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First National Bank Of PennsylvaniaRaleigh, North Carolina
Primary Office Location: 501 Fayetteville Street. Raleigh, North Carolina. 27601. Join our team. Make a difference - for us and for your future. n Position Title: Business Banking Team Leader Business Unit: Commercial Banking Reports To: Manager of Business Banking Position Overview: This position is primarily responsible for establishing banking relationships with middle market business customers in and around the region and management of a business banking team. The incumbent supervises and develops the business banking team to maintain and grow the loan portfolio and to develop and enhance customer relationships. The incumbent builds and maintains a portfolio and client base including new business development, meeting business banking clients' financial services needs Primary Responsibilities: Establishes banking relationships with lower middle market customers within the assigned geographical location. Builds and maintains a portfolio and client base including new business development and meeting corporate clients' financial services needs through cross selling and consultation. Develops, maintains and grows own client base. Manages assigned relationship managers. Works with direct reports to achieve results set forth in the Bank's strategic plan. Participates in developing marketing and sales plans with their direct reports. Refers business opportunities to business partners at Wealth Management, Insurance, Treasury Management and other products and services offered by the corporation. Monitors and proactively manages team and personal portfolio credit quality. Monitors and manages team portfolio reports. Reviews term sheets and previews memorandums and credit packages for approval and presentation to the loan committee. Maintains team compliance with various operating policies and procedures and regulatory requirements. Reviews market research on an ongoing basis to determine customer needs, volume potential, competitive strategies, etc. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: BA or BS Minimum Years Experience: 7 Special Skills: Excellent management skills Excellent communication skills, both written and verbal Excellent customer service skills Excellent organizational, analytical and interpersonal skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in commercial or business banking. Special Licenses and Certificates: N/A Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Posted 1 week ago

Senior Client Banking Officer-logo
Banc of CaliforniaSanta Ana, California
BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values – Entrepreneurialism, Operational Excellence, and Superior Analytics – empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN® THE OPPORTUNITY Responsible for providing a full range of best in class professional servicing and fulfillment duties to both internal and external clients. Performs a variety of operational functions including, but not limited to, onboarding new deposit accounts and treasury products and services for both consumer and business clients with varying degrees of complexity. Handles incoming calls and emails regarding account inquiries from clients and business partners, and ensures daily transactions are processed accurately and efficiently. Consistently applies sound decision making techniques pertaining to inquiries, approvals and requests. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates. HOW YOU’LL MAKE A DIFFERENCE Onboards Business and Consumer depository products and services. Completes Treasury Management (TM) set-up forms to enable TM products and services for business clients. Fulfills various types of deposit account maintenance and supersede requests. Gathers, completes and validates for accuracy – CDD/KYC requirements and forms to support depository and TM services. Provides clients with detailed information about their depository and/or TM products and services. Responsible for transaction and wire requests up to prescribed authority limits. Processes, solves, and answers complex customer inquiries, transactions, or problems while using sound judgment and experience, based on precedent, example, reasonableness or a combination of these. Works daily requests and performs account maintenance, reviews transactions, related documents, verifies work, processes, reconciles, approves routine and complex transactions, and obtains appropriate approvals (i.e. Wire Transfers, Exception Item Processing, Non-Post, Fraud Alerts, Research, Adjustments, Stop Payments, Debit Cards, Mobile Capture Limits, RDC, etc.). Responds to inquiries or refers inquiries to the appropriate department or person, and exhibits the necessary follow-through with clients and frontline staff. Actively seeks cross-sale opportunities to support clients banking needs. Communicates directly with clients and/or Business Units to ensure accurate completion of requests and resolves issues by navigating the bank’s various departments on the client’s behalf. Collaborates with business partners, works with Legal, BSA and other internal business partners to solve unique setup requests. Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct. Performs other duties and projects as assigned. WHAT YOU’LL BRING Knowledgeable of consumer and business account types and document requirements. Knowledge of regulations. Strong organizational and time management skills as well as oral, written and interpersonal skills. Ability to develop rapport with clients, peers and partners. Ability to adapt well to change, work independently and in a group, understand and apply oral and/or written instructions, understand, remember and communicate routine information, understand complex problems and be able to collaborate and explore alternative solutions. Ability to make decisions that have moderate impact on the immediate work unit. Ability to organize thoughts and ideas into understandable terminology. Must be able to organize and prioritize work schedule on a short-term and long-term basis. Ability to complete routine forms, letters and/or conduct routine oral communication. Ability to make informal presentations. Must be fully vaccinated for COVID-19 (i.e., at least 2 weeks after last dose) and, if hired, present proof of vaccination by start date. EDUCATION, EXPERIENCE AND/OR LICENSES: High School diploma required. College degree preferred. A minimum of 1 year of client services experience required. 1-3 years of Banking or Financial Services experience required. Experience in complying with Know Your Customer/Customer Identification Programs HOW WE’LL SUPPORT YOU Financial Security: You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting. Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA). Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off. Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more. SALARY RANGE The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.

Posted 3 weeks ago

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U.S. Bank National AssociationBrea, California
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 US Bank is hiring Business Banking Relationship Managers for the San Gabriel Valley. This role is heavily sales focused and we're looking for sales professionals who aren't afraid to knock on doors, cold call and bring in new business clients to US Bank. Our Relationship Managers approach each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. They have access to an expansive set of products and solutions to serve our business clients today and into the future. Responsibilities include: 65-70% of time spent on prospecting and developing new business for the bank. Build, develop, cultivate and manage new and existing relationships with business clients. Recommend financial solutions based on each client’s unique goals and needs. Be the primary advisor for our business clients. Deliver financial expertise and client-centric solutions that build strong, long-term relationships. Assess and attend to clients' banking needs. Collaborate with internal partners to deliver a One Bank set of solutions to our business clients. Basic Qualifications - Bachelor's degree, or equivalent work experience - Five to seven years of experience in relationship banking Preferred Skills/Experience - Strong business development and relationship management skills - Prior experience in Developer & Investor Commercial Real Estate - Prior C&I experience - Self-motivation, team player, positive personality, and production driven. - Excellent presentation, verbal and written communication skills - Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts Location The role offers a hybrid/flexible schedule. If not prospecting and meeting with clients, there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants . Benefits: Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,095.00 - $130,700.00 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 6 days ago

