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Industry/Sector Banking and Capital Markets Specialism Operations Management Level Manager Job Description & Summary At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives.As a business application consulting generalist at PwC, you will provide consulting services for a wide range of business applications. You will leverage a broad understanding of various software solutions to assist clients in optimising operational efficiency through analysis, implementation, training, and support. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member’s unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the linkages and interactions between the component parts of an entire system. Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. Develop skills outside your comfort zone, and encourage others to do the same. Effectively mentor others. Use the review of work as an opportunity to deepen the expertise of team members. Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Banking Technology Modernization & Architecture team you will lead the development and implementation of innovative banking solutions that drive client success. As a Manager you will supervise and mentor teams, fostering meaningful client relationships and navigating complex challenges. Join us to leverage your knowledge in enterprise architecture and banking technologies, and make a significant impact in the financial services sector. Responsibilities Cultivate powerful relationships with clients while addressing their needs Foster a collaborative team environment that encourages growth Implement industry standards in project management and delivery Analyze industry trends to identify opportunities for enhancement What You Must Have Bachelor's Degree At least 5 years of experience What Sets You Apart Master's Degree preferred Demonstrating leadership in enterprise architecture solutions Leveraging knowledge of service-oriented architecture Selecting, implementing or configuring banking technologies such as: digital self-servicing platforms; assisted channels (branch systems, call center technology, banker desktop); loan origination systems; loan accounting systems; leasing platforms; core banking platforms; money movement and payment rails; master data management; Risk, Regulatory, & Financial Crimes solutions; Corporate Services (finance, HR, treasury, etc) Establishing enterprise data capabilities Participating in project management workstreams Assisting with the delivery application architectures and development, integration, distributed data management, and application testing Utilizing creative problem-solving abilities Writing, communicating, facilitating, and presenting cogently to and/or for all levels of industry audiences, clients and internal staff and management, which includes whitepapers, studies and client briefings Researching problems and/or issues and developing and offering effective solutions for, clients' initiatives related to Business Systems Integrations solutions and Cloud Application Transformation Participating in and/or leading several project management work streams and teams, including large development projects with off-shore, vendor, and/or client resources components that emphasize evangelizing cloud computing at both the business and technology levels Travel Requirements Up to 40% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-workPwC 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: $99,000 - $232,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

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 Are you ready to lead in one of the most dynamic and impactful sectors of business banking? At U.S. Bank, our Healthcare Business Banking Relationship Managers are more than financial advisors—they are strategic partners who empower healthcare organizations to thrive.As a Relationship Manager, you’ll be the go-to expert for healthcare clients with annual revenues up to $50MM, delivering innovative financial solutions that fuel growth and stability. You’ll take a holistic, consultative approach—connecting clients to the full breadth of U.S. Bank’s capabilities, from business lending and treasury management to payment solutions and personal wealth planning.This is a high-impact role for a seasoned professional who thrives on building deep relationships, solving complex challenges, and driving results in a fast-paced, evolving industry. You’ll lead with insight, collaborate across a matrixed organization, and position U.S. Bank as the trusted advisor for healthcare businesses nationwide. What You’ll Do Be the Strategic Advisor: Guide healthcare clients through financial strategies that align with their business goals and long-term vision. Drive Growth: Cultivate new relationships and expand existing ones through proactive engagement and industry leadership. Deliver Comprehensive Solutions: Structure and manage sophisticated credit arrangements, including term loans, buyouts, and commercial real estate financing. Lead Enterprise Collaboration: Partner with Treasury Management, Payments, and Wealth Management teams to deliver integrated, best-in-class solutions. Champion Innovation : Bring fresh ideas and agile thinking to solve complex challenges and create value for clients. Market Leadership : Represent U.S. Bank as a thought leader in the healthcare industry, Cultivating Centers of Influence and driving brand presence in the industry Basic Qualifications Bachelor’s degree, or equivalent work experience Seven or more years of relevant experience Preferred Skills/Experience Expertise in Healthcare and Practice Finance banking & structuring Commercial Real Estate experience in clinics and centers Proven success in business development and COI cultivation Strong knowledge of commercial credit and credit quality Experience managing complex credit structures and loan requests over $2.5MM Ability to navigate large, matrixed organizations for client delivery Proficiency with Salesforce and nCino Exceptional communication and presentation skills Innovative, agile approach to problem-solving and decision-making The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants . Benefits: Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $119,765.00 - $140,900.00 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.

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

Business Unit: Corporate Finance Industry: Business Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Business Services Houlihan Lokey’s Business Services Group offers M&A advisory, capital raising, valuation, and corporate restructurings to public and private companies. We work with companies providing professional and technology-related services across a number of end markets and regularly collaborate with other Houlihan Lokey industry and product groups to bring the highest level of knowledge, services, and relationships to our clients. Our team covers a broad array of sectors, with bankers dedicated to each of our primary coverage areas. We maintain deep, senior-level relationships with major strategic and financial buyers of professional and technology-related services companies, as well as large, public, and private company thought leaders within the industry. As one of the leading M&A advisors in our sector, we help open doors to opportunities—whether our clients are seeking a strategic or financial partner in a change-of-control or minority-investment transaction. Job Description Financial Analysts in the Business Services Group support investment banking engagements and new business development efforts. They work primarily on the execution of mergers and acquisitions transactions, as well as develop expertise and build relationships with clients in one or more sectors within the Business Services coverage universe. Our Business Services team has particularly strong sector practices in the areas of: Engineering and Infrastructure Facility and Residential Services IT Services Marketing Services Testing, Inspection, Certification, and Compliance Training and Education As part of our team, you will: Prepare, analyze, and help explain historical and projected financial information Perform valuations of companies and businesses Coordinate and perform business due diligence and execute M&A transactions Prepare confidential memoranda, management presentations, marketing pitches, and other presentations Assist in the marketing and planning of engagements Build relationships and maintain direct contact with clients, prospective clients, and professional advisors The environment at Houlihan Lokey is both collegial and entrepreneurial. Teamwork is essential to the firm’s success. At the same time, creativity and new ideas are encouraged. Financial Analysts are given substantial responsibility and are encouraged to help us grow our business. Basic Qualifications The ideal candidate will have prior investment banking experience, a strong work ethic, and the ability to work independently in a fast-paced environment. While teamwork is essential to the firm’s success, creativity and new ideas are encouraged. At least one year of investment banking experience is required Coursework in accounting and finance is required Strong analytical capabilities and excellent verbal and written communication skills A fundamental understanding of valuation theory, methodologies, and application Preferred Qualifications Strong financial and computer (Excel, Word, and PowerPoint) skills Demonstrated ability to work cooperatively with all levels of staff Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000.00-$130,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-114736

