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First Horizon Corp.Knoxville, TN
Location: Onsite in Little Rock, AR., or Knoxville, TN. At First Horizon Bank Operations, we are on a mission to deliver a seamless customer experience. We are passionate about doing things right and doing the right things. We collaborate with each other and with our internal business partners to delight our customers. We believe in creating an environment where everyone's ideas are valued so that the team operates at its best. Our team members serve with humility and a deep commitment to their responsibility to be the best at serving their customers one opportunity at a time. SUMMARY The Digital Technology Support Representative will be the second and final point of contact to handle all technical issues for Retail Online Banking and Retail Mobile Banking. The primary duty of this position is to resolve customer issues that are not due to a system problem. Problem solving will be performed using techniques and procedures to include consulting with users to determine hardware and software or system functional specifications. Responsible for developing and using workarounds for user problems, Quicken & QuickBooks for both Windows and MAC. Report design, reliability, and navigational problems to the appropriate technology team and/or appropriate vendor & provide sufficient incident detail to assist technology in isolating and reproducing issues. Essential Duties and Responsibilities: The Digital Technology Associate is the true voice of the client and are at the forefront of delivering a superior experience to our clients. The Digital Technology Associate works both individually and in a team environment to ensure clients' digital banking needs are recognized and efficiently met. Every client interaction is considered an opportunity to deepen the bank/client relationships while delivering on First Horizon's brand promise of Understanding in Action: This position will be responsible for providing: World-class service to our internal and external customers in an accurate, efficient, and professional manner. Technical solutions to a wide range of problems. Support of applications using computer and network systems and support to users of all skill levels where the product is highly technical or sophisticated in nature. Support for banking online and mobile banking to Banking Online users, vendors, and employees. Liaise with internal IT groups and external vendors regarding decision support system maintenance. Submit and track incidents with vendors for Production issues. All tasks involved in new version implementations. Complex Network Troubleshooting. This person must be skilled to: Define and document all technical support procedures. Proactively identify and suggest product and/or process improvements to increase efficiency. Monitors existing applications making recommendations for improved performance and service to the application user. Allow him/her to straddle both customer service and technical support areas. Diagnose and answer complex problems related to ISP/internet and network connectivity and related software. Provide solutions to difficult technical issues associated with specific products. Identify error source and resolution, troubleshoot problems, research and analyze situations, and make appropriate recommendations and decisions. Identify appropriate direction of escalated issues, communicate effectively, maintain Escalation records and insure up to date status. Document and maintain a comprehensive list of Technical Support issues and resolutions within a database. Ensure quality and productivity is achieved. Continuously builds knowledge, keeping up-to-date on technological aspects of the job and changing technical demands. Education and/or Work Experience Requirements: Overall core competencies include: Working knowledge of Online and Mobile Banking Products and Services. Good working knowledge of Android, Apple, and Mobile devices Proficient understanding of PC operating systems and a strong knowledge of major Web browsers. Proficient understanding of First Horizon legacy systems and systems of record. Has high dependability and follow-through without supervision Demonstrated ability to manage priorities. Ability to work with internal stakeholders and external vendors. Excellent written, verbal, and telephone communication skills. Excellent analytical and troubleshooting skills. Knowledge of Networking (TCP/IP, DNS), Troubleshooting client/server technical issues. Log issues received from customers via phone and email in trouble ticket tracking application Take ownership of the issue from initial call to resolution and closure. Preferred Qualifications: High school diploma required for consideration BA, BS degree or equivalent preferred Two (2) to three (3) years of experience in bank product service/operations. One (1) to two (2) years of experience with Help Desk or equivalent technical support role. Experience with online banking products, and mobile devices. Physical Requirements: Ability to safely and successfully perform the essential job functions consistent with or without the ADA, FMLA and other federal, state and local standards Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards Must be able to talk, listen and speak clearly on telephone Hours: Monday - Friday 9:00 AM - 6:00 PM CST / 10:00 AM - 7:00 PM EST About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Posted 5 days ago

PwC logo
PwCFlorham Park, NJ

$77,000 - $214,000 / year

Industry/Sector Banking and Capital Markets Specialism Industry Tax Practice Management Level Senior Associate Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs Minimum years experience required 2 year(s) Minimum Degree Required Bachelor Degree Required Field(s) of Study Accounting Additional Educational Requirements Job seekers must demonstrate all of the minimum requirements are met for CPA licensure per respective state regulations Preferred Qualifications Certification(s) Preferred CPA or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure, or Member of the Bar. Basic Qualifications Preferred skills Demonstrates thorough knowledge and/or a proven record of success in tax issues affecting either the domestic or international banking industry and public accounting practices, internal domestic banking tax departments or internal foreign banking. Demonstrates thorough abilities and/or a proven record of success in FAS 109, FIN 48, and the banking industry; identifying and addressing client needs: actively participating in client discussions and meetings; communicating a broad range of Firm services; managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues; creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues. As a tax technical professional, demonstrates ability to research business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Experimentation with automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Exposure to pricing, client value and the negotiation process - including reviewing contracts and finding opportunities to introduce new pricing options. We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $77,000 - $214,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 1 week ago

CNB Bank logo
CNB BankAllentown, PA
Description Commercial Banking Team Leads are role models that exemplify our organization's core values. They provide outstanding personalized service to our clients while following our bank philosophies: See It, Own It, Solve It and Find a Way to Say Yes. Below is a list of essential job functions. Additional responsibilities may be assigned in the position. LEADERSHIP Possesses and displays a positive attitude in managing change, working and communicating consistently with others, and leading by adhering to policies, procedures, and client service standards. Ensures compliance with bank policies and procedures and consistently submits accurate and detailed loan documentation. Successfully leads team to meet or exceed established goals through delegation, ongoing education, and effective personnel management! FOSTER OUR CULTURE Displays a strong support of management and dedication to the organization. Maintains a professional and ethical image in appearance, communication, and action. Acts as a role model for the team, organization, and community and volunteers in professional organizations and local market events. PROVIDE ENHANCED CLIENT SERVICE Collaborates with team members and business partners to effectively work referrals and deepen client wallet share through client acquisition. Market the organization by bringing awareness to the bank with every opportunity focusing on relationship development and community involvement. Responds and manages client inquiries and concerns and resolves client issues in a timely manner. BUSINESS DEVELOPMENT Responsible for originating new commercial loans within the target market by maintaining a strong pipeline of prospects through encouraging business relationships and continued community involvement and outreach. Seeks opportunities to present commercial options, including CRA bank initiatives, to relaters, builders, businesses, and other centers of influence. PROFESSIONAL DEVELOPMENT Possesses an up-to-date solid understanding of all commercial lending and the various techniques and skills vital to perform duties. Responsible for submitting quality loan applications and meeting credit underwriting guidelines. Invests in staff to actively develop them long term. Strives for outstanding performance and demonstrates the ability to learn and retain material. Continues professional development by voluntarily participating in the PBA/OBL/NYBA and/or BAI e-learning elective courses as well as remaining abreast of industry trends. Requirements QUALIFICATIONS, EDUCATION, AND EXPERIENCE To perform this job successfully, an individual is required to perform each crucial job requirement satisfactorily and a skills inventory is listed below. Bachelor's degree (B.A.) from four-year college or university; Ten years or more of related experience and/or training; or equivalent combination and experience. Position level will be commensurate with knowledge, experience and education. A background screening will be conducted. LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively. TECHNOLOGY SKILLS: Ability to use telephone systems and possess good digital literacy including email, internet and intranet use. Prior experience or the ability to learn core systems and any other computer programs pertinent to performing job duties. MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve exciting problems involving several variables in a standardized situation. PHYSICAL DEMANDS AND WORK ENVIRONMENT: Representative of those that must be met by an employee to successfully perform the essential functions of this job. This position operates in a professional office environment with considerable time spent at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and human interactions. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite. BENEFITS Medical, Dental, Vision & Life Insurance 401K with company match and profit-sharing program Paid Time Off & Recognized Holidays Leave policies Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet) Employee Assistance Program Employee Health & Wellness Program Special Loan and Deposit Rates Gradifi Student Loan Paydown Plan Rewards & Recognition Programs and much more! Eligibility requirements apply. CNB Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion. https://mandatoryview.com/?LicenceId=5a7398f0-7edb-4cb7-a02b-518dcfa222fa&ProductType=IntranetLicense&SubType=PG