Digital Banking Vendor Project Manager-logo
MidFirst BankOklahoma City, Oklahoma
We are seeking a highly motivated and strategically-minded professional to serve as a key liaison between business and technology teams. This individual will play a critical role in driving cross-functional initiatives, translating business needs into actionable plans, and engaging with stakeholders across all levels of the organization. The ideal candidate thrives in navigating change, can adapt in dynamic or evolving environments, brings a strong mix of business acumen and technical fluency, and is comfortable working independently while building strong relationships and fostering collaboration across functions. Key Responsibilities: Effectively communicate complex ideas and business requirements both verbally and in writing. Present confidently to senior and executive leadership, especially in high-pressure or skeptical settings. Maintain strong working relationships across internal teams, including IT personnel, business leaders, and technology vendors. Collaborate and lead cross-functional teams, aligning technical, business, and creative stakeholders toward common goals. Translate strategic objectives into clear, actionable plans and product roadmaps. Develop and manage product backlogs, prioritize initiatives, and monitor progress to completion. Proactively identify and address challenges with minimal oversight, applying critical thinking and strategic foresight. Build productive relationships across departments to drive alignment and achieve shared business goals. Operate effectively in dynamic, fast-changing environments with a high degree of ambiguity. Demonstrate initiative, ownership, and a willingness to learn in every aspect of the role. This position is on-site at our Nichols Hills Tower in north Oklahoma City; therefore, you must to reside in this area/neighboring states in order to be considered for this opening. Required Qualifications: Bachelor’s degree in business, computer science, or related discipline 5 years’ relevant experience including one or more of the following: Strategic thinking and relationship-building applied in complex or fast-paced business environments Collaboration with cross-functional teams such as developers, business units, and executives Engagement directly with senior executives and management of high stakes communications Successful navigation through periods of organizational change, delivering results in ambiguous scenarios Design and implementation of solutions to address complex, cross-functional business challenges Business acumen with the ability to align initiatives to organizational goals Familiarity with financial services industry standards and terminology is preferred Foundational knowledge of software development principles, tools, and lifecycle Strong verbal, written, and presentation skills, with the ability to tailor messages to various audiences Ability to work independently, set priorities, and manage multiple projects simultaneously Strong analytical, critical thinking, and strategic problem-solving skills Solid interpersonal skills to engage with internal stakeholders and external partners alike Strong technical aptitude and the ability to understand complex IT environments Understanding of financial concepts and how they apply to business strategy is preferred

Posted 4 days ago

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

Posted 3 days ago

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Convergint CareerLos Angeles, California
Convergint is looking for a full-time, enthusiastic, results driven and forward-thinking Security Technician to join our amazing culture. In this role, you will install, program, system start-up/check-out, certify, and customer train on assigned projects including small to large projects that vary in complexity. As a Security Technician, you are a part of a dynamic team that allows you to grow as Convergint grows. For information about how we use your personal information, please see our Colleague & Applicant Privacy Notice, available on convergint.com/careers. Who You Are You have a passion for providing world-class service to customers, colleagues and communities. You are a person of integrity with a commitment to growth, accountability and delivering results. You want to join an organization with a positive culture that embraces equal opportunity and allows everyone to be the best version of themselves at work and home. You want to grow with us and deliver results as an exceptional Security Technician. Who We Are With 20-years of proven growth and exceptional performance, our mission is to be our customer’s best service provider. We realize the importance of diversity in achieving that goal. Our company was built upon a solid foundation of 10 Values and Beliefs which drive our unmatched culture, making us the #1 global, serviced-based systems integrator in the industry. We take great pride in protecting the lives and assets of our customers and their communities with the solutions we provide. What you’ll do with “Our Training and Your Experience” Convergint's greatest strength is our people! Every colleague is encouraged to participate in our Recruit Awesome People program, helping us grow Convergint by promoting our colleague-first culture and referring top talent to the Talent Acquisition Team and hiring managers. Installs, programs, test, repairs, and services a variety of non-routine systems and equipment which may include security, fire alarm & life safety, and/or building automation. Colleague is key interface for the provision of technical support and training for the customer and as such is accountable for maximizing customer satisfaction. Refers only the most complex issues to higher levels. Reads basic blueprints, schematics, manuals, and other specifications to determine installation procedures; Interprets manuals, schematics, and wiring diagrams, and repairs equipment, utilizing knowledge of electronics and using standard test instruments and hand tools. Operates systems to demonstrate equipment, commission new systems, analyze performance and identify malfunctions. Writes a variety of non-routine programs for systems. Acts as “our customer’s best service provider” at all times thereby ensuring Convergint Technologies is the customer’s first choice for service. Consults with engineering personnel to resolve unusual problems in system operation, maintenance, and warranty work. May advise management regarding customer satisfaction, product performance, installation techniques and standards as well as suggestions for product improvements. Executes most of the technical aspects of multiple projects with varying timelines and budgets including programming, graphics development, start-up, certification testing, customer training, close-out documentation, and on-going technical support etc.. Identifies potential project risks, communicates to appropriate parties and assist in the development and implementation of strategies to minimize impact and to control deviations from estimated costs and project deadlines. Works closely with the Project Manager and/or Operations Manager and assists in the overall coordination of specific projects; makes recommendations regarding quality of work and potential changes in scope, and identifies ways to continuously improve customer satisfaction. Using technical knowledge, skills and experience, acts as a mentor to less experienced staff. May supervise workers in testing, tuning, and adjusting equipment to obtain optimum operating performance. Performs other duties and responsibilities as requested or required. What You’ll Need Exceptional customer focus and ability to work under pressure; ability to maintain awareness of and seek to meet the needs and wants of the customer without being prompted. Solid technical skills and experience fire alarm systems, and/or electronic security systems. Solid programming skills and proven ability to troubleshoot problems and look for solutions To be a self-starter and work well with minimal supervision. Solid mechanical and electrical aptitude (e.g. works with a variety of hand and power tools such as drill, screwdriver, wire stripper, hacksaw, crimper) and ability to read blueprints and drawings; solid math skills (for some positions, this may include calculating area, velocity, resistance, voltage, etc.). Strong verbal, written and interpersonal communication skills. Solid organizational skills and the ability to handle multiple projects simultaneously. Advanced computer skills including familiarity with MS Office applications (Outlook, Word, Excel) and proficient in other relevant applications. A valid driver’s license with a clean driving record. Ability to travel locally to jobsites on a regular basis. Minimal overnight travel may be required. Company Benefits Convergint fosters a supportive, accessible, and inclusive environment in which all individuals are able to realize their maximum potential within the company. We offer a variety of programs and exceptional benefits: 10 Company Holidays and Paid Time Off starting at 13 days annually Fun & Laughter Day Off Medical, Dental & Vision Plan Life insurance & Disability Plan Wellness Program 401K Matching Plan Colleague Assistance Program Tuition reimbursement Competitive salary and compensation plan Vehicle reimbursement plan or company vehicle Corporate Social Responsibility Day Cell phone reimbursement (if applicable) Paid parental leave Requirements: Education: High School/GED or equivalent experience Minimum Experience: 3-5 years relevant Preferred Experience: (but not required): Relevant field service Certifications: Product-specific certifications, Industry-specific certifications and/or licenses, Software House, Lenel, Genetec, Avigilon, AMAG, Milestone or ONSSI, AXIS Convergint is an Equal Opportunity Employer. Visit our Convergint careers site to learn more about the company and the exciting opportunities available. Please note that this job posting includes salary information for the assigned target market range within the primary geographic region the requisition is posted. If the position is posted in multiple locations or is a remote position, the salary range may vary. Individual pay rates will, of course, vary depending on the job, department, and location, as well as the individual skills, experience, certifications, specific licenses, and education of the applicant.