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What You’ll Be Doing Join our Corporate Banking team as a Summer Analyst and become part of a team focused on delivering innovative banking and investment solutions to CIBC’s corporate and institutional clients around the world. Corporate Banking is responsible for structuring and executing transactions across a range of product and industry groups including CIT (Consumer Products, Industrials , Tech nology , Media, & Telecom munications ), Project Finance & Infrastructure, US Power & Utilities , Loan S yndications, Cash Management, Nonbank Financials / Fund Finance , and Leveraged Finance . As a Summer Analyst, you will become integral to the “Deal Team ”, which includes senior bankers, by providing a broad range of support including financial statement and data analysis, financial modeling, credit analysis, industry research and assisting in the preparation of information memoranda and client pitch books. You will also be actively involved in the credit approval process, documentation and closing of loan transactions and on-going management of the loan portfolio. The Summer Analyst program offer s a candidate the opportunity to work across multiple teams on a rotational basis through out the summer. Important i nformation Applications should include your resume . Please indicate your GPA and expected graduation date on your resume. Location: New York . Please note all employees reside within the United States . A ll CIBC student positions require you to be based in New York for the duration of the term Duration of Work Term: 1 0 weeks ( June 202 7 – August 202 7 ) Applications are being reviewed on a rolling basis, we encourage you to apply as soon as possible How You’ll Succeed Communication and relationship management : C onduct sound, timely and well-communicated recommendations for credit facilities supported by thorough analysis and well-executed interpretation of relevant financial, industry, business and market information. Analytical: R esponsible for conducting in-depth company, industry and portfolio analysis to support the credit relationships for a large and growing portfolio of clients. Financial modelling : R un financial models mainly focused on credit analysis and risk rating evaluation. Who Y ou A re You are enrolled in an undergraduate degree in a business related discipline including Mathematics, Engineering, Economics or related at the time of the internship , with an e xpected graduation date of December 2027 – June 2028. You have demonstrated interest in Capital Markets . Y ou are highly motivated, accomplished and a success - oriented individual who ha s a keen interest in pursuing a career in the financial services industry demonstrated through school courses, clubs and/or related work experience. You’re digitally savvy. You are proficient in MS-office suite of tools (Word, PowerPoint, Excel) . You seek out innovative solutions and embrace evolving technologies. You can easily adapt to new tools and trends. You give meaning to data. You enjoy investigating complex problems and making sense of information. You're confident in your ability to communicate detailed information in an impactful way. You have st rong technical, computational and analytical skills as well as an understanding of credit analysis and accounting principles You are organized and work gracefully under pressure . You can juggle multiple tasks and prioritize work to make timely decisions and take appropriate action . You're driven by collective success. You know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life. You understand that success is in the details . You notice th ings that others don't . Your critical thinking skills help to inform your decision making. You have a s trong orientation to excellence and a focus on results Values matter to you . You bring your real self to work and you live our values – trust, teamwork and accountability. #LI-TA California residents — your privacy rights regarding your actual or prospective employment At CIBC, we offer a competitive total rewards package . This role has an expected salary of $ 115 , 000 (pro-rated for the 1 0 -week internship program) for the New York , NY market based on experience, qualifications, and location of the position . Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring process. At CIBC, your goals are a priority. We start with your strengths, ambitions and strive to create opportunities to tap into your potential. What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit . We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location NY-300 Madison Ave., 8th Floor Employment Type Temporary (Fixed Term) Weekly Hours 40 Skills Accounting, Banking, Business, Business Banking, Capital Markets, Credit Analysis, Finance, Financial Modeling, Financial Services

Consumer Banking Sales Officer Job Overview : The Consumer Banking Sales Officer (CBSO) plays a key role in cultivating meaningful connections with clients and the communities we serve. This unique role focuses on understanding client needs, providing tailored solutions, and building trust through consistent and personalized engagement. The CBSO will actively promote Fidelity Bank | Oklahoma Fidelity Bank products and services while serving as a knowledgeable and trusted financial resource for our clients. The candidate for this position will be responsible for: Building strong, trust-based relationships with clients by providing thoughtful financial guidance and personalized service. Referring clients to other lines of business – including, but not limited to, Business 360, Mortgage, Treasury, and Commercial – based on client needs. Achieving consumer loan and deposit growth goals through proactive, relationship-driven outbound sales activities, nurturing partnership with local market teams and COIs and Portfolio management and administrative support (ex. Processing RE loan applications, proactively working on upcoming renewal and maturity reports, etc.). Requirements for the position include: Bachelor’s degree in a business-related field (may be waived in lieu of experience). Strong written, verbal, and customer service skills. A minimum of five years of experience in a sales role. Effective team coordination and communication skills. The ability to work late and/or flexible hours. Preferred qualifications for this position include: A minimum of two years lending experience EEO/Veterans/Disabled