Posted 30+ days ago

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First Western Trust BankCherry Creek, CO
First Western is seeking a Senior Banking Specialist to join our team! Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team. As a Senior Banking Specialist at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Cherry Creek team to deliver comprehensive solutions that exceed client expectations. If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today. What You Will Do: Source, acquire, and grow deposit relationships with First Western Trust's target client base, including high net worth individuals, privately held businesses, professionals, and family offices. Achieve a minimum of $30-50 million in new deposit production per year across personal, business, trusts, and other accounts. Use First Western's selection of deposit and treasury management products to structure and propose customized deposit and cash management solutions aligned with the clients' liquidity and operational needs. Acquire deep understanding of First Western Trust's value proposition, expertise and products/services. Maintain expert knowledge of the competitive landscape, rate environment, and market products and pricing. Collaborate with internal teams in the Profit Centers, including relationship bankers and private bankers, treasury and wealth management product groups, to deliver comprehensive solutions and help deepen client relationships. This is a production position, not a service position, so in-depth onboarding and ongoing service would be handled within the offices by private banking associates. Represent the bank at networking events and industry gatherings to generate leads and enhance brand visibility. This includes active community involvement with boards and other organizations. Education Level Education Details Required/Preferred Bachelor's Degree Required Experience Level Experience Details Required/Preferred 7-10 years 7-10 years minimum deposit business development experience Required License/Certification Details Time Frame Required/Preferred Certified Treasury Professional License Preferred What You Receive: At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program. Pay Range: $125,000/YR + Commission Job Classification: Full-Time Exempt Actual offer will be based on experience, location, education, and/or skills* Strong Bonus Potential 401(k) Plan with Match Paid Parking/Transportation Benefits Access to Training & Professional Development Programs Sponsorship for Obtaining Professional Certifications Flex Spending Accounts Health Savings Account Health & Wellness Benefits Paid Time-Off+ Bank Holidays Interested in learning more and seeing how we connect? Visit us today at: https://myfw.com/careers/ Questions? Contact us at Talent.Management@myfw.com First Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply. First Western Financial, Inc. is committed to the full inclusion of all qualified individuals. In keeping with our commitment, First Western Financial, Inc. will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact Talent.Management@myfw.com.

Posted 30+ days ago

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Metropolitan Bank Holding Corp.New York City, NY

$115,000 - $135,000 / year

Come work with us: Metropolitan Commercial Bank (the "Bank") is a full-service commercial bank based in New York City. The Bank provides a broad range of business, commercial, and personal banking products and services to individuals, small businesses, private and public middle-market and corporate enterprises and institutions, municipalities, and local government entities. Metropolitan Commercial Bank was named one of Newsweek's Best Regional Banks and Credit Unions 2024. The Bank was ranked by Independent Community Bankers of America among the top ten successful loan producers for 2023 by loan category and asset size for commercial banks with more than $1 billion in assets. Kroll affirmed a BBB+ (investment grade) deposit rating on January 25, 2024. For the fourth time, MCB has earned a place in the Piper Sandler Bank Sm-All Stars Class of 2024. Metropolitan Commercial Bank operates banking centers and private client offices in Manhattan, Boro Park, Brooklyn and Great Neck on Long Island in New York State. The Bank is a New York State chartered commercial bank, a member of the Federal Reserve System and the Federal Deposit Insurance Corporation, and an equal housing lender. The parent company of Metropolitan Commercial Bank is Metropolitan Bank Holding Corp. (NYSE: MCB). Position Summary: The Banking Officer is responsible for managing, servicing and supporting the expansion of relationships in the government and property management deposit verticals. This role involves providing tailored financial solutions, ensuring compliance with regulatory requirements, and supporting the delivery of banking services designed for government entities, public schools, charter schools and property management clients. The officer will serve as a liaison between bank and Government and Property Management relationship managers to ensure efficient account management, transaction processing and funding support. We have a flexible work schedule where employees can work from home one day a week. Essential duties and responsibilities: Key Responsibilities Develop and maintain trusted relationships with key contacts within government entities, public schools, charter schools and property management clients. Serve as a primary point person for all banking and financial needs of assigned Government and Property Management clients. Identify cross-selling opportunities for banking products and services such as cash management, lending and treasury management Spearhead government banking and property management events Account Management Manage day-to-day operations of government and property management accounts Ensure smooth onboarding of new government and property management clients and timely resolution of issues Monitor account activity to maintain compliance and identify opportunities for optimization Business Development Prospect and acquire new government and property management accounts through networking, bids and public tenders. Prepare proposals, presentations, and reports for government and property management projects and RFPs Contribute to achieving vertical targets for deposits and service utilization Compliance & Risk Management Ensure all operations comply with internal policies, public sector regulations, and AML standards Maintain up to date knowledge of government and property management financial rules, procurement procedures, and relevant legislation Prepare required documentation for audits and internal reviews Service and Delivery Continuously evaluate and improve processes to enhance client experience and operational effectiveness, ensuring all service levels meet or exceed client expectations Required knowledge, skills and experience: College degree or equivalent work experience 5+ years of relevant work experience Strong presentation skills and proven track record of excellent sales production. Excellent verbal, written and interpersonal communication skills. PC Skills including Microsoft Word and Excel Business Acumen Communication Proficiency Customer/Client Focus Results Driven Potential Salary: $115,000- $135,000 annually This salary range reflects base wages and does not include benefits, bonus, or incentive pay. Salary bands are purposefully wide ranging to encompass the different factors considered in determining where a candidate falls in the range, including but not limited to, seniority, performance, experience, education, and any other legitimate, non-discriminatory factor permitted by law. Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed here. Metropolitan Commercial Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Posted 6 days ago

