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Banking Operations Business Consultant-logo
Banking Operations Business Consultant
Truist Financial CorporationWinston Salem, NC
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Analyze and evaluate internal systems and procedures of assigned line of business by way of assigned projects, concentrating specifically on the efficiency and effectiveness of these systems and procedures, and the overall quality of the results or services provided. Assigned projects are high priority and may be high risk. May manage a small group of analysts. requires strong knowledge of banking products, specifically related to FDIC and titling of accounts. may be filled in either posted location Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Perform special projects as assigned in the general areas of problem identification and resolution, performance and productivity improvement as well as quality enhancements. Responsible for recommendation of improvements and enhancements within area of responsibility. This is to include completing process mapping, workflow analyses, and process re-engineering. Prepare detailed procedural manuals for area of responsibility. Coordinate and participate in any training that is necessary as a result of conclusions reached in project-related activities or system implementation. Provide application support, which includes problem research, analysis, resolution, and on-call support. Upon assignment of a recommendation or stated enhancement project, complete a full evaluation to include efficiency, effectiveness and cost benefit analysis. Maintain and communicate knowledge of industry trends and technology. Develop and maintain a professional relationship with vendors supporting assigned systems. Help ensure regulatory compliance as applicable. Act as the technical resource for assigned systems, to include preliminary project plans, project workbooks, etc. for necessary actions involving IT for enhancements, upgrades or implementation. Maintain statistics, records and reports that help establish quality control standards at an acceptable rate. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree in business or equivalent education and related experience Seven years of banking experience, three years as a Line of Business expert or Senior Business Analyst Excellent negotiation and presentation skills. Thorough analytical, planning and quality control, problem-solving and organizational skills Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Strong interpersonal and communication skills, verbal and written; ability to successfully interact with and influence all levels of management and staff. Creative, flexible, decisive, and adaptable to a dynamically changing business/production environment Ability to support daily activities for large, multi-function operations of moderate to high risk in operations in a 24 X 7 environment Thorough understanding of process and production management principles. Demonstrates effective strategic planning and process improvement aptitude for multiple bank operations functions Preferred Qualifications: Advanced degree in Business, or equivalent education and related experience General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 1 week ago