ESSENTIAL FUNCTIONS: Attracts, advises, and serves existing and prospective customers by: • With every customer interaction, have in-depth conversations, in person and by phone, utilizing the C.A.R.E model to help customers work toward and achieve financial wellness. • Provide extraordinary service to customers resulting in a full pipeline of referral opportunities. • Provides direct and immediate response to customer requests or needs. • Develops a top customer calling list. • Completes High Touch Calls through analyzing current customer relationships and proactively contacting them with recommendations to help them achieve financial success. • Listen, assess, and solve customer problems. • Completes IQ Lead calls daily with the opportunity of retaining existing business and bringing in new business. Develops and maintains a broad knowledge of products and services to appropriately support customer needs: Collaborates with other internal business partners to provide customers with a full range of financial solutions to meet their needs: • Wealth Management • Electronic Banking • Loan Provides prompt, accurate, and efficient customer service by processing a wide array of transactions: • Opens new accounts on the platform system. • Completes transactions on the teller processing system. • Processes Cash Advances, Pre-Paid Cards, Check Orders, etc. Proficient in Electronic Banking to: • Provide solutions to our customers’ needs. • Answer our customers’ technical questions. Provides administrative support to the PBO/Supervisor and team by remaining aware of departmental goals, providing ongoing communication, and organizing priorities to meet customers’ needs and deadlines. Duties can involve all the following: • Assists with the accumulation and completion of various Reports, Logs, and job duties to ensure timely delivery as directed by PBO/Supervisor. • Preparing correspondence, filing, phone inquiries and other clerical duties. • Contact overdraft and delinquent customers. • Complete file maintenance on customer accounts. • Requisition office supplies, loan documents, new account supplies, Money Orders, • Treasurer’s Checks, Pre-Paid Cards, etc. • Maintain Scanner and ATM. • Balance Vault, Cash Advance Machine, and ATM daily. • Transfers cash to and from the vault. • Performs check cashing overrides when the PBO/Supervisor is not available; • Open and close the branch in the absence of the PBO/Supervisor Strict adherence to security procedures, Bank Secrecy Act, USA Patriot Act, and safeguarding customer information: Participates in meeting Community Banking Department's long- and short-term goals and objectives: •Attends and participates in annual meetings to develop departmental goals and objectives. •Attends and participates in meetings to discuss and evaluate progress on meeting goals and objectives: oDaily 5 Minute Meetings. oWeekly Relationship Building Conference Calls. oWeekly Branch Based Sales Meetings. oMonthly Employee Relations Meetings. Performs other duties as assigned or directed. REQUIRED SKILLS/ABILITIES: • Excellent verbal and written communication skills. • Exceptional organizational skills and strong attention to detail. • Basic computer skills and digital awareness. • Typing 40 wpm. • Must be results oriented. •Manual dexterity and numerical skills. •Knowledge of all products and services and all office functions. •A positive, enthusiastic attitude. •Ability to multi-task. • Proficient with Microsoft Office Suite or related software. SUPERVISORY RESPONSIBLITY: •This position does not supervise employees. EDUCATION and EXPERIENCE: •High School diploma or GED. •Associates Degree preferred. •Minimum One (1) to Three (3) years in customer service and sales experience. PHYSICAL REQUIREMENTS: •Ability to concentrate and perform responsibilities by maintaining a constant state of focus and mental alertness. •Ability to lift up to 25 pounds (i.e., heavy boxes or coin). •Ability to communicate in person, through email or via telephone with customers and staff members. •Ability to sit or stand for an extended period. •Specific vision abilities required by this job may include close vision and the ability to adjust focus. •Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Our Firm Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm has been the recipient of numerous industry rewards in recent years, including 2024 P3 Awards Financial Advisor of the Year, multiple 2023 industry deal awards, Proximo Infra's 2022 North American Financial Advisor of the Year, and IJGlobal's 2022 Judge's Choice Award. Our guiding principles and ability to generate value for clients sets us apart. Agentis acts as a sell-side and buy-side advisor on a wide variety of global transactions including renewable power, energy, digital, transportation, and public-private partnerships. Our clients include leading infrastructure funds, pension funds, contractors, and governments. The Opportunity As Director, you will play a pivotal leadership role in leading our North American financial advisory practice. You will be expected to pitch financial advisory mandates, manage complex transactions concurrently, build and train a growing team of practitioners, and consistently provide high-quality, bespoke services to our clients. This role requires a strategic mindset, strong leadership skills, a deep understanding of the infrastructure finance landscape, and expertise in deal management and technical delivery. Key Responsibilities Drive technical delivery excellence by overseeing financial modeling, due diligence, and transaction execution; Lead transaction teams to successfully execute financial advisory mandates; Mentor, develop, and manage junior team members; Develop and maintain relationships with clients and key stakeholders within the infrastructure sector; Identify, develop, and pitch financial advisory opportunities; and Position Agentis as the pre-eminent independent financial advisor in the North American infrastructure space. Our Differentiators Exceptional level of responsibility on complex transactions across verticals and financial products; Opportunities to work on global transactions; Continuous internal training and leadership development programs; Competitive compensation, employee ownership, and comprehensive benefits package; Paid sabbatical every two years of employment; Entrepreneurial culture with a clear path to partnership; and Access to principal investment opportunities alongside Partners. Your Skills and Experience Minimum eight years of relevant experience in infrastructure finance as a sponsor or as a financial advisor; Strong deal management and technical delivery capabilities; Demonstrated ability to structure and execute infrastructure mandates; Successfully closed challenging infrastructure transactions; Strong business development and client relationship skills; Exceptional communication and interpersonal skills; Ability to work with geographically dispersed teams; Ability to work under pressure and consistently deliver high-quality work with strict deadlines to meet team and client objectives; and Willingness and ability to travel. Position Type Permanent Full-Time Location: Remote Desired start date: Immediately

Pay Range: $18.50 - $20.81 The role of the Relationship Banking Associate is to deliver high quality customer service and responsiveness to ensure fulfillment and satisfaction of both internal and external customers. This individual will be responsible for the efficient and timely processing of routine transactions and other related services accurately in accordance with policy and procedures. This individual will be responsible for identifying and referring sales opportunities to the appropriate business partner or line of business that will help fulfill the customer's need(s). This interaction may be in person or over the telephone. The Relationship Banking Associate will provide support for basic consumer deposit account opening as required. Education and Experience: High School Diploma or Equivalent Minimum one year experience in related banking positions or equivalent sales/customer service experience Skills and Abilities: Excellent listening & communication skills Ability to approach, identify and have conversations with customers and identify needs and opportunities Organizational, interpersonal and customer relations skills which also includes problem solving and decision-making skills Ability to function in a fast paced, ever-changing environment Ability to work well with people as a team Proficient computer skills Tasks Performed: 65% Processes routine transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures. Performs various administrative duties as assigned including maintaining records, preparing a variety of forms & reports and daily vault balancing. Engages in referral and relationship management in accordance with established objectives and goals. Provides support for new deposit account opening as required. Will adhere to security measures and controls to minimize any potential losses to the company. 25% Identify customer opportunities through interactive and consultative conversations to assess and address the needs of the customer. Provides services to customers, including but not limited to basic deposit account opening and referring customers to the appropriate business partners when necessary. Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads. Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness. Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner. 5% Participates in community events that support efforts with the Community Reinvestment Act CRA. 5% Performs other duties as assigned and required. Physical Requirements: Communicate effectively with internal and/or external customers Stationary 50% of time Move about within or between locations Bend, Twist, Crouch, Squat Move Objects to Maximum 20 lbs Why Work at NBT At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success. Wellbeing At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally. Community Involvement NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace. Culture NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. Career Development Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential. Total Rewards NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan. Benefits for Full-Time Employees: Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. Parental Leave: Six weeks of paid leave at 100% of your salary. Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Flexible Spending Accounts: For healthcare and dependent care expenses. Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. Adoption Assistance: Supporting your growing family. Tuition Reimbursement: Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources. Pet Insurance: For all your furry friends. Financial and Banking Services: Various banking services benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+ Hours/Week: Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Generous Parental Leave: Six weeks of paid leave at 100% of your salary. Benefits for All Part-Time Employees: Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future Paid Sick and Safe Leave: For your health and safety. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various banking services benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