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Banco Santander BrazilAlton, IL
Customer Experience Advisor | S1 | Retail Banking | Alton & Petersfield Branch Country: United Kingdom IT STARTS HERE Santander (www.santander.com) is evolving from a global, high-impact brand into a technology-driven organisation, and our people are at the heart of this journey. Together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. Our mission is to contribute to help more people and businesses prosper. We embrace a strong risk culture and all our professionals at all levels are expected to take a proactive and responsible approach toward risk management. Retail & Commercial Banking is a global business integrating all our retail and commercial banking activities to better serve our customers, improve efficiency and drive value creation. THE DIFFERENCE YOU MAKE Santander is looking for a Customer Experience Advisor based out of our twin sites Alton & Petersfield, working 35 hours per week, on a rota'd basis Monday to Saturday, between 8am & 6pm. For our customers, you'll be more than just the friendly face and voice of Santander. You'll be a listener and problem solver. Whether you're helping someone with a simple cash transaction, aiding them with technology in the banking hall, transacting with them over the phone or protecting your customers against fraud and scams, you'll never know what the next challenge will be. What's not in doubt is that you'll have plenty of support. Life in a branch can be busy, varied and challenging, so we're a close-knit team. You'll be totally flexible in your approach and comfortable in undertaking a broad range of activities. This means not limiting your time and focus on one particular element of your role. You'll thrive on the variety this gives you and take satisfaction for operating in a multi-skilled environment. You're the eyes and ears of our business after all. We're shaping the way we work through innovation, cutting-edge technology, collaboration and the freedom to explore new ideas. To succeed in this role, you will be responsible for: Acting as the first point of contact for customers in branch or over the phone Assisting with day-to-day transactions, queries and servicing Answering customer calls into our contact centre Building relationships and finding solutions Developing your knowledge of services and products to help our customers Identifying new ways to improve the customer experience WHAT YOU'LL BRING Our people are our greatest strength. Every individual contributes unique perspectives that make us stronger as a team and as an organisation. We're enabling teams to go beyond by valuing who they are and empowering what they bring. The following requirements represent the knowledge, skills, and abilities essential for success in this role. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Professional Experience Proven ability to deliver outstanding customer service either from a face to face or a telephony background (Required) The ability to communicate effectively with customers to truly understand their needs (Required) A real desire to go above-and-beyond for customers (Preferred) Effective team working skills with a flexible, can-do approach to work (Preferred) Openness to a broad range of activities even if outside of standard expectations (Preferred) Ability to grow, adapt and change accommodating business needs and priorities (Preferred) WE VALUE YOUR IMPACT At Santander, your contribution matters. We recognise the difference you make every day, and we make sure you feel valued, supported and rewarded in return. Here, recognition goes beyond pay. It's about the pride you feel in your work, the impact you have on customers and communities, and the opportunities you have to grow and thrive - personally and professionally. Starting salary of £24,000 plus a £500 annual cash allowance to spend on our great range of benefits. *Include salary where authorised 25 days' holiday plus bank holidays, which increases to 26 days after 5yrs service, with the option to purchase up to 5 contractual days per year. Voluntary healthcare benefits at discounted rates. Including: medical insurance, dental insurance, and health assessments We put 8% of salary into your pension, even if you don't contribute yourself. We'll pay in up to 12.5% of salary, if you contribute as well, and you can take some of our contribution in cash if you prefer. Protection for you and your family, with company-funded death-in-service benefit and income protection insurance, and the option to take advantage of discounted rates for additional life assurance and critical illness cover. Share in Santander's success by saving or investing in our share plans. As a Santander UK employee, you are able to request staff versions of our products like our Edge Current Accounts and Credit Cards with no fees, as well as apply to many other deals and discounts in Santander products and services Competitive rewards that reflect the real impact you make and the value you bring. Wellbeing that goes beyond work - we work with a range of wellbeing partners across our 4 pillars of wellbeing (physical, mental, social and financial) to give you access to a suite of apps, discounted gym and fitness access, weekly online classes, flexible healthcare and mental health support. Support for every life stage - from menopause and pregnancy to parenthood and beyond, with enhanced family leave, childcare options and tailored wellbeing support. Time to give back through volunteering opportunities that let you make a difference in the communities we serve. Global growth opportunities to shape your career, learn new skills and explore what's possible across our international network. Ready to be recognised? It starts with you. LOCAL COMPLIANCE At Santander, we're proud to be an inclusive organisation that provides equal opportunities for everyone - regardless of age, gender, disability, civil status, race, religion or sexual orientation. We're committed to creating a recruitment experience that's accessible, fair and welcoming for all candidates. We want our people to thrive - at work and at home - while delivering the best outcomes for our customers and supporting each other to grow. When applying, please consider the travel distance, time and cost to your chosen Branch location. Right to work in the UK Every individual must have the right to work in the UK to commence employment with Santander either by way of nationality, visa or work permit. If you do require a working visa / permit this will not influence our decision on whether to progress your application. However, if you do not have a right to work, or an application for a working visa / permit is unsuccessful, Santander will not proceed with your application and will withdraw any conditional offer previously made. We welcome applications on the understanding that, should you be offered this role, there may be no relocation package available. Santander will pay the employer mandatory government fees that are required to pay in connection with visa sponsorship. You may be liable for your own personal employee immigration and relocation costs. WHAT TO DO NEXT If this sounds like a role you are interested in, then please apply. If there's anything we can do in the recruitment process to help you achieve your best, get in touch. Whether it's a copy of our application form in another format or additional assistance, we're available through email. You can contact us at resourcing@santander.co.uk