Posted 30+ days ago

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U.S. Bank National AssociationWalnut Creek, California
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 Our Business Banking Relationship Managers are the primary advisor for our business clients. They play a pivotal role in helping our business clients achieve their financial goals and do this by approaching each and every day with a single purpose – to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. Our Relationship Managers have access to an expansive set of products and solutions to better serve our business clients today and into the future. Typically, our business clients include companies up to $25MM in annual revenue and are a mix of pure C&I as well as Developer & Investor Commercial Real Estate. Responsibilities include: Build, develop and manage both new & existing relationships. Deliver financial expertise and client-centric solutions that build strong, long-term relationships. Spend 60-70% of time on outside business development activities and growing their Centers of Influence network. Obtain credit approval of loans within assigned limits and manage both loan and portfolio credit quality. Provide appropriate credit structure recommendations to customers. Recommend appropriate bank products and services to both prospects & clients. Work closely with and provide appropriate referrals to internal partners and business units. Basic Qualifications - Bachelor's degree, or equivalent work experience - Seven or more years of relevant experience Preferred Skills/Experience - Prior Commercial & Industrial experience - Prior experience in Developer & Investor Commercial Real Estate - Experience working with SBA clients and prospects - Experience managing complex credit structures and loan requests larger than $2.5MM - Experience working with operating companies up to $25MM in annual revenue - Proven success developing new business and COIs - Demonstrated knowledge of commercial credit and credit quality - Agile and innovative approach to problem solving and decision making - Excellent verbal and written communication and presentation skills - Ability to work effectively with individuals and groups across the company to manage customer relationships - Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts Location The role offers a hybrid/flexible schedule. If not prospecting and meeting with clients, there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. (This role will cover Pleasanton and Dublin, but will be aligned to the office in Walnut Creek) 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: $132,260.00 - $155,600.00 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 3 days ago