Digital Banking Specialist-logo
Digital Banking Specialist
Guaranty Bancshares, Inc.Mount Pleasant, TX
Join the Guaranty Bank and Trust Team! Are you ready to embark on a thrilling career in the banking industry? At Guaranty Bank and Trust, we're more than just a bank-we're a community of passionate individuals dedicated to making a positive impact. From personalized service to active community involvement, we support our neighbors in meaningful ways, and we want you to be a part of this incredible journey. Why Choose Us? Founded in 1913, Guaranty Bank & Trust has been serving its community with a mission that goes beyond financial transactions, focusing on building bridges, nurturing growth, and ensuring a brighter future. Recognized for its excellence, Guaranty Bank & Trust has been named one of the "Best 100 Companies to Work for in Texas" by Texas Monthly Magazine for thirteen consecutive years and has earned a 5-star rating from Bauer Financial, Inc. Exciting Opportunities Await At Guaranty Bank and Trust, we believe in taking care of our team just as well as we take care of our customers. Enjoy competitive pay, comprehensive benefits, and ample Paid Time Off (PTO) to ensure your work-life balance. But that's not all! We prioritize on-the-job training and continued educational opportunities so your career can flourish. Imagine working somewhere that offers more than a steady paycheck; a place where you have ownership, employees are celebrated and growth is encouraged, both personally and professionally. At Guaranty Bank & Trust, we improve the financial well-being of our customers while delivering a "Raving Fans" experience, both for customers and employees. We are eager to welcome you as a new Digital Banking Specialist to our team who will help us continue to drive change, create a fun and inclusive work environment while bringing creative and open- minded ideas to our people experience through the lens of our core values. Join us at Guaranty Bank & Trust as we continue to embrace technological advancements, providing our community with financial solutions. Be a part of our journey, contributing to our mission while growing in a vibrant and forward-looking work environment. Job Duties: Foster a courteous and professional relationship with customers, representing Guaranty Bank & Trust positively. Conduct accurate and efficient customer setups across various digital platforms. Guide customers verbally through our range of digital banking services. Analyze and resolve issues swiftly while ensuring effective communication and thorough documentation. Manage inbound and outbound customer service requests, offering solutions to arising problems. Troubleshoot online and mobile banking issues, maintaining a strong emphasis on customer satisfaction. Handle data entry and ongoing reviews for digital banking activity and change reports, ensuring accuracy and compliance. Adapt to new products, processes, and services, showcasing a capacity for quick learning and flexibility. Cultivate an in-depth knowledge of our products, services, procedures, and regulations for accurate and informed customer interaction. Enhance our customers' relationship with the bank by ensuring they have access to, and understanding of, all relevant bank features and services. Monitor reports and activity to assist in fraud detection, applying critical thinking and foresight. Comply with privacy policies and procedures to uphold customer confidentiality and information protection. Adhere to all federal, state, and local regulatory rules and regulations, as well as company policies and procedures. Complete and pass all required regulatory compliance training as assigned. Perform additional duties and tasks as assigned by management. Qualifications & Skills: Excellent written and oral communication skills, enabling clear and concise customer interactions. A minimum of one year's experience with key software tools, including Microsoft Office. Proficiency in internet and website navigation, essential for troubleshooting and customer guidance. Demonstrated understanding and ability to troubleshoot self-service apps and online platforms, preferably with knowledge of digital banking systems. Education, Experience & Licenses: High School diploma or equivalent required. Associate's degree in finance, business or other directly related field preferred. Minimum 1 year customer service & banking experience required. Be Part of Something Bigger Imagine working in a place where your career drives both personal success and customer satisfaction. Our commitment to employee advancement is genuine-Guaranty Bank and Trust is the perfect place for professionals eager to build a rewarding career. Join us and thrive in a culture that values innovation, collaboration, and career development. We can't wait to meet you! At Guaranty Bank and Trust, we empower our customers to achieve their financial dreams and goals. As a Personal Banker, you'll play a pivotal role in this mission. Ready to make a difference? Join us and turn your career aspirations into reality!

Posted 30+ days ago

Data Analyst, Banking-logo
Data Analyst, Banking
CurrentNew York City, NY
Data Analyst, Banking Current is a leading US-based fintech company dedicated to empowering individuals to achieve their financial goals. We're committed to providing innovative and accessible financial solutions, and data plays a crucial role in driving our success. We're looking for a talented and passionate Data Analyst to join our Banking team and help us leverage data to optimize our operations, enhance our products, and deliver exceptional customer experiences. ABOUT THE ROLE As a Data Analyst on the Banking team, you'll be at the forefront of shaping our understanding of customer behavior, banking product performance, and operational efficiency. You'll work closely with product managers, engineers, and other stakeholders to translate business questions into actionable insights. Your work will directly impact key decisions related to our banking products, features, and overall strategy. RESPONSIBILITIES Analyze large datasets to uncover trends, patterns, and improvement opportunities in banking products and services. Build and maintain dashboards and reports to track KPIs and deliver clear insights to stakeholders. Conduct discovery and deep-dive analyses to support data-driven decision-making. Partner with product managers and engineers to define and measure the success of features and initiatives. Design and evaluate experiments to optimize products and enhance customer experience. Monitor and analyze customer behavior across deposits, transactions, and other banking activities. Deliver actionable insights to leadership on emerging trends and innovation opportunities. Work with analytics and backend engineers to ensure accessible, accurate, and high-quality data. Communicate findings and recommendations effectively to both technical and non-technical audiences. Continuously improve data analysis processes and methodologies. Uphold data integrity, accuracy, and governance across analytics pipelines. Support production analytics and fraud response through participation in on-call rotations. This role has a base salary range of $130,000 - $175,000. Compensation is determined based on experience, skill level, and qualifications, which are assessed during the interview process. Current offers a competitive total rewards package which includes base salary, equity, and comprehensive benefits. REQUIREMENTS Bachelor's degree in a quantitative field such as Analytics, Statistics, Economics, Computer Science, or a related field. Experience as a data analyst for 3+ years, ideally in B2C, financial services, or technology. Strong proficiency in SQL and experience working with relational databases (e.g., Bigquery, Snowflake, Redshift, etc). Proficient in utilizing data visualization tools like Tableau, Looker, or other similar platforms. Excellent analytical and problem-solving skills with a strong attention to detail. Ability to communicate complex data insights clearly and effectively to both technical and non-technical audiences. Strong business acumen and the ability to translate business questions into data analysis plans. Experience with A/B testing and experimental design. Working experience with Python for data analysis. ADDITIONAL DESIRED SKILLS AND QUALIFICATIONS Familiarity with the fintech industry and banking products is a plus. Ability to thrive in a fast-paced, collaborative environment. Exposure to dimensional modeling concepts to power meaningful analytics. Experience building data pipelines in dbt. Familiarity with machine learning techniques and predictive analytics is a plus. Experience modeling data using dbt.