Posted 1 week ago

US Bank logo
US BankMinneapolis, MN

$119,765 - $140,900 / year

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 U.S. Bancorp Corporate Audit Services (CAS) is seeking a strong candidate to join our growing team of audit professionals within the Digital, Technology and Operations team. This position will support audit coverage of Corporate and Commercial Banking back-office functions, focusing on commercial loan processing, foreign transaction processing, and global trade operations within the Wealth, Corporate, Commercial and Institutional Banking Operations (WCIBO) business line. WCIBO provides operational support to all Wealth, Corporate, commercial and Institutional Banking units, as well as select Consumer and Business Banking (CBB) business groups, with a focus on service, a reduced risk profile, innovative operational solutions, and client support. The CAS Audit Project Manager is primarily responsible for supervising staff in the completion of audit engagements with minimal supervision from managers, however there are no direct reports. The Audit Project Manager is expected to monitor progress of audit engagements against plan and schedule, assess work performed by the audit engagement team, and provide coaching and on-the-job training for team members to ensure engagements are completed in conformance with internal audit policies and procedures. Primary Responsibilities: Supervising audit staff in the completion of audit engagements, ensuring the highest quality work delivered timely. Supervision includes: Assessing work performed by staff by providing coaching notes that are relevant to the scope, accuracy and completeness of work performed. Performing sufficient reviews to ensure work contains relevant facts to support audit scope and conclusions and adhere to internal audit policies and procedures. Reviewing issues to ensure potential exposures and significance are included, root causes are identified, and operationally effective and cost-effective actions to address those causes are developed into appropriate recommendations. Completing or assisting managers in planning audit engagements. Includes identifying and analyzing business processes, key risks, and critical controls; interviewing auditees; determining audit scope; evaluating control design adequacy; and developing audit programs which provide sufficient guidance for testing control performance effectiveness and making evaluations which effectively achieve audit objectives. Assisting the managers in reporting and wrap up phases of audits. Includes appropriate disposition of issues and drafting audit reports which include issues. Monitoring progress of audit engagements against plan and schedule. Includes making necessary adjustments and promptly completing work paper reviews on a timely basis to ensure all issues are identified and dispositioned prior to report draft issuance. Providing on-the-job training for staff. Includes business knowledge of products, services, and delivery systems; company policies and procedures; applicable laws and regulations; and formal/informal control frameworks. Collaborating across the three lines of defense regarding business processes, risks, and controls. Coordinating audit activities by integrating other internal audit subject matter teams (product/service, technology, compliance, financial crimes, etc.) to ensure appropriate and efficient coverage of the business products, services, and processes. Managing the team's workload to assist other audit teams when resources are needed for areas of higher risk. Expand use of data analytics by the Operations audit team Performing other duties as requested by management. Basic Qualifications: Bachelor's degree, or equivalent work experience Typically more than eight years of applicable experience Preferred Skills/Experience Typically has 8 or more years of applicable experience working with Corporate and Commercial Banking loans and various capital markets products Considerable knowledge of commercial banking operations, products/services, systems, and associated risks/controls, including Syndicated Loans, Equipment Finance, Commercial Real Estate, Asset Based Finance, and capital markets products (e.g. foreign exchange, derivatives, international remittance, and letters of credit). Considerable knowledge of Risk/Compliance/Audit competencies Considerable knowledge of applicable laws, regulations (Swap Dealer Reporting, Volker Rule, Dodd-Frank), financial services, and regulatory trends that impact bank operations Strong process facilitation, project management, and analytical skills Ability to manage multiple tasks and deadlines simultaneously Must possess business acumen and credibility to help business line(s) proactively identify and address changing workforce needs Strong presentation, interpersonal, written, and verbal communication skills Proficient computer navigation skills using a variety of software packages, including Microsoft Office applications and word processing, spreadsheets, databases, and presentations Experience with Archer and TeamMate+ CIA, CISA, CPA, or other relevant professional designations or advanced degree INDMO The role offers a hub schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $119,765.00 - $140,900.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 1 week ago

DXC Technology logo
DXC TechnologyNew York, NY
Job Description: DXC Technology (NYSE: DXC) helps global companies run their mission-critical systems and operations while modernizing IT, optimizing data architectures, and ensuring security and scalability across public, private, and hybrid clouds. The world's largest companies and public sector organizations trust DXC to deploy services across the Enterprise Technology Stack to drive new performance levels, competitiveness, and customer experience. Learn more about how we deliver excellence for our customers and colleagues at DXC.com. Location (Hybrid): This position requires candidates to reside within one of the preferred locations-San Francisco, New York City, Atlanta, Charlotte, Chicago, or Austin. In line with DXC's onsite policy, candidates living within 25 miles of a DXC office are required to work onsite two days per week. Role Overview: The Core Banking Specialist brings deep subject matter expertise in core banking platforms like Hogan to ensure seamless integration with CoreIgnite. This role focuses on bridging the gap between legacy infrastructure and modern orchestration to enable safe monetization and efficient operations without core replacement. Key Responsibilities Define technical integration points between CoreIgnite and core platforms, notably Hogan. Collaborate with engineering to design data extraction, posting logic, and transaction synchronization methods. Lead efforts to simplify complex legacy environments through overlays, stand-in capabilities, and coexistence strategies. Ensure real-time data consistency and integrity across the orchestration layer. Engage directly with partner banks to validate core alignment and operational readiness. What We're Looking For 10-15 years working with or integrating into core banking systems, especially Hogan. Deep understanding of transaction flows, account structures, and ledger behavior. Experience supporting coexistence models between old and new systems. Ability to articulate technical challenges and solutions to diverse stakeholders. Why This Role Matters CoreIgnite's ability to streamline and monetize depends on precise, safe, and scalable connectivity to legacy cores. This role ensures we unlock the full value of our customers' banking core without disrupting mission-critical banking operations. Work Environment: (Hybrid): This position requires candidates to reside within one of the preferred locations-San Francisco, New York City, Atlanta, Charlotte, Chicago, or Austin. In line with DXC's onsite policy, candidates living within 25 miles of a DXC office are required to work onsite two days per week. Must be legally authorized to work in the US without requiring sponsorship now or in the future. At DXC Technology, we believe strong connections and community are key to our success. Our work model prioritizes in-person collaboration while offering flexibility to support wellbeing, productivity, individual work styles, and life circumstances. We're committed to fostering an inclusive environment where everyone can thrive. If you are an applicant from the United States, Guam, or Puerto Rico DXC Technology Company (DXC) is an Equal Opportunity employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, pregnancy, veteran status, genetic information, citizenship status, or any other basis prohibited by law. View postings below . We participate in E-Verify. In addition to the posters already identified, DXC provides access to prospective employees for the Federal Minimum Wage Poster, Federal Polygraph Protection Act Poster as well as any state or locality specific applicant posters. To access the postings in the link below, select your state to view all applicable federal, state and locality postings. Postings are available in English, and in Spanish, where required. View postings below. Postings link Disability Accommodations If you are an individual with a disability, a disabled veteran, or a wounded warrior and you are unable or limited in your ability to access or use this site as a result of your disability, you may request a reasonable accommodation by contacting us via email. Please note: DXC will respond only to requests for accommodations due to a disability. Recruitment fraud is a scheme in which fictitious job opportunities are offered to job seekers typically through online services, such as false websites, or through unsolicited emails claiming to be from the company. These emails may request recipients to provide personal information or to make payments as part of their illegitimate recruiting process. DXC does not make offers of employment via social media networks and DXC never asks for any money or payments from applicants at any point in the recruitment process, nor ask a job seeker to purchase IT or other equipment on our behalf. More information on employment scams is available here.