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Umb Bank NaPhoenix, Arizona
T he Business Banking team actively calls on businesses that typically have annual revenue between $1MM and $20MM. The team includes relationship managers, client managers officers, treasury management officers and others that provide a suite of products and services that serve companies of this size. The objective of the group is to earn the title of trusted advisor and help these companies grow and prosper in our community. As the Business Banking Relationship Manager I , you will be responsible for managing the strategic client relationships in Business Banking which will include managing an existing portfolio of business and the acquisition of new business. Clients generally are between $1MM and $10MM in annual revenue. How you’ll spend your time: You will g enerate, retain , & expand lending, investment and deposit relationship s with new and existing clients through client referrals, centers of influence & direct prospecting. You will d evelop, generate and follow-up on new client leads through existing clients, client referrals, COI referrals, & prospecting. You will m anage overall relationship profitability & portfolio risk and is responsible for profitable growth of the portfolio assigned (includes loans, deposits, & fee income) . Act as a consultant to clients and a resource to the Bank in developing & retaining business. You will p rovide insight & ideas for enhancing client relationships, client cash flow, profitability, and efficiency. You will m anage the overall credit quality of assigned portfolio ( includes sales, credit analysis, loan structuring, client and prospect interviews). You will m onitor & manage existing credit relationship, which includes note renewals, reviewing & detailed analysis of current financial statements & collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions & covenant monitoring, compiling reports necessary to monitor asset & credit quality and compliance with policy/regulation. You will n egotiate loan proposals, analyze & evaluate credit requests & write loan commitments, recommend appropriate credit grade , make oral/written presentation to underwriter or loan committee , and implement approval/declination action . You will s erve as the primary link for all financial services to the individual Business Banking client with the bank ( i.e. Treasury Services, International, Trust, and Cash Vault). You will p articipate in community & professional activities in order to enhance the bank’s image and expand personal network of business contacts for development of new business. You will m onitor accounts to identify potential credit problems and assure proper loan documentation . Customers tend to have complicated lending requirements involving term loan agreements, commercial real estate, and revolving credit lines. You will c ommunicate and collaborate with consistency and transparency with business banking teams and internal partners. You will c onsistently use and maintain CRM usage. Other duties as assigned. We’re excited to talk with you if: You possess a Bachelors degree OR equivalent work experience . You have 2 years ’ proven business banking sales experience . You d emonstrate strategic sales knowledge selling to small business owners . You d emonstrate business banking product knowledge and product innovation . You have a wareness of market/industry trends . You d emonstrate ability to source/produce efficient credit opportunities. You have k nowledge and understanding of commercial lending practices and loan documentation/loan servicing requirements . You have k nowledge of accounting principles and practices . You have d emonstrated capacity to sell products/services within the financial services industry . You d emonstrate proficiency in Word, Excel, PowerPoint . Bonus points if: You possess a Bachelor’s degree in accounting or finance . You have b asic credit training . You understand s trategic sales planning to define target markets, strategic sales approaches, and provide solutions . You have s pecialized knowledge of specific markets in order to serve defined industries. You have a bility to prospect and network at various levels within a company . You have e nhance d communication and negotiation skills for more complex deals and relationships . You m anage time effectively to balance new & existing relationships to meet goals . You have u nderstanding of credit underwriting . You have k nowledge of credit and operational risk-ability to quantify potential exposure and advise team . You d emonstrate knowledge of financial analysis (including ratio and trend analysis and projections) . Compensation Range: $51,480.00 - $99,330.00 The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information UMB offers competitive and varied benefits to eligible associates , such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. Are you ready to be part of something more? You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request. If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

Posted 1 week ago

Experienced Investment Banking Associate-logo
DC AdvisorySan Francisco, California
DC Advisory is an international investment bank committed to making a difference. As part of an established global business, we offer access to over 750 professionals in 24 locations throughout Asia, Europe, and the US. Across 11 industry focused teams, we offer tailored, independent advice on M&A, debt raisings and restructurings, private capital markets, secondary advisory and access to unrivalled Asia investment knowledge. The Role As an Associate you will be responsible for supporting day-to-day M&A, capital raising, and financial advisory deal processes and projects. You will learn the core knowledge of the investment banking industry and expand your knowledge in key analytical, communication, marketing, and sales skills. Every day is different, and your job responsibilities will include a range of projects and assignments including creating financial models, drafting pitch and marketing materials, participating in client presentations and training and managing Analysts. You will be a role model to our Analysts by identifying training and learning opportunities and monitoring work quality. Our Associates possess strong problem-solving and analytical skills, a strong work ethic and thrive under pressure. You will be expected to play a critical role on transaction teams and make a difference for our clients. We partner with you to advance your career goals while providing consistent transparent feedback fostering personal and professional growth. Position Requirements Qualities we seek include: An unwavering commitment to excellence and a high degree of maturity A high level of initiative, motivation, attention to detail, positive attitude, and the ability to excel in a fast-paced, entrepreneurial, high performance work environment An outstanding academic record The ability to work as part of a team in an environment that demands excellence, time and energy Personal integrity, initiative and leadership qualities Strong quantitative, verbal and written communication skills; strong financial understanding and financial modeling skills a plus Strong multi-tasking and time management skills Highly proficient with Microsoft Office suite At least 3-5 years post undergraduate professional work experience Series 79, Series 63 (preferred and must be taken within 30 days of start date) Preferred Experience Experience with M&A transactions in the technology sector Compensation & Benefits: Salary Range: $175,000 - $225,000 + annual discretionary bonus Medical / Dental / Vision Insurance Long Term Disability, Short Term Disability, Life Insurance Pet Insurance Health Savings Account Retirement Plans (401K) Pre-Tax Commuter Benefits

Posted 30+ days ago

Business Banking Associate I-logo
Texas Capital BankHouston, Texas
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives . At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com . Overview: A Banker Associate I role will have experience within the Commercial Banking line of business. Depending on the market, this role will report to the Market or Team Leader and will provide support to senior colleagues in delivering best-in-class experiences and comprehensive financial solutions to clients and prospects across a broad array of industries. We are seeking qualified candidates with a passion for a long-term career in Banking, that have extraordinary levels of motivation and initiative and aspire to deliver superior client experiences. Responsibilities : Participate in agenda-based client calls with Relationship Managers (approximately 10% of time spent). Support meeting preparation and follow ups as needed. Source new prospect opportunities and develop Centers of Influence (COIs). Identify cross-sell opportunities within active portfolio. Prepare and complete Balance Sheet Committee (BSC) forms and submissions. Prepare screening memos, term sheets, pitch book materials and manage screening process. Assist Portfolio (Credit) Managers with renewals, reviews, and new deal Credit Approvals. Ensure Covenant compliance and analysis. Accurately log all activity in applicable Texas Capital systems (Salesforce, Alloscape, etc.) and utilize sales tools to develop call planning strategies. Coach and mentor Analyst colleagues. Qualifications: Bachelor’s degree in business (Finance, Accounting, Real Estate, etc.) or other relevant degree. 2.5 to 3.5 years of experience in Banking, Commercial Banking preferred or other relevant experience. Effective team player with ability to work in a fast-paced, highly collaborative environment. Exceptional writing, interpersonal and communication skills. Analytical skills - critical thinking, data and information analysis, research, and problem solving. Organizational and time management skills. Strong knowledge and application of Credit Underwriting (i.e., cash flow models, financial spreads, and credit packages). Advanced knowledge of banking suite of products and services. Strong knowledge and application using Salesforce and Microsoft Office including Outlook, Excel, and PowerPoint to produce reports, correspondence, and presentations. High interest in outreach to, and involvement in, the communities where we live and work. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 30+ days ago