Posted 30+ days ago

Industry Specialty Commercial Banking Associate II-logo
Industry Specialty Commercial Banking Associate II
Truist Financial CorporationAtlanta, GA
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Supports the effectiveness of leaders and teams by providing industry-aligned insights, content, and execution support. This role partners closely with Relationship Managers and the Industry Specialist to vet and prioritize opportunities, deliver market-relevant materials, and manage pipeline activity. The Associate serves as a key point of contact in client engagements and internal deal discussions, with increasing autonomy over time. They play a critical role in enhancing team capacity and helping drive business development efforts through analysis, strong communication, and strategic coordination. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Conduct industry and company research using available resources to source prospect names, develop and refine prospect lists in coordination with industry coverage team and partners Develop pitch materials including industry specific and general economic information Contribute industry relevant material for internal deal discussions i.e. org calls and credit screens and take leadership role in such calls Generate customized industry-specific content for internal and external purposes Partner with RMs to deliver on value proposition; demonstrate growing comfort level with client interactions; may own less-complexity opportunities on behalf of RM. Track calling and marketing efforts to clients and prospects, reinforce proper use of CRM system with the coverage team, assisting as needed Develop enhanced understanding of the market, credit, and products; continue to develop relationship management skills with appropriate autonomy Demonstrate a continuously increasing knowledge of assigned industry, proactive creativity around idea generation Require less oversight and direction from assigned RM or team; effectively work with partners and teammates with greater independence, able to take ownership of projects Provide strategic perspective around industry expertise and initiatives that drive business growth Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree Four years of related financial services work experience Strong analytical skills and attention to detail Strong written and verbal communication skills Competitive drive and high work ethic, self-starter, team-oriented Solid leadership and interpersonal skills High level of adaptability and flexibility with strong organizational and time management skills Advanced proficiency in Microsoft Excel and PowerPoint Preferred Qualifications: Minimum GPA: 3.0 Demonstrated work experience in finance or related field General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 2 weeks ago

