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UiPath logo
UiPathBellevue, WA
Life at UiPath The people at UiPath believe in the transformative power of automation to change how the world works. We're committed to creating category-leading enterprise software that unleashes that power. To make that happen, we need people who are curious, self-propelled, generous, and genuine. People who love being part of a fast-moving, fast-thinking growth company. And people who care-about each other, about UiPath, and about our larger purpose. Could that be you? Your Mission As a principal product manager for Agentic Vertical Solutions, you'll define and drive the strategic vision for automation solutions that revolutionize consumer and commercial banking and other adjacent use cases. Your expertise will guide product development from concept through launch, ensuring alignment with market needs and customer expectations. You'll play a crucial role in positioning UiPath as the industry leader in intelligent agents for vertical solutions such as loan origination and servicing. What You'll Do at UiPath Lead strategic planning and roadmap development for agentic solutions, clearly communicating the vision and strategy both internally and externally. Collaborate cross-functionally with engineering, design, sales, marketing, and customer success teams to ensure product alignment and market readiness. Engage closely with customers and industry stakeholders to deeply understand their challenges, translating insights into impactful automation solutions. Conduct comprehensive market analysis, identify competitive trends, and proactively anticipate shifts in the landscape. Own the end-to-end product lifecycle from ideation, prioritization, development, launch, and ongoing product improvement, establishing clear KPIs for success. Advocate for innovation, driving the adoption of cutting-edge AI technologies to differentiate UiPath's solutions in the market. Collaborate with internal platform teams and external-facing developer teams to ensure seamless integration of AI infrastructure with UiPath's automation products and developer workflows. Stay up-to-date with the latest AI/ML tools and frameworks, guiding the adoption of technologies that improve scalability, performance, and developer experience. What You'll Bring to the Team 6+ years in product management, with significant experience in consumer or commercial lending, insurance, and/or financial services software and automation. Deep domain expertise in lending and adjacent banking processes, including loan origination, underwriting, credit risk, regulatory compliance, customer onboarding, and servicing optimization. Proven track record of successfully launching and managing complex enterprise-grade software products, particularly those involving AI/ML capabilities for enterprise customers. Technical fluency in AI, machine learning, and robotic process automation (RPA) technologies, with the ability to make informed decisions on technology and architecture. Exceptional strategic thinking, analytical capabilities, and problem-solving skills. Strong executive presence with excellent communication skills, capable of influencing stakeholders at all levels and driving technical teams across engineering, data science, and business units. Demonstrated experience in balancing complex infrastructure needs with clear business impact, ensuring that technical investments translate into customer value. Solid understanding of model evaluation techniques, A/B testing, monitoring, and building trust in AI systems (e.g., explainability, security, compliance for ML models). Passion for AI-driven automation and a vision for how cutting-edge AI technology can transform workflows through the UiPath platform. Bachelor's degree in Business, Finance, Technology, or related fields; advanced degree preferred. #LI-MH1 Maybe you don't tick all the boxes above-but still think you'd be great for the job? Go ahead, apply anyway. Please. Because we know that experience comes in all shapes and sizes-and passion can't be learned. Many of our roles allow for flexibility in when and where work gets done. Depending on the needs of the business and the role, the number of hybrid, office-based, and remote workers will vary from team to team. Applications are assessed on a rolling basis and there is no fixed deadline for this requisition. The application window may change depending on the volume of applications received or may close immediately if a qualified candidate is selected. We value a range of diverse backgrounds, experiences and ideas. We pride ourselves on our diversity and inclusive workplace that provides equal opportunities to all persons regardless of age, race, color, religion, sex, sexual orientation, gender identity, and expression, national origin, disability, neurodiversity, military and/or veteran status, or any other protected classes. Additionally, UiPath provides reasonable accommodations for candidates on request and respects applicants' privacy rights. To review these and other legal disclosures, visit our privacy policy.

Posted 30+ days ago

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

Posted 30+ days ago

Cape Cod Five Cents Savings logo
Cape Cod Five Cents SavingsSandwich, MA
Salary Grade: 16R SUMMARY: The Assistant Banking Center Manager (ABCM) supervises the staff at a Cape Cod 5 Banking Center. Responsible for monitoring performance and operations, ensuring the highest level of customer care for Bank customers. As a trusted financial advisor, the ABCM will advise and deliver a full range of financial services to customers to meet their financial goals. As a member of the retail management team, the ABCM will provide exceptional care and support to staff in achieving their professional goals. ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES: Oversees, supervises and mentors Banking Center staff for purposes of the day-to-day administration of job duties, including scheduling, communicating overall goals, operations, and coaching reinforcing principles and values. Monitors and decisions management reports. Develops a rapport with customers, greeting customers by name, possesses an understanding of account ownership types and authority, as well as, being responsive and timely with correspondence and problem resolution; all while displaying a caring attitude (GUEST philosophy). Provides backup to the Banking Center Manager. Provides excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution in accordance with Bank policies and procedures. Performs banking transactions including processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer's check issuance and savings bond redemption. Fulfills all Banking Center opening and closing activities. Introduces and advises on the Bank's deposit and consumer loan products and services to proactively meet customer needs. Proficient in determining customers' existing and prospective financial needs and identifies referrals to other business lines, e.g., Investment Services, TAM, Commercial Lending, Treasury Management, etc. Maintain a working knowledge of product and service offerings including consumer, business, deposit, lending, non-profit, retirement, digital banking, debit cards, etc. Confidently discuss customer lending opportunities and assists customers in preparing loan applications for home equity loan products and other consumer loans. Safeguards customer trust by upholding the duty of customer confidentiality. Complies with all required laws, regulations, policies, and procedures. Timely completion of all assigned learning activities. Proficient in vault custodian duties. Actively participate in Banking Center meetings and one-on-one coaching sessions. Participates/volunteers in community groups and events. Additional duties as assigned. EDUCATION & CERTIFICATIONS: Bachelor's degree preferred, or combination of secondary education and four years of progressive retail banking experience Nationwide Mortgage Licensing System (NMLS) registration Notary Public commission Completion of Medallion signature guarantee training required KNOWLEDGE, SKILLS & ABILITIES: Three or more years supervisory experience and proven leadership capabilities required, including minimum of one year retail banking supervisory experience (e.g., Relationship Banker III or above). Conversant in all Bank business lines Ability to independently complete and mentor others in transactions and all platform services, including transactions, account opening, consumer loan products, IRAs, trust accounts, etc. Ability to execute more complex account openings and transactions independently Ability to supervise saff at the RBI-IV levels Critical thinking, decision making and problem solving skills Demonstrated high level of judgement and decision making ability Demonstrated ability to fulfill the opening/closing activities of the Banking Center Prior customer relationship building experience Must have a supervisory aptitude Demonstrated management and leadership skills Must have cyber security awareness to protect the digital environment, the Bank, and customers COMPETENCIES: Managerial Courage Technology Savviness/Digital Enthusiast Financial Comprehension Adaptability and Flexibility Sales Aptitude Eager and Agile Learner