Banking & Capital Markets Tax Senior Associate-logo
PricewaterhouseCoopersStamford, New York
Industry/Sector Banking and Capital Markets Specialism Industry Tax Practice Management Level Senior Associate Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You’ll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You’ll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You’ll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. We’re leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients’ needs Minimum years experience required 2 year(s) Minimum Degree Required Bachelor Degree Required Field(s) of Study Accounting Additional Educational Requirements Job seekers must demonstrate all of the minimum requirements are met for CPA licensure per respective state regulations Preferred Qualifications Certification(s) Preferred CPA or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure, or Member of the Bar. Basic Qualifications Preferred skills Demonstrates thorough knowledge and/or a proven record of success in tax issues affecting either the domestic or international banking industry and public accounting practices, internal domestic banking tax departments or internal foreign banking. Demonstrates thorough abilities and/or a proven record of success in FAS 109, FIN 48, and the banking industry; identifying and addressing client needs: actively participating in client discussions and meetings; communicating a broad range of Firm services; managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues; creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues. As a tax technical professional, demonstrates ability to research business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Experimentation with automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Exposure to pricing, client value and the negotiation process - including reviewing contracts and finding opportunities to introduce new pricing options. We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax 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. The salary range for this position is: $77,000 - $214,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 3 weeks ago

K
KtvaecuKnoxville, Tennessee
Schedule: Monday - Friday 10am - 7pm (possible four 10-hour days per week option); 1-2 Saturdays per quarter. Our Mission is to help Members grow financially. Our Vision is to be Members' First Choice for all Financial Services. We can achieve these goals through our commitment to providing excellent service to our membership and our communities. And it all starts with YOU! We are looking for a service-minded individual to join our team in order to continue to provide the high-quality service our members expect from us. Our full-time team members enjoy a wealth of benefits including employer-paid medical and dental insurance premiums, competitive pay, and a 401(k) plan with an employer match. The great service we provide to our Members is reflected in our team environment and the professional development opportunities our positions offer. People Helping People is what we do every day. Submit your application to us today and let us be the First Choice for your new career journey! About Us: Knoxville TVA Employees Credit Union is a not-for-profit, Member-owned, and locally operated financial institution serving the financial needs of its communities of Membership. We have 25 locations throughout East Tennessee and we serve more than 288,000 Members. The Credit Union helps Members grow financially by offering a variety of accounts including: checking, savings and investments. Also offered are competitive loan rates on new and used autos and recreational vehicles, mortgages, personal loans and credit cards. Pay: Starting Range is $19.50 - $21.50, depending on work experience Benefits: Employer-paid health and dental insurance monthly premiums Accrual of PTO Leave Employer-matched 401k, 50% match up to 6% of employee contributions Employer-paid Group Life Insurance and Long-Term Disability benefits Potential bonus up to 11% of average salary over the past year based on Credit Union-wide goals Paid Holidays and Paid Training Potential pay increases through additional training opportunities Opportunity to earn incentive pay The ability to help serve your local community through our mindset of People Helping People! PRIMARY RESPONSIBILITIES: Provide support to members and staff for Digital Banking products and services by answering phones, IMs, email and correspondence. Troubleshoot technical and non-technical issues, perform simple account transactions, and answer general Credit Union services questions. Stay current with all Digital Banking updates and services. Support and assist members and Credit Union staff with all Digital Banking questions and concerns. Work directly with the Digital Banking vendor’s support team; add, update and close tickets within the ticket system in a timely manner and work with all third-party vendors as necessary. Report known problems, potential problems, or difficulties getting issues resolved to the Digital Banking Specialist II, Senior Digital Banking Specialist and/or management. Know the Credit Union products and services to be able to cross-sell and assist members. Follow all Credit Union policies, procedures and regulations. Represent the Credit Union in a professional manner (including but not limited to appearance, behavior and performance). Maintain regular and predictable attendance. Work cooperatively with others. All other duties as assigned. QUALIFICATIONS: Education/Experience – High school diploma or equivalent. Related experience in online channels and member service.

Posted 3 weeks ago

Investment Banking Analysts – Financial Services (New York)-logo
Raymond JamesNew York, New York
Job Description Summary Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock. Will work on every aspect of the transaction process, including participating in drafting sessions, new business proposals and due diligence meetings. Job Description Responsibilities: Advise others on how to design new processes and systems that meet professional standards. Identify and evaluate complex, expertise-led solutions against a range of criteria to find the ones that best meet business needs. Use data from a wide range of sources to analyze key themes and identify possible impacts on the business. Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios. Assign short-term work schedules to a team of subordinates in order to achieve expectations while following established timelines. Explore issues or needs, establishing potential causes and barriers, as well as related issues. May include such responsibilities as supporting internal customers or helping senior colleagues manage internal client relationships. Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience. Develop and deliver financial guidelines and protocols to ensure the company complies with regulations and good financial practice. Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others. Contribute to the management of partnering relationships with internal clients, building effective working relationships and providing high-quality professional services to support in delivering business strategy and plans. Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media. Manage relationships with small clients while also helping senior colleagues manage relationships with larger key clients and customers. Skills: Acts as the organization's authority and established expert on understanding and using standard office equipment and standard software packages to support business processes. Works independently and provides guidance and training to others on analyzing data trends for use in reports to help guide decision making. Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies. Works without supervision and provides technical guidance when required on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives. Works without supervision and provides technical guidance when required on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives. Works without supervision and provides technical guidance when required on interpreting and applying knowledge of laws, regulations and policies in area of expertise. Works without supervision and provides technical guidance when required on developing appropriate plans or performing necessary actions based on recommendations and requirements. Works at an advanced level to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works independently and provides guidance. Works at an advanced level to understand business context, needs, rules, and architecture, as well as organizational structure, cultures, capabilities, and processes to document the current state of processes and the business. Typically works independently and provides guidance. Works at an advanced level to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the return on investment. Typically works independently and provides guidance. Uses comprehensive knowledge and skills to act independently while guiding and training others to orient the seller's organization around delivering to the key needs of their customers. Applies comprehensive knowledge and skills to work independently while providing guidance and training to others on acquiring, organizing, protecting and processing data to fulfill business objectives. Works at an advanced level to envision and document the future state of processes and products by identifying the solution scope, potential value of the future state, and the changes to the process, products, organization infrastructure, capabilities, and technology necessary to achieve the desired future state. Typically works independently and provides guidance. Uses comprehensive knowledge and skills to act independently while guiding and training others to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution. Works at an advanced level to conduct gap analysis between current and future states to identify components of the overall change strategy. Typically works independently and provides guidance. Uses comprehensive knowledge and skills to act independently while guiding and training others to uncover clients’ explicit needs and/or unforeseen opportunities and challenges. Works without supervision and provides technical guidance when required on managing client accounts in a way that provides benefits both for the organization and its clients. Conducts research and analyzes data without supervision while providing technical guidance as needed in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments. Communicates with other people without requiring supervision and provides technical guidance when required on speaking in a clear, concise and compelling manner. Works without supervision and provides technical guidance when required on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations. Works without supervision and provides technical guidance when required on achieving full compliance with applicable rules and regulations in management and/or operations. Education Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required) Work Experience General Experience - 3 to 6 years Certifications Salary Range $80,000.00-$125,000.00 Travel Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Posted 3 weeks ago

