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US BankCharlotte, NC
$133,365 - $156,900 / 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 NOTE: This position is not eligible for current or future visa sponsorship. This position will report to the Fair and Responsible Banking Policy, Practice, and Model Review Manager and supports the U.S. Bancorp's Company's Fair and Responsible Banking Program Policy ("Policy") by performing discrimination risk evaluation and monitoring activities covering a wide range of models leveraged across the Company. This position will implement and maintain standards and best practices to evaluate the Company's models for fair lending and responsible banking risk, ensuring fairness and preventing unintended harm with the implementation and ongoing use of the Company's models. This position will be responsible for the implementation and maintenance of an effective risk management framework and requires an understanding of the interaction among Fair and Responsible Banking risks, Model Risk Management requirements, and other banking functions. They will provide support and oversight for the inventory of models subject to fair and responsible bank review and assessment and collaborate with the Fair and Responsible Banking stakeholders of various levels within the organization, including Corporate Compliance, Model Risk Management, Audit, Legal, and Business Line personnel, to help ensure effective risk management across the Company. This position requires an understanding of business objectives and key fair and responsible banking risk drivers across the product lifecycle as well as model development and monitoring concepts and techniques. In addition to risk management and fair lending knowledge, the successful candidate would be expected to have familiarity with statistical testing and programming, artificial intelligence and machine learning methods, and communicating technical concepts to differing audiences. We are looking for candidates with the proven ability to work and thrive in a rapid-paced, deadline-driven, and collaborative environment; who have solid project management and organizational skills; and who have the drive to continually meet new challenges. The successful candidate is expected to drive effective and efficient risk management, generate high-quality written reporting and work output, and serve in an advisory role to model stakeholders, peers, and junior staff. ESSENTIAL FUNCTIONS Perform robust fair and responsible banking risk qualitative reviews and assessments for models used across the Company, evaluating compliance with fair lending laws and regulations, assessing inputs and explainability, escalating concerns to management, and overseeing corresponding risk mitigation efforts. Design, develop, monitor, and support a variety of model-related guidance and training in alignment with industry-driven best practices. Ensure guidance and training is robust, updated, and considers the Company's current risk appetite. Collaborate with fair and responsible banking statisticians when performing deep dive reviews and assessments on high-risk models. Partner with fair and responsible banking stakeholders to perform root cause analyses and to assess potential risk drivers. Partner with Business Line personnel and model developers to assess business needs and perform searches for less discriminatory alternatives, evaluate viability, and document findings. Manage the fair and responsible banking model inventory and maintain appropriate controls to ensure comprehensive risk management of the Company's models. Create reports summarizing fair and responsible banking risks and present results for review by internal and external (regulatory staff) audiences. Ensure documented interpretations and conclusions are appropriate. Maintain appropriate levels of documentation to support each review and assessment, ensuring the evaluation of fair and responsible banking risk is consistent with regulatory and industry expectations. Support and prepare materials related to examination, supervisory, enforcement, or internal audit/review requests. Provide timely risk escalation and awareness items to management and other stakeholders as appropriate. Identify and engage with the team in continuous improvement activities. Basic Qualifications Bachelor's degree, or equivalent work experience. Degree in quantitative field (Mathematics, Statistics, Economics, etc.) is preferred. Typically more than 10 years of applicable experience Preferred Skills/Experience Knowledge of Regulation B, Fair Housing Act, discrimination risk concepts, fair lending examination procedures, and prohibitions against unfair, deceptive, or abusive acts or practices (UDAAP). At least 8 years of experience in applicable laws, regulations, financial services, and risk management. Experienced and knowledgeable regarding fair and responsible banking concepts and risks specifically related to models (knowledge of Model Risk Management concepts and expectations a plus). Experienced and knowledgeable regarding modeling best practices as it relates to mitigating fair and responsible banking risk (statistical modeling and SAS programming experience a plus). Experienced and knowledgeable regarding artificial intelligence and machine learning techniques and concepts. Excellent project management and strategic skills. Must be detail oriented with a proven ability to manage a dynamic workload with multiple projects and changing priorities (experience as a project manager and/or people leader a plus). Great presentation skills with the ability to communicate and collaborate effectively with a variety end users and management. Writing experience (e.g., technical writing and business reporting). Proficient with Microsoft Office packages, specifically Word, Excel, and PowerPoint. LOCATION EXPECTATIONS: This role requires working from a U.S. Bank Location three (3) or more days per week. NOTE: This position is not eligible for current or future visa sponsorship. 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: $133,365.00 - $156,900.00 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 2 weeks ago
Houlihan LokeyDallas, TX
$120,000 - $130,000 / year
Business Unit: Corporate Finance Industry: Healthcare 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. Healthcare The Healthcare Group is seeking to complement its team of professionals with an experienced, motivated Associate who will be immediately additive to the group. The composition of transaction work will be approximately 90% sell-side M&A, 10% debt and equity financing. Analysts are primarily responsible for the creation and oversight of financial models, marketing collateral, and client presentations, in addition to performing research and various analyses in support of new business generation and the execution of M&A transactions. They are afforded meaningful responsibility and are generally members of four-person deal teams comprising a Managing Director, Vice President, Associate, and Financial Analyst. Job Description Senior Financial Analysts support investment banking engagements and new business development efforts. They work primarily on the execution of mergers and acquisitions transactions, as well as develop expertise and build relationships with clients. As part of our team, you will: Prepare, analyze, and help explain historical and projected financial information Perform valuations of companies and businesses Coordinate and perform business due diligence and execute M&A transactions Prepare confidential memoranda, management presentations, marketing pitches, and other presentations Assist in the marketing and execution of existing engagements Build relationships and maintain direct contact with clients, prospective clients and professional advisors The environment at Houlihan Lokey is both collegial and entrepreneurial. Teamwork is essential to the firm's success. At the same time, creativity and new ideas are encouraged. Financial Analysts are given substantial responsibility and are encouraged to help us grow our business. Basic Qualifications The ideal candidate will have 1 - 2 years of investment banking experience, a strong work ethic, and the ability to work independently in a fast-paced environment. Coursework in accounting and finance required Strong analytical capabilities and excellent verbal and written communication skills A fundamental understanding of valuation theory, methodologies, and application Preferred Qualifications Strong financial and computer (Excel, Word, and PowerPoint) skills Demonstrated ability to work cooperatively with all levels of staff Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $120,000 - $130,000 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-115314
Posted 2 weeks ago
Truist Financial CorporationBethesda, MD
$110,000 - $130,000 / year
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: The Wealth Private Advisors primary responsibility is to deepen client relationships around banking, credit, and insurance with Wealth segment clients. The Wealth Private Advisor will act as the point of contact for the Private Client Group Financial Advisors (FAs) within their assigned Truist regions. The Wealth Private Advisor will coordinate with PCG FAs to deliver Truist Wealth banking Solutions for clients that have over $1MM in investments at Truist. The Wealth Private Advisor will identify and fulfill banking and credit solutions for clients where the FA will act as the Primary Relationship Advisor. The Wealth Private Advisor will build and maintain successful and effective partnerships with internal IRM (Integrated Relationship Management) partners including: FAs, Insurance Specialists, Wealth Lending Officers, Small Business Specialists, Mortgage Loan Officers, etc. The Wealth Private Advisor will be held accountable for relationship partnership with FAs. The Wealth Private Advisor should have working knowledge and experience in investments, banking, insurance, and lending products to provide appropriate recommendations to meet client needs and financial goals. 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. Work with PCG FAs to deliver Wealth Banking and Credit solutions for clients with +1MM of investments at Truist. a. Develop and deliver video (primary) and in person presentations to small and large groups alike, in order to demonstrate and train on the value of a Wealth Private Advisors relationship with both internal and external partners. Leverage business knowledge and the Trusted Wealth Relationship and Advisory Process (Wrap) to call upon existing clients and determine appropriate strategies to meet client needs by recommending financial solutions for Wealth Private Advisor segment clients. b. Help FAs and clients set and prioritize goals and develop customized solutions, set a progress timeline to implement multiple strategies and/or solutions and ensure follow up. c. Work with FAs, clients and potential clients to coordinate information gathering, development and delivery of financial profiling. In addition, liaise between client and appropriate internal and external partners to implement all solutions and/or recommendations presented in the plan. d. Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's client relationship management (CRM) system. e. Proactively call within the assigned Truist region with IRM partners on identified key IRM partnerships f. Educate clients and FA on Wealth credit and banking solutions. Also recommend solutions to clients to help achieve their financial goals. g. Ensure Credit and Banking Solutions are delivered and serviced with a "perfect client experience" Build strong relationship with Complex and Team Directors in assigned Truist region, in addition to all PCG FAs within region. a. Develop and execute training for FAs on value and referral process b. Create on-going two way feedback loops with Complex Directors and PSG FAs Work within the existing audit, compliance and regulatory framework to ensure a high quality, compliant book of business. 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. Results oriented with a proven track-record of outstanding ability to motivate and influence others to accomplish objectives. Proven track record of consultative communication and relationship building skills leading to client service, fulfillment and delight in previous roles Highly motivated and self-starter, dedicated, enthusiastic, driven and performance oriented individual with a strong work ethic and a keen ability to convey a sense of urgency to achieve business goals and exceed expectations Must have excellent verbal, written and phone communication skills and demonstrated leadership ability Ability to handle ambiguity and promptly capable to adapt to changing environment Respected business partner with ability to demonstrate value add to the broader team and can diplomatically handle conflict Demonstrated ability to engage and foster effective revenue generating IRM partnerships Ideal candidate is a demonstrated team player and collaborator who can transform knowledge and experience into strong productive relationships both internally and externally. Stay abreast of changing economic, legal, financial planning and investment trends and general market and business issues impacting High Net Worth clients. Serve as a personal financial advisory resource for clients, their attorneys and CPA's. 4-year degree, 10-15 years of demonstrated leadership ability, 8-10 years of direct sales experience in Financial Services, or 10-15 years of sales experience in a related industry FINRA licensing: 7, 66 and insurance life and health. Must be able to partner well internally Preferred Qualifications: CFP, CFA, Master's Degree The annual base salary for this position is $110,000 - $130,000. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
Posted 30+ days ago
SofiJacksonville, FL
$160,000 - $275,000 / 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: SoFi is seeking an energetic, detail-oriented, self-motivated, and intellectually curious Independent Risk Management Director to support the development and launch of SoFi's Big Business Banking (Commercial) products. As part of the Second Line of Defense (2LOD), this individual will provide oversight across risk types for all product and feature launches as well as partner with 1LOD risk owners on ensuring we are appropriately identifying, monitoring, and mitigating risks as part of our framework programs as we scale and grow this business. Your success in this role will rely on deep subject matter expertise in commercial banking risks-including operational, credit, liquidity, fraud, financial crime, technology, third-party, and regulatory risk. You will apply lessons learned from peers across the industry - both benchmarking against industry leaders as well as learning from underperforming commercial payment platforms, ensuring strong risk governance, diversified exposures, and rigorous controls. By joining SoFi, you'll become part of a forward-thinking company that is transforming financial services for the better. We offer the excitement of a rapidly growing startup with the stability of an industry leading leadership team. What you'll do: Monitor and address risks, issues, and resolve escalation items resulting from our commercial activities including onboarding, servicing, and payments. Oversee the commercial risk management framework and governance for the execution of risk-related initiatives. Provide credible challenge and advisory services on strategic initiatives and ongoing operations Liaise with Regulatory Affairs for any interactions with regulators and/or internal audit - ensuring successful outcomes through careful planning and monitoring. Collaborate with business units, Enterprise Risk Management, and commercial teams to define the Enterprise Risk Appetite and tolerance. Monitor Key Risk Indicators (KRIs) against tolerance thresholds. Apply lessons learned across the industry to ensure appropriate mitigation to prevent concentration risk and liquidity instability, reducing exposure to rapid outflows or contagion events. Assess volatility characteristics of commercial deposits and ensure alignment with liquidity buffers, funding strategies, and asset-liability management practices; challenge business assumptions around intraday liquidity needs for high-speed payment rails. Challenge processes to evaluate client and partner control environments-particularly for onboarding, transaction monitoring, and payment origination-where upstream weaknesses can expose the bank to regulatory and reputational risk. Identify emerging risk themes and ensure timely root-cause analysis and remediation. Support post-launch reviews and continuous control enhancements as the business scales. What you'll need: Bachelor's degree with 10+ years experience in commercial banking including functional responsibility in risk management. Deep knowledge of commercial banking products, payment operations, KYC/AML expectations, treasury operations, and institutional client risk drivers. Demonstrated expertise in concentration risk, liquidity risk, and operational/financial crime risks in commercial or high-velocity payment environments. Ability to independently challenge business growth assumptions and identify latent risks associated with scale, client mix, or insufficient controls. Exceptional interpersonal, verbal and written communication skills Strong leadership, collaboration, influencing and organizational skills with attention to detail Must be self-motivated with the ability to work independently or within a group under minimal daily direction. Intellectually curious. You adapt to change, embrace bold ideas, ask questions, test assumptions, and challenge conventional thinking Strong analytical and problem-solving skills, with the ability to analyze complex issues, develop innovative solutions, and make data-driven decisions Experience leading and managing meetings with cross functional teams, effectively and efficiently communicating and driving engagement. Proficiency in data analysis preferred and deriving meaningful insights for decision-making Demonstrated ability to collaborate with multidisciplinary teams, take ownership of deliverables, and drive assigned tasks to completion, in a timely manner. Strong knowledge of risk management principles and practices including risk and control assessments Experience with regulatory compliance and corporate governance standards Ability to work under tight deadlines Ability to manage multiple initiatives and competing priorities, meet deadlines, and adapt to change Proficiency with Google Suite and/or Microsoft Office products Strong team player Experience with Governance, Risk and Compliance (GRC) systems 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: $160,000.00 - $275,000.00 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 2 weeks ago
Seacoast National BankChiefland, FL
JOB SUMMARY: A Banking Center Manager is responsible for developing and implementing strategies focused on branch profitability and performance. Additionally, the position is expected to lead and develop the branch team and is responsible for maximizing branch performance. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity. ESSENTIAL DUTIES AND RESPONSIBILITIES: Leadership Assess and coach branch team while providing constructive feedback to increase overall effectiveness and ensure accountability. Embrace new technology and remain up to date on industry changes to create an open environment that fosters idea generation and innovation. Responsible for all aspects of branch team regarding employment, training, scheduling, performance appraisals, salary changes, promotions, transfers, corrective action and termination. Drive engagement by creating and fostering an ongoing career development plan with branch team. Perform as primary liaison for complex, escalated situations. Fulfill talent management accountabilities including succession planning, attracting and retaining top talent, and continuously developing strong bench strength. Develop trusting & cooperative working relationships with customers and associates. Maintain a positive working environment by building team morale and providing ongoing recognition. Create brand awareness at community, charitable and civic events as a bank ambassador. Proactively seek continuing education opportunities to enhance leadership Be highly proficient and lead Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes. Performance Management Consistent execution of the Community Bank playbook to ensure overall success of the branch. Foster and drive activities leading to opportunities for consumer loan growth including but not limited to: Customer Educational Seminars Client Retention Calls New Client Prospecting Outbound Telephone Calling Efforts Networking Events Work with staff to foster true needs based customer conversations through Relationship Builder coaching and observations. Develop and maintain a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals. Develop and maintain partnerships with internal line of business leaders. Compile data and prepare various branch reports and other management reports as assigned. Able to balance business needs with customer requests while managing potential risk to the bank. Operations Ensure all safety and security procedures are followed. Serves as the primary branch security contact and business continuity leader. Ensure branch adherence to AML/BSA requirements (Customer Identification Program, Account Opening Customer Due Diligence, ongoing profiling requirements, Enhanced Due Diligence, OFAC, Suspect Activity Form, etc.), operational procedures, policy exception guidelines, audit procedures, risk/control expectations, dual control, security, and all other regulated banking requirements; communicate any updates to associates. Follows up on all audit / scorecard / QC deficiencies. Report and resolve customer complaints. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the customer when offering additional products and services. Function in any capacity within the branch as needed up to and including Teller, Client Advisor and Teller Manager roles. Manage the branch budget including scorecards, branch profit, income and expenses. Implement strategies to improve revenue generation while managing costs. Responsible for facility management and branch security including but not limited to ATM, Drive-Thru, Branch Building, and Aesthetics. Responsible for the maintenance and testing of the Business Continuity Plans and Recovery Procedures for areas of responsibility. Ensures that issues identified through testing or Audit results are appropriately addressed and mitigated. Also responsible for conducting annual awareness training with team members to familiarize them with key information on response strategies and recovery action plans. Adheres to Seacoast Bank's Code of Conduct. Business Development/Credit Acumen Ability to source Treasury Management solutions and services and small business lending needs. Responsible for a basic understanding of all consumer products and services with a strong emphasis on consumer lending. Demonstrate basic knowledge of small business deposit and lending products and services. Observe joint sales calls with line of business partners. Have an introductory knowledge of all consumer credit facilities including, but not limited to Structuring proper terms and product based on customer need. Basic understanding personal financial statements and tax returns to identify credit worthiness and identifying risk potential. EDUCATION and/or EXPERIENCE: High School Diploma or equivalent required. College degree or 5+ years in retail sales and/or financial services experience required. Proficient in all consumer lending products and maintain an active NMLS registration status. Demonstrate excellent communication (written and verbal) and interpersonal skills. PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software. Able to proactively lead, manage, motivate, and coach associates to produce desired results. 2+ years Consumer Lending experience preferred. 1+ years Business Development experience preferred. Have basic knowledge of external business development skills. 2+ years of previous supervisory experience required. #LI-MG1 The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.
Posted 3 weeks ago
Seacoast National BankWinter Park, FL
Location: This position can be located at any Seacoast Bank office within the state of Florida. Position Summary: The Consumer Product Manager is responsible for the strategic development, management, and performance of consumer banking products, including checking, savings, CDs, lending, money movement, and related services. This role drives product innovation, customer experience enhancements, and profitability through data-driven insights, market analysis, and cross-functional collaboration. Key Responsibilities: Product Strategy & Development Define and execute product strategies aligned with customer needs and business goals. Lead the development and launch of new consumer banking products and features. Monitor industry trends and competitor offerings to identify opportunities and risks. Portfolio Management Manage the lifecycle of consumer deposit products, ensuring competitiveness and compliance. Optimize pricing, features, and positioning to drive growth and retention. Analyze product performance metrics and recommend improvements. Customer Experience & Innovation Partner with UX, digital, and operations teams to enhance customer journeys. Champion customer feedback and insights to inform product decisions. Drive digital transformation initiatives within the consumer product suite. Product Quality Assurance Establish and maintain quality standards across all consumer banking products. Collaborate with operations and technology teams to ensure defect-free products Implement continuous improvement processes based on testing outcomes Monitor post-launch performance to proactively identify and resolve quality issues. Cross-Functional Leadership Collaborate with marketing, compliance, legal, finance, and technology teams. Develop go-to-market plans and support product campaigns. Ensure regulatory compliance and risk management across all product initiatives. Financial Performance Own product P&L, including revenue, cost, and profitability targets. Develop business cases for new initiatives and track ROI. Qualifications: Bachelor's degree in Business, Finance, Marketing, or related field required, (MBA preferred). 3+ years of experience in product management, preferably in consumer banking or financial services required. Strong understanding of retail banking products, customer behavior, and market dynamics. Proven ability to lead cross-functional teams and manage complex projects. Excellent analytical, communication, and strategic thinking skills. Experience with digital banking platforms and fintech partnerships is a plus. Preferred Skills: Familiarity with product development methodologies. Proficiency in data analysis tools (Tableau, SAS, etc.). Proficiency in Microsoft Office tool set (PowerPoint, Word, Excel). Knowledge of regulatory requirements impacting consumer banking. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. #LI-PF1
Posted 30+ days ago
MoelisLos Angeles, CA
We are passionate about our business and our culture, and are seeking individuals with that same drive. We are currently seeking an experienced Vice President to join our Media financial advisory practice in Los Angeles. Primary Responsibilities: Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing Required Skills & Experience: Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills Ability to effectively adapt to and address changing client and firm needs Education: An MBA from a top-tier business school or equivalent investment banking experience Five or more years of relevant work experience Expected Salary: $250,000 We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
Posted 30+ days ago
Hancock Whitney CorpHancock Whitney Center - New Orleans, LA
Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account. JOB FUNCTION / SUMMARY: The Senior Manager, Fair and Responsible Banking supports the Bank's compliance with Fair Lending, UDAAP, and CRA-related regulations by developing policy, data integrity oversight, and leading a team focused on regulatory reporting and monitoring. This role oversees the HMDA Data Integrity and Reporting Team, advises on enterprise initiatives, and collaborates with compliance, risk, legal, and audit functions to ensure fair and ethical banking practices. Reporting to the Chief Compliance Officer, this role has both strategic oversight and operational accountability for high-impact compliance areas. ESSENTIAL DUTIES & RESPONSIBILITIES: Create and maintain policies and procedures related to Fair Lending, UDAAP, and consumer complaint compliance. Lead the HMDA Data Integrity and Reporting team to ensure complete, accurate, and timely regulatory submissions. Conduct fair banking risk assessments, identify control gaps, and recommend process or policy enhancements. Oversees and analyzes lending and complaint data to identify trends, disparities, and areas for improvement. Development and oversight of the organization's privacy risk programs including ensuring adherence to applicable laws, regulations, and internal policies related to data protection, privacy, and corporate ethics. Serve as the enterprise subject matter expert on fair banking compliance for product launches, technology upgrades, and disclosure changes. Support regulatory examinations and respond to inquiries or data requests from supervisory agencies. Prepare internal reports summarizing regulatory developments and compliance status for executive and board-level reporting. Collaborate cross-functionally to ensure alignment between compliance, legal, audit, and operations. Manage and develop a team of compliance professionals, including performance management, hiring, and resource planning. MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE: Bachelor's degree required. Certified Regulatory Compliance Manager (CRCM) required. Minimum 8 years of consumer compliance, audit, or regulatory experience within financial services. Proven leadership experience managing compliance teams and enterprise initiatives. Expertise in HMDA, UDAAP, CRA, and fair banking regulations. Strong policy development, data analysis, and communication skills. Ability to manage multiple priorities in a regulated environment. Experience collaborating with regulatory agencies and responding to examinations. ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS: Ability to work under stress and meet deadlines Ability to lift/move/carry approximately 20 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement. Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
Posted 4 weeks ago
SofiFrisco, TX
$160,000 - $275,000 / 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: SoFi is seeking an energetic, detail-oriented, self-motivated, and intellectually curious Independent Risk Management Director to support the development and launch of SoFi's Big Business Banking (Commercial) products. As part of the Second Line of Defense (2LOD), this individual will provide oversight across risk types for all product and feature launches as well as partner with 1LOD risk owners on ensuring we are appropriately identifying, monitoring, and mitigating risks as part of our framework programs as we scale and grow this business. Your success in this role will rely on deep subject matter expertise in commercial banking risks-including operational, credit, liquidity, fraud, financial crime, technology, third-party, and regulatory risk. You will apply lessons learned from peers across the industry - both benchmarking against industry leaders as well as learning from underperforming commercial payment platforms, ensuring strong risk governance, diversified exposures, and rigorous controls. By joining SoFi, you'll become part of a forward-thinking company that is transforming financial services for the better. We offer the excitement of a rapidly growing startup with the stability of an industry leading leadership team. What you'll do: Monitor and address risks, issues, and resolve escalation items resulting from our commercial activities including onboarding, servicing, and payments. Oversee the commercial risk management framework and governance for the execution of risk-related initiatives. Provide credible challenge and advisory services on strategic initiatives and ongoing operations Liaise with Regulatory Affairs for any interactions with regulators and/or internal