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

Posted 2 days ago

Senior Lead Commercial Banking Business Development Representative-logo
Senior Lead Commercial Banking Business Development Representative
Wells Fargo BankBirmingham, Michigan
About this role: Wells Fargo is seeking a Middle Market Business Development Officer for the southeastern Michigan area to increase momentum and drive growth with a focused effort exclusively on sourcing new customer relationships. Learn more about the career areas and lines of business at www.wellsfargo.com/careers. In this role, you will: Prospect companies with annual gross sales between $100MM - $500MM and remain engaged until prospects are successfully converted to customers Act as an advisor to senior leadership to develop and lead market and other large-scale planning efforts, by conducting competitive analyses, leveraging business tools, and applying market insights to identify areas of opportunity across groups and functions Lead the strategy and resolution of highly complex and unique challenges of prospects’ needs and in-depth evaluation of Wells Fargo’s offerings, considering profitability and risk to the Commercial Bank and coordination of highly complex activities and guidance to others Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions within the Commercial Banking Business Development group that are large-scale, cross-functional, and companywide strategies Strategically engage with all levels of professionals and managers across the enterprise to improve processes and risk control, resolve prospects’ issues while achieving Wells Fargo’s business objectives, and represent the company externally; serve as an expert advisor to leadership and as a mentor for less experienced colleagues Lead the identification and sourcing of prospects and engage in both cold and warm outreach, employing strategies focused on generating new, profitable Commercial Banking relationships Understand the full suite of financial solutions offered by Wells Fargo to Commercial Banking clients and the financial solutions currently used by each prospect Strategically collaborate with relationship managers and product organizations in prospect interactions through closing of the first transactions, by leading internal coordination to develop and present financial solutions to prospects Required Qualifications: 7+ years of Commercial Banking Business Development experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Proven track record and experience in direct sourcing and prospecting new clients Commercial or Middle Market account relationship management experience Established network in the city of Detroit and surrounding area Existing local in-market network to fuel new client acquisition {or business development} Experience developing partnerships and collaborating with other business and functional areas Treasury Management product knowledge Experience building relationships with community organizations and key community influencers Proven ability to develop and execute a sales strategy on multiple prospects simultaneously Excellent verbal, written, and interpersonal communication skills Effective organizational, multi-tasking, and prioritizing skills Proficient with MS Technology Platforms (i.e., Excel, PowerPoint, Word, Outlook, etc.) Credit acumen demonstrated through education Risk management experience to include understanding of the responsibility to protect sensitive information Bachelor’s degree preferred Job Expectations: This position is not eligible for Visa sponsorship This position offers a hybrid work schedule Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process Ability to travel up to 25% of the time #commercialbanking Locations: 255 E Brown St., Birmingham, MI 48009 Posting End Date: 15 Jun 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Posted 5 days ago

Credit Risk and Approval Director - Corporate and Investment Banking Risk-logo
Credit Risk and Approval Director - Corporate and Investment Banking Risk
Wells Fargo BankCharlotte, North Carolina
About this role: Wells Fargo is seeking a Credit Risk & Approval Director to provide credit support to the Commercial Real Estate (CRE) line of business. This role will be responsible for credit approval, credit management and oversight of components of the Commercial Real Estate portfolio. The successful candidate will provide leadership to a team of credit officers, portfolio managers, coverage bankers and analysts within the business unit and will assist in the successful pursuit of the business strategy while maintaining appropriate credit quality in the portfolio. This role will report to the group senior credit officer for CRE. In this role, you will: Approve (or recommend) direct and indirect credit exposures within a business segment of CRE line of business, including delegation and oversight of credit authorities to key team members. Maintain appropriate credit quality and portfolio health through proper, timely and thoughtful credit risk decisions, recommendations, and approvals. Monitor existing portfolio to identify and manage portfolio trends, risks and concentrations. Manage and develop specialized teams of individual contributors with focus on delivering moderate to high complexity risk products Provide service for cross-functional stakeholders and internal partners associated with formulating and establishing group credit and lending policies Identify opportunities and strategies for developing approval procedures on prospective customers and directing guidelines on credit limits Lead Credit Risk team by making strategic decisions to resolve highly complex issues to meet higher risk deliverables Interpret and develop range of lending policies, procedures and standards for functions with moderate to higher complexity and risk Collaborate and influence all levels of professionals including more experienced managers Lead team to achieve goals Interact with internal and external customers Manage allocation of people and financial resources for Credit Risk Develop and guide a culture of talent development to meet business objectives and strategy Required Qualifications: 8+ years of Credit Risk or lending experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 4+ years of management or leadership experience Desired Qualifications: The successful candidate will possess in depth knowledge of the commercial real estate capital markets industry as well as related products and services. Prior experience in Commercial Real Estate Risk specializing in CMBS, repo and REITs and / or specialty sectors (Hotels, Data centers, senior housing) in either a front line or second line capacity is strongly desired. Posting Locations: 550 S. Tryon Street - Charlotte, North Carolina 30 Hudson Yards - New York, New York 1000 Louisiana St - Houston, Texas 10 S Wacker Dr - Chicago, Illinois 333 S Grand Ave - Los Angeles, California 171 17th St NW Bldg 100 - Atlanta, Georgia 333 Market St - San Francisco, California 1753 Pinnacle Dr - McLean, Virginia 125 High St - Boston, Massachusetts Job Expectations: Required location(s) listed above. Relocation assistance is not available for this position. This position currently offers a hybrid work schedule. This position is not eligible for VISA sponsorship. This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $207,900.00 - $431,900.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 22 Jun 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Posted 6 days ago

