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

Posted 30+ days ago

Vice President - Business Services (Commercial Banking)-logo
Vice President - Business Services (Commercial Banking)
Summit Credit UnionWaukesha, WI
We want to build a better, more equitable world and fulfill our mission of Dreams enabled. Financial Wellness achieved. Life richer. We do that through our Essential Behaviors of working as a team, putting our membership first and promoting change, and through our Values: Honesty, Make Things Better, Respect Others, Be Fair/Create Equity, and Care. As a VP Business Services (Commercial Banking), selected individuals will work closely with small to medium-sized businesses to understand the members' banking needs to deliver customized solutions such as loans, lines of credit, and treasury management services. The VP ensures member satisfaction, builds long-term relationships, and identifies opportunities for business growth. They also collaborate with other departments and stay informed about financial regulations and market trends to guide members effectively. Strong communication, analytical skills, and a deep understanding of business finance are key to success in this role. Expected Outcomes New Member relationships are developed through organized prospecting efforts. Members receive outstanding accurate and timely service. Relationships with Credit and Operations teams are marked by clear communication and mutual respect. Business Services is well represented at community events and local non-profits. Performance metrics demonstrate attainment of key business objectives, including loan and deposit growth, fee income, and portfolio quality. Member experience and profitability is strengthened through the implementation and promotion of Business Services initiatives and the fostering of a service to sales culture. Capability Requirements Bachelors Degree in Business Administration, Accounting, Finance or a related field. Five or more years of financial institution experience with at least three years in business lending and relationship management; or combination of applicable work experience and education. Professional well developed interpersonal skills; essential for interacting with credit union staff and members. Expert knowledge of business lending, deposit acquisition and treasury management products and strategies. Proven business development and leadership abilities. Expert knowledge of laws and regulations that govern lending and deposit products. Demonstrated ability to ask in-depth questions and effectively negotiate. In-depth mathematical skills required (calculations and concepts involving decimals, percentages, fractions, dividend, interest, amortization, payoff and equity calculations etc.). Basic knowledge of Microsoft Word, Outlook and intermediate knowledge of Excel. Summit has opportunities for Bankers in the following markets: Milwaukee/Waukesha Madison / Dane County Sheboygan and surrounding counties

Posted 30+ days ago

Commercial Banking Coordinator-logo
Commercial Banking Coordinator
Seacoast National BankStuart, FL
Location: Stuart, FL Responsible for supporting the Commercial Banking client service channel by coordinating the activities of the assigned Bankers. Serves as a catalyst to accelerate the achievement of client business goals by ensuring Commercial Bankers, clients, and business partners are connected through arranged meetings, coordinating events, business development planning, and scheduling. Ensures the timely and accurate processing of all client accounts and required servicing documentation from a wholly new and innovative platform that resonates with a targeted market segment. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity. QUALIFICATIONS: High School Diploma or equivalent required. Bachelor degree in Business Administration, Economics, Finance or related major, preferred. 5+ years related experience in process and office management, business analytics, and diagnosis obtained through commercial lending support and portfolio management. 2+ years of financial services experience. ESSENTIAL JOB FUNCTIONS include the following. Other duties may be assigned. CBC Operations Functions: Assist Banker's business development to: o Meet or exceed new client relationship goals. o Generate new loans, deposits and fees. o Maintain portfolio o Review weekly reports, book loans, follow up on post-closing exceptions, review files and liaise with Portfolio Manager to provide commercial bankers a list of requirements due. Support banker business development to: o Coordinate loan approval and document preparation. o Process closed loans for booking and submission to loan vault. o Provide prompt, professional and courteous service to customer inquiries. o Communicate with outside vendor companies regarding closing procedures. Banker portfolio management: o Review exceptions reports and follow up with borrowers and commercial bankers to clear loan document exceptions. o Manage past dues by providing weekly reports to commercial bankers and follow up with customers on past financial statements. o Assist the Portfolio Manager when needed in completing annual reviews when due. o Monitor various reports including, but not limited to, overdrafts, expiring loan insurance, & ABL Monitoring reports. Customer retention and growth: Implement customer satisfaction surveys. Analyze customer survey results. Adhere to the highest legal and ethical standards applicable to our industry and to Seacoast Bank's Code of Conduct, while observing both the spirit and letter of all government regulations and laws and bank policies and procedures. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. #LI-PF1

Posted 30+ days ago

Commercial Banking Development Participant-logo
Commercial Banking Development Participant
1st Source BankSouth Bend, IN
POSITION SUMMARY Transitions through departments on a specified curriculum designed by the department to provide an overview of the Commercial Banking Development role, meets with department managers and staff throughout the curriculum, and observes and learns new skills. ESSENTIAL REQUIREMENTS Completes all assigned training, receiving a passing score on all exams. Completes assigned reading assignments. Learns line and staff functions, operations, management viewpoints and company policies and practices that affect each phase of business. Observes experienced staff to acquire knowledge of methods, procedures, and standards required for performance of departmental duties. Works with the Manager, Employee Engagement and Talent Development to set goals and objectives for first year. Regular and predictable attendance is an essential requirement of the position. Responsible for the completion of all compliance training related to the position. Must understand all applicable laws and regulations that apply to the position and comply with the requirements. NON-ESSENTIAL FUNCTIONS Monitors performance progress with management and key trainers. Performs all other duties as assigned. EXPERIENCE/SKILLS Prior banking experience preferred. Strong written, verbal, analytical and presentation skills. Ability to interact effectively with a wide range of staff throughout the company. Good PC skills--proficiency in Microsoft Word and Excel essential. EDUCATION Bachelor's Degree required. TRAVEL REQUIREMENTS Ability to travel to all locations as well as ability to travel overnight, as needed for meetings, projects, seminars, etc. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds. EQUIPMENT MS Office PC, fax, phone and standard office equipment.