Posted 30+ days ago

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

Posted 5 days ago

US Bank logo
US BankMinneapolis, MN

$119,765 - $140,900 / year

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

Posted 1 week ago

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

Posted 1 week ago

M logo
Metropolitan Bank Holding Corp.New York City, NY

$115,000 - $135,000 / year

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

Posted 6 days ago

US Bank logo
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 U.S. Bancorp Corporate Audit Services (CAS) is seeking a strong candidate to join our growing team of audit professionals within the Digital, Technology and Operations team. This position will support audit coverage of Corporate and Commercial Banking back-office functions, focusing on commercial loan processing, foreign transaction processing, and global trade operations within the Wealth, Corporate, Commercial and Institutional Banking Operations (WCIBO) business line. WCIBO provides operational support to all Wealth, Corporate, commercial and Institutional Banking units, as well as select Consumer and Business Banking (CBB) business groups, with a focus on service, a reduced risk profile, innovative operational solutions, and client support. The CAS Senior Audit Project Manager is primarily responsible for supervising staff in the completion of audit engagements with minimal supervision from managers, however there are no direct reports. The Senior Audit Project Manager is a subject matter expert in a particular topic, helping to drive the audit strategy and influence the business line's understanding of risk mitigation, and may support multiple complex and/or horizontal audit engagements covering related topics. The Senior Audit Project Manager is expected to handle complex tasks autonomously, monitor progress of audit engagements against plan and schedule, assess work performed by the audit engagement team, and provide coaching and on-the-job training for team members to ensure engagements are completed in conformance with internal audit policies and procedures. Primary Responsibilities: Monitor and engage in Operations transformation initiatives, including collaboration with other CAS teams/subject matter experts Expand use of data analytics by the Operations audit team (not a primary responsibility) Supervising audit staff in the completion of audit engagements, ensuring the highest quality work delivered timely. Supervision includes: Assessing work performed by staff by providing coaching notes that are relevant to the scope, accuracy and completeness of work performed. Performing sufficient reviews to ensure work contains relevant facts to support audit scope and conclusions and adhere to internal audit policies and procedures. Reviewing issues to ensure potential exposures and significance are included, root causes are identified, and operationally effective and cost-effective actions to address those causes are developed into appropriate recommendations. Completing or assisting managers in planning audit engagements. Includes identifying and analyzing business processes, key risks, and critical controls; interviewing auditees; determining audit scope; evaluating control design adequacy; and developing audit programs which provide sufficient guidance for testing control performance effectiveness and making evaluations which effectively achieve audit objectives. Assisting the managers in reporting and wrap up phases of audits. Includes appropriate disposition of issues and drafting audit reports which include issues. Monitoring progress of audit engagements against plan and schedule. Includes making necessary adjustments and promptly completing work paper reviews on a timely basis to ensure all issues are identified and dispositioned prior to report draft issuance. Providing on-the-job training for staff. Includes business knowledge of products, services, and delivery systems; company policies and procedures; applicable laws and regulations; and formal/informal control frameworks. Collaborating across the three lines of defense regarding business processes, risks, and controls. Coordinating audit activities by integrating other internal audit subject matter teams (product/service, technology, compliance, financial crimes, etc.) to ensure appropriate and efficient coverage of the business products, services, and processes. Managing the team's workload to assist other audit teams when resources are needed for areas of higher risk. Performing other duties as requested by management including continuous monitoring for responsible areas. Basic Qualifications Bachelor's degree, or equivalent work experience Typically more than 10 years of applicable experience Preferred Skills/Experience Typically has 10 or more years of applicable experience working with Corporate and Commercial Banking loans and various capital markets products Subject matter expert level of understanding of commercial banking operations, products/services, systems, and associated risks/controls, including Syndicated Loans, Equipment Finance, Commercial Real Estate, Asset Based Finance, and capital markets products (e.g. foreign exchange, derivatives, international remittance, and letters of credit). Subject matter expert level of knowledge of applicable laws, regulations (Swap Dealer Reporting, Volker Rule, Dodd-Frank), financial services, and regulatory trends that impact bank operations Subject matter considerable knowledge of Risk/Compliance/Audit competencies Strong process facilitation, project management, and analytical skills Business acumen and credibility to help business line(s) proactively identify and address changing workforce needs Excellent presentation, interpersonal, written, and verbal communication skills Proficient computer navigation skills using a variety of software packages, including Microsoft Office applications and word processing, spreadsheets, databases, and presentations Experience with Archer and TeamMate+ CIA, CISA, CPA, or other relevant professional designations or advanced degree INDMO The role offers a hub schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $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 1 week ago

