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NBT Bank logo
NBT BankAlbany, NY

$18 - $20 / hour

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 Why Work at NBT At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success. Wellbeing At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally. Community Involvement NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace. Culture NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. Career Development Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential. Total Rewards NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan. 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 30+ days ago

Commerce Bank logo
Commerce BankBloomington, IL
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Annual Salary: $70,500.00 - $184,000.00 (Amount based on relevant experience, skills, and competencies.) About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. About This Job The main purpose of this job is to manage existing commercial relationships as well as solicit new business opportunities with assigned customers and targeted prospects. Although it can vary by market, targeted companies generally include those with annual sales of up to $20MM. Essential Functions Participate in outreach activities with assigned customers and target prospects with the objective to acquire new business Serve as the primary advisor for an assigned portfolio of diverse and complex commercial relationships and ensure a high level of customer satisfaction and retention Coordinate with product partners to cross-sell a full range of products and services Critically review and analyze portfolio to reduce risk and enhance profitability Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensure adequate loan documentation, and analyze industry/credit risk Facilitate the resolution of customer problems and engage product experts as needed Participate in community and business functions/groups to ensure a positive image for the Bank and establish referral contacts within the marketplace Ensure compliance with all Bank policies, procedures, regulations, and laws Perform other duties as assigned Knowledge, Skills & Abilities Required Basic knowledge of full range of commercial products, credit policies, procedures and terminology Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements Basic strategic, analytical, problem-solving skills and credit analysis skills Basic persuasive and negotiation skills with strong sales skills Some independent decision-making skills, but requires regular management oversight Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Intermediate level proficiency with Microsoft Word, Excel and Outlook Education & Experience Bachelor's degree or equivalent combination of education and experience required 1+ years of commercial banking experience required Level of role is determined by knowledge, experience, skills, abilities, and education For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report. For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record. For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Business Banking Relationship Manager I, II, III, and Senior job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $70,500 to $184,000 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 1339 E Empire St, Bloomington, Illinois 61701 Time Type: Full time

Posted 30+ days ago

1st Source Bank logo
1st Source BankMishawaka, IN
POSITION SUMMARY Provides individualized client service while handling daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures. ESSENTIAL REQUIREMENTS Processes financial transactions for clients accurately and efficiently. Identifies client needs uncovered during business interactions and/or conversations, promotes products and services and refers clients to the appropriate bank colleague if needed. Builds client loyalty; establishes client relationships, including addressing each client by name. Consistently delivers exceptional customer service to each and every client. Follows established Bank policies, procedures and guidelines. Participates in retail sales programs to help meet personal and banking center goals. Actively participates in team meetings and participates in community projects and appropriate educational programs related to the position. Balances cash drawer and assists banking center team in operational duties (i.e.., balancing the ATM, vault and end of day work). Regular and predictable attendance is an essential requirement of the position. Responsible for the completion of all compliance training related to the position. Must understand all applicable laws and regulations that apply to the position and complies with the requirements. NON-ESSENTIAL FUNCTIONS Performs all other duties as assigned. EXPERIENCE/SKILLS One (1) or more years of customer or retail service experience preferred. Cash handling experience preferred. Ability to respond and assist clients with inquiries and/or problem resolution. Customer service and sales oriented. Careful attention to detail and time management. Good listening and verbal and communication skills. Good PC skills - ability to work in Windows based system essential. Ability to cross-sell bank products and services. Ability to work evenings and weekends based on banking center needs. Ability to communicate in another language is a plus. Good organizational skills. Ability to work in a team atmosphere. Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records. Ability to handle multiple tasks in a fast-paced environment. EDUCATION High School Diploma/GED required. TRAVEL REQUIREMENTS Ability to travel to all locations as needed for meetings, projects, training, seminars, etc. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds. EQUIPMENT MS Office PC, fax, phone and standard office equipment.

Posted 30+ days ago

LPL Financial Services logo
LPL Financial ServicesNew York, NY

$113,925 - $189,875 / year

AVP Experience Design Lead LPL Financial What if you could shape the next generation of digital banking and lending experiences? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could define a product experience vision, create north‑star journeys, and deliver compliant, scalable experiences across responsive web and native applications? What if you could work with Product, Engineering, Research, and Compliance to translate customer needs and business requirements into high‑performing digital solutions? If you're ready to take the next step, discover what's possible with LPL Financial. Job Overview We are seeking an AVP‑level Experience Design Lead to guide the end‑to‑end experience strategy for LPL's banking and lending enterprise portfolio. The role includes setting experience strategy, hands‑on design execution, and design system stewardship. This position collaborates with product, engineering, research, legal/compliance, and architecture teams to deliver solutions that meet customer, business, technical, and regulatory requirements. Responsibilities Lead the UX strategy and define north‑star journeys for enterprise banking and lending products. Create end‑to‑end journeys, user flows, information architecture, wireframes, and high‑fidelity prototypes for responsive web and native apps. Collaborate with Product, Engineering, Research, Legal/Compliance, and Architecture to align requirements, constraints, and acceptance criteria. Facilitate discovery workshops, requirements‑gathering sessions, and alignment meetings; document decisions, dependencies, and outcomes. Contribute to multi‑product design system components, patterns, guidelines, and governance; maintain accessibility and compliance standards. What are we looking for? We are seeking professionals who operate effectively in collaborative, fast‑paced environments and who focus on delivering reliable, compliant, and scalable user experiences. Candidates should demonstrate clear communication, structured problem‑solving, and the ability to work within defined product, regulatory, and technical frameworks. Requirements 10+ years of experience in UX design, including work in financial services (banking, lending, credit, or fintech). 5+ years designing responsive web and native mobile flows for banking and lending use cases (e.g., high‑net‑worth personas; Lending/Loan Accounts; CMAs; Bill Pay and Transfer Money; Checking/Savings; Debit Cards; Fraud prevention; Statements). 5+ years using Figma, FigJam, Miro, and UserTesting.com for design, collaboration, and research support. 5+ years applying Agile methodologies and human‑centered design processes across discovery, delivery, and measurement. Portfolio demonstrating complex enterprise experiences across customer‑facing and internal applications. Core Competencies Experience defining experience vision, north‑star journeys, and measurable outcomes. Ability to structure information architecture, workflows, and componentized patterns across platforms. Experience applying accessibility standards (e.g., WCAG) and platform guidelines for responsive web and native apps. Experience facilitating workshops and documenting requirements, use cases, and acceptance criteria. Experience operating within regulatory and technical constraints to deliver compliant designs. Preferences Bachelor's degree in Design, HCI, Human Factors, or a related field. Experience scaling multi‑product design systems and governance. Familiarity with AI‑assisted design and productivity tools (e.g., Cursor, Lovable). Experience with fraud prevention, statements, and servicing workflows in regulated environments. Experience collaborating with risk, compliance, and operations functions. #LI-Hybrid Pay Range: $113,925-$189,875/year Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit www.lpl.com. Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947. EAC12.9.25