Posted 2 weeks ago

Personal Banking Representative -Bilingual In Spanish And English-logo
Personal Banking Representative -Bilingual In Spanish And English
FirstBankLakewood, CO
Location to be determined at a later date within the West market* Founded in 1963, FirstBank is Colorado's largest locally owned holding company and we are still growing, serving customers in Colorado and Arizona. Our growth can be attributed to one simple philosophy: do right by customers, communities, and employees, which is at the center of the company's "banking for good" mantra. FirstBank believes that diversity, equity, and inclusion are part of everything we do, both within and outside our company, and we take pride in hiring and training a diverse and talented group. We strive to not only maintain a diverse workforce, but also ensure our employee experience garners a sense of belonging, is inclusive and equitable. FirstBank believes that a company is nothing without the people that comprise it. By joining the FirstBank team you will experience our great team culture with ample opportunity for growth. There's an opportunity for everyone with positions across the company, from Personal Banker and Call Center to Technology and Lending. Apply today to learn more and join the team! A Brief Overview A Personal Banking Representative assists customers by answering inquiries/requests, processing transactions, opening new accounts, and informing on products and services. A Personal Banking Representative is responsible for cross-selling the Bank's products and balancing a cash drawer. The Representative will develop and maintain account relationships by providing solutions and resolving customer problems through quality customer service and product knowledge. What you will do Assist customers with a wide range of inquiries and requests Process deposits/withdrawals and redeem/negotiate cash instruments for consumer and commercial customers while maintaining a balanced cash drawer Open new accounts and provide product/service information Accept wire order agreements, stop payment requests, and dispute forms and send to appropriate departments for processing Process transactions accurately and adhere to all compliance requirements Review daily reports and perform maintenance on accounts Recognize and develop opportunities for cross-selling FirstBank products and services Sell bank products and meet company sales goals Demonstrate knowledge and understanding of new account systems and account documentation requirements and disclosures Perform other duties and projects as assigned by the market or region Understand and comply with all provisions of the Safety in the Workplace policy Hours may vary from 35-40 hours per week Minimum Requirements Entry-level job with little or no prior relevant work experience in the function Bilingual in Spanish and English Preferred Requirements Cash handling and customer-service experience Knowledge, Skills, and Abilities Good customer-service skills and the ability to work well with others Basic mathematic and problem-solving skills Comfortable in a sales environment Detail-oriented with the ability to multi-task and change directions quickly Working Conditions and Physical Requirements Frequently remains stationary throughout a typical business day Frequently operates a computer and other office machinery, such as a calculator, copy machine, and computer printer Occasionally moves about inside the office to access file cabinets, office machinery, and other rooms Occasionally positions self to access drawers and shelves of various heights Frequently reaches for and handles paperwork and files Constantly communicates with customers, coworkers, and management in-person and on the phone Must be able to exchange accurate information FirstBank does not currently offer fully remote positions, except as required by law. The actual number of in-office days that may be required will vary by business unit, role, and business need. Salary Range $20.00 Per Hour Statement of Benefits FirstBank offers a suite of benefits that support our employees' professional, financial, physical, emotional and spiritual well-being. Benefits currently offered with our positions include: Paid Time Off/paid leave programs, 401K/Employee Stock Ownership, United Healthcare medical, MetLife dental, VSP vision, Employee tuition reimbursement, Volunteer Time Off, Short-Term Disability, Long-Term Disability, and Group Life Insurance/AD&D This Job may be eligible for the: New Accounts Cross-Sell Queue Incentive Plan EOE/Affirmative Action FirstBank is an EOE/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other legally protected characteristic. FirstBank does not permit pay inequities. Anyone who believes they have been subject to pay inequity should immediately report their concerns to the Human Resource Department. Colorado Job Application Fairness Act Under Colorado's Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting the documentation This job opportunity is expected to close on 6/6/25* This job opportunity's deadline has been extended to 6/13/25* This job opportunity's deadline has been extended to 6/18/25*

Posted 1 day ago

US VP Commercial Banking CQ-logo
US VP Commercial Banking CQ
BMO (Bank of Montreal)Tempe, AZ
Application Deadline: 07/30/2025 Address: 1625 W. Fountainhead Parkway Job Family Group: Commercial Sales & Service Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures. Establishes cross-selling initiatives to increase penetration with client. Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience. May coordinate closing with closing department, clients and attorneys. Serves as a daily escalation resource to ensure client expectations are met or exceeded. Acts as a trusted advisor to assigned business/group. Influences and negotiates to achieve business objectives. Recommends and implements solutions based on analysis of issues and implications for the business. Conducts independent analysis and assessment to resolve strategic issues. Helps determine business priorities and best sequence for execution of business/group strategy. Acts as the prime subject matter expert for internal/external stakeholders. Participates in the development of financial models and other analytical tools to assist clients in evaluating capital structure. Designs and produces regular and ad-hoc reports, and dashboards. Maintains current on financing trends in target clients' markets, and communicate same to team members. Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels. Oversees preparation of concise, well reasoned credit correspondence. Coordinates the preparation of lending proposals and pitches to prospective clients with efforts to maximize penetration and returns. Negotiates transactions with clients and provides deal structuring expertise. Oversees documentation and ongoing monitoring of asset and client performance. May manage work flow of other analysts by aligning tasks with departmental goals and objectives. Provides accurate financial analysis and risk assessment of new and existing customers. Partners with internal stakeholders for accurate, detailed client information. Develops credit information to make lending decisions on new, renewal and extension loans. Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients. Prepares summary, present facts and offer opinions concerning credit worthiness. Minimizes BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions. Provides input into the planning and implementation of operational programs. Builds effective relationships with internal/external stakeholders. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Deep knowledge and technical proficiency gained through extensive education and business experience. Verbal & written communication skills- In-depth. Collaboration & team skills- In-depth. Analytical and problem solving skills- In-depth. Influence skills- In-depth. Data driven decision making- In-depth. Salary: $87,000.00 - $161,400.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 1 week ago