Mizuho Financial group logo
Mizuho Financial groupNew York, NY

$80,000 - $95,000 / year

U.S. Investment & Corporate Banking Portfolio Management is directly involved in the design, origination, structuring and execution of financial advisory, global capital markets, financial risk management, structured & syndicated finance, and other global products and services for existing and prospective clients. Staff are expected to assist in understanding the implications, identifying key industry and product trends and provide input on pitch and deal material to enhance the ultimate deliverable. The Portfolio Management team is assigned to a variety of projects and are given a broad range of responsibilities, some of which include: Conduct extensive quantitative economic, industry and company research and analysis Conduct and model a broad range of corporate finance alternatives and due diligence for client transactions including M&A, strategic alternatives, capital structure development, acquisition finance and syndicated loan and capital market financing Evaluate risk/return parameters of financing transactions Financial modeling, valuation, comparable & relative value analyses and market-specific analysis Facilitate and coordinate product group idea generation and solutions development across a broad platform of global capabilities Draft client pitches and marketing materials including M&A, syndicated bank financing, public/private debt & equity capital markets, and other internal documentation by coordinating internal and external resources Assist in financing structuring, underwriting transaction evaluation, preparation, due diligence and execution Assist in the development and continued cultivation of client relationships. Qualifications: Knowledge of corporate finance, securities, financial markets and risk & pricing analysis Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions Ability to manage multiple projects simultaneously Ability to work under pressure and adhere to tight deadlines Strong written and oral communication skills and ability to convey ideas Creativity and intellectual curiosity Ability to work independently and must be able to work effectively in a team environment The expected base salary ranges from $80K - $95k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. #LI-Onsite Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.

Posted 2 weeks ago

R logo
RAZR Marketing, Inc.Minnetonka, MN
LOCATION Our office is located in Minnetonka, MN. Candidates must reside in the Twin Cities area and will be required to be in-office 5 days per week. We do offer a flexible work environment, but this is not a hybrid role. A job at RAZR is like no other. We are on a mission to Be Relevant - make a meaningful difference in the lives of others. This talented team lives our values every day. These values have made RAZR what it is for years, and today, they are more critical than ever. They keep us connected. They make us a team. They allow us to thrive. The RAZR Core Values You Live Be Intentional You take action and pursue the ultimate best outcome for RAZR and our clients You dig in and understand the details of how the business works You run towards, and you don’t run away You understand that “whatever it takes” is just that You have a plan, and you execute it even when you don’t feel like it Embrace the Attitude of How You understand that problems are simply opportunities to solve them You view commitments as promises to be kept...regardless You can’t stand not knowing; you have an unquenchable thirst to understand why You are an active participant, never a spectator You are focused on outcomes and not the time it takes to achieve them Enjoy the Ride You are grateful for both life’s challenges and opportunities You passionately pursue excellence in everything you do You laugh often and don’t take yourself too seriously You love change, and living in the gray is energizing to you You can't wait to get out of bed in the morning & get on with your day Overview RAZR is seeking a Sr Software Developer to join our Enterprise Banking team, focusing on mission-critical financial data processing systems, real-time banking integrations, and high-volume transaction processing for our banking and credit union clients. A successful candidate for this role will have a solid foundation of software design and architecture fundamentals and will be a strong, responsive problem solver with the creativity to come up with innovative solutions to varying types of technical problems. Qualifications 7+ years' experience delivering production ready web-based applications in a high scale environment 5+ years of experience with Java, Spring Boot, and application server technologies 5+ years of experience with managing large datasets and high transaction volume on relational databases 3+ years of experience with AWS Cloud based infrastructure, particularly ECS, RDS, and MSK Database and Infrastructure Experience: Postgres, Aurora and Redshift are all a plus IaC templates (Pulumi preferred, Terraform, CloudFormation also valuable) AWS Cloud based infrastructure, particularly ECS, RDS, and MSK Data Processing and Streaming Experience: Apache Kafka and stream processing frameworks (Apache Flink preferred) High-frequency, high-volume data processing (millions of transactions daily) Real-time data pipelines with strict SLA requirements Data streaming, ETL pipelines and event-driven architectures Data consistency, reconciliation, and audit trails in financial systems Banking and Financial Systems Experience: Banking/financial system integrations and core banking platforms Banking industry standards, compliance requirements, and financial data security practices Application Development Experience: Developing and scaling APIs and cloud-native workloads/pipelines Building mission-critical applications with 99.9%+ uptime requirements Relational databases, OOP design principles, RESTful services and SOA Nice-to-Have Experience: Familiarity with Conduktor or Kafka management tools Pulumi infrastructure as code Banking domain knowledge (core banking, payment processing) Monitoring/observability tools (DataDog, CloudWatch) Role Expectations Design and maintain real-time banking data pipelines Ensure 99.9%+ uptime for critical financial processing systems Collaborate with banking partners on integration requirements Implement robust error handling and data validation Participate in on-call rotation for production systems Who We Are Stack primarily focused on Backend: Java/Spring Boot, Postgres/Aurora, Apache Kafka, Apache Flink, Node/NestJs, Docker, AWS (ECS, RDS, MSK) Frontend: Angular, Ngrx, RxJs Teams following Scrum framework implementation of Agile Atlassian suite of project management tools Slack, MS365 Source control via Git and collaborating via pull requests What We Do Marketing automation and eCommerce Credit card loyalty programs for banks and credit unions Electronic communication and promotion driven customer experiences Build production ready apps and work with smart, fun people About Us RAZR is a fast-growing marketing technology company headquartered in the Twin Cities, and we count some of the world’s most recognized brands among our clients. Working across various industries, including healthcare, medical technology, financial services, and retail, we help our clients acquire, retain, and grow consumers by leveraging our proprietary technology platform, Fibonacci™. The RAZR approach is rooted in behavioral science and combines strategy with visual design to create sustainable behavior change within consumer audiences. With our Clients, Colleagues, and in our Communities, we live our Mission - Be Relevant – “Make a meaningful difference in the lives of others.” At the foundation of our Culture, you’ll find the Core Values of “Be Intentional”, “Embrace the Attitude of How”, and “Enjoy the Ride”, this is a mindset and a commitment to how we show up every day. The RAZR team is driven to pursue the ultimate best outcome for our key constituents. There are no jobs here, just opportunities to serve and make a material impact in the world. We are an Equal Opportunity Employer, and our employees have unique strengths, experiences, and backgrounds who share a passion for improving people's lives. Powered by JazzHR