Posted 2 weeks ago

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Truist Financial CorporationCharlotte, NC
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Provide administrative support to Grandbridge Real Estate Capital leadership. Perform general clerical and general office duties with minimal guidance. Follow established procedures, methods and practices. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Arrange and handle details related to travel arrangements, expense reports, departmental budgets, meetings and appointments. Prepare (key) correspondence, reports and forms. Compose correspondence as directed. Within guidelines, may answer correspondence on own initiative. Execute routine projects within general guidelines and instruction. May provide workflow and problem-solving guidance to other administrative assistant levels. Establish and maintain files and records. Screen calls/voicemails and handle or route to appropriate people. Deal discreetly with confidential information. Can make recommendations to management based on findings. Interact with internal and/or external customers to answer questions, research, and resolve problems that require in-depth knowledge of the function and process transactions within scope of authority. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. High school diploma, or equivalent education and related training Seven years of progressively more complex clerical experience Excellent verbal and written communication skills (including strong knowledge of spelling and grammar), organizational skills, interpersonal skills, and math skills Exhibited ability to work independently Ability to deal with complex situations which require sound judgment Ability to operate office equipment (e.g. copier, fax) Ability to endure light physical labor Demonstrated proficiency in basic computer applications, such as Microsoft Office software products Preferred Qualifications: Associate's degree Working knowledge of Microsoft Access and PowerPoint Completion of certifications that are specific to industry #Charlotte General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

Posted 2 weeks ago

Heritage Financial Credit Union logo
Heritage Financial Credit UnionMiddletown, NY

$140,000 - $190,000 / year

Apply Job Type Full-time Description Join Heritage Financial Credit Union as Vice President of Retail Banking Are you a visionary leader ready to shape the future of retail banking? Do you thrive in a mission-driven organization where innovation, collaboration, and member impact drive every decision? Heritage Financial Credit Union is seeking an accomplished Vice President of Retail Banking to lead our retail division. In this key leadership role, you'll set the strategic direction for our retail banking network, enhancing operational excellence and elevating the member experience across all channels. As Vice President of Retail Banking, you'll champion a culture of service, teamwork, and innovation, developing strategies that strengthen member relationships and empower our teams to deliver exceptional experiences every day. At Heritage Financial Credit Union, your leadership will help shape a stronger, more connected future for our members and communities. Here's a little about us: Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. Excellence: We strive to provide our members with the best possible servic. Teamwork: We believe that we can achieve more together than we can alone. Respect: We treat each other with dignity and respect. Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. POSITION PURPOSE The VP of Retail Banking is a transformational leader who will spearhead the growth and strategic transformation of our retail operations through offering superior member experiences, services, solutions, and products which foster high member retention and value at or above targeted performance levels. This position is instrumental in the development and execution of comprehensive strategies to promote and strengthen member growth, retention, employee engagement, professional development, and other critical initiatives. This role is accountable for the refinement of service excellence across all member contact channels including, In-Branch, Digital, Dealer, Commercial and Mortgage Services. The development and implementation of strategic plans to grow our Credit Union and continually enhancing an exceptional member service experience while seeking to differentiate us in the eyes of all stakeholders will be a key to success in the role. The VP of Retail Banking will also work across the organization and contribute to the development, implementation, and administration of the organizational strategic goals and objectives. ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Formulate and recommend production, service, operational strategies, and support the Credit Union's Strategic Goals. Collaborate across the organization to support, execute, monitor, and inspect production and service programs, strategic goals, identified focus areas, and recommend necessary changes for further enhancements, as required. Retail Banking Profitability - Directs the development and integration of the Branch and Branch Administration annual budgets and business plans, including annual branch staffing and remote delivery channels, branch expense, profitability levels and performance targets (goals) for loan and deposit production. Responsible for branch profitability and utilizing data to research opening and/or closing of retail branches. Build, implement, and oversee the execution of business plans with the primary goal of maintaining engaged employees and serving our membership. Working with other leaders in the Credit Union to establish and execute plans for member satisfaction, employee engagement, and community development that lead to market share growth. Directs and monitors branches and services channels within designated areas of responsibility through subordinate leaders, to ensure that they meet organizational goals and objectives. This includes sales and service long-term plans and goals in meeting strategic objectives and targeted business results. Clearly define results-oriented performance agreements and accountability mechanisms. Oversee employee relations and performance management activities, including participating in hiring decisions, cooperating with investigations, employee development, and documentation of performance issues, discipline and terminations as needed. Develop and/or implement staff development processes, productivity standards and work process improvements. Meets regularly with employees to monitor progress towards objectives. Prepares and delivers annual performance reviews for assigned employees. Responsible for researching and facilitating long-term planning of Branch locations and collaborates with Facilities staff on construction and remodeling of branch facilities. Administrator for all Deposit Products and related services: Research, develop, propose, and gain acceptance for and implement associated Fee Structure strategy. Establishes annual sales goals/programs in alignment with the annual loan and deposit growth budget to achieve the stated goals. Monitor and inspect program effectiveness and make appropriate enhancements for improvement. Ensures the participation in and promotion of community affairs to increase the Credit Union's visibility and to enhance new and existing business opportunities. In coordination with Branch Operations and Compliance Department leadership, review contracts/agreements to ensure compliance of negotiated services. Monitors/tracks vendor performance to ensure Service Level Agreements (SLAs) are met. Participate in the development and implementation of organizational strategic plans; develop performance metrics for frontline staff by reviewing sales results, member feedback, and member growth data to determine future potential and staff development. Partner with the Training Department to develop and conduct product and service training programs for the departments that are overseen. Lead in consistently adhering to Operational Procedures, Controls and in maintaining Service Levels consistent with HFCU standards. Exercises judgment and provide guidance through interpreting policies, procedures, budget and performance standards, clarifying guidelines in order to ensure adherence. Make recommendations for change and improvements to existing standards and procedures. Develops and implements policies and procedures relative to operational issues; coordinates with the Compliance and Audit Departments for the assurance of current and proper policies and procedures. Expands and enhances communication and collaboration between business units through meetings, phone conferences, etc. Participates as a member of the Senior Management Team, in the strategic business plan process, which contributes to achieving HFCU's annual and long-term business results and strategies. Provides visible leadership across all distribution channels and branches that inspire confidence in achieving strategic goals, sales goals and meeting members needs profitably. Prepares oral and written proposals for the Board of Directors' consideration. Develop and maintain an understanding of the pertinent regulatory requirements and risks inherent to responsibilities, establish and maintain control activities that mitigate those risks consistent with the Credit Union's risk appetite, and ensure operational integrity and compliance with applicable regulations. Cross sell credit union products and services, as appropriate. Performs additional duties as assigned. What's in it for you? Salary: $140,000 - $190,000 per year (depending on experience) Benefits: Incentives and Merit Increases Paid Time Off & Paid Federal Holidays Medical, Dental, Vision & Life Insurance Employee Assistance Program Flexible Spending Accounts/HSA 401(k) with Employer Match Educational Assistance Paid Time to Volunteer Requirements QUALIFICATIONS Education/Certification: 4-year college degree preferred. Required Knowledge: Knowledge of Branch Operations, Sales and Service Strategies, Training, Employee Engagement techniques, Compliance, general economic conditions and competitors' rates and terms, etc. This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work, The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance. Experience Required: Seven to ten years' experience in the management of Retail Banking, Sales and Banking, and 5 years strategic management at a senior management level; or a comparable combination of education and experience. Excellent project management skills. Experience working in a Universal Associate model financial institution a plus. Experience using P.C. based software including Microsoft Office and lending systems, etc. Skills/Abilities: Strong verbal and written communication skills Ability to develop and articulate a clear vision and strategy that inspires and motivates teams, and engages stakeholders at all levels Ability to build and maintain strong relationships with employees, members and external partners to foster a collaborative environment Ability to lead and drive change initiatives. Ability to project a professional appearance and positive attitude at all times. Ability to analyze data and metrics to drive decision making, identify opportunities and measure success. Salary Description $140,000 - $190,000 (depending on experience)

