degree in Accounting or equivalent field 1+ year of supervisory experience EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. About Our Assurance Team: In the EisnerAmper Assurance Group, we're transforming the traditional reputation of auditing. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements. To stay up to date with evolving industry processes and regulations, we place a heavy emphasis on continued education and the consistent adoption of new technologies. This enables us to effectively innovate, grow as individuals, and provide faster, more accurate solutions and due diligence for our partners. Acting as a trusted third party to our clients, we provide solutions that create assurance and peace of mind. Because we understand trust comes with time, we define success by the relationships we create and foster. We act as a trusted business advisor every step of the way, from a client's first financial report to their close of business. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com. #LI-MC1 #LI-Hybrid Preferred Location: Baton Rouge

Posted 30+ days ago

Relationship Banking Associate-logo
Relationship Banking Associate
NBT BankOxford, NY
Pay Range: $17.50 - $19.62 The role of the Relationship Banking Associate is to deliver high quality customer service and responsiveness to ensure fulfillment and satisfaction of both internal and external customers. This individual will be responsible for the efficient and timely processing of routine transactions and other related services accurately in accordance with policy and procedures. This individual will be responsible for identifying and referring sales opportunities to the appropriate business partner or line of business that will help fulfill the customer's need(s). This interaction may be in person or over the telephone. The Relationship Banking Associate will provide support for basic consumer deposit account opening as required. Education and Experience: High School Diploma or Equivalent Minimum one year experience in related banking positions or equivalent sales/customer service experience Skills and Abilities: Excellent listening & communication skills Ability to approach, identify and have conversations with customers and identify needs and opportunities Organizational, interpersonal and customer relations skills which also includes problem solving and decision-making skills Ability to function in a fast paced, ever-changing environment Ability to work well with people as a team Proficient computer skills Tasks Performed: 65% Processes routine transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures. Performs various administrative duties as assigned including maintaining records, preparing a variety of forms & reports and daily vault balancing. Engages in referral and relationship management in accordance with established objectives and goals. Provides support for new deposit account opening as required. Will adhere to security measures and controls to minimize any potential losses to the company. 25% Identify customer opportunities through interactive and consultative conversations to assess and address the needs of the customer. Provides services to customers, including but not limited to basic deposit account opening and referring customers to the appropriate business partners when necessary. Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads. Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness. Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner. 5% Participates in community events that support efforts with the Community Reinvestment Act CRA. 5% Performs other duties as assigned and required. Physical Requirements: Communicate effectively with internal and/or external customers Stationary 50% of time Move about within or between locations Bend, Twist, Crouch, Squat Move Objects to Maximum 20 lbs Benefits for Full-Time Employees: Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. Parental Leave: Six weeks of paid leave at 100% of your salary. Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Flexible Spending Accounts: For healthcare and dependent care expenses. Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. Adoption Assistance: Supporting your growing family. Tuition Reimbursement: Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+ Hours/Week: Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Generous Parental Leave: Six weeks of paid leave at 100% of your salary. Benefits for All Part-Time Employees: Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future Paid Sick and Safe Leave: For your health and safety. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

Posted 1 week ago

Associate, Investment Banking, M&A-logo
Associate, Investment Banking, M&A
0000050176 RBC Capital MarketsNew York, New York
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 .