Posted 30+ days ago

F logo
First Horizon Corp.Chattanooga, TN
Location: Onsite listed in the job posting. Summary Provide support to the Banking Center Manager to ensure that operational policies and procedures, compliance and security guidelines are followed and to ensure that the branch delivers quality, accurate and timely customer service in a retail environment, which include the duties and responsibilities described herein. Weekly Scheduled Hours: Monday- Thursday 8:15 AM-5:15 PM Friday 8:15 AM-6:15 PM Saturday 8:15 AM-1:15 PM Essential Duties and Responsibilities include the following Strategic leadership Coach, lead and manage banking center team to ensure all strategic initiatives are executed effectively. Model and demonstrate First Horizon Bank (Firstpower) culture. Promote a positive work culture by increasing and supporting associate engagement. Sales and business development Implement and coach advice driven sales process. Provide one-on-one coaching, inspect, and recognize sales activities and behaviors. Proactively collaborate with and refer to key line of business partners to lead and promote effective One Team partnerships. Cross-sell to generate new business and deepen existing client relationships, including opening checking accounts, savings accounts, and providing all other deposit product services at the client's request. Take loan applications for retail/small business loans as required. Explain product benefits, changes, restrictions, requirements, and any other relevant product information to clients and staff. Client experience Deliver excellent client experiences consistently and promptly resolve client issues effectively. Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Team management Recruit, train, develop, and retain a high-performing Retail banking center team. Lead, grow, coach, and motivate associates to execute banking center routines effectively, aligning with our Purpose, Values, and Action to deliver financial guidance and support. Responsible for evaluating employee performance and counseling when needed. Determine and satisfy training needs and establish performance plans. Conduct meetings to institute new policies and procedures, to promote sales, product knowledge, and customer service to ensure continuous development of staff. Compliance and risk management Collaborate with market operations and sales leadership to ensure compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics, while ensuring all associates on the team complete required training. Assist Banking Center Manager in monitoring daily transactions including NSF, OD etc… and take appropriate action within the authority to maintain operations within established guidelines. Ensure all audit and security policies and procedures are followed during customer service hours and at banking office opening and closing. Control the inventory of cash, Traveler's Cheques, Official Checks and Personal Money Orders through dual control. Operational efficiency Assist in leading and managing operational excellence for the banking center. Monitor operational metrics and implement improvements as needed. Partner with Retail Operations team to address operational concerns. Alert staff of any suspected fraud, kiting, theft or other illegal activity. Stay informed of all operational updates and changes to ensure compliance with all current guidelines. Other job-related duties and special duties as assigned SUPERVISORY RESPONSIBILITIES Responsible for the overall direction, coordination, and evaluation of assigned employees. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; assessing performance, providing regular feedback and coaching; rewarding and disciplining employees; addressing complaints and resolving problems. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: High school diploma or GED and 2 - 5 years of experience with a financial institution required or equivalent combination of education and experience; Teller and Relationship Banker experience preferred; 1-2 years of supervisory/management experience preferred. COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office Suite CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) Not required. As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. DeGarmo Behavioral Assessment Requirement All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position The assessment takes approximately 12-15 minutes to complete Assessment results must be submitted prior to having your application evaluated by Talent Acquisition About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Posted 30+ days ago

Houlihan Lokey logo
Houlihan LokeyHouston, TX

$110,000 - $130,000 / year

Business Unit: Corporate Finance Industry: Business Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Oil & Gas Houlihan Lokey's Oil & Gas (O&G) Group is a recognized leader in providing a wide range of investment banking advisory services to companies and investors operating in the oil & gas industry. This dedicated team of financial and technical professionals focuses primarily on large, complex transactions in the oil & gas industry, including across the upstream, midstream, and downstream sectors as well as in molecule-related alternative energies. The O&G Group is comprised of a global team with dedicated industry bankers in Houston, Dallas, New York, London, Dubai, and Hong Kong and regularly works on cross-border deals. The O&G Group is a cross-product industry vertical. Job Description Financial Analysts in the Oil & Gas Group are part of the investment banking engagements and new business development efforts. They work primarily on the execution of Capital Raising & M&A transactions, as well as develop expertise and build relationships with clients in one or more sectors within the company's coverage universe. As part of our team, you will: Prepare, analyze, and help explain historical and projected financial information; Perform valuations of companies and businesses; Coordinate and perform business due diligence and execute Capital Raising & M&A transactions; Prepare confidential memoranda, management presentations, marketing pitches, and other presentations; Assist in the marketing and planning of engagements; and Build relationships and maintain direct contact with clients, prospective clients, and professional advisors. The environment at Houlihan Lokey is both collegial and entrepreneurial. Teamwork is essential to the firm's success. At the same time, creativity and new ideas are encouraged. Financial Analysts are given substantial responsibility and are encouraged to help us grow our business. Basic Qualifications The ideal candidate will have one year of prior investment banking analyst experience, a strong work ethic, and the ability to work independently in a fast-paced environment. Preferred Qualifications Experience in investment banking required Oil and gas industry experience preferred Excellent verbal and written communication skills Undergraduate coursework in accounting and finance Strong analytical capabilities A fundamental understanding of valuation theory, methodologies, and applications Strong financial and computer (Excel, Word, and PowerPoint) skills Demonstrated ability to work cooperatively with all levels of staff Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000.00-$130,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-113145

Posted 30+ days ago

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

Posted 3 days ago

PwC logo
PwCMilwaukee, WI

$124,000 - $280,000 / year

Industry/Sector Not Applicable Specialism Managed Services Management Level Senior Manager Job Description & Summary At PwC, our people in software and product innovation focus on developing cutting-edge software solutions and driving product innovation to meet the evolving needs of clients. These individuals combine technical experience with creative thinking to deliver innovative software products and solutions. In testing and quality assurance at PwC, you will focus on the process of evaluating a system or software application to identify any defects, errors, or gaps in its functionality. Working in this area, you will execute various test cases and scenarios to validate that the system meets the specified requirements and performs as expected. 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 Software and Product Innovation team you manage testing and quality assurance within the banking domain. As a Senior Manager, you lead large projects, innovate processes, and promote operational excellence while interacting with clients at a senior level to drive project success. You utilize your knowledge in Oracle Financials and core banking systems to deliver quality results, motivate and coach teams to solve complex problems, and develop top-performing, diverse, and inclusive teams. Responsibilities Engage with clients at a senior level to secure project success Develop and sustain diverse and inclusive teams Foster an environment of continuous improvement and learning Uphold the firm's ethical standards and business conduct What You Must Have Bachelor's Degree 9 years of experience What Sets You Apart Preferred field(s) of study: Computer Engineering Oracle Financials Certification preferred Proficiency in Oracle Finance and Financials Cloud Managing test delivery in banking transformation Skilled in SQL queries and financial data validation Experience with test automation tools like Selenium Knowledge of CI/CD pipelines and DevOps testing Understanding of regulatory requirements like SOX and IFRS Managing and mentoring test teams across locations Travel Requirements Up to 60% 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: $124,000 - $280,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 3 weeks ago