Posted 30+ days ago

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Truist Financial CorporationAtlanta, GA
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: This is an office centric role requiring working in the office five days per week in one of the locations listed on the requisition. Identifies business unit data critical business process and critical data elements in alignment with Enterprise Data Management and Governance established policies, standards, and procedures. Manages data-related Issues including execution, closure, and documentation. Ensures data controls are implemented and maintained to effectively support the execution of business processes. Participates in domain working groups, best practices forums, and data management routines to stay informed of industry trends and support the accuracy and completeness of data through the supply chain. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Supports the definition and validation of business-critical processes and the associated critical data elements (CDEs) that support them. Business Metadata Management: a. Onboard new CDEs that are specific to corresponding Business Unit or Corporate Group - collaborate with Technical Data Stewards. b. Propose new CDEs and Data Domains to Data Domain Working Group for approval - collaborate with Data Domain Working Group. c. Review assigned CDEs and their business metadata on an established frequency basis - collaborate with Metadata Center of Excellence (COE). d. Discover and execute CDE change requests - collaborate with Metadata COE; Technical Data Stewards. e. Submit CDE change requests for approval to Data Domain Working Group - collaborate with Data Domain Working Group, Metadata COE, and Technical Data Stewards. f. Perform business process and traceability mapping - collaborate with Business Unit / Corporate Group representatives, Metadata COE and Technical Data Stewards. g. Review trusted source assignments - collaborate with Technical Data Stewards. Data Quality: a. Define Data Quality rules and standards for corresponding Business Unit or Corporate Group. b. Collaborate and coordinate with Data Quality Lead and team, Data Quality Issues Management Group, and Data Domain Working Group to align Data Quality rules and standards for corresponding Business Unit or Corporate Group with enterprise-level Data Quality rules and standards - collaborate with Data Quality COE Lead and team, Data Quality Issues Management Group and Data Domain Working Group. c. Partner with Technical Business Stewards to enroll and implement Data Quality rules for corresponding Business Unit or Corporate Group into appropriate systems- collaborate with Technical Business Stewards. d. Monitor Data Quality activities, track data issues and risks, and develop associated mitigation strategies for corresponding Business Unit or Corporate Group. e. Participate in Data Quality Issue Management Group and provide Corporate Group- or Business Unit-specific information - collaborate with Data Quality Issue Management Group. f. As member of Data Quality Issue Management Group and/or Data Domain Working Group, escalate Data Quality issues and considerations as necessary to the Enterprise Data Governance Council - collaborate with Enterprise Data Governance Council. g. Assist in resolving Data Quality Issues, either as part of Business Unit / Corporate Group or as part of the Data Quality Issue Management Group or as part of the Data Domain Working Group - collaborate with Data Quality Issue Management Group; Data Domain Working Group. Enterprise Metadata Repository / Metadata Catalogue: a. Onboard new CDEs' related business metadata - collaborate with Metadata COE. b. Update central metadata repository with business metadata content (business terms, definitions, classifications, and business and Data Quality rules) - collaborate with Metadata COE and Technical Data Stewards. c. Review CDEs' metadata on an established frequency basis - collaborate with Metadata COE. d. Discover and execute CDE metadata update requests - collaborate with Metadata COE. e. Get CDE metadata change requests approved with Data Domain Working Group - collaborate with Data Domain Working Group. Data Privacy, Security, Retention and Archiving: a. Define Data Privacy rules and align them with the Enterprise Privacy Policy in collaborate with Chief Privacy Officer. b. Further responsible for defining archiving, retention, and data destruction requirements for CDEs for corresponding Business Unit or Corporate functions in collaboration with the CDAO and Chief Privacy Officer. c. Monitor data security for data elements for corresponding Business Unit or Corporate Group. d. Report or escalate data privacy issues to Data Privacy Group - collaborate with Chief Privacy Officer and team. e. Review data requirements to enable compliance with Privacy Policy and other similar corporate policies and documents - collaborate with Chief Privacy Officer and team. f. Enable the application of corporate strategy, policy, and ethics for all consumers of data from given Business Unit or Corporate Group. g. Monitor data for alignment with national and regional regulations as well as with corporate ethical standards. Data Sharing, Access Control and Data Transfer: a. Define Data Privacy rules and align them with the Enterprise Privacy Policy in collaborate with Chief Privacy Officer b. Further responsible for defining archiving, retention, and data destruction requirements for CDEs for corresponding Business Unit or Corporate functions in collaboration with the CDAO and Chief Privacy Officer. c. Monitor data security for data elements for corresponding Business Unit or Corporate Group d. Report or escalate data privacy issues to Data Privacy Group - collaborate with Chief Privacy Officer and team. e. Review data requirements to enable compliance with Privacy Policy and other similar corporate policies and documents - collaborate with Chief Privacy Officer and team. f. Enable the application of corporate strategy, policy, and ethics for all consumers of data from given Business Unit or Corporate Group. g. Monitor data for alignment with national and regional regulations as well as with corporate ethical standards. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree or equivalent and two years of related experience or equivalent education and related training or experience Solid understanding of principles, practices, theories, and/or methodologies associated with the data stewardship/management Previous experience in planning and managing IT projects Preferred Qualifications: Three years of related experience Banking or financial services experience Experience with Operational Risk and Data Risk management practices Familiarity with Issue Management tools and processes General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