audit - ensuring successful outcomes through careful planning and monitoring. Collaborate with business units, Enterprise Risk Management, and commercial teams to define the Enterprise Risk Appetite and tolerance. Monitor Key Risk Indicators (KRIs) against tolerance thresholds. Apply lessons learned across the industry to ensure appropriate mitigation to prevent concentration risk and liquidity instability, reducing exposure to rapid outflows or contagion events. Assess volatility characteristics of commercial deposits and ensure alignment with liquidity buffers, funding strategies, and asset-liability management practices; challenge business assumptions around intraday liquidity needs for high-speed payment rails. Challenge processes to evaluate client and partner control environments-particularly for onboarding, transaction monitoring, and payment origination-where upstream weaknesses can expose the bank to regulatory and reputational risk. Identify emerging risk themes and ensure timely root-cause analysis and remediation. Support post-launch reviews and continuous control enhancements as the business scales. What you'll need: Bachelor's degree with 10+ years experience in commercial banking including functional responsibility in risk management. Deep knowledge of commercial banking products, payment operations, KYC/AML expectations, treasury operations, and institutional client risk drivers. Demonstrated expertise in concentration risk, liquidity risk, and operational/financial crime risks in commercial or high-velocity payment environments. Ability to independently challenge business growth assumptions and identify latent risks associated with scale, client mix, or insufficient controls. Exceptional interpersonal, verbal and written communication skills Strong leadership, collaboration, influencing and organizational skills with attention to detail Must be self-motivated with the ability to work independently or within a group under minimal daily direction. Intellectually curious. You adapt to change, embrace bold ideas, ask questions, test assumptions, and challenge conventional thinking Strong analytical and problem-solving skills, with the ability to analyze complex issues, develop innovative solutions, and make data-driven decisions Experience leading and managing meetings with cross functional teams, effectively and efficiently communicating and driving engagement. Proficiency in data analysis preferred and deriving meaningful insights for decision-making Demonstrated ability to collaborate with multidisciplinary teams, take ownership of deliverables, and drive assigned tasks to completion, in a timely manner. Strong knowledge of risk management principles and practices including risk and control assessments Experience with regulatory compliance and corporate governance standards Ability to work under tight deadlines Ability to manage multiple initiatives and competing priorities, meet deadlines, and adapt to change Proficiency with Google Suite and/or Microsoft Office products Strong team player Experience with Governance, Risk and Compliance (GRC) systems 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: $160,000.00 - $275,000.00 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 2 weeks ago
Northwest Bancorp, Inc.Palmyra, PA
Job Description Job Summary The C & I Commercial Relationship Manager is responsible for serving as a trusted business advisor to clients and providing a full breadth of banking solutions to meeting their financial objectives and needs while also 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 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, compliance with Northwest policies and procedures, and with Federal and State regulations 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 Education+ Experience Bachelor's degree in Business, Accounting, Finance, Economics, or Marketing 5-6 years of account relationship management experience 5-6 years of experience consistently delivering strong sales performance Banking experience Comprehensive knowledge and understanding of C & I lending, loan servicing, and credit and non-credit products. Strong negotiating skills in terms loan structure and pricing. Knowledge and understanding of risk management. Excellent verbal, written, and interpersonal communication skills. Ability to multitask and effectively prioritize responsibilities. #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Posted 30+ days ago
FirstBankDenver, CO
$20+ / hour
Location to be determined at a later date within the Cherry Creek Market* Founded in 1963, FirstBank is Colorado's largest locally owned holding company and we are still growing, serving customers in Colorado and Arizona. Our growth can be attributed to one simple philosophy: do right by customers, communities, and employees, which is at the center of the company's "banking for good" mantra. FirstBank believes that diversity, equity, and inclusion are part of everything we do, both within and outside our company, and we take pride in hiring and training a diverse and talented group. We strive to not only maintain a diverse workforce, but also ensure our employee experience garners a sense of belonging, is inclusive and equitable. FirstBank believes that a company is nothing without the people that comprise it. By joining the FirstBank team you will experience our great team culture with ample opportunity for growth. There's an opportunity for everyone with positions across the company, from Personal Banker and Call Center to Technology and Lending. Apply today to learn more and join the team! A Brief Overview A Personal Banking Representative assists customers by answering inquiries/requests, processing transactions, opening new accounts, and informing on products and services. A Personal Banking Representative is responsible for cross-selling the Bank's products and balancing a cash drawer. The Representative will develop and maintain account relationships by providing solutions and resolving customer problems through quality customer service and product knowledge. What you will do Assist customers with a wide range of inquiries and requests Process deposits/withdrawals and redeem/negotiate cash instruments for consumer and commercial customers while maintaining a balanced cash drawer Open new accounts and provide product/service information Accept wire order agreements, stop payment requests, and dispute forms and send to appropriate departments for processing Process transactions accurately and adhere to all compliance requirements Review daily reports and perform maintenance on accounts Recognize and develop opportunities for cross-selling FirstBank products and services Sell bank products and meet company sales goals Demonstrate knowledge and understanding of new account systems and account documentation requirements and disclosures Perform other duties and projects as assigned by the market or region Understand and comply with all provisions of the Safety in the Workplace policy Hours may vary from 35-40 hours per week Minimum Requirements Entry-level job with little or no prior relevant work experience in the function Preferred Requirements Cash handling and customer-service experience Knowledge, Skills, and Abilities Good customer-service skills and the ability to work well with others Basic mathematic and problem-solving skills Comfortable in a sales environment Detail-oriented with the ability to multi-task and change directions quickly Working Conditions and Physical Requirements Frequently remains stationary throughout a typical business day Frequently operates a computer and other office machinery, such as a calculator, copy machine, and computer printer Occasionally moves about inside the office to access file cabinets, office machinery, and other rooms Occasionally positions self to access drawers and shelves of various heights Frequently reaches for and handles paperwork and files Constantly communicates with customers, coworkers, and management in-person and on the phone Must be able to exchange accurate information FirstBank does not currently offer fully remote positions, except as required by law. The actual number of in-office days that may be required will vary by business unit, role, and business need. Salary Range $20.00 Per Hour Statement of Benefits FirstBank offers a suite of benefits that support our employees' professional, financial, physical, emotional and spiritual well-being. Benefits currently offered with our positions include: Paid Time Off/paid leave programs, 401K/Employee Stock Ownership, United Healthcare medical, MetLife dental, VSP vision, Employee tuition reimbursement, Volunteer Time Off, Short-Term Disability, Long-Term Disability, and Group Life Insurance/AD&D This Job may be eligible for the: New Accounts Cross-Sell Queue Incentive Plan EOE/Affirmative Action FirstBank is an EOE/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other legally protected characteristic. FirstBank does not permit pay inequities. Anyone who believes they have been subject to pay inequity should immediately report their concerns to the Human Resource Department. Colorado Job Application Fairness Act Under Colorado's Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting the documentation This job opportunity is expected to close on January 9th, 2025*
Posted 3 days ago
Credit KarmaCharlotte, NC