Posted 3 weeks ago

Northern Bank logo
Northern BankWoburn, MA
SUMMARY / OBJECTIVE: The Digital Banking Manager provides leadership and oversight in the daily operations of the Digital Banking team; including the direct management of a team of Digital Banking Specialists. The Digital Banking Manager works to ensure the smooth operation of the bank’s online account opening (including both Northern Bank Direct and NBTC.com accounts) and personal online banking platforms.This role is expected to function as a “Player/Coach” – functioning as both the leader of the team of Digital Banking Specialists and actively fulfilling that role. ESSENTIAL FUNCTIONS: Manage the workload of internal and customer requests related to new online deposit accounts- including the timely resolution of escalations from digital ID authentication and verification services (IDA/IDV). Manage the workload of escalated personal online banking issues that cannot be resolved by “first line” customer support – either elsewhere in the Customer Success Team or throughout the bank. Coach and Cross-Train the team of Digital Banking Specialist to ensure each team member is capable of resolving both account-opening and online banking-related requests. Provide exceptional service level experience to clients and internal departments. Perform other duties as assigned. JOB QUALIFICATIONS: Minimum of 5 years’ banking experience in the customer support or digital banking space Familiarity with bank regulations Excellent computer and technical skills Excellent interpersonal and customer service skills Excellent time management and organizational skills About Northern Bank & Trust Company Northern Bank is a full-service bank dedicated to providing practical, common sense financial solutions to help our customers live their lives and grow their businesses. From deposit products to loans to payment and collections services, we work hands-on with our entrepreneurial customers, both locally and across the country, to provide the financial support they need to realize their personal and business goals. Founded in 1960, Northern Bank has assets of over $3 billion with 12 locations serving communities throughout Middlesex County. Northern Bank is a Member of the FDIC, and an Equal Housing Lender. For more information on online banking services, please visit www.NBTC.com or follow Northern Bank on Facebook (/NorthernBankM A/), Twitter (@northernbankma), Instagram (@northernbankma) and LinkedIn (company/northern-bank-ma/). Powered by JazzHR

Posted 30+ days ago

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

Posted 2 weeks ago

Camden National Corporation logo
Camden National CorporationConcord, NH
Live here. Play here. Bank here. Work here. If you're looking to build your career at a forward-thinking organization with deep community roots and a vision for growth, success, and giving back, you've come to the right place. Get to know us: We're your local community bank-and have been since 1875-that is committed to providing excellent customer service and giving back to our communities. We foster a collaborative, inclusive work environment as part of a close-knit team where your voice is valued and heard. Our highly engaged employees are rewarded for their performance and have ample opportunities for cross-training and advancement within the organization. We've been named one of the best places to work in Maine, and offer robust benefits focused on your holistic well-being. __ Summary Examine, evaluate, and authorize or recommend approval of customer applications for lines or extension of lines of credit, commercial loans and commercial real estate loans by performing the following duties. The essential functions are noted below; however, at Camden National responsibilities may evolve over time given organization, technological and/or staffing changes. At any point other duties may be assigned. Essential Duties and Responsibilities include the following. Analyze potential loan markets to develop prospects for loans. Includes calling on potential or existing customers to develop new business opportunities. Interview applicants and requests specified information for loan applications. Analyze applicant financial status, credit, and property evaluation to determine feasibility of granting loan, or submit application to Credit Analyst for verification and recommendation. Correspond with or interviews applicant or creditors to resolve questions regarding application information. Approves loans within specified limits or refer loans to Senior Loan Officer for approval. Ensure loan agreements are complete and accurate according to policy. Responsible for the proper handling of OREO, including the maintenance, showing and litigation of such properties. Collects commercial overdue accounts. Prepare credit memos. Represents the Bank at various business, community and social functions. Supervisory Responsibilities No supervisory responsibilities Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience Bachelor's degree (B.A.) from four-year college or university; or two to five years related experience and/or training; or equivalent combination of education and experience. Language Skills Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of the organization. Mathematical Skills Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry. Reasoning Ability Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Computer Skills To perform this job successfully, an individual should have knowledge of accounting software; Contact Management systems; Database software; Internet software; Spreadsheet software and Word Processing software. ____ Our comprehensive total rewards package offers something for everyone! Robust medical, dental, and vision insurance packages Generous time off, including paid federal holidays and paid day off for your birthday 401(k) retirement savings plan Tuition reimbursement, professional development, and career growth opportunities Employee assistance program Comprehensive wellness program Pursue a career at Camden National Bank and apply today. We can't wait to hear from you! _ ____ We are guided and inspired by our Core Values: Honest and Integrity above all else Trust built on fairness Service that creates remarkable experiences Responsibility to use our resources for the greater good Excellence through hard work and lifelong learning Diversity realized through inclusion and respect Equal Opportunity Employer Employment with Camden National is on an at-will basis, meaning employment is not guaranteed for any specific period of time, and any employment relationship established may be terminated by either party at any time, for any reason, with or without notice. Completion of an employment application is not a contract, express or implied, guaranteeing employment. Camden National Bank is an Equal Opportunity Employer and does not discriminate on the grounds of race, color, religion, sex, sexual orientation, including gender identity and gender expression, national origin, citizenship status, age, disability, genetic information or veteran status. Learn more about why employees love working at Camden National Bank!