Posted 1 week ago

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

Posted 3 days ago

Business Product Owner - Digital Banking & Online Account Opening-logo
Business Product Owner - Digital Banking & Online Account Opening
Texas Dow Employees Credit UnionSugarland, Texas
Business Product Owner – Digital Banking & Online Account Position Summary: The Business Product Owner – Digital Banking & Online Account Opening is responsible for the strategic development, enhancement, and management of the credit union’s digital banking platforms and online account opening solutions. This role ensures that digital experiences align with business goals, member needs, and industry best practices, driving engagement, acquisition, and retention. This position serves as the primary business owner for digital banking experiences, including online and mobile banking, money movement, digital engagement features, and the end-to-end online account opening journey. Deep expertise in digital financial platforms, product management, and user experience, ensuring seamless, modern, and competitive digital offerings will benefit this position greatly. The ideal candidate will be passionate about delivering exceptional digital experiences to credit union members. Essential Duties and Responsibilities: Digital Banking Product Ownership: Own the product roadmap for digital banking, ensuring alignment with strategic goals and member needs. Manage enhancements, integrations, and user experience improvements for the credit union’s digital banking platform. Partner with cross-functional teams, including IT, operations, marketing, risk, and compliance, to deliver a seamless digital banking experience. Serve as the primary business liaison with platform vendors and technology partners, ensuring optimal performance, uptime, and innovation. Identify and prioritize new features, functionality, and security enhancements to improve engagement and adoption. Analyze user behavior, member feedback, and industry trends to guide platform improvements. Online Account Opening & Onboarding Ownership: Own the end-to-end online account opening experience, ensuring a frictionless, efficient, and high-converting process. Manage integrations with core systems, fraud prevention tools, and ID verification solutions to optimize onboarding. Oversee digital onboarding strategies, ensuring new members receive a guided and personalized experience. Work closely with marketing, compliance, and operations to refine application flows and streamline approvals. Drive continuous improvements in conversion rates, abandonment reduction, and time-to-fund metrics. Preferred Platforms & Technology Stack: Digital Banking: Preferred platforms include Lumen, Q2, Alkami, and Alchemy . Online Account Opening: Preferred platforms include Prelim and Mantl . Minimum Qualifications: Bachelor’s degree in Business, Finance, Computer Science, or a related field (or equivalent experience). Experience: 5+ years of experience in digital banking, product management, or fintech-related roles. Preferred Experience: Experience with Lumin Digital, Alkami, Backbase or similar digital banking platforms. Experience with Prelim, MANTL or similar platforms for online account opening and onboarding. Previous experience in financial services, credit unions, or fintech. Knowledge, Skills, and Abilities: Strong understanding of modern digital banking platforms and online account opening solutions. Experience working with APIs, third-party integrations, and digital financial services technology. Data-driven mindset with experience analyzing performance metrics and making informed decisions. Excellent communication and collaboration skills, with the ability to work cross-functionally. Strong understanding of digital security, fraud prevention, and compliance requirements. Physical Demands and Work Environment: (The physical demands and work environment characteristics described herein are representative of those that must be met by an employee to successfully perform essential functions of this position and/or may be encountered while performing essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.) While performing the essential duties of this position, an employee would frequently be required to stand, walk, and sit. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually moderate. Our company offers a dynamic hybrid work arrangement, which requires three days on-site, in the Sugar Land, TX office. Our retail roles are required to be onsite at the branch locations. Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. Texas Dow Employees Credit Union is an equal opportunity employer, dedicated to a policy of non-discrimination in employment on any basis including race, color, age, protected veteran status, sex, religion, disability, genetic information, national origin or other status protected by federal, state or local law. Consistent with the American Disabilities Act, applicants may request accommodations needed to participate in the application process.

Posted 3 weeks ago

Banking Service Technician (ES) - Virginia (3)-logo
Banking Service Technician (ES) - Virginia (3)
Convergint CareerFredericksburg, Virginia
Convergint is looking for a full-time, enthusiastic, results-driven, and forward-thinking ES Banking Service Technician to join our amazing culture. In this role, you will troubleshoot, repair, and perform preventive maintenance on banking security equipment including security camera, access control, and alarm systems, banking drive-up equipment, vaults, safe deposit boxes, ATMs and more. Must have effective verbal, written, and interpersonal communication skills. As an ES Banking Service Technician, you are part of a dynamic team that allows you to grow as Convergint grows. For information about how we use your personal information, please see our Colleague & Applicant Privacy Notice, available on convergint.com/careers. Who You Are You have a passion for providing world-class service to customers, colleagues, and communities. You are a person of integrity with a commitment to growth, accountability, and delivering results. You want to join an organization with a positive culture that embraces equal opportunity and allows everyone to be the best version of themselves at work and home. You want to grow with us and deliver results as an exceptional Banking Service Technician. Who We Are With 20 years of proven growth and exceptional performance, our mission is to be our customer’s best service provider. We realize the importance of diversity in achieving that goal. Our company was built upon a solid foundation of 10 Values and Beliefs which drive our unmatched culture, making us the #1 global, serviced-based systems integrator in the industry. We take great pride in protecting the lives and assets of our customers and their communities with the solutions we provide. What you’ll do with “Our Training and Your Experience” Convergint's greatest strength is our people! Every colleague is encouraged to participate in our Recruit Awesome People program, helping us grow Convergint by promoting our colleague-first culture and referring top talent to the Talent Acquisition Team and hiring managers. The Banking Service Technician is expected to be skilled in at least one of the three areas of specialization: locksmiths, drive-up and electronic security. Installs equipment and services/supports existing customers by responding to service calls. Drive-up Specialists install, repair, rebuild, and service remote drive-up systems, audio, and video equipment. Locksmiths handle a variety of locking mechanisms from basic drawer locks to more complex locking devices such as vaults, secure keyways, and other systems unique to the banking industry. Electronics Specialists provide support for a variety of electrical and electronics projects. Installs, programs, tests, repairs, and services a variety of non-routine systems and equipment for drive-up, locksmith, and electronic projects. Systems include but are not limited to all manufacturer drive-up equipment (including remote drive-up), deal drawers, and audio and video equipment related to drive-up banking. Repairs or replaces damaged components of remote units. Troubleshoots, repairs, and replaces all components of remote, audio, and video equipment. May install, configure, and support a variety of network systems and equipment for assigned projects. Performs preventative maintenance as needed. Acts as a mentor to less experienced staff by using technical knowledge, skills, and experience. Handles moderately complex installations for remote units such as alert systems. Installs new units with final connections, testing, and training. Responds to moderately complex customer service calls, scheduled maintenance calls, and emergency and after-hours service calls on a timely basis. Work assignments are varied, of moderate scope and complexity, and may require originality and ingenuity in some situations. Identifies potential project challenges, communicates to appropriate parties, and assists in the development and implementation of strategies to minimize deviations from estimated costs and project deadlines. Inspects completed work for conformance with specifications, requirements, and compliance with applicable manufacturer's specifications. Refers only to the most complex issues to higher levels. Estimates cost, time, and materials for replacement equipment. Cleans, maintains, adjusts, calibrates, and services equipment used in the performance of duties. Executes all work in accordance with State and local regulations, general best practices as well as company health and safety policies and procedures. Uses strong troubleshooting skills to isolate and fix problems in malfunctioning equipment or software systems. Acts as “our customer’s best service provider” at all times thereby ensuring Convergint is the customer’s first choice for service. Communicates with and works with the other team members consistently to improve overall operations of the Convergint Center, and company. May advise management regarding customer satisfaction, product performance, installation techniques, and standards as well as suggestions for product improvements. Keeps up-to-date and informed on all company policies. Presents a professional image of Convergint at all times in appearance and behavior. Performs other duties and responsibilities as requested or required. What You’ll Need Working knowledge of drive-up, locking, and electronic systems specific to the banking industry. Basic knowledge of Digital Video Recorders (DVRs) and Network Video Recorders (NVRs) connected to the remote system. Solid knowledge of mechanical and electrical systems. Customer Focus – Maintaining awareness of and seeking to meet the needs and wants of the customer. Strong communication skills both oral and written. Adaptability – Responds effectively to changes in situations or information. Company Benefits Convergint fosters a supportive, accessible, and inclusive environment in which all individuals are able to realize their maximum potential within the company. We offer a variety of programs and exceptional benefits: 10 Company Holidays and Paid Time Off starting at 13 days annually Fun & Laughter Day Off Medical, Dental & Vision Plan Life insurance & Disability Plan Wellness Program 401K Matching Plan Colleague Assistance Program Tuition reimbursement Competitive salary and compensation plan Vehicle reimbursement plan or company vehicle Corporate Social Responsibility Day Cell phone reimbursement (if applicable) Paid parental leave Requirements: Education: High School/GED or equivalent experience Preferred Experience: DMP and/or Verint Technical diploma and/or equivalent trade experience (e.g. Electrician) 2-3 years of previous technician experience within a commercial, industrial, or facilities operation setting Experience in 1 or more of the following industries: electronic, fire alarm and/or building automation Convergint is an Equal Opportunity Employer. Visit our Convergint careers site to learn more about the company and the exciting opportunities available. Please note that this job posting includes salary information for the assigned target market range within the primary geographic region the requisition is posted. If the position is posted in multiple locations or is a remote position, the salary range may vary. Individual pay rates will, of course, vary depending on the job, department, and location, as well as the individual skills, experience, certifications, specific licenses, and education of the applicant.