Client Banking Officer-logo
Banc of CaliforniaSanta Ana, California
BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values – Entrepreneurialism, Operational Excellence, and Superior Analytics – empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN® THE OPPORTUNITY Responsible for providing a full range of best in class professional servicing and fulfillment duties to both internal and external clients. The Client Banking Officer (CBO) – Community Banking Support role is dedicated to supporting Community Banking Relationship Managers. The role performs a variety of operational functions including, but not limited to, onboarding new deposit accounts and treasury products and services for both consumer and business clients with varying degrees of complexity. Handles incoming calls and emails regarding account inquiries from clients and business partners, and ensures daily transactions are processed accurately and efficiently. Consistently applies sound decision making techniques pertaining to inquiries, approvals and requests. Performs all duties in accordance with the company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates. HOW YOU’LL MAKE A DIFFERENCE Onboards Business and Consumer depository products and services that are routed through the Community Banking channel. Completes Treasury Management (TM) set-up forms to enable TM products and services for business clients. Fulfills various types of deposit account maintenance and supersede requests. Gathers, completes and validates for accuracy – CDD/KYC requirements and forms to support depository and TM services. Provides clients with detailed information about their depository and/or TM products and services. Responsible for transaction and wire requests up to prescribed authority limits. Processes, solves, and answers customer inquiries, transactions, or problems while using sound judgment and experience, based on precedent, example, reasonableness or a combination of these. Works daily requests and performs account maintenance, reviews transactions, related documents, verifies work, processes, reconciles, approves routine and complex transactions, and obtains appropriate approvals (i.e. Wire Transfers, Exception Item Processing, Non-Post, Fraud Alerts, Research, Adjustments, Stop Payments, Debit Cards, Mobile Capture Limits, RDC, etc.). Responds to inquiries or refers inquiries to the appropriate department or person, and exhibits the necessary follow through with clients and frontline staff Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct. Performs other duties and projects as assigned. WHAT YOU’LL BRING Knowledgeable of consumer and business account types and document requirements. Knowledge of regulations. Strong organizational and time management skills. Strong oral, written and interpersonal communication skills. Ability to develop rapport with clients, peers and partners. Ability to adapt well to change, work independently and in a group, understand and apply oral and/or written instructions, understand, remember and communicate routine information, understand complex problems and to collaborate and explore alternative solutions. Ability to make decisions that have moderate impact on the immediate work unit. Be able to organize thoughts and ideas into understandable terminology. Organize and prioritize own work schedule on a short-term and long-term basis. Ability to complete routine forms, letters and/or conduct routine oral communication. Ability to make informal presentations. High School diploma required and/or College degree preferred. A minimum of 1 year of client services experience required. 1 year of Banking or Financial Services, business, or equivalent work experience required. Experience in complying with Know Your Customer/Customer Identification Programs HOW WE’LL SUPPORT YOU Financial Security: You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting. Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA). Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off. Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more. SALARY RANGE The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.

Posted 3 weeks ago

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The Huntington National BankPittsburgh, Pennsylvania
Description Summary: The Regional Banking Relationship Manager Sr. is responsible for acquiring new business relationships to Huntington as well as maintaining and deepening business relationships with existing customers. This is done by providing insights and guidance to business owners. Depending on market assigned portfolio size recommended as 30 to 60 clients Target market is businesses with sales sizes $2 MM to $50 MM and credit exposures up to $25 MM. This role serves a senior level sales position within Regional Banking with heavy focus on business with greater than $25 MM in sales and functions as the back-up to the Market Manager while providing credit and mentoring guidance to junior colleagues. Duties and Responsibilities: Acquires new, profitable business relationships through aggressive prospecting, networking and providing insights and advice. Builds and maintains a robust network of local market COI relationships, both external and internal. Analyze, structure and close profitable loan transactions of the most complex nature in Regional Banking. Maintain and confirm credit worthiness of customers. Gather, review and track appropriate documentation from applicants. Manages and maintains strong relationships with a book of existing business customers by providing insights and advice. Segment target markets are businesses between $2-$50 million in sales size with aggregate credit exposures up to $25million. Heavy focus on businesses above $25 MM in sales size. Deepens existing relationships through active engagement of internal partnerships and providing insightful advice and guidance to customers. Delivers the entire bank to customers. Responsible for Portfolio Management in varying sizes in terms of complexity of credits and number of accounts to include quarterly portfolio reviews, and CAR and collecting of necessary document. Works with the Huntington Loan Center and Commercial Loan Servicing department to ensure accuracy and completeness of credit packages and delivery. Represents the bank within the community through representation on keyboards and at business and community functions. Works well within a team environment and collaborates closely with internal partners to deliver customer solutions. Partner with more junior Regional Banking colleagues on more complex credits . Performs other duties as assigned. Basic Qualifications: Bachelor’s degree or equivalent (4 year of education and Business Banking/ Commercial lending experience) 10+ years of Business Banking/Commercial Banking experience Preferred Qualifications: Well-versed in complex commercial credits with 10+ years Business Banking or Commercial sales experience Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 4 days ago