Sofi logo
SofiCottonwood Heights, UT

$182,400 - $313,500 / year

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role: The Head of Fair and Responsible Banking is a key member of the Compliance senior leadership team responsible for designing, implementing, and overseeing the enterprise-wide strategy for fair lending, responsible banking, and consumer complaint management. This role leads the fair lending advisory and analytics functions, which ensures that all business practices are aligned with fair lending regulatory expectations and internal standards. The role will also provide strategic direction, subject matter expertise, and oversight for the broader fair banking practices and consumer complaints. This leader will partner with lines of business, compliance, risk and legal teams to proactively identify risks, provide credible challenge, and implement sustainable solutions. The successful candidate will bring deep fair lending, responsible banking and complaints oversight regulatory expertise, analytical acumen, and a passion for embedding responsible banking concepts into financial products, services, and operations. What you'll do: Strategic Leadership Develop and lead the bank's Fair and Responsible Banking program, ensuring alignment with regulatory requirements, enterprise risk appetite, and core values Serve as the enterprise subject matter expert on fair lending, UDAAP, and related consumer protection laws (e.g., ECOA, FHA, regulatory guidance) Provide strategic and operational leadership to the Fair Lending Advisory, Fair Lending Analytics, Responsible Banking, and Complaints Management Oversight teams Build, lead, and mentor a team of highly experienced compliance professionals and data scientists focused on all aspects of fair and responsible banking Fair Lending Advisory Maintain and execute the fair lending program Lead a team of experienced fair lending officers to execute the program Act as subject matter expert to both the first and second lines, regarding fair lending risk and oversight expectations Advise compliance, risk, product, credit, marketing, etc., teams on fair lending risks across the lending lifecycle Design and execute the fair lending risk assessment Design and execute fair-lending related review and monitoring activity Ensure appropriate and effective fair lending training across the organization Fair Lending Analytics Maintain and execute the fair lending analytics program Lead a team of data scientists to execute the program Act as subject matter expert to both the first and second lines regarding fair lending analytics and ongoing monitoring processes and oversight expectations Oversee the use of advanced statistical and analytics tools to detect and monitor fair lending risk Responsible Banking Maintain and execute the responsible banking program Lead a team of responsible banking officers to execute the program Design and execute the responsible banking risk assessment Act as subject matter expert to both the first and second lines regarding responsible banking risk and oversight expectations Ensure appropriate and effective responsible banking training across the organization Complaints Management Oversee the enterprise complaints management program, ensuring robust intake, analysis, resolution, and escalation processes. Analyze complaint trends to identify systemic issues and opportunities for product or service enhancements Implement effective regulatory complaint response policies Report findings to senior management and help drive root-cause remediation efforts Governance, Reporting, and Regulatory Engagement Prepare and present reports, metrics, and risk assessments to the Board, Risk Committees, and regulators Lead responses to regulatory examinations, inquiries, and feedback related to fair and responsible banking and complaints oversight What you'll need: Deep, applied knowledge of federal and state fair lending and consumer protection laws and regulations (e.g., ECOA, FHA, UDAAP, etc.) 15+ years directly leading fair lending and responsible banking programs at mid to large sized national banks 10+ years directly leading fair lending analytics teams 10+ years applying fair lending concepts to mortgage products and processes (additional experience in the 1LOD preferred) 10+ years applying fair lending concepts across multiple other products and processes (personal loans, student lending, card, auto) 10+ years applying responsible banking concepts across a broad range of banking and financial products and services 7+ years directly leading enterprise complaints oversight programs and broad understanding of a range of associated regulations (Reg E, Reg Z, Reg DD, etc.) Proven ability leading large, highly experienced, teams of compliance officers and data scientists Significant experience leading relationships with regulatory agencies (e.g., CFPB, OCC) Strategic thinker with strong solutions-focused business acumen and ability to influence across all levels of the organization Proven ability to build collaborative relationships with cross-functional partners Strong written and verbal communication skills. Comfortable presenting to and advising executive leadership and regulators High integrity, ethical judgment, and commitment to advancing financial inclusion and fairness Experience operating in a fast-paced, growth-oriented company Nice to have: Bachelor's degree or advanced degree in related field Experience working in a bank 1LOD Certification in compliance or risk management (e.g., CRCM, CCEP, FRM). Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! Pay range: $182,400.00 - $313,500.00 Payment frequency: Annual This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above. SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

Posted 30+ days ago

Northwest Bancorp, Inc. logo
Northwest Bancorp, Inc.Independence, OH
Job Description The C & I Commercial Relationship Manager III is responsible for serving as a trusted business advisor to clients and provide a full breadth of banking solutions to meeting their financial objectives and needs while establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The C & I Commercial Relationship Manager III is also responsible for managing a portfolio of relationships, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team. Essential Functions Develop and expand existing commercial banking relationships Prospect actively and successfully bring in new relationships to Northwest Engage with the various product partners on a regular basis to discuss cross selling opportunities and referrals to expand and deepen client relationships Achieve and exceed budget goals as assigned individually and by region Actively participate in community and professional networking events Develop meaningful "Centers of Influence" relationships Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest Manage a commercial loan portfolio of both credit and noncredit clients Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis Ensure noncredit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate As required, collect on delinquent accounts Analyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management Complete loan closings in partnership with Portfolio Management Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management Participate in continued sales, product and credit training Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment . Complete special projects as assigned Education: Bachelor's degree in Business, Accounting, Finance, Economics, or Marketing preferred Work History: 6 - 8 years account relationship management experience preferred 6 - 8 years experience consistently delivering strong sales performance preferred Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Posted 4 weeks ago

US Bank logo
US BankCleveland, OH

$75,820 - $89,200 / year

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Our Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They approach each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. They will have access to an expansive set of products and solutions to better serve our business clients today and into the future. The responsibilities are as follows: Bring new business clients to the bank through strong business development and prospecting. Be the primary advisor for our business clients. Build, develop, enrich and manage new and existing relationships with business clients. Deliver financial expertise and client-centric solutions that build strong, long-term relationships. Assess and attend to clients' banking needs. Obtain and process client and account information. Educate clients on available deposit and loan products and services. Recommend financial solutions based on each client's unique goals and needs. Partner effectively with Treasury Management, Merchant Services and High Value Credit Card teams. Basic Qualifications Bachelor's degree, or equivalent work experience Three to four years of relevant experience Preferred Skills/Experience Strong relationship management and business development abilities Well-developed analytical and problem-solving skills Advanced knowledge of credit administration, analysis, and credit policy/procedure Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank's products Ability to work effectively with individuals and groups across the company to manage customer relationships Excellent presentation, verbal and written communication skills Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts Location The role offers a hybrid/flexible schedule. If not prospecting and meeting with clients, there's an in-office expectation of 3 or more days per week with 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: $75,820.00 - $89,200.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 3 weeks ago