Posted 30+ days ago

US Bank logo
US BankCharlotte, NC
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 Responsible for working on big data/analytics projects that gather and integrate large volumes of data, performs analysis, interprets results and develops actionable insights and recommendations for use across the company. Acquires data from multiple data sources in order to perform analysis. Identifies, analyzes and interprets trends or patterns in complex data in order to provide answers to business questions as well as provide recommendations for action. Interprets data and analyze results using various statistical techniques and tools. Presents data and analysis in a clear and concise manner allowing the audience to quickly understand the results and recommendations so they activate upon them and make data driven decisions. Collaborate with various partners to provide a holistic view of the analysis. Measures and monitors results of applied recommendations and present adjustments. Ensures all data acquisition, sharing and results of applied recommendations are compliant with company standards. Basic Qualifications Bachelor's degree in a related field, or equivalent work experience Five to seven years of statistical and/or data analytics experience Preferred Skills/Experience Proven experience with BI tools (Tableau, Power BI) and ETL tools (Alteryx). Strong understanding of consumer retail and small business banking products and associated sales processes. Excellent communication skills with the ability to present technical concepts to non-technical audiences. Partner with stakeholders across the organization to understand business needs and deliver data-driven solutions. Advanced proficiency in SQL and data manipulation techniques. Demonstrated ability to manage multiple projects simultaneously and deliver results under tight deadlines. Familiarity with Jira or other agile project management tools. Experience with data governance and data quality frameworks. This role requires working from a U.S. Bank location three (3) or more days per week. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $105,400.00 - $124,000.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 2 weeks ago

T logo
Truist Financial CorporationAtlanta, GA
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for providing client coverage banking services to corporate clients, to include corporate finance, capital markets, and treasury and payment solutions, designated by industry vertical, with a focus on mid to large cap-sized private and public companies. Expertise in maximizing client engagement and delivering Truist's full suite of products and capabilities. Additional responsibilities on internal client management duties as specified by manager and team. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Plays an integral role in supporting new business development, due diligence, and/or transaction execution. Under limited supervision, performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, executing transactions, as well as working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis. May coach and mentor Analysts or Interns. Builds cross-functional relationships within CIB. Additional responsibilities on internal client management duties as specified by manager and team. Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. BA/BS degree Licenses: Series 7, 79, 63 4 years of related work experience Strong knowledge of investment banking, market, industry sector, and/or financial products Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions Strong organizational and leadership skills Advanced skills in written and oral communications, and interpersonal relationship management Solid analytical and sales skills Preferred Qualifications: MBA degree, with a Finance focus 6 years of related work related experience The annual base salary for this position is $100,000. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 30+ days ago

Northern Trust logo
Northern TrustChicago, IL

$43,200 - $64,800 / year

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Major Duties :1. Manage large amounts of inbound and outbound calls in a timely manner providing quality servicing of client/partner calls through effective communication of call behaviors and accurate information. 2. Follow communication "scripts" when handling different topics and resolves client/partner inquiries the same day, if not during call. 3. Contact client by phone or email with any updates when resolution will take longer than 24 hours until issue is resolved. 4. Log all client/partner inquiries received via phone, email or fax with a detailed description of client issue/problem, research or action taken for resolution on the CRM database. 5. Seize opportunities to upsell products when they arise. 6. Send out appropriate email response, complete emails according to schedule. 7. Maintain system access and knowledge level as it pertain to each program that the representative has been trained on and frequently attend educational seminars to improve knowledge and performance level. 8. Provide accurate transactional information to clients to avoid creating any loss situations for the Unit. 9. Perform functional transaction processing (ACH Transfers, Stop Payments, wires and general maintenance) accurately and without any monetary errors. 10. Responsible for identifying customer needs, clarify information, research issues and provide solutions and/or alternatives. 11. Expected to use some initiative but refer more complex problems to supervisors/experts. 12. Works effectively as a team member but also independently. 13. Knowledgeable of the core aspects of the job and beginning to develop a basic understanding of the business function. 14. Working towards becoming proficient in all areas of the job. Knowledge :Strong phone, verbal and written communication skills required. Strong active listening and interpersonal skills needed with aptitude to handle irate/challenging callers with minimal assistance. Highly flexible and adaptable to change; able to adapt to a fast pace environment to different personality types and able to learn quickly. Multi-tasking skills; self-motivated with ability to set priorities and manage time effectively. Computer literacy is required with the ability to navigate several different applications/systems simultaneously. Strong team work capabilities. Experience :A College or University degree and/or relevant proven work experience in comparable industry and/or call center setting or customer support role is preferred. Familiarity with CRM systems and practices and banking terminology such as investments, redemptions, ACH's wire transfers. Salary Range: $43,200 - 64,800 USD Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.