Intuit Credit Karma is a mission-driven company, focused on championing financial progress for our more than 140 million members globally. While we're best known for pioneering free credit scores, our members turn to us for everything related to their financial goals, including identity monitoring, applying for credit cards, shopping for insurance and loans (car, home and personal) and savings accounts and checking accounts* - all for free. Credit Karma has grown significantly through the years: we now have more than 1,700 employees across our offices in Oakland, Charlotte, Culver City, San Diego, London, Bangalore, and New York City. Banking services provided by MVB Bank, Inc., Member FDIC Overview The Banking and Payments Operations Senior Manager will oversee the comprehensive management and optimization of all operational aspects related to banking and payments functions within the Money Consumer Platform ecosystem. This leader will ensure operational excellence, regulatory compliance, and risk mitigation across banking, money movement, and payment products. Working cross-functionally with Product, Engineering, Member Success, Deposit Operations, Legal, Compliance, and Risk teams, this role will play a pivotal part in developing scalable processes, ensuring adherence to regulatory standards, and maintaining a culture of operational integrity and compliance. Key Responsibilities Process Development and Implementation Partner with Product, Engineering, Risk, and Compliance teams to design and continuously improve end-to-end processes for deposits, payments, and fund movement operations. Develop and maintain robust standard operating procedures (SOPs), risk controls, and workflow documentation to ensure operational accuracy and compliance. Drive automation and efficiency in transaction monitoring, reconciliation, and exception handling systems. Operational Oversight and Team Development Establish clear roles, accountability, and performance standards for a centralized Banking and Payments Operations function. Lead and mentor team members responsible for transaction processing, ACH, RTP, Check, Wires operations, and payment investigations. Oversee vendor relationships related to payment and banking services to ensure strong service levels and compliance with contractual and regulatory obligations. Regulatory Compliance and Risk Management Ensure adherence to all applicable federal and state regulations, including those issued by the CFPB, FDIC, NACHA, FinCEN, and other governing bodies. Partner with Compliance and Risk teams to identify emerging regulatory changes and proactively adjust operations to maintain compliance. Lead or support internal reviews and audits, develop corrective action plans, and validate remediation efforts. Serve as the first line of defense in monitoring operational risks and driving mitigation strategies across banking and payments processes. Continuous Monitoring and Optimization Collaborate with Internal Audit and Monitoring teams to ensure consistent, data-driven oversight of key operational metrics. Implement continuous improvement programs that enhance accuracy, speed, and member experience across banking and payment operations. Promote automation and system integration to reduce manual interventions and improve risk detection. Leadership Ultimately build and Lead a team of subject matter experts, providing guidance and mentorship, and fostering a conducive working environment. Conduct regular one-on-ones to align cultural and business objectives, prioritize critical tasks, and coach for high performance. Facilitate execution through effective situational leadership tools. Support engagement and action by actively listening to team member feedback - identifying what is effective and what is not - supporting them in initiating and executing positive changes, and providing them with adequate resources. Support team members' professional and personal development. Acknowledge and commend team members for approximate accuracy through timely, individualized recognition. Promote collaboration and in-person interaction. Qualifications Bachelor's degree in Business, Finance, Operations, or a related field; advanced degree preferred. 8+ years of experience in financial services operations, with at least 3 years in a leadership role overseeing banking, payments, or money movement operations. Deep understanding of banking regulations, payments networks (ACH, wire, card, RTP), and compliance standards such as BSA/AML and UDAAP. Proven ability to design and implement scalable operational frameworks in a high-growth fintech or banking environment. Excellent stakeholder management and cross-functional collaboration skills. Strong analytical, problem-solving, and communication skills, with a commitment to ethical conduct and risk awareness. Demonstrated ability to effectively manage and lead a team of professionals, provide guidance and mentorship, and cultivate a positive working environment. Proficiency in data analysis and proven experience in identifying issues, trends, patterns, and root causes, and making informed decisions related to risk management and compliance resolution. Exceptional written and verbal communication skills are imperative for reporting, providing guidance to team members, and collaborating with various internal departments and external stakeholders, including regulatory agencies, BPO providers, partner bank(s), and auditors. A strategic and innovative thinker with a proactive approach to problem-solving. A strong capacity to manage multiple priorities and adapt to change in a dynamic environment. Benefits at Credit Karma includes: Medical and Dental Coverage Retirement Plan Commuter Benefits Wellness perks Paid Time Off (Vacation, Sick, Baby Bonding, Cultural Observance, & More) Education Perks Paid Gift Week in December Equal Employment Opportunity: Credit Karma is proud to be an Equal Employment Opportunity Employer. We welcome all candidates without regard to race, color, religion, age, marital status, sex (including pregnancy, childbirth, or related medical condition), sexual orientation, gender identity or gender expression, national origin, veteran or military status, disability (physical or mental), genetic information or other protected characteristic. We prohibit discrimination of any kind and operate in compliance with applicable fair chance laws. Credit Karma is also committed to a diverse and inclusive work environment because it is the right thing to do. We believe that such an environment advances long-term professional growth, creates a robust business, and supports our mission of championing financial progress for everyone. We offer generous benefits and perks with a single eye to nourishing an inclusive environment that recognizes the contributions of all and fosters diversity by supporting our internal Employee Resource Groups. We've worked hard to build an intensely collaborative and creative environment, a diverse and inclusive employee culture, and the opportunity for professional growth. As part of the Credit Karma team, your voice will be heard, your contributions will matter, and your unique background and experiences will be celebrated. Privacy Policies: Credit Karma is strongly committed to protecting personal data. Please take a look below to review our privacy policies: US Job Applicant Privacy Notice UK Job Applicant Privacy Notice India Job Applicant Privacy Notice
Posted 30+ days ago
Seacoast National BankBoca Raton, FL
Location: This position can be located at any Seacoast Bank office within the state of Florida. Position Summary: The Consumer Product Manager is responsible for the strategic development, management, and performance of consumer banking products, including checking, savings, CDs, lending, money movement, and related services. This role drives product innovation, customer experience enhancements, and profitability through data-driven insights, market analysis, and cross-functional collaboration. Key Responsibilities: Product Strategy & Development Define and execute product strategies aligned with customer needs and business goals. Lead the development and launch of new consumer banking products and features. Monitor industry trends and competitor offerings to identify opportunities and risks. Portfolio Management Manage the lifecycle of consumer deposit products, ensuring competitiveness and compliance. Optimize pricing, features, and positioning to drive growth and retention. Analyze product performance metrics and recommend improvements. Customer Experience & Innovation Partner with UX, digital, and operations teams to enhance customer journeys. Champion customer feedback and insights to inform product decisions. Drive digital transformation initiatives within the consumer product suite. Product Quality Assurance Establish and maintain quality standards across all consumer banking products. Collaborate with operations and technology teams to ensure defect-free products Implement continuous improvement processes based on testing outcomes Monitor post-launch performance to proactively identify and resolve quality issues. Cross-Functional Leadership Collaborate with marketing, compliance, legal, finance, and technology teams. Develop go-to-market plans and support product campaigns. Ensure regulatory compliance and risk management across all product initiatives. Financial Performance Own product P&L, including revenue, cost, and profitability targets. Develop business cases for new initiatives and track ROI. Qualifications: Bachelor's degree in Business, Finance, Marketing, or related field required, (MBA preferred). 3+ years of experience in product management, preferably in consumer banking or financial services required. Strong understanding of retail banking products, customer behavior, and market dynamics. Proven ability to lead cross-functional teams and manage complex projects. Excellent analytical, communication, and strategic thinking skills. Experience with digital banking platforms and fintech partnerships is a plus. Preferred Skills: Familiarity with product development methodologies. Proficiency in data analysis tools (Tableau, SAS, etc.). Proficiency in Microsoft Office tool set (PowerPoint, Word, Excel). Knowledge of regulatory requirements impacting consumer banking. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. #LI-PF1
Posted 30+ days ago
Seacoast National BankTampa, FL
Location: This position can be located at any Seacoast Bank office within the state of Florida. Position Summary: The Consumer Product Manager is responsible for the strategic development, management, and performance of consumer banking products, including checking, savings, CDs, lending, money movement, and related services. This role drives product innovation, customer experience enhancements, and profitability through data-driven insights, market analysis, and cross-functional collaboration. Key Responsibilities: Product Strategy & Development Define and execute product strategies aligned with customer needs and business goals. Lead the development and launch of new consumer banking products and features. Monitor industry trends and competitor offerings to identify opportunities and risks. Portfolio Management Manage the lifecycle of consumer deposit products, ensuring competitiveness and compliance. Optimize pricing, features, and positioning to drive growth and retention. Analyze product performance metrics and recommend improvements. Customer Experience & Innovation Partner with UX, digital, and operations teams to enhance customer journeys. Champion customer feedback and insights to inform product decisions. Drive digital transformation initiatives within the consumer product suite. Product Quality Assurance Establish and maintain quality standards across all consumer banking products. Collaborate with operations and technology teams to ensure defect-free products Implement continuous improvement processes based on testing outcomes Monitor post-launch performance to proactively identify and resolve quality issues. Cross-Functional Leadership Collaborate with marketing, compliance, legal, finance, and technology teams. Develop go-to-market plans and support product campaigns. Ensure regulatory compliance and risk management across all product initiatives. Financial Performance Own product P&L, including revenue, cost, and profitability targets. Develop business cases for new initiatives and track ROI. Qualifications: Bachelor's degree in Business, Finance, Marketing, or related field required, (MBA preferred). 3+ years of experience in product management, preferably in consumer banking or financial services required. Strong understanding of retail banking products, customer behavior, and market dynamics. Proven ability to lead cross-functional teams and manage complex projects. Excellent analytical, communication, and strategic thinking skills. Experience with digital banking platforms and fintech partnerships is a plus. Preferred Skills: Familiarity with product development methodologies. Proficiency in data analysis tools (Tableau, SAS, etc.). Proficiency in Microsoft Office tool set (PowerPoint, Word, Excel). Knowledge of regulatory requirements impacting consumer banking. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. #LI-PF1