Position Description The Business Banking Relationship Manager II calls on businesses and business owners with revenue up to $5,000,000. This role is focused on new business development and actively profiles clients and prospects in their market to generate loan, deposit and treasury services opportunities. The BBRM II is additionally actively focused on cross-sell referrals to various groups within the bank. Position Accountabilities Generate new business to assist in meeting Business Banking line of business goals established by the Head of Business Banking and in line with the company's organizational growth and profit goals. Actively assess needs of potential prospects and clients and provide appropriate financial solutions. Ensure proper loan underwriting and structuring is achieved through enforcement of the bank's Business Banking and Corporate loan policies and ensure that loans are properly approved in accordance with defined loan authorities and in conjunction with the centralized underwriting units. Make calls on high potential prospects and business banking customers to sell and service all banking needs (loans, deposits, investments & wealth management services, etc.). In addition, promotes and cross-sells other bank products and services to meet customer requirements as customer profiles are reviewed. Manage and monitor loan portfolio, all exceptions and past dues in accordance with loan policy. Proactively manage the loan portfolio regarding renewals to avoid matured loan facilities. Maintain a high level of customer satisfaction by providing ongoing relationship servicing, including the resolution of service issues of clients. Work closely with Relationship specialists, Business Banking Leaders to achieve sales and service targets. Assist in directing public relations activities and the coordination of contacts within the community including activity in local Community Reinvestment Act organizations. Coordinate business activities with our branch network to help set business product sales and service objectives. Develop and maintain constructive relations with all company departments, including, but not limited to retail banking, commercial banking, centralized underwriting units, treasury management, investments/wealth management, mortgage, loan operations, deposit operations, client call center, etc. Adhere to the necessary individual and group training for business banking relationship managers in regard to sales techniques, calling strategies, presentation skills and business banking practices and procedures. Perform assigned responsibilities in compliance with all job-relevant legal and regulatory requirements. Maintain current operating knowledge of all job-relevant legal and regulatory requirements through the successful completion of mandatory compliance and regulatory training and attendance at all mandatory regulatory compliance activities. Actively manage and maintain a pipeline for borrowing and non-borrowing customer opportunities. Organizational Relationship This position reports to the local Business Banking Leader Position Qualifications Education & Experience Bachelor's degree in related field or relevant work experience Formal credit analysis training Minimum of five years business banking and/or lending experience Minimum of five years comprehensive sales experience Knowledge & Skills Proven track record of high performance and success in a sales/service driven banking or financial services environment Effective leadership skill set Excellent interpersonal, public relations and client service skills Excellent organizational and verbal/written communication and sales presentation skills Proven ability to solve problems and make sound business decisions Some training and development experience Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits . We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.