Posted 1 week ago

O logo
Old Second National BankChicago, Illinois, United States, IL

$78,000 - $105,000 / year

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 The Healthcare Portfolio Manager is responsible for supporting a HealthCare Banking Team with client portfolio management including tracking, collecting & monitoring financial data, covenant testing, Term Loan Review preparation and corresponding with clients and outside counsel as appropriate. Regularly interacts with internal Commercial Relationship Managers & Credit teams internal/external business partners, outside attorneys, and closers. Primary Job Functions Builds relationships with customers and prospects to thoroughly evaluate their commercial banking needs. Some focus will be lending with additional emphasis on cross-selling Cash Management products, Retail Banking Engages in portfolio and risk management of banking team clients ensuring compliance with bank credit policies and procedures. Engages in co-management of client relationships with a focus on client financial analysis. Tracks and monitors completion of required covenant testing and annual Term Loan Review preparation via Bank's credit underwriting group. Supports the Loan renewal process by collecting and reviewing client financial information to support approvals. Prepares credit approval memos with credit oversight. Assesses and clears past due collateral exceptions. Partners with Commercial Relationship Manager liaising with bank clients, the Commercial Credit team, Commercial support/operations and internal/external business partners. Secondary Responsibilities: In partnership with Commercial Relationship Manager, identifies and engages with clients in support of Bank's portfolio management efforts. Participates in loan approval process by contributing to the creation of Loan Committee presentations. May visit clients with Commercial Relationship Manager as appropriate. Work closely with Banking Team CLA's to clear exception items, board new business and move client relationships forward. Minimum Requirements AVP Level Internal Applicants Bachelor's degree in Accounting, Business, Finance or related field and three or more years of formal commercial credit experience required. External Applicants Bachelor's degree in Accounting, Business, Finance or related field and three or more years of formal commercial credit experience required. External candidates must have some direct experience in lending/credit focused in the healthcare specialty. VP Level Internal Applicants Bachelor's degree in Accounting, Business, Finance or related field and five or more years of formal commercial credit experience. External Applicants Bachelor's degree in Accounting, Business, Finance or related field and five or more years of formal commercial credit experience required. External candidates must have some direct experience in lending/credit focused in the healthcare specialty. Competencies: Working knowledge of balance sheets and income statements Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook) General Banking (Credit/Debit) knowledge Working knowledge of credit u/w documents Familiarity of Commercial underwriting guidelines Consultative skills and client relationship management Location Details 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. Onsite work is performed at the Chicago- Wacker location. Note: Job levels and hiring decisions are based upon both the business needs of the department and the qualifications of the incumbent. In some cases, an incumbent may meet the requirements of an AVP or VP level role but may be hired in at a lower level based upon business needs and staffing dynamics. Compensation & Benefits AVP Level: Base pay: $78,000 - $105,000 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. VP Level Base Pay: $95,000 - $135,000 Officer Bonus Eligible: Eligible to participate in the Annual Officer Incentive plan with a target bonus up to 25% of base salary based various performance components. Benefits: How We Support You- Old Second Thanks for considering Old Second!

Posted 3 weeks ago

Dominium Management Services, Inc logo
Dominium Management Services, IncScottsdale, AZ

$50,000 - $54,000 / year

Dominium is helping tackle the affordable housing crisis - and we're looking for motivated candidates to join our team and help further our mission. With offices in Minneapolis, Atlanta, Dallas and Phoenix, Dominium is one of the nation's most respected and innovative affordable housing development and management companies. We create quality, affordable homes and engage with our residents daily to create a strong sense of community and connectivity. Join us in making a difference in people's lives every day at a company where you can challenge yourself to develop both personally and professionally. POSITION SUMMARY: The primary responsibilities of this position are to maintain the day-to-day banking/treasury operations for the business. ESSENTIAL FUNCTIONS: Opens and closes business bank accounts in accordance with company policies and banking requirements. Oversees daily management of check and ACH positive pay systems to ensure transaction accuracy and security. Maintains and updates internal accounting systems with current banking information as needed. Promptly processes stop payments on checks to prevent unauthorized transactions. Manages user access to various banking platforms, including onboarding new users and removing outdated accounts. Coordinates the ordering and distribution of banking supplies for the Property Management teams. Support the Director of Treasury in executing continuous improvement initiatives to enhance banking operations. QUALIFICATIONS: Associates/Bachelors Degree in business highly preferred Knowledge of various banking platform [CashPro, Access, CEO] highly preferred Experience in roles with high email volume Strong customer service skills Attention to detail and prompt communications skills PAY: $50,000 - $54,000/year + 5% bonus potential. About Us: Dominium is a purpose-driven leader in affordable housing. We operate in approximately 20 states, supported by a team of over 1,300 dedicated employees. For more than 50 years, we have delivered excellence in the development and management of affordable housing communities across the United States. Dominium's values - EDGE: Entrepreneurial Innovation, Developing People, Growth Mindset and Execution - guide us in fulfilling our Purpose: to provide quality, affordable housing that builds Enduring Value for our residents, employees, communities and financial partners. We believe housing provides dignity, and our work has a positive, lasting impact on the lives of individuals and families - often for generations. Our properties last for decades, leaving a lasting impact in the communities where they are located. We offer a competitive salary, an incentive bonus program, training and development programs, career growth and community volunteer and outreach programs. We also provide a comprehensive benefits package for eligible employees, including Basic Life and AD&D; Employee, Spouse and Child Supplemental Life and AD&D; and Short and Long-Term Disability insurance. We also offer Medical, Dental and Vision coverage, with optional Health Savings Accounts, as well as Medical and Dependent Care Flexible Spending Accounts. We offer Voluntary Benefits (Accident, Critical Illness, Whole Life) and an Employee Assistance Program. Additionally, you have access to a 401(K) plan, Health and Financial Wellness Programs, Paid Time Off including Paid Holidays and Floating Holidays, Paid Parental Leave, Education Reimbursement, Employee Recognition and the Dominium Employee Emergency Fund. Dominium is committed to providing equal employment opportunities to qualified applicants and employees. Dominium prohibits employment discrimination on race, color, creed, religion, national origin, citizenship, sex (including sexual orientation and gender identity), pregnancy, marital status, familial status, status with regard to public assistance, disability, membership or activity in local commission, veteran status, military status, age, genetic information, union membership, use of lawful consumable products, or any other category protected by applicable state or federal law. #LI-JM1