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The Huntington National BankCharlotte, North Carolina
Description Summary: Huntington Commercial Bank's Senior Regional Banking Relationship Manager will be responsible for acquiring new business relationships to Huntington as well as maintaining and deepening business relationships with existing customers. Our new colleague will provide insights and guidance to business owners. Huntington Bank’s Relationship Manager Senior’s portfolio target businesses with sales sizes $2 MM to $50 MM and credit exposures up to $25 MM. This is senior level sales position within Regional Banking with heavy focus on acquisition of business clients. Duties and Responsibilities: Acquires new, profitable business relationships through aggressive prospecting, networking, and providing insights and advice. Builds and maintains a robust network of local market COI relationships, both external and internal. Analyze, structure and close profitable loan s of complex nature in Regional Banking. Maintain and confirm credit worthiness of customers. Gather, review, and track appropriate documentation from applicants. Manages and maintains strong relationships with existing business customers by providing insights and advice. Heavy focus on businesses above $25 MM in sales size. Deepens existing relationships through active engagement of internal partnerships and providing insightful advice and guidance to customers. Delivers the entire bank to customers. Responsible for Portfolio Management in varying sizes in terms of complexity of credits and number of accounts to include quarterly portfolio reviews and collecting of necessary document. Works with the Huntington Loan Center and Commercial Loan Servicing department to ensure accuracy and completeness of credit packages and delivery. Represents the bank within the community through representation on key Boards and at business and community functions. Works well within a team environment and collaborates closely with internal partners to deliver customer solutions. Partner with more colleagues on more complex credits. Performs other duties as assigned. Basic Qualifications: Bachelor’s degree 10+ years of Business Banking or Commercial Banking experience In lieu of a Bachelor’s degree 14 years of Business Banking or Commercial lending experience may be considered Preferred Qualifications: Well-versed in commercial credits with 5+ years Business Banking or Commercial sales experience Experience in a role requiring sales strategy, planning and acquisition of new clients Knowledge of business banking products Analytical, credit and negotiating skills Direct outside financial sales and business development experience Excellent customer service and interpersonal skills #LI-ME1 #LI-Onsite Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 3 weeks ago

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16 MS & Co.New York, New York
We are seeking a Product Lead to create, manage, and drive adoption of technology tools within the Investment Banking Division. The ideal candidate will have extensive experience in managing products through their full life cycle, a deep understanding of financial services, strong technology and project management skills, a passion for innovation and problem solving, and the ability to internally market products effectively. Key Responsibilities: • Product management: Oversee the entire product life cycle including collection of requirements, feasibility studies, design, development, validation, pilot, and production. Ability to handle multiple project priorities simultaneously. • Product development: Gain a deep understanding of business stakeholder requirements and collaborate with IT to translate into best-in-class products. Be customer-obsessed with designing the most end-user friendly tools that enable bankers to be more effective and efficient in their work. Collaborate with IT teams to address roadblocks and manage projects to meet aggressive deliverable deadlines. • Adoption: Market products to bankers to maximize ROI of development efforts. Train bankers on how to extract the most value from these tools. Success is measured by tool adoption and the benefits they bring to the organization. • Collaboration: Work closely with IT, Strats, Bankers, Risk, Compliance, Legal, Senior Management. Be the center of gravity for products and closely communicate product objectives and status to partners within and outside of the Investment Banking/Global Capital Markets division. Build and maintain relationships with delivery partners across functions. • Vendor engagement: Look for opportunities to integrate external technology and data into products for faster time to market and enhanced capabilities. • Innovation: Stay up to date with latest technology advancements to continuously improve existing systems and incorporate new innovations such as AI. • Continuous improvement: Monitor quality and proactively request feedback to drive continuous improvement of products. Extract insights from junior and senior bankers to deliver fine-tuned products. Qualifications: • Bachelor’s degree in Finance/Economics, Computer Science/Engineering, or similar field. • 7+ years of work experience in financial services, consulting, or technology, with investment banking experience highly desirable. • Knowledge of investment banking workflows -- such as capital markets and M&A -- and corporate finance highly preferred. • Experience with software development or software product/project management a plus. • Excellent problem-solving skills, with the ability to work under tight deadlines and manage multiple priorities. • Autonomous, self-starter with ability to think strategically and also roll up sleeves to execute. • Strong communication skills with collaborative mindset. • Strong work ethic and a positive attitude. Highly responsive and communicative. Investment Banking is a client services industry and our clients need our advice and expertise around the clock. • Inquisitive, feedback-oriented, adaptive, hungry, and results-oriented. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. Expected base pay rates for the role will be between 145,000 and 250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 1 week ago