Posted 5 days ago

Tyton Partners logo
Tyton PartnersNew York, NY
Analyst, Investment Banking Practice Tyton Partners is the leading provider of investment banking and strategy consulting services to the global knowledge sector. With years of experience across the education sector, including evaluation of preK–12, postsecondary, corporate training, and lifelong learning markets, our team leverages its expertise to offer a spectrum of services to our clients: Tyton Partners' investment banking practice offers services that include sell- and buy-side advisory, corporate divestures, valuation and fairness opinions, strategic partnerships and joint ventures, capital access, fund formation, and executive team and board advisement to private and public companies and leading investors. Tyton Partners' consulting practice delivers strategic planning, growth strategy development, portfolio assessment, go-to-market strategy, business partnership strategy and execution, and due diligence and acquisition support to emerging and established education businesses, non-profit organizations, higher education institutions, foundations and other investors Tyton Partners offers a unique opportunity for early-career professionals seeking growth and impact through its: Complementary investment banking and strategy consulting practices, which provide exposure to market-leading companies, investors, and organizations as well as high-potential emerging businesses and their investors Dedicated focus on the global knowledge sector, where our work and insights impact both the mission and market of education Entrepreneurial environment, with professional growth trajectory that yields opportunity for meaningful contribution to firm growth and culture Position Tyton Partner's Investment Banking practice is looking for an experienced investment banking Analyst to support senior bankers. An Analyst's primary responsibilities include: Sell-side investment banking assignments which include writing memoranda, building financial models, identifying potential buyers, helping manage the M&A and due diligence process, and driving successful deals Buy-side investment banking assignments which include identifying acquisition candidates that fit the buyers' strategy, qualifying potential targets, building financial models, helping manage the M&A and due diligence process, and driving successful deals Desired Skills Superior analytical, quantitative, and problem-solving skills Ability to manage multiple tasks in a fast-paced environment, without sacrificing quality or accuracy Drive and energy to work hard and achieve success in an entrepreneurial environment. Strong written and verbal communication skills Experience working in team-based environment Solid understanding of economic, financial, and general business concepts and terminology Proficiency in Microsoft applications (e.g., Excel, PowerPoint) Professional attitude, with a high-degree of flexibility, a client-service orientation and a sense of humor Self-starter who thrives in producing in a highly dynamic and evolving environment Qualifications 1+ years of investment banking, with a significant focus on mergers and acquisitions and/or 2 years of accounting, with a significant focus on transaction services Experience in the education, media or software industry a plus but not a requirement Bachelor's degree from a top-tier university with minimum GPA of 3.5

Posted 30+ days ago

Varo Bank logo
Varo BankAustin, TX

$170,000 - $230,000 / year

Varo is an entirely new kind of bank. All digital, mission-driven, FDIC insured and designed for the way our customers live their lives. A bank for all of us. What you'll be doing Manage and lead the internal core vendor team to ensure successful implementation and maintenance of our core banking platform. Develop deep knowledge of our bank infrastructure to inform technical product requirements. Lead projects for new system implementations or major upgrades to existing platforms. Diagnose and resolve issues with the core banking or money movement systems, often by providing expertise on transaction flows and account structures. Connecting the core banking system with other applications and services, such as mobile banking and digital payment systems. Ensure the system adheres to security protocols and regulatory standards, including data integrity and consistency. Working closely with various stakeholders, including IT teams, customer operations and business users, to define requirements and ensure operational readiness. Lead team planning and delivery routines Monitor vendor performance, understand the "why" of your domain, and propose improvements. Own the release management process and delivery. Drive the core platform strategy and create capabilities that application teams can leverage to have a direct impact on our end-user experience. Evangelize core banking and money movement vendor roadmap internally and externally in informal and formal settings. You'll bring the following required skills and experiences 5 years people management and development experience Experience driving strategy for infrastructure products in a top bank, fintech or payments company Experience with configuration of core banking modules and interfaces Knowledge of data migration for core banking systems Experience with performance tuning for core banking systems, including close-of-business (COB) batch processing and error handling Passion to seek an in-depth understanding of stakeholder needs and turn that insight into a compelling vision and strategy for the IT Operations teams Strong execution and ability to drive work to completion Comfortable with pulling and manipulating data using SQL Preferred: Experience with Temenos, Visa DPS and integrations with cloud services For cash compensation, we set standard ranges for all US-based roles based on function, level, and geographic location, benchmarked against similar-stage growth companies. Per applicable law, the salary range for this role is $170,000 - $230,000. Final offer amounts are determined by multiple factors as well as candidate experience and expertise and may vary from the identified range. This role is also eligible for a bonus, equity, and competitive benefits. We recognize not everyone will have all of these requirements. If you meet most of the criteria above and you’re excited about the opportunity and willing to learn, we’d love to hear from you! About Varo Varo launched in 2017 with the vision to bring the best of fintech into the regulated banking system. We’re a new kind of bank – all-digital, mission-driven, FDIC-insured, and designed around the modern American consumer. As the first consumer fintech to be granted a national bank charter in 2020, we make financial inclusion and opportunity for all a reality by empowering everyone with the products, insights, and support they need to get ahead. Through our core product offerings and suite of customer-first features, we aim to address a broad range of consumer needs while profitably serving underserved communities that have been historically excluded from the traditional financial system. Learn more about Varo by following us: Facebook - https://www.facebook.com/varomoney Instagram - www.instagram.com/varobank LinkedIn - https://www.linkedin.com/company/varobank Varo is an equal opportunity employer. Varo embraces diversity and we are committed to building teams that represent a variety of backgrounds, perspectives, and skills. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Beware of fraudulent job postings! Varo will never ask for payment to process documents, refer you to a third party to process applications or visas, or ask you to pay costs. Never send money to anyone suggesting they can provide work with Varo. If you suspect you have received a phony offer, please e-mail careers@varomoney.com with the pertinent information and contact information. CCPA Notice at Collection for California Employees and Applicants: https:// www.varomoney.com/privacy-legal/