Business Banking Relationship Analyst-logo
Business Banking Relationship Analyst
US BankAlbuquerque, NM
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 Business Banking Relationship Analysts partner with assigned Relationship Manager(s) to successfully manage Business Banking relationships and the loan portfolio. Contributes to the profitability and growth of Business Banking by retaining and expanding relationships with existing clients. Responsibilities may include analyzing financial data and preparing comprehensive written analysis, managing credit quality within the team's credit portfolio, providing guidance to customers, identifying and successfully capitalizing on opportunities to deepen and expand existing relationships, managing credit risk, and responding to prospect or customer credit questions. Basic Qualifications Bachelor's degree, or equivalent work experience Five to eight years of Business Banking experience Preferred Skills/Experience Well-developed analytical and problem-solving skills Basic knowledge of bank products and services that results in successfully capitalizing on all opportunities to deepen the relationship Basic knowledge of credit administration, analysis, and credit policy/procedure Demonstrated understanding of complex financial accounting and analysis Ability to work effectively with individuals and groups across the company to manage customer relationships Effective verbal and written communication skills The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $94,010.00 - $110,600.00 - $121,660.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 1 week ago

Sr Analyst, Banking Ops-logo
Sr Analyst, Banking Ops
Northern TrustTempe, AZ
About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Description Under general supervision, but working independently most of the time, responsible for handling and processing extensive financial transactions. This can include, signature verification, posting payments, deposit review, account adjustments, transaction research, fraud claim management, deposit review, and clearing exceptions. Responsible for transaction reviews, reporting and executing account status changes and maintenance. An understanding of debit/credits, accounting or general ledger is highly recommended. Handles second day transaction review and inputting decisions to approve or reject. Inspects mobile and ATM deposits that queue in for review. Posts, researches, and reconciles general ledgers. Identifies and resolves client matters within established guidelines. Meets all time sensitive and daily deadline driven tasks. Works effectively with internal and external clients/partners. Knowledgeable of the core aspects of banking and accounting/reconcilement. Strives to become proficient in all areas of the job. Successfully generates, creates and presents formal reports. Proactively assess client needs with initiative and refers more complicated issues to subject matter experts and/or supervisor. Qualifications - A College or University degree and/or relevant proven work experience is preferred. Excellent oral and written communication skills are required. Basic understanding of banking procedures is preferred. Strong attention to detail, analytical and problem solving skills are required. Excel experience is a plus. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.

Posted 4 weeks ago

Senior Relationship Support Specialist - Commercial Banking-logo
Senior Relationship Support Specialist - Commercial Banking
Dime Community BankNew York, NY
Summary: Dime Community Bank ("Dime") is currently hiring a Senior Relationship Support Specialist- Commercial Banking at one of its Midtown offices in Manhattan. The Senior Relationship Support Specialist- Commercial Banking will support the Lending Group Leader, and heads of various areas of specialty finance and their Relationship Managers in their development of new loan business and the servicing of existing clients. Previous experience supporting specialty finance (lending). Salary commensurate with experience, ranging from $67,000 to $90,000 annually. The exact compensation may vary based on relevant experience, skills, education, training, licensure and certifications, and location. All applicants must attach a recent resume. This role is 4 days/week in office and 1 day/week remote. Responsibilities: Uploading of new and existing client financial information into Sageworks in order to maintain current client credit files on existing clients and to establish new, prospective client workflows necessary for a new New Deal Memo. Work with the Relationship Managers in the creation of a New Deal Memo for presentation to senior management. Assist Relationship Managers by reaching out to prospective clients to obtain information necessary to analyze new loan requests and to obtain necessary information from existing clients needed to complete annual renewals and reviews of loan facilities. Assist Relationship Managers with the loan closing process. Provide customer service to clients, including interacting with other Departments to resolve issues. Learn to extract upcoming maturity and past due reports and data from Sageworks and work with Relationship Managers in tracking upcoming loan maturities to allow for the timely preparation of annual renewals and reviews to assist in the monitoring of past due loan payments. Qualifications: Bachelor's degree or equivalent combination of education and experience. Previous experience supporting specialty finance (lending). Credit training or significant experience in credit analysis. (May be completed while employed at Dime.) Excellent interpersonal skills as well as excellent oral and written communication skills. Proficient in Microsoft Office Suite and able to learn other bank specific software.