Posted 3 weeks ago

T logo
Truist Financial CorporationCharlotte, NC
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for centralized operations reporting for Retail and Small Business Banking (RSSB) Operations, as well as the development and oversight of Community Branch Banking (CBB) workforce strategy and planning, including management of the branch FTE Plan. Consults on RSBB workforce initiatives and process improvements. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Lead reporting and analytics efforts for RSBB Operations and for Community Branch Banking Workforce, including leadership of a team of experienced reporting analysts and consultants who support the delivery of the responsibilities of the role. Design reports, dashboards and tools that improve efficiency and provide workforce insights. Act as a strategic change agent in the effort to establish a culture of data-driven decision-making. Prepare key operations and branch banking workforce reporting required for various RSBB risk committees, working groups, regulatory meetings, or other purposes as assigned. Coordinate ad hoc reporting and analytics initiatives at the direction of RSBB Operations executive leadership. Responsible for strategic workforce plans including branch-level FTE plan, shared resource solutions, workforce efficiencies, and other workforce initiatives. Effectively translate complex strategies into tactical action plans for execution. Responsible for measuring progress against strategic workforce plans and other workforce KPIs. Propose KPIs, set targets and benchmarks, establish recurring reports and provide insight into trends. Identify solutions for performance issues. Consult on execution of RSBB workforce initiatives with data insights and process improvements. Implement opportunities to centralize and/or automate processes to gain efficiencies. Represent RSSB Operations on cross-function project teams. Influence strategic direction of projects and initiatives with workforce impacts. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree in Business, Computer Science, Economics, Mathematics/Statistics/Advanced Analytics, Marketing, Operations or a related discipline, or equivalent education and related training 12 years of related experience Experience working with reporting and analytics tools Demonstrated experience managing teams and projects in a complex analytical environment Excellent problem-solving skills with a demonstrated record of success in an internal or external consulting environment Excellent written and verbal communication skills; ability to communicate technical information to nontechnical audiences Demonstrated experience and proficiency with Excel and Microsoft Office suite Preferred Qualifications: Master's degree in Business, Statistics, or related discipline Demonstrated experience managing analytical projects in Financial Services or other industries with complex (multi-product, multi-channel, geographically diverse) client relationships At least ten years' experience working with customer/prospect data in consulting, financial services, or other similar environments General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

Posted 2 weeks ago

T logo
Truist Financial CorporationRichmond, VA
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: The Head of AI Enablement is a senior technology leader responsible for designing and deploying enterprise-grade AI and GenAI solutions across Consumer and Small Business Banking Technology, Data and Operations (TD&O). Reporting directly to the Chief Divisional TD&O CSBB Officer, this leader partners with business executives, product managers, and engineering teams to translate business requirements into scalable, production-ready AI applications that drive measurable value. This role is hands-on and technically deep - blending engineering expertise in LLMs, agentic frameworks, and applied ML with the ability to engage directly with business stakeholders. The ideal candidate has built and deployed AI platforms or intelligent products in a technology-first environment, demonstrating fluency in system design, data architecture, and model integration. Acting as both architect and catalyst, the Head of AI Engineering & Enablement leads cross-functional squads to develop prototypes, operationalize AI agents, and integrate cognitive capabilities into existing business platforms. They ensure solutions are built with security, ethics, and performance at scale, while establishing engineering patterns that accelerate adoption across all LOBs. This role requires a rare combination of technical acumen, strategic agility, and executive presence-someone who can earn credibility with engineers and inspire confidence from business leaders. Candidates from technology or product companies are strongly preferred; those from financial services must demonstrate equivalent experience delivering engineered AI products, not program oversight. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Translate complex business requirements into engineered AI and GenAI solutions that deliver measurable business outcomes. Architect and lead the development of LLM-based, agentic, and machine-learning systems that integrate with enterprise data and technology platforms. Guide engineering teams in model development, fine-tuning, and deployment, ensuring performance, security, and compliance. Build reusable frameworks, APIs, and components to accelerate AI adoption across product lines. Partner directly with the TD&O Divisional Leaders and their engineering, product, and operations teams to identify high-impact use cases and embed AI capabilities into existing workflows. Serve as a trusted engineering partner to business executives, translating strategic goals into technical blueprints. Foster a builder culture rooted in experimentation, delivery, and responsible innovation. Establish and enforce AI engineering standards-including model observability, version control, and performance telemetry in partnership with Enterprise Architecture and the Policy, Standards, Practices Governance team. Stay ahead of emerging AI technologies, tools, and frameworks; continuously assess opportunities to integrate frontier capabilities. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Technical Expertise: Proven experience designing, deploying, and maintaining AI or GenAI systems in production-such as LLM-based solutions, agentic architectures, or advanced ML pipelines. Engineering Leadership: 10+ years leading product, platform, or applied AI engineering teams in high-scale environments (e.g., cloud, SaaS, fintech, or large-scale enterprise systems). Architectural Fluency: Deep understanding of modern AI infrastructure, including vector databases, model orchestration, RAG pipelines, and MLOps/DevOps integration. Applied Business Translation: Ability to engage directly with business leaders to convert strategic goals into technical blueprints and deliver working solutions. Ethical and Regulatory Awareness: Demonstrated knowledge of Responsible AI frameworks, model risk governance, and secure data management practices in regulated industries. Communication and Influence: Ability to earn trust across senior leadership, from CIOs to product executives, by articulating AI's value in business terms. Education: Bachelor's degree in Computer Science, Engineering, Data Science, or a related technical field (advanced degrees preferred) or equivalent experience. Preferred Qualifications: Prior experience at a technology or product company, leading AI platform or applied ML development at scale. Hands-on experience with enterprise AI frameworks (Azure OpenAI, AWS Bedrock, LangChain, AutoGen, CrewAI, or similar). Demonstrated success establishing AI engineering standards, reusable frameworks, or AI Centers of Excellence. Experience delivering GenAI applications for customer engagement, operations, or risk functions in complex organizations. Industry leadership through publications, open-source contributions, or conference presentations. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