Posted 30+ days ago

Anchorage Digital logo
Anchorage DigitalNew York, NY

$189,000 - $230,000 / year

At Anchorage Digital, we are building the world’s most advanced digital asset platform for institutions to participate in crypto. Anchorage Digital is a crypto platform that enables institutions to participate in digital assets through custody, staking, trading, governance, settlement, and the industry's leading security infrastructure. Home to Anchorage Digital Bank N.A., the only federally chartered crypto bank in the U.S., Anchorage Digital also serves institutions through Anchorage Digital Singapore, Porto by Anchorage Digital , and other offerings. The company is funded by leading institutions including Andreessen Horowitz, GIC, Goldman Sachs, KKR, and Visa, with its Series D valuation over $3 billion. Founded in 2017 in San Francisco, California, Anchorage Digital has offices in New York, New York; Porto, Portugal; Singapore; and Sioux Falls, South Dakota. Learn more at anchorage.com, on X @Anchorage, and on LinkedIn. The frontend team is responsible for four key areas of Anchorage’s product surface - the KYC onboarding application, the internal web dashboard, and the external facing client dashboard. We work to add new functionality to, support existing functionality for, and optimize each of these codebases. We think about growth and career development differently at Anchorage Digital. We define performance as acquiring, possessing, and practicing a relevant set of skills and competencies - and the ability to apply them effectively and consistently . We have created the Factors of Growth & Impact to help Anchorage Digital “Villagers” better measure impact and the rich and rewarding learning that happens while exploring, developing, and mastering the capabilities and contributions within and outside of the Front End Software Engineering role. You will be coached, mentored and guided to grow your capabilities in 4 major areas: Technical Skills: Create an intuitive user experience that simplifies complex data into digestible, actionable insights. Build high fidelity data visualizations from the ground up, including: maps, charts, graphs, videos, and biometrics. Complexity and Impact of Work: Find the right balance between progress (i.e. shipping quickly) and perfection (i.e. measuring twice). Work on the front lines of the blockchain/crypto movement and SecOps innovation. Ship code that will impact the global economy. Organizational Knowledge: Foster an efficient deterministic testing culture, with an emphasis on minimizing tech debt and bureaucracy. Collaborate cross-functionally with everyone. Review code across the entire stack and engineering organization while actively participating in product development. Help scale the team. Communication and Influence Influence architecture/product roadmap - have a seat at the table. You may be a fit for this role if you: Have real world experience building web applications/UI from scratch and supporting them over a meaningful period of time. Have mastered at least one JavaScript framework (ex. React.Js, Angular.Js, Vue.Js, Ember, etc.) Genuinely care about code quality and test infrastructure. Prioritize end-user experience and business value over “cool tech.” Have developed “computer science fundamentals”, i.e. concurrency, algorithms, and data structures (Formal CS degree NOT required). Self-describe as some combination of the following: creative, humble, ambitious, detail-oriented, hardworking, trustworthy, eager to learn, methodical, action-oriented, and tenacious. Although not a requirement, bonus points if: You have production experience with web security. You’ve built a Chrome extension. In your mind the word “crypto” stands for cryptography, not cryptocurrency. You read blockchain protocol white papers for fun, and stay up to date with the proliferation of cryptoasset innovations. You have a background in the finance industry. You were emotionally moved by the soundtrack to Hamilton, which chronicles the founding of a new financial system. :) Compensation at Anchorage Digital: Compensation at Anchorage Digital is market-driven and data-informed. All full-time employees receive a market-leading salary, meaningful equity, and a generous perks and benefits package. Compensation Range: $189,000-$230,000 - this salary range may be inclusive of multiple regional locations and job grades. This compensation range will be narrowed during the interview process based on skills, abilities, and experience required. We partner with third party firms annually to verify equity, cash, benefits, and perks benchmarks. Benefits: Anchorage Digital is proud to provide market-leading benefits and perks to our employees. We are only 1% of companies who offer 100% health, dental, and vision coverage for you and your dependents. This means no monthly out-of-pocket premiums for you or your family. We offer a wide range of benefits to our employees globally. You can learn more about our culture and perks and benefits here. About Anchorage Digital: Who we are The Anchorage Village, what we call our team, brings together the brightest minds from platform security, financial services, and distributed ledger technology to provide the building blocks that empower institutions to safely participate in the evolving digital asset ecosystem. As a diverse team of more than 300 members, we are united in one common goal: building the future of finance by providing the foundation upon which value moves safely in the new global economy. Anchorage Digital is committed to being a welcoming and inclusive workplace for everyone, and we are intentional about making sure people feel respected, supported, and connected at work—regardless of who you are or where you come from. We value and celebrate our differences and we believe being open about who we are allows us to do the best work of our lives. Anchorage Digital is an Equal Opportunity Employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or veteran status. Anchorage Digital considers qualified applicants regardless of criminal histories, consistent with other legal requirements. “Anchorage Digital” refers to services that are offered either through Anchorage Digital Bank National Association, an OCC-chartered national trust bank, or Anchorage Lending CA, LLC a finance lender licensed by the California Department of Financial Protection and Innovation, License No. 60DBO-11976, or Anchorage Digital Singapore Pte Ltd, a Singapore private limited company, all wholly-owned subsidiaries of Anchor Labs, Inc., a Delaware corporation. Protecting your privacy rights is important to Anchorage Digital, and we work to maintain the trust and confidence of our clients when handling personal or financial information. Please see our privacy policy notices here.