Posted 3 days ago

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

Posted 2 weeks ago

Banking Payments Transformation Consultant - Senior Manager-logo
Banking Payments Transformation Consultant - Senior Manager
PwCPhiladelphia, PA
Industry/Sector FS X-Sector Specialism Operations Management Level Senior Manager Job Description & Summary At PwC, our people in operations consulting specialise in providing consulting services on optimising operational efficiency and effectiveness. These individuals analyse client needs, develop operational strategies, and offer guidance and support to help clients streamline processes, improve productivity, and drive business performance. As an operations consulting generalist at PwC, you will possess a broad understanding of various aspects of operations consulting. You will provide comprehensive guidance and support to clients in optimising operational efficiency and effectiveness. Working in this area, you will analyse client needs, develop operational solutions, and offer recommendations tailored to specific business requirements. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Operations Consulting team you drive client implementation efforts involving payment systems and transaction processing. As a Senior Manager, you serve as a strategic advisor, utilizing your specialized knowledge and technical acumen to deliver quality results and provide strategic input into the firm's business strategies. You manage consulting resources, lead project management workstreams, and employ creative problem-solving abilities to thrive in intensive delivery settings. Responsibilities Direct client implementation efforts focusing on payment systems and transaction processing Apply creative problem-solving skills in demanding delivery environments Leverage specialized knowledge and technical proficiency to achieve quality results Facilitate strategic input into the firm's business strategies Cultivate teams through impactful leadership Maintain adherence to the firm's code of ethics and professional standards What You Must Have Bachelor's Degree 7 years of experience What Sets You Apart Master's Degree preferred Proficiency in product and software delivery lifecycle Driving client implementation efforts in payment systems In-depth understanding of the Payments ecosystem Specialized knowledge in consumer or commercial payments Experience managing consulting resources in financial services Leading project management workstreams and teams Exceptional writing and communication skills Entrepreneurial ambition to enhance client contexts Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $130,000 - $256,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 1 week ago

Banking Center Assistant Manager-logo
Banking Center Assistant Manager
American National Bank of TexasHeath, TX
The Banking Assistant Center Manager is responsible for critical and complex banking center operations and service functions to ensure the highest level of efficient customer service. This position manages and directs platform and paying and receiving activity, achieves retail sales targets, and delivers service profitability through well trained and motivated staff. In some markets, the position may require performing extensive paying and receiving activities. Other responsibilities include: Implements a strong performance management process that involves clearly stating expectations, accountabilities, and monitors performance Maintains security controls to protect against criminal or fraudulent activity and unnecessary risk or exposure Coaches staff and demonstrates skills needed to uncover customer needs, referral, and expansion opportunities and delivers appropriate products and services; ensures the delivery of bank service standards ensuring that customers receive timely and accurate service Manages staffing levels to ensure proper coverage including supervisory Supports the implementation of sales and service initiatives and activities to achieve established sales goals Ensures audit, compliance, internal controls, and expenses are administered to manage risk, minimize losses and negative exposure to the bank Participates with banking center manager in the allocation of retail sales goals and the achievement of individual sales goals Requires work on physical bank premises Qualifications: High School diploma or GED 5 years banking and supervisory experience based on banking center complexity; customer service and operations experience Skills: Personal leadership skills; ability to maintain composure under pressure; good communication skills Working knowledge of Microsoft Excel and MS Word; basic keyboarding and calculator skills; must be able to perform advanced math and carry out complex written instructions Travel to a variety of locations to perform work and/or attend meetings as required. Work occasionally requires more than 40 hours per week to perform the essential functions of the position Lifting in an office setting may be required up to 30lbs. Ability to move quickly between multiple workstations. ANBTX strongly encourages candidates that are fluent in English and Spanish to apply. Jobs that specifically require candidates to be bilingual will be posted as a requirement.

Posted 2 weeks ago

Strategy& - Enterprise Strategy & Value - Banking And Capital Markets - Senior Manager-logo
Strategy& - Enterprise Strategy & Value - Banking And Capital Markets - Senior Manager
PwCMiami, FL
Industry/Sector FS X-Sector Specialism Corporate and Business Strategy Management Level Senior Manager Job Description & Summary At PwC, our people in strategy consulting focus on providing strategic guidance and insights to organisations. They analyse market trends, assess business performance, and develop recommendations to help clients achieve their goals. These individuals work closely with clients to identify opportunities for growth, optimise operations, and enhance overall business performance. As a corporate and business strategy consultant at PwC, you will analyse client needs, provide consulting services across different strategic areas, and offer guidance and support to help clients develop and implement effective strategies that align with their business objectives and drive growth. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 7 year(s) Preferred Qualifications: Degree Preferred: Master of Business Administration Preferred Knowledge/Skills: Minimum of 8 years of strategy consulting or industry consulting experience preferred. Demonstrates in-depth level abilities, knowledge and/or a proven record of success in the Financial Services industry (Banking & Capital Markets, Insurance, Asset & Wealth Management), either in professional consulting services or corporate roles, including: Helping companies define and evaluate corporate and business unit strategies and investment portfolios; Reflecting market, competitive and other external drivers with specific areas of focus including Corporate Strategy, Business Strategy, Deals Strategy, and Digital Strategy; Identifying and addressing client needs, rapidly building credibility, and maintaining and utilizing networks of client relationships; Managing teams / multiple work streams to establish successful project conclusion - i.e., delivery of quality work on time and within budget; Building productive relationships with team members and clients, both long term and day-to-day, by using a collaborative approach with thorough listening skills and the ability to manage through influence; Utilizing first principles thinking, and developing credible and pragmatic analytical approaches, frameworks and methodologies; Analyzing complex quantitative and qualitative data in an efficient manner and synthesizing the output into meaningful and actionable insights; Designing and conducting market research to understand consumer needs and purchasing behaviors; Communicating effectively in an organized and knowledgeable manner in written and verbal formats to senior audiences and being able to deliver difficult messages with persuasiveness and sensitivity; Demonstrating executive presence and ability to become a trusted advisor to the c-suite level clients; Identifying and pursuing new business opportunities, and leading client / market development; Attracting, retaining, assessing and developing staff / team members; Demonstrating flexibility and creativity in managing work-life balance of self and team members; Demonstrating Power User ability with MS Office suite of applications including Word, PowerPoint and Excel Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $130,000 - $256,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 1 week ago