Pay Range: $18.50 - $20.81 The role of the Relationship Banking Associate is to deliver high quality customer service and responsiveness to ensure fulfillment and satisfaction of both internal and external customers. This individual will be responsible for the efficient and timely processing of routine transactions and other related services accurately in accordance with policy and procedures. This individual will be responsible for identifying and referring sales opportunities to the appropriate business partner or line of business that will help fulfill the customer's need(s). This interaction may be in person or over the telephone. The Relationship Banking Associate will provide support for basic consumer deposit account opening as required. Education and Experience: High School Diploma or Equivalent Minimum one year experience in related banking positions or equivalent sales/customer service experience Skills and Abilities: Excellent listening & communication skills Ability to approach, identify and have conversations with customers and identify needs and opportunities Organizational, interpersonal and customer relations skills which also includes problem solving and decision-making skills Ability to function in a fast paced, ever-changing environment Ability to work well with people as a team Proficient computer skills Tasks Performed: 65% Processes routine transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures. Performs various administrative duties as assigned including maintaining records, preparing a variety of forms & reports and daily vault balancing. Engages in referral and relationship management in accordance with established objectives and goals. Provides support for new deposit account opening as required. Will adhere to security measures and controls to minimize any potential losses to the company. 25% Identify customer opportunities through interactive and consultative conversations to assess and address the needs of the customer. Provides services to customers, including but not limited to basic deposit account opening and referring customers to the appropriate business partners when necessary. Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads. Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness. Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner. 5% Participates in community events that support efforts with the Community Reinvestment Act CRA. 5% Performs other duties as assigned and required. Physical Requirements: Communicate effectively with internal and/or external customers Stationary 50% of time Move about within or between locations Bend, Twist, Crouch, Squat Move Objects to Maximum 20 lbs Why Work at NBT At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success. Wellbeing At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally. Community Involvement NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace. Culture NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. Career Development Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential. Total Rewards NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan. Benefits for Full-Time Employees: Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. Parental Leave: Six weeks of paid leave at 100% of your salary. Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Flexible Spending Accounts: For healthcare and dependent care expenses. Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. Adoption Assistance: Supporting your growing family. Tuition Reimbursement: Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources. Pet Insurance: For all your furry friends. Financial and Banking Services: Various banking services benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+ Hours/Week: Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Generous Parental Leave: Six weeks of paid leave at 100% of your salary. Benefits for All Part-Time Employees: Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future Paid Sick and Safe Leave: For your health and safety. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various banking services benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you're ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world's biggest financial problems. We're looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn't a place for complacency, it's where ambitious people do the best work of their careers. We're a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. The Money Customer Management team's mission is to build industry-defining customer experiences and decision systems across our consumer banking products. We develop innovative banking capabilities, design scalable frameworks, and build intelligent systems that serve our customers securely and responsibly. We thrive on hard problems, value real-world impact, and collaborate across functions to reimagine how people interact with their money. As a Fraud Strategy Lead, you will help shape the future of Robinhood's fraud defenses for banking products! You'll drive high-impact initiatives across ACH, wire, and other money movement fraud strategies while balancing risk reduction with exceptional customer experience. You'll work closely with engineering, product, and operations partners to implement data-driven solutions that proactively protect our customers and our business. This role is based in our [New York, NY, Menlo Park, CA and Washington D.C.] office(s), with in-person attendance expected at least [3] days per week. At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams. What you'll do Design and lead initiatives that reduce fraud across our banking ecosystem using data, technology, and customer-back insights Collaborate cross-functionally with product, operations, and engineering teams to build a robust fraud defense strategy Monitor real-time fraud activity and maintain a dynamic feedback loop to continuously improve detection capabilities Own strategy and execution of fraud mitigation for ACH, wire transfers, and other money movement types Communicate strategic decisions clearly and effectively with senior stakeholders across the business What you bring 5-7 years of experience in fraud strategy, with a strong track record in fraud detection and prevention for banking products like checking or savings Strong quantitative skills and a problem-solving mindset; comfortable working with large datasets to inform strategy Hands-on experience with SQL, R, or Python (including tools like Pandas and scikit-learn) Excellent communication skills with the ability to distill complex insights for varied audiences A Bachelor's or Master's degree in Computer Science, Engineering, Information Systems, Analytics, Mathematics, Physics, Applied Sciences, or a related field What we offer Challenging, high-impact work to grow your career. Performance-driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching. Best-in-class benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents. Lifestyle wallet - a highly flexible benefits spending account for wellness, learning, and more. Employer-paid life & disability insurance, fertility benefits, and mental health benefits. Time off to recharge including company holidays, paid time off, sick time, parental leave, and more! Exceptional office experience with catered meals, events, and comfortable workspaces. In addition to the base pay range listed below, this role is also eligible for bonus opportunities + equity + benefits. Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected base pay range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. For other locations not listed, compensation can be discussed with your recruiter during the interview process. Base Pay Range: Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC) $166,000-$195,000 USD Zone 2 (Denver, CO; Westlake, TX; Chicago, IL) $146,000-$172,000 USD Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL) $129,000-$152,000 USD Click here to learn more about our Total Rewards, which vary by region and entity. If our mission energizes you and you're ready to build the future of finance, we look forward to seeing your application. Robinhood provides equal opportunity for all applicants, offers reasonable accommodations upon request, and complies with applicable equal employment and privacy laws. Inclusion is built into how we hire and work-welcoming different backgrounds, perspectives, and experiences so everyone can do their best. Please review the Privacy Policy for your country of application.

Job Title: Debt Capital Markets Investment Banking VP Location: New York About the role: Marathon Capital is looking for a Vice President to join their Debt Capital Markets Team. This VP would have the opportunity to get rare exposure to multiple sides of unique deals across the debt spectrum. They thrive in a fast-paced environment and can handle working on a high volume of transactions. This person will be responsible for the execution of bespoke, private debt transactions focusing on energy, renewables, energy transition, digital infrastructure and more; they will partner with C-suite individuals to source creative capital to finance new acquisitions in hard-to-bank technologies such as carbon capture, storage and hydro. As a member of a smaller team, this individual is seeking a collaborative environment and is looking to absorb new information while using their previous knowledge of credit, business development and financial modeling. Key Responsibilities: Responsible for leading the execution of debt advisory mandates, including structuring, terms and pricing of recourse and non-recourse financing Lead the execution process through completion of due diligence, negotiation of legal documentation and closing Responsible for analytical work and financial modeling both for debt capital structuring and Sponsor return optimization Responsible for supervising and reviewing junior bankers and provide guidance on their work product Supports new business development, debt capital raising and other capital-related strategic initiatives Lead research efforts to (a) maintain an accurate and up to date database of relevant and comparable market transactions, and (b) design initiatives around new sectors and debt structures Create presentation materials (e.g. decks, CIMs, teasers, etc.) and communications that are sent to investors; collaborate with finance counterparties and legal counsel during the structuring and execution of investment opportunities and capital market transactions Support the training and education of other junior bankers on debt financing structures, including terminology, market debt sizing mechanics, financial modeling etc. Attend and present at relevant infrastructure and energy conferences for purposes of networking and business development Skills & Qualifications: Bachelor’s degree in Accounting, Economics or Finance preferred 6+ years of experience Demonstrated financial acumen and experience developing and building complex financial models using Microsoft Excel Highly analytical and detail oriented Has a strong understanding of credit and credit training Clear and confident oral and written communicator Strong public speaking skills Has a strong understanding of credit markets, including bonds, loans, benchmarks (SOFR, Treasuries), and rates Ability to prioritize tasks and work on multiple assignments About Marathon Marathon Capital is the largest independent investment bank dedicated to servicing the clean economy. Throughout its 25-year history, the firm has played a pivotal role in many of the groundbreaking and transformative transactions for new and emerging sectors, consistently delivering exceptional results for its clients. The firm is a leading global financial adviser across M&A, equity capital markets, debt capital markets, tax credits, offtake, digital infrastructure and energy transition. Marathon Capital is a multi-year winner of “M&A Advisor of the Year” by Power, Finance & Risk Magazine, and was recently awarded “Financial Adviser of the Year – North America (2023)” by IJ Global. Marathon Capital is headquartered in Chicago, with offices in New York, Houston, San Francisco, San Diego, London, and Calgary and with local presence in Madrid, and Seoul. www.marathoncapital.com Equal Employment Opportunity Employment decisions at the Company are made without unlawful regard to race, color, religion, age, national origin, ancestry, alienage or citizenship status, sex, sexual orientation, gender identity or expression, disability, pregnancy, childbirth, and related medical conditions, military or veteran status (including unfavorable discharge from military service), marital status, conviction record, sexual and reproductive health decisions, genetic information, or any other characteristic protected under applicable law . The Company is committed to complying with all applicable laws providing equal employment opportunities . This commitment applies to all persons involved in the operations of the Company, including supervisors, co-workers, and interns. Powered by JazzHR