Posted 30+ days ago

First Bank & Trust logo
First Bank & TrustSan Francisco, South Dakota
Job Description: This person shall be responsible for developing and maintaining client relationships and managing client needs, while proactively recognizing opportunities and offering solutions, all while putting people first. In addition, this person will be responsible for growing and managing deposit and loan accounts while referring other solutions to internal business line partners, all with the client’s best interests in mind. Qualifications: This person should have a bachelor’s degree plus a minimum of two years of related experience or the equivalent. This person should demonstrate strong communication skills through excellent verbal and written correspondence, effective listening, and responsiveness. This person should be genuinely personable, empathetic to others, collaborative, and a solutions driven problem solver. Principal Responsibilities: Provide a superior service experience that not only satisfies the wants and needs of the bank’s guests but provides them with a unique experience indicative of FBT’s culture and commitment to the communities we serve. Enthusiastically develop, maintain and growing new and existing relationships that are profitable to the bank while minimizing risk. While not required, a general understanding and aptitude for sales aids in this responsibility. Perform general teller functions; including processing deposits, withdrawals, payments and negotiable items. Maintain a balanced cash drawer each day. Remain risk aware recognizing and swiftly reporting any suspicious transactions. Assist in the daily servicing of branch hardware; including ATM and/or TCR(s). Anticipate needs and advise clients on solutions that personally benefit them. Be an expert and educate clients in the bank’s suite of products, services, and processes that meet both client and community needs. Proactively seek direction from the Retail Branch Manager that assures daily work aligns with organizational goals. In addition, be persistent in building relationships and collaborating with colleagues both inside and outside of the Retail business line to meet client needs. Seek and sustain community involvement. Follow Loan Policy and Guidelines, when originating, underwriting, and closing consumer and business loans. Monitor and maintain both the deposit and credit portfolios for quality and potential risk. If necessary, follow through on collection efforts, using all legal means as required by Loan Policy and Guidelines. Act in accordance with FBT policies and procedures as set forth in the employee handbook. Adhere to compliance procedures and participate in required compliance training and all meetings deemed appropriate by supervisor. Compensation Grade Hourly Grade 5 First Bank & Trust is an Equal Opportunity, Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, or status as a protected veteran. Read our complete Equal Employment Opportunity Policy Statement . Applicants who would like to request reasonable accommodation to the application or interview process should call Human Resources at 800.843.1552 or email hr@bankeasy.com .

Posted 3 weeks ago

Webster Bank logo
Webster BankConey Island, New York

$23+ / hour

If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster’s values, these set us apart as a bank and as an employer. Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work! The Relationship Banker 2 role will provide services for Banking Center customers and assist the team in achievement of sales, service, and operation goals, based on Webster's Strategic Guidelines. The role will process all customer related financial transactions in accordance with the rules, regulations, and guidelines of the Bank. Additionally, this role uses excellent communication and active listening skills to learn about the customer's financial needs, establish trust, optimize sales opportunities, generate leads, and provide quality customer service as well as develop and maintain a strong partnership with various business segments through collaboration and communication. Ability to supervise and coach fellow relationship Bankers. What you will do Responds to customers' needs in an accurate and timely fashion, capitalizing on resources and tools available. Evaluates needs of clients and offers appropriate financial products and services, through needs-based conversations, to build and deepen relationships. Perform routine teller transactions like deposits, withdrawals, check cash, loan payments and other transactions as needed. Support segmentation strategy by implementing sales, retention, and other bank initiatives to execute Banking Center’s growth and profitability objectives. Expected to achieve/ exceed both individual and team goals in sales, service and operations. Maintains compliance with Federal and State regulations as well as bank policies and procedures. Meet/exceed branch audits and operations evaluation requirements. Assist with supervision of banking center colleagues offering coaching support to fellow bankers. Act as a role model and help onboard new bankers. Skills and Abilities Demonstrated success in leading, coaching, and motivating. Working knowledge of all products and services Keeps current with all systems used for branch transaction processing. Demonstrates strong customer service skills and the ability to support teamwork, creating a positive working environment. Ability to work a flexible and/or rotating schedule. May be required to work Saturdays, Sundays and extended hours. Travel may be required to alternate Banking Centers. Education Qualifications H.S. Diploma or General Education Degree (GED) required Bachelor’s Degree in Arts/Sciences (BA/BS) or degree preferred Experience Qualifications 3-4 years customer sales/service experience with 1-2 years supervisory. Needs-based banking sales experience preferred The estimated salary range for this position is $23.00 per hour USD to $23.00 per hour USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation. #LI-SO1 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

Posted 30+ days ago

Royal Bank of Canada logo
Royal Bank of CanadaNew York, New York

$175,000 - $225,000 / year

Job Summary Job Description What will you do? Transaction execution, new business presentations and meetings, and other such duties Working with Analysts in development of pitch books and related client materials Proactively identify operational risks/ control deficiencies in the business Review and comply with Firm Policies applicable to your business activities Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functions on a timely basis What do you need to succeed? Bachelor’s degree and MBA, MA or MS or equivalent with emphasis in finance/accounting Minimum of one year of Investment Banking experience and previous experience in the M&A space is highly desired Solid understanding of capital markets and spreadsheet modeling Outstanding quantitative and qualitative analytical skills; strong knowledge of finance and accounting Highly motivated with demonstrated ability to manage conflicting priorities and requests Ability to take initiative and function independently, balanced with strong teaming skills Strong written and oral communication skills; excellent interpersonal skills with ability to maintain relationships at all levels of organization Must maintain high standards of professional and ethical conduct Series 79 & 63 licensed Value and possess strong competency in the following behaviors: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable Leaders who support your development through coaching and managing opportunities Ability to make a difference and lasting impact Work in a dynamic, collaborative, progressive, and high-performing team Opportunities to do challenging work Opportunities to building close relationships with clients The good-faith expected salary range for the above position is $175,000-$225,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC’s high performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value Job Skills Adaptability, Critical Thinking, Customer Service, Detail-Oriented, Financial Engineering, Financial Statement Analysis, Investments Analysis, Personal Development, Personal Initiative, Teamwork Additional Job Details Address: BROOKFIELD PLACE FKA 3 WORLD FINANCIAL CENTER, 200 VESEY STREET:NEW YORK City: New York Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: CAPITAL MARKETS Job Type: Regular Pay Type: Salaried Posted Date: 2025-03-18 Application Deadline: Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above I nclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com .