Compliance Manager-Premier Banking & Ndip-logo
Compliance Manager-Premier Banking & Ndip
Truist Financial CorporationRichmond, VA
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for conducting compliance risk oversight of assigned business units and/or functions. Executes compliance risk management activities to reasonably ensure compliance with the Compliance Risk Management Policy and Framework. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Maintain an understanding of all applicable laws, rules and regulations applicable to coverage areas and provide regulatory guidance to assigned business unit and/or function associates. Review regulatory changes and assess the impact those changes may have on assigned business units and/or functions. Manage compliance risk management communications, training, documentation, procedures, and processes. Monitor and communicate compliance risk management industry developments. Implement strategies and methods related to the compliance risk management framework within the organization, including quality assessments, key risk, and performance measurement data, along with oversight monitoring and mitigation strategies. Assess process, procedure and control documentation and other related compliance issues and documentation to help ensure they are accurate and easily understood by audit and/or external regulatory agencies Consult with business and/or functional units with respect to the design and implementation of remediation efforts as needed. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree in Business, Economics, Finance, or Accounting, or an equivalent combination of education and work experience. Two years of compliance-related experience Five years of financial institution experience Demonstrated working knowledge of standard compliance concepts, practices, policies and related state and federal laws. Detail orientated and strong analytical skills. Strong communication, presentation and facilitation skills; proven ability to interact with all levels of management. Leadership skills to guide and mentor the work of less experienced compliance consultants and analysts. Preferred Qualifications: Juris Doctor (JD) or Master's degree Certified Regulatory Compliance Manager (CRCM) or Completion of ABA Compliance School 5 years of consumer compliance experience Experience in Wealth and/or mass affluent client channels Previous investment compliance experience General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 30+ days ago

Banking & Capital Markets Tax Manager-logo
Banking & Capital Markets Tax Manager
PwCJacksonville, FL
Industry/Sector Banking and Capital Markets Specialism Industry Tax Practice Management Level Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. Additional Responsibilities: We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs. Custom Orgs: Global LoS: Tax Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Required Fields of Study: Accounting Minimum Years of Experience: 4 year(s) Certification(s) Required: CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates extensive abilities and/or a proven record of success in dealing with tax issues facing multinational US companies or publicly traded entities, especially in the areas of tax consulting and tax reporting and compliance. Demonstrates extensive abilities and/or a proven record of success as a tax technical professional, researching business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Demonstrates extensive abilities and/or a proven record of success with automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Demonstrates extensive abilities and/or a proven record of success in pricing, client value and the negotiation process, including reviewing contracts and finding opportunities to introduce new pricing options.Demonstrates extensiveabilities and/or a proven record of success in identifying and addressing client needs: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Participating in client discussions and meetings actively; Communicating a broad range of Firm services; and, Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Demonstrates extensive abilities and/or a proven record of success in: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Participating in client discussions and meetings actively; Communicating a broad range of Firm services; and, Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Executing corporate planning and compliance, as well as tax accounting and financial reporting, including tax provision preparation, audit and review with the ability to utilize ASC 740 techniques; Demonstrating some technical skills working with tax tools and resources including tax provision and compliance software such as Corptax, OneSource, or other similar platforms; and, Using research methods including but not limited to Westlaw, RIA and CCH. Demonstrates extensive abilities and/or a proven record of success as a team leader: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Participating in client discussions and meetings actively; Communicating a broad range of Firm services; and, Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Executing corporate planning and compliance, as well as tax accounting and financial reporting, including tax provision preparation, audit and review with the ability to utilize ASC 740 techniques; Demonstrating some technical skills working with tax tools and resources including tax provision and compliance software such as Corptax, OneSource, or other similar platforms; and, Using research methods including but not limited to Westlaw, RIA and CCH. Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; and, Providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues. PwC Financial Technology ("FinTech") practice, servicing start-ups, financial services and technology companies with innovative products and offerings, is expanding rapidly with exciting opportunities. Our FinTech dedicated team is looking for a candidate to work closely on clients with the latest technologies and platforms in lending, digital banking, payments, crypto and blockchain, insurance and real estate.We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $98,300 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 4 days ago