Posted 30+ days ago

Quantexa logo
QuantexaCharlotte, NC
What we're all about. Do you ever have the urge to do things better than the last time? We do. And it's this urge that drives us every day. Our environment of discovery and innovation means we're able to create deep and valuable relationships with our clients to create real change for them and their industries. It's what got us here - and it's what will make our future. At Quantexa, you'll experience autonomy and support in equal measures allowing you to form a career that matches your ambitions. 41% of our colleagues come from an ethnic or religious minority background. We speak over 20+ languages across our 50+ nationalities, creating a sense of belonging for all. We're heading in one direction, the future. We'd love you to join us. The opportunity. Quantexa is seeking a highly motivated professional to join our United States sales team and continue to improve outcomes for our clients in a transformational way. As a Sales Director, you will be responsible for contributing to and executing the sales go-to-market strategy within your defined territory and accounts, identifying new opportunities, building pipeline, winning new deals, and meeting company targets. You will have the opportunity to work with some of the largest and most significant banks in the world, solving complex business problems through Quantexa's unique and unrivalled capabilities. You will work with some of the smartest, nicest and most ambitious people you have ever met. We are flexible in regards to where you are based. However ideally we are looking for someone who can regularly access clients in New York, Boston and other East Coast locations, so this role would be better suited to someone located on the east side of the country. What you'll be doing. Investigate, understand, map and penetrate your target clients and prospects, building a comprehensive understanding of each organization as well as all of the key internal and external stakeholders. In collaboration with leaders from sales and the business units, create a specific strategy for your named accounts. Identify how Quantexa's solutions map to the client's needs, and create compelling ROI narratives. Lead the sales process from lead to sales closing and beyond. Expand current client spend across business units and Quantexa use cases. Become a trusted advisor at the C level and below, leveraging your own growing expertise as well as the deep well of knowledge within Quantexa.

Posted 3 weeks ago

F logo
First Horizon Corp.Key West, FL
Location: On site in location listed on job posting. Summary Provides full-service banking to consumer and business clients, providing them with tailored financial solutions like loans, lines of credit, cash management services, and deposit accounts. Key Responsibilities Include Develops new relationships through calling on targeted potential clients; uncovers prospect needs for products and services and recommends solutions; develops sales plans and strategies; finalizes and helps structure and close deals with high close rate; answers questions. Cross-sells retail, investment, financial, and estate planning services. Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services. Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value. Builds and maintains a portfolio mix of targeted high value and high potential clients. Performs all other duties as assigned Qualifications Include Bachelor (4-year college) degree and 6-8 years of experience or equivalent combination of education and experience Knowledge of cash flow and business credit underwriting with commercial credit training preferred. Ability to work effectively with individuals and groups across the company to manage customer relationships. Excellent presentation, verbal and written communication skills. Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts. Microsoft Office suite About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Posted 2 weeks ago

First Financial Bank logo
First Financial BankWorthington, OH
We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. The Relationship Manager will handle multi-faceted relationships as you call on prospective and existing clients to generate loans, deposits, and fees for a geographic area. You will determine credit eligibility, prepare loan narratives, ensure loans meet appropriate criteria, and effectively cross-sell a wide variety of products. Your responsibilities include marketing products and services, including preparing for client calls, making sales calls, and call follow-up as well as monitoring and enhancing profitability on all assigned relationships. The Relationship Manager participates in the achievement of corporate sales and service goals to build customer (external/internal) relationships and enhance shareholder value. Essential Functions/Responsibilities Essential Functions/Responsibilities for Level III: The RM III position will generally be located in a market hub or other high business potential area. Develops new and expands existing client relationships by participating in business development activities, proactively reviewing client's current and changing financial needs, and promoting products and services. Aggressively grows and maintains a profitable book of business (loans and deposits) to achieve individual and market goals. Develop a comprehensive understanding of client's needs based on the review and analysis of personal and financial data. Analyzes personal and financial data to deepen current, profitable client relationships. Qualifies prospects by collecting and analyzing financial and related data in order to determine the general credit worthiness of the prospect and the merits of the specific loan requests. Prepares or oversees the completion of the loan approval form. including careful underwriting of the loan so that the structure meets the needs of the borrower and the bank. Obtains appropriate approval for credit under consideration. Establishes and negotiates the terms under which the credit will be extended to include pricing fees, costs repayment method and schedule, collateral requirements, etc. Responsible for the credit quality which includes past due credits, non performing and credit exceptions of their active portfolio. Actively participates and represents First Financial Bank in various community, civic and professional organizations. Monitors the performance of the borrower over the life of the loan. Be able to recognize developing problems and bringing them to the attention of management. For troubled credits, assist in developing a strategy to return the credit to a pass rating or exit strategy. Refers loans to loan committee for approval. Promotes and cross-sells other establishment products and services as appropriate to customer requirements. Generally handles loan relationships with aggregate exposure between $4M and $15M and portfolios between $25 and $75M. Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job 5+ years of relationship/account management experience selling banking products in the appropriate segmentation required. Excellent interpersonal, written and verbal communication and presentation skills. Excellent organizational skills and ability to handle and prioritize multiple tasks. Well-developed analytical and problem-solving skills. Generating new business through a consultative sales approach. Demonstrated sales and negotiating experience. Ability to work effectively with individuals and groups in managing customer relationships. Undergraduate degree required; Accounting or Finance preferred. Credit training, credit quality and underwriting fundamentals experience; including financial analysis required. Preferred Knowledge and Skills Level of Complexity and Scope Degree of Independence and Decision-Making Required Supervisory Responsibilities Physical Requirements Compliance Statement The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements. Development and Training Benefits We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide. Incentive Eligibility All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions. It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law. We are an E-Verify Employer.