Posted 30+ days ago
Umb Financial CorporationSaint Paul, MN
$56,890 - $109,270 / year
BUSINESS BANKING RELATIONSHIP OFFICER-MINNEAPOLIS/ST. PAUL, MINNESOTA As one of UMB's leading lines of business, the Business Banking Relationship Officers are responsible for helping grow the Business Banking loan portfolio and selling other related revenue generating services to clients. The team is made up of Business Banking Relationship Officers, Treasury Management Officers, Underwriters, Client Managers, and Analysts. This team manages Commercial and Industrial and Practice Finance relationships throughout its life - developing meaningful connections with leadership of the companies they serve. Always mindful of the changes in the company, its industry, etc., over time that might create a change in their financial service needs. As the Business Banking Relationship Officer, you will be selling bank products and services to companies with annual revenues typically between $1mm-$20mm. These products and services are Commercial & Industrial, Practice Finance and Payment Technology solutions that will entice prospective companies to award new business to UMB. You will engage and build relationships in the community with Business Owners, CFOs, CEOs, and Controllers. You will also manage existing business, maintaining relationship profitability & portfolio risk, and the profitable growth of the portfolio including loans, deposits, & fee income. You have the ability to help clients achieve their financial dreams, streamline business processes and help them better understand their working cash flow needs. Working at UMB is about our internal collaborative spirit, entrepreneurial pride, encouraging creativity, rewarding success, having fun winning business, community involvement, and being valued not only for the work that you do, but also for the person you are. You are encouraged to bring your thoughts to the table, no matter the role that you are in. How you'll spend your time: You will utilize your networking abilities in the community by participating in community and professional activities in order to enhance UMB's image and brand to build new business You will utilize your credit skills to qualify companies eligible for loan business while managing the overall credit quality of assigned portfolio to ensure the loan quality You will utilize your negotiation skills to negotiate loan proposals, analyze & evaluate credit requests & write loan commitments, for presentation to underwriter or loan committee for loan approval Utilizing your communications skills, you will serve as the primary contact for all financial services to individual Business Banking clients with the bank to ensure retention of business We're excited to talk with you if: You have a bachelor's degree or equivalent work experience of up to 5 years in a commercial lending role You have demonstrated experience in sales to small businesses, credit knowledge, and credit underwriting knowledge You have strategic industry sales knowledge, and marketing abilities to those industries Compensation Range: $56,890.00 - $109,270.00 The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. Are you ready to be part of something more? You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request. If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.
Posted 3 weeks ago
US BankGlendale, CA
$111,095 - $130,700 / 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. This role includes a base salary, a competitive quarterly incentive plan, four weeks of vacation, and carries a Vice President title. 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. 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 Business Banking Credit Card teams. Basic Qualifications Bachelor's degree, or equivalent work experience Five to seven years of relevant experience Preferred Skills/Experience Knowledge of local market Ideal candidate resides in the market Able to demonstrate principals of credit risk management Have "soft skills" to partner and collaborate across business lines Proven track record onboarding and retaining businesses with revenues $2.5MM to $25MM Proven track record of success meeting targets that are quantifiable and qualitative 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. Job Description If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,095.00 - $130,700.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
Posted 2 weeks ago
IntappNy, NY
Intapp is looking to hire a highly consultative Client Development Director (Account Executive - Growth) to join its team. This individual should be a proven and polished C-level solution seller. It is imperative that the candidate be viewed by customers as a credible executive-level advisor and consultant as well as a business development executive. Intapp is revolutionizing the investment banking and private capital markets around the world with data, transparency, great product and sophisticated service. We've already made huge strides, but we're just getting started. The target market for Intapp is Investment Banking, Private Equity, Direct Lending, Real Estate, Venture/Growth, FOF, Institutional Investors, and Corporate Development arms of the Fortune 1000. What you'll do: Drive expected value out of target region/market across various segments of Investment Banks. Identify and qualify prospects via: targeted networking, internal Sales Development Resources, regional leadership initiatives, existing client relationships, phone prospecting, and email. Continually, develop existing prospects to build and manage a sustained pipeline of a million dollar in opportunity Identify the prospect buying behavior and orient the proven Intapp sales process for the prospect to drive the prospect toward a decision. Engage across the prospect to align the organization around the value of Intapp. Uncover key components of value for the various prospect stakeholders to drive 'Why' the prospect is interested in Intapp and then demonstrate how the platform solves the prospect's perceived value. Facilitate information gathering and match that to the prospects needs through multiple in person, social and professional engagements. Draw resources from across Intapp (services, training, support, and product teams) to position the prospect for a successful long term partnership. Coordinate and execute the development, delivery and presentation of proposals. Deal with complex negotiations at the executive level through a multi-constituent sales process. Close Subscription and Services business of a million+ dollars in bookings across region per annum. What you'll need: 5+ years of experience in consultative and value based selling with a successful track record. Individuals likely to excel come from sales roles investment banking or financial technology with a specific focus on investment banking firms. Experience engaging clients in value based sales process. Highly motivated, positive, entrepreneurial, can do attitude, creative, ownership driven, intellectually curious, dynamic, confident, professional and goal-oriented with excellent communication and presentation skills. What you will gain: At Intapp, you'll get the opportunity to bring your talents and intellectual curiosity to create better outcomes for our people and our clients. You'll be part of a growing public company, with a modern work environment that's connected yet flexible and where your professional growth and well-being are top priorities. We'll collaborate and grow together, supporting each other in a positive, open atmosphere that fosters creativity, innovation, and teamwork. Here, you will have the opportunity to: Expand Your Skills: Unlock your potential with professional development opportunities supported by a community of experienced professionals. We offer reimbursement for training and continuing education to help you stay ahead in your career. Enjoy Where You Work: Thrive in our modern, open offices designed to inspire creativity and collaboration. Our complimentary lunches and fully stocked kitchens ensure you have everything you need to stay energized throughout the day. Support What Matters Most: Our comprehensive wellness and flexible time off programs and our benefits are designed to care for you and your family. Our family-formation benefits and support during your family-building journey ensure you have the resources you need when it matters most. We believe in giving back and supporting our communities with paid volunteer time off and a donation matching program for the causes you care about. Join us and be a part of a collaborative and welcoming culture where your contributions are valued, and your professional growth is a priority. Together, we are building a company of long-term value that we can all be proud of. For New York City based roles, Base Pay Range is $140,000-$150,000. #LI-AZ1 Your actual base salary will be determined by factors such as relevant experience, geographic location, and internal equity. In addition to base salary, variable compensation and equity may also be included. Intapp provides equal employment opportunities to all qualified applicants and will make hiring decisions without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristic protected by federal, state or local laws. Please note: Intapp will not hire through text message, social media, or email alone. We will never extend a job offer unless you have been contacted directly by an Intapp recruiter and have participated in the interview process which will generally consist of 3 or more virtual or in person meetings. Please note that Intapp only uses company email addresses, which contain "@intapp.com" or "@dealcloud.com" to communicate with candidates via email. Intapp will never ask for financial information of any kind or for any payment during the job application process. We post all legitimate job openings on the Intapp Career Site at https://www.intapp.com/working-at-intapp/ . If you believe you were a victim of such a scam, you may contact your local authorities. Intapp is not responsible for any claims, losses, damages, or expenses resulting from scammers.