Business Banking Support Specialist-logo
Business Banking Support Specialist
US BankDallas, TX
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description The Business Banking Support Specialist is a customer service and support role working directly with customer accounts, inquiries, and items directly related to client satisfaction with the U.S. Bank relationship while working under the direction of Business Banking Relationship Managers and Business Banking Relationship Analysts. Supports sales teams in executing a One Bank strategy and growing market share. Responsible for retaining and deepening client relationships by providing exceptional client experience and support that is knowledgeable, timely and professional. Proactively works to identify potential problems, compliance issues, and to maximize client satisfaction and encourage expansion of the relationship. Identifies products and services that realize clients' unmet needs. Has primary responsibility for risk and compliance requirements by ensuring timely and accurate compliance to procedural, policy and regulatory requirements. Basic Qualifications High school diploma or equivalent Typically less than two years of job-related experience Preferred Skills/Experience Basic knowledge of departmental and bank products and services Proven customer service and problem resolution skills Proficient computer navigation skills using a variety of software packages including Microsoft Office applications Effective interpersonal, verbal and written communication skills The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $21.25 - $28.32 - $31.15 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 1 week ago

Consumer Banking Governance Analyst-logo
Consumer Banking Governance Analyst
Texas Capital Bancshares, Inc.Richardson, TX
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. Summary: The Consumer Banking Governance Analyst is responsible for overseeing the identification, documentation, tracking, and resolution of operational and compliance-related issues across the Consumer and Retail Banking line of business. This role ensures that issues are managed in accordance with regulatory expectations, internal policies, and the firm's risk management framework. Additionally, the Consumer Banking Governance Analyst is responsible for maintaining the business line's procedure and process flow inventory, in addition to complaint monitoring and reporting activities. The ideal candidate will have strong communication, problem solving and analytical skills, a deep understanding of consumer banking operations, and experience in issue lifecycle management. Responsibilities: Issue Management Manage the end-to-end process of issue identification, documentation, root cause analysis, remediation planning, and resolution tracking for the Consumer and Retail line of business. Ensure adherence to the firm's enterprise risk governance frameworks. Prepare reporting and deliver presentations to the line of business stakeholders and senior management. Collaborate with business units, Compliance, Risk Management, Legal, Audit and Control Office functions to ensure timely resolution of issues and implementation of corrective actions. Serve as the Issue Management subject expert and point of contact for the line of business. Maintain detailed records of issues and their resolutions in the Firm's GRC platform. Process and Procedure Governance Manage the process flow and procedure inventories for the Consumer and Retail line of business. Maintain the centralized repositories of all process flows and procedures and ensure version control. Facilitate annual and ad hoc reviews to ensure documentation remains current. Ensure procedures are aligned with regulatory requirements and internal policies. Collaborate with the line of business to identify procedural gaps and implement improvements. Serve as the central point of contact for procedural inquiries and guidance. Complaint Monitoring and Reporting Monitor consumer complaints for the Consumer and Retail line of business. Analyze complaint data to identify trends, recurring issues, and root causes. Prepare and present reporting to stakeholders, highlighting key insights and areas for improvement. Coordinate consumer complaint timelines for submissions received by Regulatory agencies. Participate in initiatives to improve complaint handling processes and tools. Other duties as assigned Qualifications: Bachelor's degree in Business, Finance, Risk Management or a related field preferred. 3+ years of experience in issue management, risk management, compliance, or internal audit within the banking or financial services industry preferred. Knowledge of regulatory requirements within the banking or financial services industry. Experience with issue lifecycle management and GRC tools. Excellent analytical, organizational, and communication skills. Ability to influence and collaborate across a large organization. Proficiency in PowerPoint, Word, and Excel. Strong time management skills with the ability to work independently. Strong written and verbal communication skills. Proven ability to proactively solve problems and develop strategic recommendations at a financial institution (or similar) Experience participating in large-scale change efforts and/or large and complex initiatives. Ability to perform effectively in an ever-evolving environment and successfully address multiple, high-priority matters. Experience with Control, Legal, Audit and Regulatory requirements. Exceptional organization and facilitation skills. Strong attention to detail and ability to understand risks and integration/interdependency of risks. Ability to collaborate with key stakeholders to achieve common ground and resolve obstacles to success. Skills: Business knowledge - ability to understand the business and knowledge of regulation surrounding the business. Work autonomously to affect change - flexible, adaptable to shifting priorities; manage competing priorities to achieve the most effective result and able to work in a fast-paced, results driven environment. Decision Making/Judgement - moderate level of independent decision-making using sound judgement. Communication/presentation - excellent written and verbal communication skills with an ability to influence business leaders in a meaningful and actionable manner. Problem solving / Analytical skills - solid critical thinking, attention to detail and analytical skills; able to synthesize large amounts of data and formulate appropriate conclusions Understanding root cause / identifying control breaks Developing timely and sustainable solutions Analyze metrics for emerging risk Implementation skills Writing Action Plans, Procedures Change Management Networking - strong interpersonal skills; strong collaboration and relationship building skills. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 1 week ago