Boots to Banking - Associate Account Resolution Representative, Early Stage Auto-logo
Boots to Banking - Associate Account Resolution Representative, Early Stage Auto
Wells Fargo BankIrving, Texas
Why Wells Fargo: Are you ready for the next step in your career? This is where it begins – at a company known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. When it comes to employees’ financial health, we offer competitive salaries and a generous benefits package. About this role: Wells Fargo is seeking Associate Account Resolution Representatives to join our Early-Stage Auto Account Resolution team. This team is part of our Consumer Lending business. Consumer Lending businesses empower millions of customers to achieve their dreams every day. Whether it's buying a home, purchasing a car, funding a significant purchase, or making important daily credit card purchases, Consumer Lending provides important credit products and services that help our customers succeed. Find out why we’re the #1 financial services company to grow YOUR career. Apply today. In this role you will: Perform routine customer support tasks when evaluating customer situations to provide relevant solutions Take inbound calls and make outbound calls by utilizing either an auto dialer or direct dial system to determine reason for delinquency​ Seek ways to improve quality customer experience by collecting and negotiating terms of repayment on outstanding account balances​ Support Account Resolution functional area by utilizing the knowledge of company products, services, policies, procedures, and Account Resolution systems​ Regularly receive direction from supervisors and escalate questions and complex issues to more senior roles Interact with immediate Account Resolution team on Account Resolution related information, as well as internal and external customers Training Schedule : Training will last for six weeks, Monday through Friday You will be expected to attend the complete duration of training The hybrid work schedule will not apply during training Work Schedule : Hybrid work schedule with alternate weeks in-office Department hours are Monday – Thursday from 7 AM – 9 PM, Friday from 7 AM to 7 PM, and Saturday from 7 AM to 4:30 PM central time Specific work hours will be assigned prior to the end of training Shift pay differential may apply Required Qualifications: 6+ months of Account Resolution, customer contact, Customer Service, or Sales environment experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Military experience researching and assessing questions, process, and procedures to make recommendations on solutions. Military experience with tracking information in multiple computer systems with high level of accuracy. Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers. Call center customer service experience in the financial services industry Knowledge and understanding of auto operations or account management Ability to navigate multiple computer system windows, applications and utilize search tools to find information Ability to execute in a fast paced, high demand, metric driven call center environment Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy Experience managing to production goals, deadlines, and various metrics Ability to follow policies and procedures, as well as federal, state, and company regulations Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important Military experience resolving complex issues via written or verbal communication, including but not limited to: supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers ​ Bilingual speaking, reading, and writing proficiency in Spanish/English is a plus Job Expectations: Must work on-site at the location posted This position is not eligible for Visa sponsorship Must be able to attend full duration of required training period This position offers a hybrid work schedule Flexibility to adjust hours, as requested, based on business need Ability to work additional hours as needed Schedule may be eligible for a shift differential under the terms of the shift differential policy Your work schedule may include working some holidays upon request Relocation assistance is not available for this position Posting Location: 6051/6061 N State Hwy 161 – Irving, Texas 75038 New site location: 401 W Las Colinas Blvd – Irving, Texas 75039. Move expected within 2025, additional details will be provided Posting End Date: 29 Jun 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Posted 5 days ago