Posted today

U.S. Bank logo
U.S. BankCincinnati, Ohio

$126,820 - $149,200 / year

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Wealth Banking Services (WBS), a division within U.S. Bank Wealth Management, is dedicated to delivering private banking solutions exclusively through third-party financial intermediaries—such as Registered Investment Advisors (RIAs) and Broker-Dealers—to the end clients of partner custodians. The core offering centers on securities-based lending, complemented by a comprehensive suite of customized private banking products. The WBS Relationship Manager plays a key role in supporting strategic wholesale partnerships by cultivating, managing, and expanding relationships with RIAs and Broker-Dealer firms, their advisors, and their clients. WBS was established to serve as a specialized wholesale channel for private banking products and services within U.S. Bank Wealth Management. Its primary focus is on securities-based lending, supported by a full array of tailored private banking solutions. The WBS Relationship Manager is responsible for driving engagement and deepening relationships with third-party RIAs and Broker-Dealer firms. This includes developing new partnerships, strengthening existing ones, and ensuring high levels of advisor and client satisfaction. The Relationship Manager collaborates closely with Private Banking Product Specialists to provide expert guidance on the securities-based lending program and the broader suite of private banking offerings. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. Basic Qualifications: Bachelor's degree, or equivalent work experience Minimum 8 years of experience in sales, marketing, or relationship management role in a business-to-business environment Minimum 8 years of private banking and/or relevant credit experience Ability to travel Preferred Skills/Experience: Demonstrated experience for driving business relationships and results Ability to maintain consistent travel schedule Excellent interpersonal and presentation skills Excellent verbal and written communication skills Self-motivation to work independently and prioritize own schedule Strong follow-up and execution skills Strong business acumen and professionalism 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: $126,820.00 - $149,200.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted today

UiPath logo

Principal Product Manager - Consumer And Commercial Banking

UiPathBellevue, WA

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Job Description

Life at UiPath

The people at UiPath believe in the transformative power of automation to change how the world works. We're committed to creating category-leading enterprise software that unleashes that power.

To make that happen, we need people who are curious, self-propelled, generous, and genuine. People who love being part of a fast-moving, fast-thinking growth company. And people who care-about each other, about UiPath, and about our larger purpose.

Could that be you?

Your Mission

As a principal product manager for Agentic Vertical Solutions, you'll define and drive the strategic vision for automation solutions that revolutionize consumer and commercial banking and other adjacent use cases. Your expertise will guide product development from concept through launch, ensuring alignment with market needs and customer expectations. You'll play a crucial role in positioning UiPath as the industry leader in intelligent agents for vertical solutions such as loan origination and servicing.

What You'll Do at UiPath

  • Lead strategic planning and roadmap development for agentic solutions, clearly communicating the vision and strategy both internally and externally.

  • Collaborate cross-functionally with engineering, design, sales, marketing, and customer success teams to ensure product alignment and market readiness.

  • Engage closely with customers and industry stakeholders to deeply understand their challenges, translating insights into impactful automation solutions.

  • Conduct comprehensive market analysis, identify competitive trends, and proactively anticipate shifts in the landscape.

  • Own the end-to-end product lifecycle from ideation, prioritization, development, launch, and ongoing product improvement, establishing clear KPIs for success.

  • Advocate for innovation, driving the adoption of cutting-edge AI technologies to differentiate UiPath's solutions in the market.

  • Collaborate with internal platform teams and external-facing developer teams to ensure seamless integration of AI infrastructure with UiPath's automation products and developer workflows.

  • Stay up-to-date with the latest AI/ML tools and frameworks, guiding the adoption of technologies that improve scalability, performance, and developer experience.

What You'll Bring to the Team

  • 6+ years in product management, with significant experience in consumer or commercial lending, insurance, and/or financial services software and automation.

  • Deep domain expertise in lending and adjacent banking processes, including loan origination, underwriting, credit risk, regulatory compliance, customer onboarding, and servicing optimization.

  • Proven track record of successfully launching and managing complex enterprise-grade software products, particularly those involving AI/ML capabilities for enterprise customers.

  • Technical fluency in AI, machine learning, and robotic process automation (RPA) technologies, with the ability to make informed decisions on technology and architecture.

  • Exceptional strategic thinking, analytical capabilities, and problem-solving skills.

  • Strong executive presence with excellent communication skills, capable of influencing stakeholders at all levels and driving technical teams across engineering, data science, and business units.

  • Demonstrated experience in balancing complex infrastructure needs with clear business impact, ensuring that technical investments translate into customer value.

  • Solid understanding of model evaluation techniques, A/B testing, monitoring, and building trust in AI systems (e.g., explainability, security, compliance for ML models).

  • Passion for AI-driven automation and a vision for how cutting-edge AI technology can transform workflows through the UiPath platform.

  • Bachelor's degree in Business, Finance, Technology, or related fields; advanced degree preferred.

#LI-MH1

Maybe you don't tick all the boxes above-but still think you'd be great for the job? Go ahead, apply anyway. Please. Because we know that experience comes in all shapes and sizes-and passion can't be learned.

Many of our roles allow for flexibility in when and where work gets done. Depending on the needs of the business and the role, the number of hybrid, office-based, and remote workers will vary from team to team. Applications are assessed on a rolling basis and there is no fixed deadline for this requisition. The application window may change depending on the volume of applications received or may close immediately if a qualified candidate is selected.

We value a range of diverse backgrounds, experiences and ideas. We pride ourselves on our diversity and inclusive workplace that provides equal opportunities to all persons regardless of age, race, color, religion, sex, sexual orientation, gender identity, and expression, national origin, disability, neurodiversity, military and/or veteran status, or any other protected classes. Additionally, UiPath provides reasonable accommodations for candidates on request and respects applicants' privacy rights. To review these and other legal disclosures, visit our privacy policy.

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