Strategy& - Enterprise Strategy & Value - Banking And Capital Markets - Senior Manager-logo
Strategy& - Enterprise Strategy & Value - Banking And Capital Markets - Senior Manager
PwCSan Francisco, CA
Industry/Sector FS X-Sector Specialism Corporate and Business Strategy Management Level Senior Manager Job Description & Summary At PwC, our people in strategy consulting focus on providing strategic guidance and insights to organisations. They analyse market trends, assess business performance, and develop recommendations to help clients achieve their goals. These individuals work closely with clients to identify opportunities for growth, optimise operations, and enhance overall business performance. As a corporate and business strategy consultant at PwC, you will analyse client needs, provide consulting services across different strategic areas, and offer guidance and support to help clients develop and implement effective strategies that align with their business objectives and drive growth. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 7 year(s) Preferred Qualifications: Degree Preferred: Master of Business Administration Preferred Knowledge/Skills: Minimum of 8 years of strategy consulting or industry consulting experience preferred. Demonstrates in-depth level abilities, knowledge and/or a proven record of success in the Financial Services industry (Banking & Capital Markets, Insurance, Asset & Wealth Management), either in professional consulting services or corporate roles, including: Helping companies define and evaluate corporate and business unit strategies and investment portfolios; Reflecting market, competitive and other external drivers with specific areas of focus including Corporate Strategy, Business Strategy, Deals Strategy, and Digital Strategy; Identifying and addressing client needs, rapidly building credibility, and maintaining and utilizing networks of client relationships; Managing teams / multiple work streams to establish successful project conclusion - i.e., delivery of quality work on time and within budget; Building productive relationships with team members and clients, both long term and day-to-day, by using a collaborative approach with thorough listening skills and the ability to manage through influence; Utilizing first principles thinking, and developing credible and pragmatic analytical approaches, frameworks and methodologies; Analyzing complex quantitative and qualitative data in an efficient manner and synthesizing the output into meaningful and actionable insights; Designing and conducting market research to understand consumer needs and purchasing behaviors; Communicating effectively in an organized and knowledgeable manner in written and verbal formats to senior audiences and being able to deliver difficult messages with persuasiveness and sensitivity; Demonstrating executive presence and ability to become a trusted advisor to the c-suite level clients; Identifying and pursuing new business opportunities, and leading client / market development; Attracting, retaining, assessing and developing staff / team members; Demonstrating flexibility and creativity in managing work-life balance of self and team members; Demonstrating Power User ability with MS Office suite of applications including Word, PowerPoint and Excel Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $130,000 - $256,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 1 week ago

Software Engineer Backend, Credit Cards And Banking-logo
Software Engineer Backend, Credit Cards And Banking
RobinhoodMenlo Park, CA
Join a leading fintech company that's democratizing finance for all. Robinhood Markets was founded on a simple idea: that our financial markets should be accessible to all. With customers at the heart of our decisions, Robinhood and its subsidiaries and affiliates are lowering barriers and providing greater access to financial information. Together, we are building products and services that help create a financial system everyone can participate in. With growth as the top priority... The business is seeking curious, growth-minded thinkers to help shape our vision, structures and systems; playing a key-role as we launch into our ambitious future. If you're invigorated by our mission, values, and drive to change the world - we'd love to have you apply. About the team + role The Credit Cards & Banking team imagines, designs and builds the technical bedrock of our banking products, such as the Robinhood Gold Credit Card and our new Private Banking offering. Payments, transactions, money movement - it's a complex and high-dimensional space where inspired execution has an outsized impact on the team. We seek a software engineer hungry for growth, real impact, and looking for a place where they can do their best work. 2025 will be a year of both new build and unprecedented scale. Join us and be part of history. The role is located in the office location(s) listed on this job description which will align with our in-office working environment. Please connect with your recruiter for more information regarding our in-office philosophy and expectations. What you'll do Join a high-impact team that's scaling to meet Robinhood's growth and evolving product needs. In this role, you'll: Build and launch major new systems that power Robinhood's flagship Credit Card and Private Banking offerings. Solve complex engineering challenges, from scaling distributed systems to optimizing for rock-solid reliability. Design systems that will support millions of users while enabling seamless integrations with world-class financial partners. Drive innovation at the intersection of software engineering and financial technology, shaping the backbone of our products' success. Join a team of best-in-class engineers who will both challenge and inspire you to reach potential and exceed it. Get your next 2 years of career growth in 6 months. What you bring You're a creative problem solver with a passion for building reliable, high-performance systems that scale. You thrive in fast-paced environments and are excited about taking on complex challenges. You have: A track record of designing, building, and shipping highly scalable and secure systems. You tackle challenges with tenacity and creativity. You take pride in executing excellently and quickly. You can balance strategic thinking with execution, making thoughtful trade-offs to deliver results. A life philosophy of continuous improvement: you are always pushing yourself and your peers to raise the bar. You are passionate about building cultures of excellence, trust, and shared success. Prior experience with financial systems and related third parties a plus. The ability to balance strategic thinking with execution, making thoughtful trade-offs to deliver results.. What we offer Highly engaged management team with an established history of developing engineers Provide a work environment for you to perform at your best Market competitive and pay equity-focused compensation structure 100% paid health insurance for employees with 90% coverage for dependents Annual lifestyle wallet for personal wellness, learning and development, and more! Lifetime maximum benefit for family forming and fertility benefits Dedicated mental health support for employees and eligible dependents Ample time away including company holidays, paid time off, sick time, parental leave, and more! Catered meals, fully stocked kitchens, and geo-specific commuter 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 salary range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. This role is also eligible to participate in a Robinhood bonus plan and Robinhood's equity plan. For other locations not listed, compensation can be discussed with your recruiter during the interview process. Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC) $157,000-$185,000 USD Zone 2 (Denver, CO; Westlake, TX; Chicago, IL) $139,000-$163,000 USD Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL) $122,000-$144,000 USD Click here to learn more about available Benefits, which vary by region and Robinhood entity. We're looking for more growth-minded and collaborative people to be a part of our journey in democratizing finance for all. If you're ready to give 100% in helping us achieve our mission-we'd love to have you apply even if you feel unsure about whether you meet every single requirement in this posting. At Robinhood, we're looking for people invigorated by our mission, values, and drive to change the world, not just those who simply check off all the boxes. Robinhood embraces a diversity of backgrounds and experiences and provides equal opportunity for all applicants and employees. We are dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better our work (and work environment) will be for everyone. Additionally, Robinhood provides reasonable accommodations for candidates on request and respects applicants' privacy rights. Please review the specific Robinhood Privacy Policy applicable to the country where you are applying.