Enterprise Bank & Trust logo
Enterprise Bank & TrustPhoenix, AZ
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: VP, Private Banking Job Description: Essential Duties and Responsibilities: Develop and execute financial strategies for acquiring new Private Banking Clients through internal and external sources, organization/community involvement and market research. Consult with clients and prospects and utilize internal strategic partners to provide customized solutions and an exceptional level of proactive client service and responsiveness based on the unique needs and expectations of the Private Banking client. Act as "Quarterback" for Private Banking clients as appropriate within the bank to bring together key strategic partners with specialties in a manner that is best coordinated for the Private Banking client. Sell bank deposit products Provide mortgage and consumer credit solutions Cross-sell other bank products where appropriate Monitor the credit quality of existing clients and be proactive in the management of credit quality issues. Take ownership as needed of the Private Banking client's personal relationship - and coordinate as needed with the manager(s) of any ancillary relationships they have with the bank to maximize service efficiency. Generate loan and deposit growth in accordance with bank policy and procedure. Ability to understand and interpret various legal documents, such as, court orders, letters of testamentary, trust documents, durable power of attorney, bank disclosures, new accounts agreements, etc. Perform other miscellaneous duties as assigned. Qualifications: Understands the bank's business lines and internal product partners to provide a high touch level of client services Team-oriented, possess a positive attitude and work well with others Ability to establish rapport and build trust with potential and existing clients Ability to analyze financial information and make recommendations, provide introduction to key financial partners Excellent interpersonal and customer service skills Ability to interview customers and understand requests Ability to prioritize; handle multiple tasks; and work independently Strong organizational skills and detail-oriented with high degree of accuracy Strong written and oral communication skills Strong math and problem solving skills Must maintain confidentiality of client transactions and financial records Good phone voice with professional and well-groomed appearance Ability to operate standard office equipment, such as, computer work stations, typewriters, calculators, and copier Thorough knowledge of Wealth Management procedures, bank operations, products and services offered at the bank Supervisory Responsibilities: None Education and/or Experience: Bachelor's degree from a four year college or university; or five years related experience and/or training. Computer and Software Skills: MS Word, Excel and PowerPoint IBS Salesforce LinkedIn Image Centre Fundtech Certificates, Licenses and Registrations: National Mortgage Licensing System (NMLS) registration under the terms of all appropriate regulations. May serve on Boards or committees. Notary Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at hr@enterprisebank.com. Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE.

Posted 30+ days ago

PwC logo
PwCOrlando, FL

$150,000 - $438,000 / year

Industry/Sector Banking and Capital Markets Specialism Industry Tax Practice Management Level Director Job Description & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Lead in line with our values and brand. Develop new ideas, solutions, and structures; drive thought leadership. Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. Balance long-term, short-term, detail-oriented, and big picture thinking. Make strategic choices and drive change by addressing system-level enablers. Promote technological advances, creating an environment where people and technology thrive together. Identify gaps in the market and convert opportunities to success for the Firm. Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Financial Services Tax team you are expected to lead the way as technologyenabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Director you are expected to set the strategic direction, lead business development efforts, and oversee multiple projects while maintaining impactful executive-level client relations. You are expected to provide exceptional technical knowledge and specialization, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs. Responsibilities Set the strategic direction for the Financial Services Tax team Lead business development initiatives to drive growth Oversee multiple projects maintaining quality delivery Maintain executive-level client relationships Provide technical knowledge and industry insights Foster a culture of digitization and automation Equip professionals to succeed in complex transactions Leverage One Firm knowledge to address client needs What You Must Have Bachelor's Degree in Accounting 6 years of experience CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart Considerable knowledge of tax issues in banking industry Considerable knowledge of public accounting practices Significant technical skills including FAS 109 and FIN 48 Identifying and addressing client needs Developing and sustaining meaningful client relationships Preparing and presenting complex written and verbal documents Leading teams to generate a vision and establish direction Utilizing automation and digitization in professional services Evaluating and negotiating new and existing contracts Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $150,000 - $438,000, 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 30+ days ago

1st Source Bank logo
1st Source BankValparaiso, IN
POSITION SUMMARY Responsible for leading a team of relationship managers to drive Loan and Deposit growth, manage credit risk, and deliver exceptional client service within an assigned region or industry vertical. ESSENTIAL REQUIREMENTS Sales Leadership & Strategy Develops and executes regional sales strategies to achieve Business & Commercial Banking growth targets. Drives a disciplined sales process, including pipeline management, calling activity, and cross-sell initiatives. Sets performance expectations and monitors progress toward individual and team goals. Coaching & Talent Development Coaches and mentors relationship managers to enhance sales effectiveness, credit acumen, and client relationship skills. Conducts regular joint calling efforts and provides real-time feedback and development planning. Leads ongoing recruitment efforts to attract high-performing commercial banking professionals. Develops and retains top Commercial & Business Banking talent. Business Development & Client Engagement Leads business development efforts by identifying and cultivating new client relationships. Maintains a visible presence in the market through networking, community involvement, and participation in industry events. Partners with internal teams (e.g., Credit, Treasury, Wealth) to deliver holistic financial solutions. Credit & Portfolio Management Oversees the credit quality of the Loan portfolio, ensuring adherence to risk appetite and regulatory standards. Demonstrates ability to maintain a balanced approach to achieving growth goals as well as adherence to the Bank's Credit culture and policies. Reviews and approves credit requests within delegated authority; escalates larger or complex deals as appropriate. Monitors portfolio trends and proactively addresses emerging risks. Manages criticized and problem loans, including developing and executing action plans to mitigate risk and support client recovery or exit strategies. Operational & Compliance Oversight Must understand all applicable laws and regulations that apply to the position and comply with the requirements. Ensures compliance with all applicable laws, regulations and internal policies. Oversees operational processes to support efficient and compliant loan origination and servicing. Team Leadership & Administration Manages staffing and responsible for the supervision of assigned staff; exercises the usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, and terminations. Fosters a culture of accountability, collaboration, and continuous improvement. Proactively identifies talent needs and partners with HR to source, interview, and onboard new team members. Ensures completion of all required training and certifications. Regular and predictable attendance is an essential requirement of the position. Responsible for the completion of all compliance training related to the position. NON-ESSENTIAL FUNCTIONS Performs all other duties as assigned. EXPERIENCE/SKILLS Minimum of ten (10) years of progressive experience in Commercial and Business Banking, including Loan structuring, credit analysis, Treasury Services. and relationship management preferred. Experience in recruiting and onboarding Commercial and Business Banking professionals to build a strong bench of future leaders. Proven track record of leading high-performing sales teams and driving business development. Demonstrated ability to coach, mentor, and develop talent across varying levels of experience. Strong understanding of credit risk management and portfolio oversight. Excellent interpersonal and communication skills, with the ability to influence and collaborate across departments. Strategic thinker with strong analytical and problem-solving capabilities. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); experience with CRM and loan origination systems preferred. Ability to manage multiple priorities in a fast-paced, client-focused environment EDUCATION Bachelor's Degree preferred. 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 30+ days ago