Posted 30+ days ago
Alerus FinancialPhoenix, AZ
$22 - $30 / hour
WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.CORE VALUES: Passion for Excellence:: Success is Never Final :: Do the Right Thing :: One AlerusABOUT THE ROLE:The Commercial Banking Associate - Deposit Support provides critical, comprehensive support to Bankers specializing in deposit clients, such as commercial businesses, government entities, and nonprofit organizations. The position involves managing specialized banking solutions tailored to each sector's unique needs, ensuring efficient account management, regulatory compliance, and exceptional customer service. With a strong focus on detail and organization, this position serves as the operational backbone of the team, helping to maintain smooth client relationships and internal coordination.WHAT YOU'LL BE DOING: Serve as a point of contact with deposit clients being a liaison between relationship managers and clients, ensuring timely responses and follow-ups. Coordinate scheduling of client meetings, events, and follow-up activities.Support relationship management efforts by preparing briefing materials and client insights. Assist in onboarding new deposit clients and maintenance efforts, including documentation and compliance coordination.Provide outstanding service to deposit clients, addressing inquiries, resolving issues, and assisting with various banking needs; includes understanding the specific regulatory and operational requirements of specialized entities.Perform accurate and timely account maintenance tasks, including opening of new accounts, updating client information, and processing transactions, oversee the request and fulfillment process for client checks and debit cards.Ensure adherence to KYC, CIP, CDD, BSA processes, policies and regulatory requirements.Perform Commercial Deposit Signature Card and Master Resolution maintenance.Track sales pipeline activity using CRM tools, support the preparation of credit packages, proposals, and term sheets.Collaborate closely with Bankers, providing comprehensive administrative and operational support to help them manage and grow their client portfolios; includes monitoring reports, gathering client documentation, and assisting with client follow-ups, often involving complex financial structures and Treasury Management structures, attending and preparing internal team meeting minutes, researching and compiling market and industry relevant data.Assist in the preparation of professional presentations that cater to specialized sectors for deposit clients.Help format and prepare professional proposals for clients, ensuring accuracy, clarity, and adherence to brand guidelines, as well as specific Request for Proposal (RFP) requirements.Monitor, coordinate, and (in many cases), act as the first point of contact to ensure clients requested commercial banking, investment, ARB and Treasury Management referrals are seamlessly transitioned. Coordinate and support general internal partner management efforts.Responsible for managing the accuracy of data within internal applications across internal partner departments. WHAT YOU SHOULD HAVE: Associate's degree or equivalent combination of education and/or related experience in the financial services industry1+ year of commercial, government, or nonprofit administration and/or deposit/investment experienceUnderstanding of commercial deposits, bank operations, products and services, business entity structure and documentationCapacity to manage and stay organized while working with high volume, time sensitive transactions with proven time management, problem-solving skills and resourcefulness.Ability to be flexible, implement continuous change and demonstrate a positive attitudeHigh level of commitment to accuracy and detailEffective written and verbal communication skillsHigh level of discretion, professionalism and collaboration skillsProactive, detail-oriented, resourceful and thrives in a fast-paced, client-focused environment WHAT WE BRING TO THE TABLE: Competitive compensation including base salary, bonus and/or incentive opportunities.Comprehensive benefits package provides a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.Learning and development resources for personal and professional career development, and advancement opportunities.Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.Support for the communities we live in through paid volunteer time and a company donation match opportunity. WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.BASE PAY RANGE:$22.00 - $30.00 per hourThe above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job.Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Posted 1 week ago
Atlantic Union BankWinston Salem, NC
Responsible for developing a regional Business Banking team to complement the bank's market presence by developing and maintaining a profitable portfolio of clients relative to loans, deposits and treasury service products. The Business Banking Team Leader II is a relationship manager who calls on businesses with revenue up to $5 million. This position oversees and supervises other Business Banking Relationship Managers in the region and will direct, administer and coordinate the team's Business Banking line of business activities in accordance with company policy as monitored by the Head of Business Banking. Position Accountabilities Formulate and implement a program for business development and sales promotion by client base within the region, organizing resources, focusing officer calling program and making joint calls on important prospects and existing customers. Monitor and manage ongoing regional performance to established goals and objectives. Manage a group of Business Banking Relationship Managers to effectively meet prospect and client banking needs by coaching, profiling, reviewing and augmenting the activities of Business Banking Relationship Managers through direct client contact. Call on high potential prospects and Business Banking customers to sell and service all banking need (loans, deposits, treasury service), including an active focus on partner referrals and Business Banking opportunities. Promote and cross-sell other bank products and services to meet customer & prospect opportunities as profiles and needs assessments are reviewed. Partner with Centralized Business Underwriting to enforce the bank's Business Banking lending policies to include loan's approved in accordance with defined loan authorities. Actively manage, monitor and report status of all exceptions and past dues on business banking loans in accordance with loan policy. Coordinate Business Banking activities with Business Banking Teammates and the Head of Business Banking and other lines of business to set business banking product sales and service objectives. Work with the Business Banking Sales Manager to monitor results versus objectives and recommends necessary strategic adjustments to ensure objectives are reached. Provide ongoing group and individual training for Business Banking Relationship Managers in regard to sales techniques, calling strategies, presentation skills and business banking practices and procedures. Maintain a high level of customer satisfaction by providing ongoing relationship servicing, including the resolution of service issues of clients. Participate in organizations and projects to establish referral contacts and Centers of Influence (COI) within the community. Work with Branch and Treasury staff to solicit treasury services and deposit accounts. Ensure that own work is in compliance with applicable policies, procedures, laws, regulations and guidelines. Organizational Relationship This position reports to the Head of Business Banking. Position Qualifications Education & Experience Bachelor's Degree or equivalent work experience Team sales management or equivalent work experience Five to Ten+ years of comprehensive sales experience Five+ years of business lending, treasury service, and deposit product sales experience Knowledge & Skills Demonstrated leadership skills and the ability to inspire team members to excel Highly motivated and committed individual Ability to originate owner occupied real estate and C&I loans. Ability to work well in a sales driven environment. Excellent interpersonal, public relations and client service skills Proven ability to solve problems and make sound business decisions Excellent organizational and verbal/written communication and sales presentation skills Excellent computer skills with strong working knowledge of Microsoft Office Programs including Excel, Word and Outlook. Proven training and development Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits . We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Posted 2 weeks ago
First National Bank (FNB Corp.)Pittsburgh, PA