Join an intellectually rigorous finance internship designed for high-performing individuals who are serious about launching a career in investment banking. This internship is tailored for ambitious individuals seeking real-world exposure in financial modeling, transaction analysis, and strategic advisory. You'll work alongside experienced professionals and gain front-line exposure to capital markets, company valuation, and deal execution workflows. Key Learning Areas & Tasks: Build and maintain detailed financial models using Excel, including DCF, precedent transaction, and comparables analysis. Conduct industry-specific market research and macroeconomic analysis to support transaction opportunities. Participate in the preparation of pitch materials, investor memos, and strategic presentations. Assist in developing client-ready documents including deal decks and financial summaries. Analyze company fundamentals and trends using earnings reports, M&A data, and public filings. Support business case development, sensitivity testing, and transaction structuring across live deals and internal projects. What We’re Looking For: Currently studying or recently completed a degree in Finance, Economics, Business, or a quantitative discipline (or equivalent experience). Strong interest in investment banking, corporate finance, and financial markets. Familiarity with Excel modeling, PowerPoint presentations, and financial statement analysis. Sharp analytical mind, attention to detail, and strong communication skills. A proactive, resourceful, and self-motivated work ethic. International or multicultural experience is advantageous but not required. What You'll Gain: Practical training in valuation, M&A analysis, and financial strategy. Mentorship and structured feedback from professionals with experience at top-tier investment firms. A results-oriented environment that simulates real-world investment banking workflows. Flexible working arrangements — remote opportunities available. Compensation: Paid internship route accessible Powered by JazzHR

Intuit Credit Karma is a mission-driven company, focused on championing financial progress for our more than 140 million members globally. While we're best known for pioneering free credit scores, our members turn to us for everything related to their financial goals, including identity monitoring, applying for credit cards, shopping for insurance and loans (car, home and personal) and savings accounts and checking accounts* – all for free. Credit Karma has grown significantly through the years: we now have more than 1,700 employees across our offices in Oakland, Charlotte, Culver City, San Diego, London, Bangalore, and New York City. *Banking services provided by MVB Bank, Inc., Member FDIC Credit Karma is searching for a dynamic and strategic Head of Banking to lead our banking business. Our goal is to build a full-scale financial platform that champions financial progress for our 100M+ members. We want to help them improve their credit, pay off debt, and plan for the future by changing their relationship with money—empowering them to spend wisely, save for the future, and build wealth. As the Head of Banking, you'll be responsible for creating strategies and driving initiatives to grow the business. We're looking for a leader with deep experience in building and expanding new consumer banking propositions, including checking, savings, lending, and payments This is a cross-functional leadership role that requires high emotional intelligence and strong partnerships. You will work closely with Product, Engineering, Marketing, Operations and Financial Planning & Analysis, and you'll leverage relationships with other Intuit companies. What You'll Do: Connect the Credit Karma mission to our product strategy and vision. You'll create long- and short-term plans to grow the business, ensuring they align with the executive team and overall company goals. Drive passion and excitement within the team to help our members make intelligent financial decisions. Guide the Banking Operations experience across the business with Compliance and Legal Oversee and manage Risk and Fraud while maintaining a positive member experience Effectively manage execution based on multiple factors, including partner expectations, member feedback, market conditions, and company priorities. Manage P&L and secure the resources needed to achieve business goals. Leverage your experience in multi-tiered organizations to build successful partnerships with stakeholders across Intuit. Lead and develop a cross-functional organization that is aligned with the business's goals. Who We're Looking For: 10+ years of leadership and operational experience in banking or neo-banking. An entrepreneurial spirit, test and learn mindset A track record of managing fast growth with high-performing cross-functional teams and business units. An MBA is preferred, and prior strategy consulting experience is a plus. What We'd Like to See: Experience managing banking operations, money movement and payment capabilities, and risk/fraud operations. Strong product knowledge, to drive best in class customer experiences Strong experience with Marketing to drive aggressive growth at scale Knowledge of running relationship rewards programs The ability to thrive in a matrixed, multi-vertical company, bringing out the best in teams across the organization. A strategic and creative mindset with a knack for transforming ideas into impactful business initiatives. Experience with analytical/data-driven customer segmentation and marketing. A background working with partners and structuring new agreements. A history of leading product-engineering teams to build and launch great products. Benefits at Credit Karma includes: Medical and Dental Coverage Retirement Plan Commuter Benefits Wellness perks Paid Time Off (Vacation, Sick, Baby Bonding, Cultural Observance, & More) Education Perks Paid Gift Week in December Pay Transparency Notice: Credit Karma’s mission of championing financial progress for all starts from within. That’s why we implemented role-based compensation, which ensures people who are in the same role receive the same pay with variations for geographic location only. It’s all part of a more comprehensive DEI strategy that helps level the playing field. The base salary range for this role is $325,000 - $425,000, plus equity and benefits. Equal Employment Opportunity: Credit Karma is proud to be an Equal Employment Opportunity Employer. We welcome all candidates without regard to race, color, religion, age, marital status, sex (including pregnancy, childbirth, or related medical condition), sexual orientation, gender identity or gender expression, national origin, veteran or military status, disability (physical or mental), genetic information or other protected characteristic. We prohibit discrimination of any kind and operate in compliance with applicable fair chance laws. Credit Karma is also committed to a diverse and inclusive work environment because it is the right thing to do. We believe that such an environment advances long-term professional growth, creates a robust business, and supports our mission of championing financial progress for everyone. We offer generous benefits and perks with a single eye to nourishing an inclusive environment that recognizes the contributions of all and fosters diversity by supporting our internal Employee Resource Groups. We’ve worked hard to build an intensely collaborative and creative environment, a diverse and inclusive employee culture, and the opportunity for professional growth. As part of the Credit Karma team, your voice will be heard, your contributions will matter, and your unique background and experiences will be celebrated. Privacy Policies: Credit Karma is strongly committed to protecting personal data. Please take a look below to review our privacy policies: GDPR Privacy Policy U.S. Job Applicant Privacy Notice

Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. This is a hybrid role (3 days in office / 2 days remote) About your team: We seek professional candidates with experience in funds and banking operations. The Financial Services Funds & Banking Representative position is an ideal opportunity for a technology-oriented financial services professional to work at the cutting edge of the brokerage industry. What will be your responsibilities within IBKR: Resolve routine and complex client service issues thoroughly and expeditiously, utilizing sound judgment while emphasizing courtesy. The team handles a variety of inquiries relating to: Asset transfers Checks/wire deposits and withdrawals ACH deposits and withdrawals Secure transactions IRA contributions/distributions Tax reporting Fraud prevention Which skills are required: Experience: A preferred candidate possesses 3 years of brokerage or banking industry experience emphasizing cashiering and position transfer functions. Knowledge of retirement accounts and tax considerations is a plus Education: A bachelor’s degree in finance or a business-related discipline is required Technical Requirements: Basic computer skills, including familiarity with Microsoft Office and web-based applications Other: The position involves extensive client contact, which requires strong communication skills (verbal and written), a courteous demeanor, and the ability to exhibit sound judgment and decision-making To be successful in this position, you will have the following: Self-motivated and able to handle tasks with minimal supervision Superb analytical and problem-solving skills Excellent collaboration and communication (verbal and written) skills Outstanding organizational and time management skills Company Benefits & Perks Competitive salary, annual performance-based bonus, and stock grant Retirement plan 401(k) with competitive company match Excellent health and wellness benefits, including medical, dental, and vision coverage. Company-paid medical healthcare premium Wellness screenings and assessments, health coaches, and counseling services through an Employee Assistance Program (EAP) Paid time off and a generous parental leave policy Daily company lunch allowance and a fully stocked kitchen with healthy options for breakfast and snacks Corporate events, including team outings, dinners, volunteer activities, and company sports teams Education reimbursement and learning opportunities Modern offices with multi-monitor setups The role's anticipated base salary range is $65,000 to $75,000 annually, based on skills and experience. The offered salary is just part of the total compensation package. In addition to a competitive salary, the company offers both a discretionary cash bonus and stock award, as well as a wide range of benefits including health care, tuition reimbursement, and much more.

Business Unit: Corporate Finance Industry: Technology Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Technology Group Our Technology Group is a global team and recognized leader in providing high-quality, relationship-based advice to clients whose businesses offer Software and Digital Media solutions. We have an extensive track record of working with domestic and international clients and delivering creative, effective, and successful outcomes based on our deep understanding of our clients, their business models, and the markets in which they operate. The environment at Houlihan Lokey is both collegial and entrepreneurial. Teamwork is essential to the firm’s success, and creativity and new ideas are encouraged. Associates are given substantial responsibility and encouraged to help us grow our business. They work on transactions that provide exposure to various investment banking services, including a predominant M&A focus and private placements across equity and debt. Responsibilities As an Associate, you will: Prepare, analyse, and help explain historical and projected financial information Create financial models Coordinate and perform business due diligence Prepare confidential information memoranda, management presentations, and marketing pitches Value companies and businesses Lead the planning and execution of marketing engagements Build relationships and maintain direct contact with clients and prospective clients, professional advisors, and other stakeholders Supervise and mentor junior staff Requirements / Qualifications The environment at Houlihan Lokey is results-driven and entrepreneurial. As such, it rewards top performers with substantial responsibility and interaction with senior-level professionals and clients. The following qualifications/skills are required: You will have a strong academic track record 3-4 years of investment banking experience within either an M&A generalist or industry team A solid understanding of the sell-side M&A process, along with proven experience in successfully closing deals Fundamental understanding of financial valuation methodologies and applications Advanced financial modeling and analytical abilities; Strong LBO and DCF modeling skills Strong qualitative and quantitative research skills Understanding of financial statements analysis with the ability to work through key assumptions, implicit caveats, and limitations Excellent verbal and written communication skills in English are essential Advanced knowledge of Excel Independent thinker and resourceful problem solver Strong work ethic, organizational skills, and ability to multitask Motivated and demonstrated ability to work cooperatively with all levels of staff in a rapidly changing, demanding, but ultimately rewarding environment Ability to work independently in a fast-paced environment Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $170,000-$200,000 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-114736