F logo
First Western Trust BankPhoenix, AZ
First Western is seeking a Senior Banking Specialist to join our team! Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team. As a Senior Banking Specialist at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Phoenix team to deliver comprehensive solutions that exceed client expectations. If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today. What You Will Do: Source, acquire, and grow deposit relationships with First Western Trust's target client base, including high net worth individuals, privately held businesses, professionals, and family offices. Achieve a minimum of $30-50 million in new deposit production per year across personal, business, trusts, and other accounts. Use First Western's selection of deposit and treasury management products to structure and propose customized deposit and cash management solutions aligned with the clients' liquidity and operational needs. Acquire deep understanding of First Western Trust's value proposition, expertise and products/services. Maintain expert knowledge of the competitive landscape, rate environment, and market products and pricing. Collaborate with internal teams in the Profit Centers, including relationship bankers and private bankers, treasury and wealth management product groups, to deliver comprehensive solutions and help deepen client relationships. This is a production position, not a service position, so in-depth onboarding and ongoing service would be handled within the offices by private banking associates. Represent the bank at networking events and industry gatherings to generate leads and enhance brand visibility. This includes active community involvement with boards and other organizations. Education Level Education Details Required/Preferred Bachelor's Degree Required Experience Level Experience Details Required/Preferred 7-10 years 7-10 years minimum deposit business development experience Required License/Certification Details Time Frame Required/Preferred Certified Treasury Professional License Preferred What You Receive: At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program. Pay Range: $125,000/YR + Commission Job Classification: Full-Time Exempt Actual offer will be based on experience, location, education, and/or skills* Strong Bonus Potential 401(k) Plan with Match Paid Parking/Transportation Benefits Access to Training & Professional Development Programs Sponsorship for Obtaining Professional Certifications Flex Spending Accounts Health Savings Account Health & Wellness Benefits Paid Time-Off+ Bank Holidays Interested in learning more and seeing how we connect? Visit us today at: https://myfw.com/careers/ Questions? Contact us at Talent.Management@myfw.com First Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply. First Western Financial, Inc. is committed to the full inclusion of all qualified individuals. In keeping with our commitment, First Western Financial, Inc. will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact Talent.Management@myfw.com.

Posted 3 weeks ago

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

Posted 30+ days ago

F logo

Digital Banking Specialist

First Horizon Corp.Knoxville, TN

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Job Description

Location: Onsite in Little Rock, AR., or Knoxville, TN.

At First Horizon Bank Operations, we are on a mission to deliver a seamless customer experience. We are passionate about doing things right and doing the right things. We collaborate with each other and with our internal business partners to delight our customers. We believe in creating an environment where everyone's ideas are valued so that the team operates at its best. Our team members serve with humility and a deep commitment to their responsibility to be the best at serving their customers one opportunity at a time.

SUMMARY

The Digital Technology Support Representative will be the second and final point of contact to handle all technical issues for Retail Online Banking and Retail Mobile Banking. The primary duty of this position is to resolve customer issues that are not due to a system problem. Problem solving will be performed using techniques and procedures to include consulting with users to determine hardware and software or system functional specifications. Responsible for developing and using workarounds for user problems, Quicken & QuickBooks for both Windows and MAC. Report design, reliability, and navigational problems to the appropriate technology team and/or appropriate vendor & provide sufficient incident detail to assist technology in isolating and reproducing issues.

Essential Duties and Responsibilities:

The Digital Technology Associate is the true voice of the client and are at the forefront of delivering a superior experience to our clients. The Digital Technology Associate works both individually and in a team environment to ensure clients' digital banking needs are recognized and efficiently met. Every client interaction is considered an opportunity to deepen the bank/client relationships while delivering on First Horizon's brand promise of Understanding in Action:

This position will be responsible for providing:

  • World-class service to our internal and external customers in an accurate, efficient, and professional manner.
  • Technical solutions to a wide range of problems.
  • Support of applications using computer and network systems and support to users of all skill levels where the product is highly technical or sophisticated in nature.
  • Support for banking online and mobile banking to Banking Online users, vendors, and employees.
  • Liaise with internal IT groups and external vendors regarding decision support system maintenance.
  • Submit and track incidents with vendors for Production issues.
  • All tasks involved in new version implementations.
  • Complex Network Troubleshooting.

This person must be skilled to:

  • Define and document all technical support procedures.
  • Proactively identify and suggest product and/or process improvements to increase efficiency.
  • Monitors existing applications making recommendations for improved performance and service to the application user.
  • Allow him/her to straddle both customer service and technical support areas.
  • Diagnose and answer complex problems related to ISP/internet and network connectivity and related software.
  • Provide solutions to difficult technical issues associated with specific products.
  • Identify error source and resolution, troubleshoot problems, research and analyze situations, and make appropriate recommendations and decisions.
  • Identify appropriate direction of escalated issues, communicate effectively, maintain Escalation records and insure up to date status.
  • Document and maintain a comprehensive list of Technical Support issues and resolutions within a database.
  • Ensure quality and productivity is achieved.
  • Continuously builds knowledge, keeping up-to-date on technological aspects of the job and changing technical demands.

Education and/or Work Experience Requirements:

Overall core competencies include:

  • Working knowledge of Online and Mobile Banking Products and Services.
  • Good working knowledge of Android, Apple, and Mobile devices
  • Proficient understanding of PC operating systems and a strong knowledge of major Web browsers.
  • Proficient understanding of First Horizon legacy systems and systems of record.
  • Has high dependability and follow-through without supervision
  • Demonstrated ability to manage priorities.
  • Ability to work with internal stakeholders and external vendors.
  • Excellent written, verbal, and telephone communication skills.
  • Excellent analytical and troubleshooting skills.
  • Knowledge of Networking (TCP/IP, DNS), Troubleshooting client/server technical issues.
  • Log issues received from customers via phone and email in trouble ticket tracking application
  • Take ownership of the issue from initial call to resolution and closure.

Preferred Qualifications:

  • High school diploma required for consideration
  • BA, BS degree or equivalent preferred
  • Two (2) to three (3) years of experience in bank product service/operations.
  • One (1) to two (2) years of experience with Help Desk or equivalent technical support role.
  • Experience with online banking products, and mobile devices.

Physical Requirements:

  • Ability to safely and successfully perform the essential job functions consistent with or without the ADA, FMLA and other federal, state and local standards
  • Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards
  • Must be able to talk, listen and speak clearly on telephone

Hours:

  • Monday - Friday
  • 9:00 AM - 6:00 PM CST / 10:00 AM - 7:00 PM EST

About Us

First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.

Benefit Highlights

  • Medical with wellness incentives, dental, and vision
  • HSA with company match
  • Maternity and parental leave
  • Tuition reimbursement
  • Mentor program
  • 401(k) with 6% match
  • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

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