Primary Office Location: 626 Washington Place. Pittsburgh, Pennsylvania. 15219. Join our team. Make a difference - for us and for your future. Position Title: Director of Consumer Banking Strategy and Product Development Business Unit: Retail Operations Reports to: Chief Consumer Banking Officer Position Overview: This role leads the strategic direction for the full consumer banking portfolio including retail, small business, & adjacent product lines by driving integrated strategies that align with evolving customer needs and market dynamics. Demanding a blend of strategic foresight, analytical rigor, and operational execution across the product lifecycle, from ideation through delivery. Leverage emerging technologies, data insights, and consumer behavior trends, partnering with marketing & analytics teams to define & anticipate customer needs, enabling proactive identification of future opportunities. Primary Responsibilities: Drive Portfolio Strategy: Lead the strategic planning and execution for consumer banking products, ensuring alignment across retail, small business, and related segments to meet evolving customer needs. Leverage and grow a deep understanding of the consumer banking business to drive product development, boost adoption, strengthen customer relationships, and increase profitability. Product Lifecycle and Growth Strategy: Lead end-to-end product development-from concept to launch and optimization-to deliver customer-focused solutions. Drive profitability through growth tactics, performance reporting, and strategic marketing direction. Act as subject matter expert, providing product, audience, and competitive insights to support Retail sales efforts. Leverage Technology and Market Trends: Monitor emerging technologies, evolving customer behaviors, and competitive dynamics to drive product innovation, shape pricing strategies, and uncover future opportunities. Identify key trends, track progress toward strategic goals, and evaluate the impact of rate changes on the balance sheet to inform recommendations to the pricing committee. Customer-Centric Strategy and Market Insight: Leverage market, demographic, and behavioral data to drive product sales through strategic messaging, feature optimization, and positioning. Collaborate with marketing and analytics teams to translate customer insights into actionable strategies that strengthen acquisition, engagement, and retention. Product Leadership and Strategic Collaboration: Leads product management and development using cross-functional teams including IT, Operations, Legal, Compliance, Training, Consumer Banking Solutions, and Marketing. Partners with Consumer Banking leadership on annual budget planning. Represents the product team in vendor management, ensuring critical external vendors meet service level expectations. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum#### of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 15 Skills Required to Perform the Primary Responsibilities of this Position: Excellent management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Detail-oriented Ability to use a personal computer and job-related software MS Word- Basic Level MS Excel- Intermediate Level MS PowerPoint- Intermediate Level Strong strategic thinking, data fluency, and tech-savviness required Must excel at cross-functional collaboration, customer insight analysis, and translating trends into actionable strategies across retail and small business banking Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
Posted 30+ days ago
Fair And Responsible Banking Model Review Senior Analyst
US BankCharlotte, NC
$133,365 - $156,900 / year
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Job Description
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
NOTE: This position is not eligible for current or future visa sponsorship.
This position will report to the Fair and Responsible Banking Policy, Practice, and Model Review Manager and supports the U.S. Bancorp's Company's Fair and Responsible Banking Program Policy ("Policy") by performing discrimination risk evaluation and monitoring activities covering a wide range of models leveraged across the Company. This position will implement and maintain standards and best practices to evaluate the Company's models for fair lending and responsible banking risk, ensuring fairness and preventing unintended harm with the implementation and ongoing use of the Company's models.
This position will be responsible for the implementation and maintenance of an effective risk management framework and requires an understanding of the interaction among Fair and Responsible Banking risks, Model Risk Management requirements, and other banking functions. They will provide support and oversight for the inventory of models subject to fair and responsible bank review and assessment and collaborate with the Fair and Responsible Banking stakeholders of various levels within the organization, including Corporate Compliance, Model Risk Management, Audit, Legal, and Business Line personnel, to help ensure effective risk management across the Company.
This position requires an understanding of business objectives and key fair and responsible banking risk drivers across the product lifecycle as well as model development and monitoring concepts and techniques. In addition to risk management and fair lending knowledge, the successful candidate would be expected to have familiarity with statistical testing and programming, artificial intelligence and machine learning methods, and communicating technical concepts to differing audiences.
We are looking for candidates with the proven ability to work and thrive in a rapid-paced, deadline-driven, and collaborative environment; who have solid project management and organizational skills; and who have the drive to continually meet new challenges. The successful candidate is expected to drive effective and efficient risk management, generate high-quality written reporting and work output, and serve in an advisory role to model stakeholders, peers, and junior staff.
ESSENTIAL FUNCTIONS
Perform robust fair and responsible banking risk qualitative reviews and assessments for models used across the Company, evaluating compliance with fair lending laws and regulations, assessing inputs and explainability, escalating concerns to management, and overseeing corresponding risk mitigation efforts.
Design, develop, monitor, and support a variety of model-related guidance and training in alignment with industry-driven best practices. Ensure guidance and training is robust, updated, and considers the Company's current risk appetite.
Collaborate with fair and responsible banking statisticians when performing deep dive reviews and assessments on high-risk models.
Partner with fair and responsible banking stakeholders to perform root cause analyses and to assess potential risk drivers.
Partner with Business Line personnel and model developers to assess business needs and perform searches for less discriminatory alternatives, evaluate viability, and document findings.
Manage the fair and responsible banking model inventory and maintain appropriate controls to ensure comprehensive risk management of the Company's models.
Create reports summarizing fair and responsible banking risks and present results for review by internal and external (regulatory staff) audiences.
Ensure documented interpretations and conclusions are appropriate.
Maintain appropriate levels of documentation to support each review and assessment, ensuring the evaluation of fair and responsible banking risk is consistent with regulatory and industry expectations.
Support and prepare materials related to examination, supervisory, enforcement, or internal audit/review requests.
Provide timely risk escalation and awareness items to management and other stakeholders as appropriate. Identify and engage with the team in continuous improvement activities.
Basic Qualifications
- Bachelor's degree, or equivalent work experience. Degree in quantitative field (Mathematics, Statistics, Economics, etc.) is preferred.
- Typically more than 10 years of applicable experience
Preferred Skills/Experience
Knowledge of Regulation B, Fair Housing Act, discrimination risk concepts, fair lending examination procedures, and prohibitions against unfair, deceptive, or abusive acts or practices (UDAAP).
At least 8 years of experience in applicable laws, regulations, financial services, and risk management.
Experienced and knowledgeable regarding fair and responsible banking concepts and risks specifically related to models (knowledge of Model Risk Management concepts and expectations a plus).
Experienced and knowledgeable regarding modeling best practices as it relates to mitigating fair and responsible banking risk (statistical modeling and SAS programming experience a plus).
Experienced and knowledgeable regarding artificial intelligence and machine learning techniques and concepts.
Excellent project management and strategic skills. Must be detail oriented with a proven ability to manage a dynamic workload with multiple projects and changing priorities (experience as a project manager and/or people leader a plus).
Great presentation skills with the ability to communicate and collaborate effectively with a variety end users and management.
Writing experience (e.g., technical writing and business reporting).
Proficient with Microsoft Office packages, specifically Word, Excel, and PowerPoint.
LOCATION EXPECTATIONS: This role requires working from a U.S. Bank Location three (3) or more days per week.
NOTE: This position is not eligible for current or future visa sponsorship.
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: $133,365.00 - $156,900.00
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.
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