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 . The Consumer Banking GRC Analyst plays a critical role in supporting the effective management of operational and compliance-related issues across the Consumer & Retail Banking and Sales Enablement business lines. This position is responsible for the end-to-end oversight of issue identification, documentation, tracking, and resolution, ensuring alignment with regulatory requirements, internal policies, and the firm’s enterprise risk management framework. Additional responsibilities include monitoring and reporting on customer complaints, managing the business lines’ Business Continuity Plans, and providing actionable insights to drive continuous improvement in GRC practices. The ideal candidate will possess strong analytical, communication, and problem-solving skills, along with a deep understanding of consumer banking operations and demonstrated experience in issue lifecycle management. Responsibilities: Issue Management Lead the end-to-end process for issue identification, documentation, root cause analysis, remediation planning, and resolution tracking within the Consumer & Retail Banking and Sales Enablement lines of business. Ensure all issue management activities align with the firm’s enterprise risk governance frameworks and regulatory expectations. Prepare and deliver issue-related reporting and presentations to business stakeholders and senior leadership. Collaborate cross-functionally with Compliance, Risk Management, Legal, Audit, and Control Office teams to drive timely and effective resolution of issues. Serve as the subject matter expert and primary point of contact for issue management within the lines of business. Maintain comprehensive records of issues and resolutions within the firm’s Governance, Risk, and Compliance (GRC) platform. Complaint Monitoring and Reporting Monitor and analyze consumer complaints to identify trends, recurring issues, and potential root causes. Develop and present complaint reporting to stakeholders, highlighting actionable insights and opportunities for process improvement. Escalate consumer complaints to subject matter experts to ensure appropriate and timely resolutions. Coordinate timely responses to consumer complaints submitted through regulatory agencies. Participate in initiatives aimed at enhancing complaint handling processes, tools, and customer experience. Serve as a subject matter expert and the primary point of contact for consumer complaints. Business Continuity Plan Management Facilitate the annual refresh and validation activities of Business Continuity Plans (BCPs) across applicable business lines. Partner with the Business Continuity Team and line of business stakeholders to ensure BCPs reflect current operations and recovery strategies. Coordinate and support business impact analyses (BIAs) and risk assessments to inform continuity planning. Ensure BCPs are documented and maintained in accordance with internal policy standards. Track and report on BCP status, gaps, and remediation efforts to management and governance committees. Qualifications: Bachelor’s degree required; Focus in Business, Finance, Risk Management, or a related discipline preferred. Minimum of 5 years of experience in issue management, risk management, compliance, or internal audit within the banking or financial services industry. Understanding of regulatory requirements applicable to consumer banking and financial services. Hands-on experience with issue lifecycle management and Governance, Risk, and Compliance (GRC) platforms. Exceptional analytical, organizational, and communication skills. Proven ability to influence and collaborate effectively across a large, matrixed organization. Proficiency in Microsoft Office Suite, including PowerPoint, Word, and Excel. Strong time management skills with the ability to work independently and manage multiple priorities. Excellent written and verbal communication skills. Other Desired Qualifications Demonstrated ability to proactively identify problems and develop strategic, actionable solutions within a financial institution or similar environment. Experience contributing to large-scale change initiatives or complex enterprise-wide projects. Ability to thrive in a dynamic, fast-paced environment and manage multiple high-priority tasks simultaneously. Familiarity with control functions, legal and audit processes, and regulatory expectations. Outstanding organizational and facilitation skills. Strong attention to detail with the ability to assess risk interdependencies and integration points. Skilled in building consensus and resolving challenges through collaboration with key stakeholders. Desired Skills: Business Acumen : Deep understanding of consumer banking operations and the regulatory landscape surrounding financial services. Autonomy & Adaptability : Ability to work independently, adapt to shifting priorities, and drive change in a results-oriented environment. Decision-Making & Judgment : Capable of making sound decisions with moderate supervision, using informed judgment and risk awareness. Communication & Influence : Excellent presentation and communication skills, with the ability to convey complex information clearly and influence senior business leaders. Problem Solving & Analytical Thinking : Strong critical thinking and analytical skills; able to synthesize large volumes of data into meaningful insights. Skilled in root cause analysis and identifying control gaps. Ability to develop timely, sustainable solutions and analyze metrics for emerging risks. Implementation & Change Management : Experience drafting action plans and procedures. Familiarity with change management principles and execution. Collaboration & Networking : Strong interpersonal skills with a proven ability to build relationships and collaborate across teams and functions. 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.

Mechanics Bank is currently searching for a full time Banking Services Officer to join our team at our Lafayette Branch. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. The Banking Services Officer is responsible for managing the administrative, compliance, operations, and day-to-day functions of a Retail Branch. Under remote supervision the Area Operations Manager provides leadership to branch operations and FTE management with dotted line reporting to the Branch Manager. Leads branch in compliance, operations, service, and human resource related tasks for the operations staff. Develops and coaches employees in the branch. Is a subject matter expert in Bank policies and procedures and provides assistance on complex transactions. Oversees and supports the teller line, cash handling, dual control functions and is responsible for branch operations, staffing schedules, FTE budget management, and employee training and development. Ensures operations staff supports branch sales production activities through ethical referrals. Ensures exemplary customer service is provided and addresses any customer service escalations. What you will do: Manages the compliance and operations functions of a Retail branch. Sets priorities for Retail office operations, identifies and analyzes operating issues, solves operational issues and provides input for improvement in processes and procedures. Administers monthly, quarterly and annual self-audit checklist, reviews, approves daily reports, and verifies cash-on-hand balances. Responsible for compliance with regulatory requirements, adherence to Bank policies and procedures, risk management requirements, and safety and security of the branch. Responsible for overall operational quality of the branch as measured by internal audits, operational soundness reviews, and reports from other departments of the Bank. Manages a team of employees. Provides leadership, coaching, feedback and developmental support. Leads daily huddles in conjunction with branch management and regular branch operational meetings. Trains employees on cross-functions to ensure smooth operations of the branch. Hires new employees, conducts performance assessments, initiates disciplinary actions, and recommends promotions. Ensures exemplary customer services standards in branch. Manages appropriate staffing and skill levels in branch to support customer and business needs. Addresses and resolves customer complaints or concerns promptly. Ability to perform transactions for customers including, teller transactions, large cash transactions, and safe deposit box functions. Responsible for collaborating with Branch Manager to develop and execute strategic plan for branch success, including business development, customer retention, employee development and retention, succession planning, operational soundness and branch efficiency. Reviews, prepares and analyzes reports, and makes recommendations for improvement. Manages the office in the absence of the Branch Manager. Ensures active community participation and leadership, including CRA activities, in the local community. Who you are: High School Diploma or GED required or equivalent combination of education and experience required. Minimum 5 years banking experience with an emphasis in operations required. Minimum 2 years management experience preferred. Notary license preferred. Thorough knowledge of Retail Office operations, including complex transactions, Bank policy and procedures, and Risk Management policies. Thorough knowledge and skills related to standard banking services and products and banking internal operating policies and procedures. Knowledge of small business and consumer credit principles and practices. Excellent interpersonal skills; successful experience managing and leading people. Knowledge of State and Federal banking regulations pertinent to retail operations. Leadership ability to supervise and direct subordinate employees, and to provide coaching and development. Skilled handling customer issues in difficult situations. Excellent organizational skills to direct workflow, balance assignments, and provide consistent scheduling to ensure complete office coverage. Attention to detail and accuracy to mitigate risk. Considered a customer service role model. #LI-DNI Pay Range: $70,000.00 - $87,000.00 annually AIP/Bonus: up to 7.5% Eligible for commission/incentive plans Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire.Benefits package includes[1]: Medical, prescription, dental, and vision coverage for employees and their eligible family members Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits Health Savings Account with employer contribution Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit 401(k) and Roth 401(k) with company contribution 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program Supplemental Health plans, Voluntary Legal and Identity Theft Services 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply) Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data. Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law. Please view Equal Employment Opportunity Posters provided by OFCCP here . To learn more about Mechanics Bank’s California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank [1] The benefits listed in this job posting reflect the Bank’s most reasonable and genuinely expected benefits offered for this position.