Posted 30+ days ago

Mizuho Financial group logo
Mizuho Financial groupChicago, IL

$175,000 - $225,000 / year

Greenhill: Greenhill, a part of Mizuho Americas, provides M&A, restructuring, and private capital advisory capabilities across the Americas, Europe, and Asia. Job Summary: Greenhill's Chicago based Investment Banking group is seeking an Investment Banking Associate 1 or Associate 2 to join their expanding team. This group has a strong focus in Industrials & Diversified Industries and primarily focuses on M&A transactions. Greenhill Investment Banking Associates are directly involved in the design, origination, structuring and execution of mergers & acquisitions, including both buy-side, sell-side and other strategic advisory mandates for existing and prospective clients. An Associate is expected to understand the implications, identify key industry and product trends and provide input on pitch and deal materials to enhance the ultimate deliverable to our clients. Associates are assigned to a variety of projects and are given a broad range of responsibilities, some of which include: Conduct extensive quantitative economic, industry and company research and analysis Draft and prepare pitch books with detailed industry materials Conduct and model a broad range of corporate finance alternatives and due diligence for client transactions including buy-side M&A, sell-side M&A and other strategic advisory mandates Financial modeling, valuation, comparable & relative value analyses and market-specific analyses including building discounted cash flow, comparable companies, precedent transactions, leveraged buyout and merger combination models Facilitate and coordinate idea generation and solutions development with relevant groups across Mizuho | Greenhill Develop and prepare client presentations and materials with a focus on quality, accuracy and timeliness Assist in the evaluation, preparation, due diligence and execution of M&A transactions Assist in the development and continued cultivation of client relationships Qualifications: Bachelor's degree in finance or economics and a minimum of 3 years investment banking, corporate finance, and M&A experience with a top tier Investment Bank OR an MBA concentrating on Finance or Economics Knowledge of corporate finance, securities, financial markets and risk & pricing analysis Experience in Industrials & Diversified Industries Investment Banking a strong plus Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions Ability to manage multiple projects simultaneously Maturity and good judgement in handling confidential and sensitive information Ability to work under pressure and adhere to tight deadlines Strong written and oral communication skills and ability to convey ideas Creativity and intellectual curiosity Ability to work independently and must be able to work effectively in a team environment NOTE: This Job Description is not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with this job. Additionally, the contents of this Job Description may be modified or expanded by the Bank over time. The expected base salary ranges from $175K - $225k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. #LI-Onsite #GHL Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.

Posted 30+ days ago

PwC logo
PwCSilicon Valley, CA

$150,000 - $438,000 / year

Industry/Sector Banking and Capital Markets Specialism Industry Tax Practice Management Level Director Job Description & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Lead in line with our values and brand. Develop new ideas, solutions, and structures; drive thought leadership. Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. Balance long-term, short-term, detail-oriented, and big picture thinking. Make strategic choices and drive change by addressing system-level enablers. Promote technological advances, creating an environment where people and technology thrive together. Identify gaps in the market and convert opportunities to success for the Firm. Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Financial Services Tax team you are expected to lead the way as technologyenabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Director you are expected to set the strategic direction, lead business development efforts, and oversee multiple projects while maintaining impactful executive-level client relations. You are expected to provide exceptional technical knowledge and specialization, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs. Responsibilities Set the strategic direction for the Financial Services Tax team Lead business development initiatives to drive growth Oversee multiple projects maintaining quality delivery Maintain executive-level client relationships Provide technical knowledge and industry insights Foster a culture of digitization and automation Equip professionals to succeed in complex transactions Leverage One Firm knowledge to address client needs What You Must Have Bachelor's Degree in Accounting 6 years of experience CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart Considerable knowledge of tax issues in banking industry Considerable knowledge of public accounting practices Significant technical skills including FAS 109 and FIN 48 Identifying and addressing client needs Developing and sustaining meaningful client relationships Preparing and presenting complex written and verbal documents Leading teams to generate a vision and establish direction Utilizing automation and digitization in professional services Evaluating and negotiating new and existing contracts Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $150,000 - $438,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

F logo
First Horizon Corp.Chattanooga, TN
Location: On site at location listed in job posting. Summary If you're a natural leader and want to lead a team at a strong company with exceptional support, then you'll want to be one of our banking center managers! You will immerse yourself in the community, build and maintain client relationships, and oversee all banking center functions to lead your team's success. Key Responsibilities Include Business development of market area through proactive sales calls and networking to meet or exceed all consumer and business loans, deposits and fee income goals. Involvement in the local market/community through civic organizations or community groups. Ensure that personnel are trained and motivated to attain high quality customer service standards and profit goals through proactive sales. In conjunction with support groups such as retail administration for retail branch managers, develop, identify and implement activities within the branch market area. Ensure that appropriate staffing is maintained at all times to provide high quality customer service levels. Regularly monitor the efficiencies of production standards. Ensure that regulatory compliance standards are met. Responsible for controlling operational and administrative expenses. Responsible for resolving all customer service problems. Responsible for representing the company in a professional manner at all civic and community affairs. Qualifications Include Bachelor's degree 5+ years of retail banking experience 1-2 years related experience or an equivalent combination of education and experience Experience with Microsoft Word, Excel, and Outlook As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements DeGarmo Behavioral Assessment Requirement All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position The assessment takes approximately 12-15 minutes to complete Assessment results must be submitted prior to having your application evaluated by Talent Acquisition About Us First Horizon is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. With $81.7 billion in assets as of December 31, 2023, we serve clients through a team of approximately ~7,300 associates and ~418 banking centers throughout the southeastern United States. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Corporate Diversity Commitment: We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do. Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Posted 1 week ago

NBT Bank logo

Relationship Banking Associate

NBT BankAlbany, NY

$18 - $20 / hour

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Job Description

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

Why Work at NBT

At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success.

Wellbeing

At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.

Community Involvement

NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.

Culture

NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.

Career Development

Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.

Total Rewards

NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way.

Business Stability

NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.

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.

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