Posted 2 weeks ago

Digital Banking Knowledge Based Content Analyst, AT-logo
Digital Banking Knowledge Based Content Analyst, AT
Apple BankGarden City, New York
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.

Posted 3 weeks ago

Retail Banking Specialist-logo
Retail Banking Specialist
Fishback Financial CorporationSan Francisco, South Dakota
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 .

Posted 5 days ago

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

Posted 30+ days ago

Commercial Banking Operations Specialist-logo
Commercial Banking Operations Specialist
Wells Fargo BankDes Moines, Iowa
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.

Posted 6 days ago

Lead Commercial Banking Portfolio Manager-logo
Lead Commercial Banking Portfolio Manager
Wells Fargo BankSacramento, California
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.

Posted 3 days ago

US Bank logo
Business Banking Support Specialist
US BankCda, ID
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Job Description

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.

Job Description

The Business Banking Support Specialist is a customer service and support role working directly with customer accounts, inquiries, and items directly related to client satisfaction with the U.S. Bank relationship while working under the direction of Business Banking Relationship Managers and Business Banking Relationship Analysts. Supports sales teams in executing a One Bank strategy and growing market share. Responsible for retaining and deepening client relationships by providing exceptional client experience and support that is knowledgeable, timely and professional. Proactively works to identify potential problems, compliance issues, and to maximize client satisfaction and encourage expansion of the relationship. Identifies products and services that realize clients' unmet needs. Has primary responsibility for risk and compliance requirements by ensuring timely and accurate compliance to procedural, policy and regulatory requirements.

Basic Qualifications

  • Associate's degree, or equivalent work experience
  • Typically five or more years of job-related experience

Preferred Skills/Experience

  • Considerable knowledge of departmental and bank products and services
  • Proven customer service and problem resolution skills
  • Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
  • Effective interpersonal, verbal and written communication skills

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

  • Healthcare (medical, dental, vision)

  • Basic term and optional term life insurance

  • Short-term and long-term disability

  • Pregnancy disability and parental leave

  • 401(k) and employer-funded retirement plan

  • Paid vacation (from two to five weeks depending on salary grade and tenure)

  • Up to 11 paid holiday opportunities

  • Adoption assistance

  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $23.65 - $31.54 - $34.69

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.