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Southstate Bank, National AssociationOrlando, Florida
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! Program Overview: Our Commercial Banking Internship Program offers a dynamic 10-week experience designed to provide undergraduate students with a comprehensive introduction to Commercial Banking operations, strategies, and career opportunities. Interns will collaborate with seasoned professionals within our Commercial Banking team, gaining hands-on exposure to market-leading financial solutions and industry insights that drive client success and community impact. Throughout the program, we prioritize your professional growth, equipping you with the skills and knowledge needed to advance your career. You’ll develop a deep understanding of our corporate and credit culture while engaging in professional development, analytical training, networking, and community involvement. Key program components include: Onboarding Week : Kick off your internship with an orientation, featuring training sessions, networking with peers and SouthState leaders, and an introduction to our business. Hands-On Experience : Work alongside high-performing teams, participating in daily activities to build analytical skills and gain insight into critical banking processes. Mentorship & Support : Partner with experienced team members who provide guidance, answer questions, and offer feedback to help you navigate challenges and grow professionally. Speaker Series : Hear from senior leaders about industry trends and how to maximize your internship experience. Networking Opportunities : Engage in organized events to connect with peers, employees, and leaders across the organization while contributing to community initiatives. In This Role, You Will: Participate in internship program activities, including workshops, training sessions, and special projects. Conduct market research and financial analysis to identify client needs and recommend tailored banking solutions. Assist with financial spreads, due diligence on potential borrowers or guarantors, and loan document reviews to support client transactions. Collaborate with relationship managers, credit analysts, and team leaders to contribute to real-time business initiatives. Support marketing activities to enhance client engagement and promote banking services. Prioritize tasks, maintain attention to detail, meet deadlines, and thrive in a fast-paced, dynamic environment. Qualifications and Education Requirements: Education : 3.4 GPA preferred. Current undergraduate student pursuing a Bachelor’s degree in Business Management, Mathematics, Accounting, Finance, or a related field; Rising senior graduating in 2027. Skills : Proficient in Microsoft Excel and Word; strong analytical mindset and eagerness to learn. Attributes : Detail-oriented, proactive, and able to work effectively under pressure. Training Requirements: Complete mandatory new hire compliance training and New Employee Orientation. Physical Demands: Ability to effectively access and interpret information on computer screens, documents, and reports. The role requires extended time using a computer, which can be accommodated by sitting or standing at an appropriate desk. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. This internship provides a unique opportunity to immerse yourself in Commercial Banking, build a professional network, and develop skills that will propel your career forward. Join us to make a meaningful impact while gaining invaluable experience! WORK ENVIRONMENT This position is onsite in an office environment 5 days a week: 40hours a week. Equal Opportunity Employer, including disabled/veterans.

Posted 6 days ago

Middle Market Banking Relationship Manager-logo
Busey BankPhoenix, Arizona
Position Summary The Middle Market Banking Relationship Manager is responsible for generating, maintaining, and deepening relationships with Middle-Market clients with annual revenue in excess of $40 Million. The ideal candidate will utilize their existing professional network to drive new business to the bank. Strong credit and business acumen will allow the Relationship Manager to properly structure and negotiate complex credits and present loans for approval to various committees. This position will report to the Managing Director of Commercial Banking. Duties & Responsibilities Developing new loan, deposit, and fee revenue from Middle-Market prospects and clients through referrals, sales calls, and community involvement. Analyzing customers’ financial data, structuring and negotiating complex credit transactions, and performing ongoing portfolio management duties. Proactively manage existing client relationships by conducting periodic reviews and providing solutions to help clients achieve their financial goals and generate additional revenue for the bank. Cross-sell bank products including private wealth Maintaining strong credit quality within assigned portfolio of clients. Complying with all bank policies and regulations. Education & Experience Knowledge of: Strong oral and written communication skills Strong sales and customer service skills Internal policies and relevant banking regulations. Ability to: Develop new business from prospects and centers of influence and cross-sell existing relationships. Analyze and interpret numerical data Analyze and solve problems of a complex nature and make decisions based on a wide knowledge of many factors where application of advanced technical concepts is required for which there are not precedents Make independent and difficult decisions within parameters of the Bank’s loan policies Originate new procedures and approaches to problems Perform duties under frequent time pressures Education and Training: Requires Bachelor’s degree with an emphasis in Accounting or Finance. Requires 5+ years of Commercial Banking experience, preferably with Middle-Market clients. Strong credit knowledge and business acumen with formal credit training preferred. Requires knowledge of Microsoft Office Compensation and Benefits Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $150,000 - $225,000 annually) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

Posted 2 weeks ago

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

Posted 30+ days ago

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Business Banking Team Leader-Raleigh, NC

First National Bank Of PennsylvaniaRaleigh, North Carolina

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Job Description

Primary Office Location:

501 Fayetteville Street. Raleigh, North Carolina. 27601.

Join our team. Make a difference - for us and for your future.

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Position Title: Business Banking Team Leader
Business Unit: Commercial Banking
Reports To: Manager of Business Banking

Position Overview:
This position is primarily responsible for establishing banking relationships with middle market business customers in and around the region and management of a business banking team. The incumbent supervises and develops the business banking team to maintain and grow the loan portfolio and to develop and enhance customer relationships. The incumbent builds and maintains a portfolio and client base including new business development, meeting business banking clients' financial services needs



Primary Responsibilities:
Establishes banking relationships with lower middle market customers within the assigned geographical location. Builds and maintains a portfolio and client base including new business development and meeting corporate clients' financial services needs through cross selling and consultation. Develops, maintains and grows own client base.

Manages assigned relationship managers. Works with direct reports to achieve results set forth in the Bank's strategic plan. Participates in developing marketing and sales plans with their direct reports.

Refers business opportunities to business partners at Wealth Management, Insurance, Treasury Management and other products and services offered by the corporation.
Monitors and proactively manages team and personal portfolio credit quality. Monitors and manages team portfolio reports.
Reviews term sheets and previews memorandums and credit packages for approval and presentation to the loan committee.


Maintains team compliance with various operating policies and procedures and regulatory requirements.
Reviews market research on an ongoing basis to determine customer needs, volume potential, competitive strategies, etc.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program.

F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.


Minimum Education:
BA or BS

Minimum Years Experience:
7

Special Skills:
Excellent management skills
Excellent communication skills, both written and verbal
Excellent customer service skills
Excellent organizational, analytical and interpersonal skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in commercial or business banking.

Special Licenses and Certificates:
N/A


Physical Requirements:
N/A


 

Equal Employment Opportunity (EEO):

It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

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