Posted 5 days ago

Treasury Digital Banking Specialist-logo
Treasury Digital Banking Specialist
Camden National CorporationEllsworth, ME
Live here. Play here. Bank here. Work here. If you're looking to build your career at a forward-thinking organization with deep community roots and a vision for growth, success, and giving back, you've come to the right place. Get to know us: We're your local community bank-and have been since 1875-that is committed to providing excellent customer service and giving back to our communities. We foster a collaborative, inclusive work environment as part of a close-knit team where your voice is valued and heard. Our highly engaged employees are rewarded for their performance and have ample opportunities for cross-training and advancement within the organization. We've been named one of the best places to work in Maine, and offer robust benefits focused on your holistic well-being. __ Prior experience in banking or treasury management is required, particularly in support, administrative, or client service functions. The primary purpose of this position is to provide customer support for all Treasury Management products and services and to assist the Treasury Management services team with daily functions and tasks. This may also include support to bank employees as well as customers including training, technical support and new service requests. TM products and services include, but are not limited to Online Banking, e-statements, online wires, ACH processing, Remote Deposit Capture, Positive Pay and Account Reconciliation, EDI Reports, Enhanced Account Analysis, and Lockbox services. Essential Duties and Responsibilities: Answer phone and email support inquiries for all Treasury Management products and services. Research requests as needed by engaging appropriate departments to provide a thorough response to the client. Implement new services as requested by the Treasury Management sales team and provide follow up training to the client. Most training will be completed over the phone. Review documents to ensure all necessary authorizations are received and are properly completed. Use bank systems to appropriately file documentation. Complete annual RDC and ACH operational reviews. Assist sales team with relationship reviews by gathering product and services usage by customer. Basic Qualifications: Working knowledge of Treasury Management products and services listed above. Two plus years' experience in customer service, treasury management or operations related position. Preferred Qualifications: Associates or Bachelor degree preferred, but not required. Professional certifications or prior experience may offset higher education. Skills and Abilities: Excellent verbal, written and interpersonal communications skills. Courteous and tactful due to the type, nature and frequency of contact with clients. Ability to train customers over the phone or in person. Adequate computer and technical skills to be able to do simple troubleshooting such as browser updates and resolving other technical issues with Online Banking or Remote Deposit Capture. Strong customer service and problem solving skills. Strong time management skills, the ability to multi-task, prioritize workload and maintain accuracy. Capacity to learn new computer systems and software. Supervisory Skills: This job has no supervisory responsibilities. ____ Our comprehensive total rewards package offers something for everyone! Robust medical, dental, and vision insurance packages Generous time off, including paid federal holidays and paid day off for your birthday 401(k) retirement savings plan Tuition reimbursement, professional development, and career growth opportunities Employee assistance program Comprehensive wellness program Pursue a career at Camden National Bank and apply today. We can't wait to hear from you! _ ____ We are guided and inspired by our Core Values: Honest and Integrity above all else Trust built on fairness Service that creates remarkable experiences Responsibility to use our resources for the greater good Excellence through hard work and lifelong learning Diversity realized through inclusion and respect Equal Opportunity Employer Employment with Camden National is on an at-will basis, meaning employment is not guaranteed for any specific period of time, and any employment relationship established may be terminated by either party at any time, for any reason, with or without notice. Completion of an employment application is not a contract, express or implied, guaranteeing employment. Camden National Bank is an Equal Opportunity Employer and does not discriminate on the grounds of race, color, religion, sex, sexual orientation, including gender identity and gender expression, national origin, citizenship status, age, disability, genetic information or veteran status. Learn more about why employees love working at Camden National Bank!

Posted 1 week ago

First National Bank (Fnb Corp.) logo
Business Banking Team Leader-Raleigh, NC
First National Bank (Fnb Corp.)Raleigh, NC
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Job Description

Primary Office Location:

501 Fayetteville Street. Raleigh, North Carolina. 27601.

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

n

Position Title: Business Banking Team Leader

Business Unit: Commercial Banking

Reports To: Manager of Business Banking

P
osition Overview:

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

Primary Responsibilities:

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

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

Refers business opportunities to business partners at Wealth Management, Insurance, Treasury Management and other products and services offered by the corporation.

Monitors and proactively manages team and personal portfolio credit quality. Monitors and manages team portfolio reports.

Reviews term sheets and previews memorandums and credit packages for approval and presentation to the loan committee.

Maintains team compliance with various operating policies and procedures and regulatory requirements.

Reviews market research on an ongoing basis to determine customer needs, volume potential, competitive strategies, etc.

Performs other related duties and projects as assigned.

All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.

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

Minimum Education:

BA or BS

Minimum Years Experience:

7

Special Skills:

Excellent management skills

Excellent communication skills, both written and verbal

Excellent customer service skills

Excellent organizational, analytical and interpersonal skills

Ability to use a personal computer and job-related software

MS Word- Basic Level

MS Excel- Intermediate Level

MS PowerPoint- Basic Level

Experience in commercial or business banking.

Special Licenses and Certificates:

N/A

Physical Requirements:

N/A

Equal Employment Opportunity (EEO):

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