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

Posted 30+ days ago

Community Banking Manager-logo
Community Banking Manager
S&T BankPortage, Michigan
Branch Hours: Monday - Thursday 8:30 am - 5:00 pm Friday 8:30 am - 6:00 pm Saturday 9:00 am - 12:00 pm Function : Responsible for the management and operation of a mid-size, full-service branch office in an effective and profitable manner, promoting bank products and services and providing quality customer service and satisfaction in accordance with the bank's policies, procedures, and philosophy. Performs lending activities (consumer & small Business). Duties and Responsibilities: Assumes responsibility for ensuring the efficient and effective operation of the branch by performing the following functions: Completes assigned training in conjunction with Consumer Bank Training & Operations Team. Develops a sales and quality service culture throughout the branch by acting as coach and team leader to instill a positive attitude and motivate branch employees. Incorporates Our Shared Future purpose and values into all team meetings, coaching sessions and leads by example. Communicates expectations, goals, and objectives to branch personnel. Reviews and recommends improved operating policies and procedures and ensures the proper implementation and maintenance of approved changes. Makes recommendations for branch personnel regarding employment, performance ratings, salary changes, promotions, transfers, and terminations. Coaches, guides, and mentors branch team members in the more complex phases of their work, including their personal development and career planning. Manages the branch lending activities in consumer& Small Business lending: Interviews loan customers. Prepares and processes applications and documentation for all loans. Prepares necessary loan tracking reports. Focuses on execution of S&T sales conversations, note-taking in appropriate systems while profiling customers to determine and recommend appropriate S&T loan and deposit products Acts as "first-line" human resource administrator to perform the following functions: Complete Bank’s leadership (STELLAR) classes as assigned by Employee Services Completes Leadership Basics as scheduled by Consumer Bank Training. Coaches and observes sales platform team members by utilization of the Banker Observation form weekly. Performs ongoing coaching with all team members on the execution of behaviors and expectations outlined in the Branch Playbook. Reviews and coaches to the customer surveys received as part of the Customer Insight (Avannis) program. Completes employee performance reviews and conducts interviews with employees to discuss performance, goals, and objectives. Coordinates with Regional Management and Human Resources on branch staffing needs. Ensures staff development and handles succession planning and other personnel issues. Leads or assigns leadership of branch sales meetings, provides positive feedback regarding sales activity, and reviews branch sales goals on a weekly, monthly, and quarterly basis. Oversees dashboard and pipeline management. Manages branch profitability by paying particular attention to staffing/ES expenses, loan growth, deposit growth, fee income, efficiency ratios, and all assigned budget items. Manages business relationships within the community they serve. Handles certain branch audit responsibilities in the areas of operations, compliance, and security. Having satisfactory annual Operation Assessment Review (OAR) Directs delivery of services to the customer and attends to customers with special needs. Uses a combination of FOR-LIFE skills, product knowledge, and knowledge of policies and procedures to suggest additional bank services to encourage lending and deposit growth and refers customers to other Lines of Business within the bank as appropriate. Utilizes appropriate computer programs for proactive outbound call list generation. Works with platform sales team as a coach and support of their outbound calling efforts and refers to the Sales & Service guide for call scripting and best practices. Coaches / Observes platform sales team on the S&T Sales conversations, documentation of customer conversations in appropriate systems and usage of various sales tools (i.e LoanFit, sales binder, etc.) Communicates with branch personnel to provide training and review bank policies, product knowledge, and customer service responsibilities. Ensures that standards of professionalism are met by branch personnel. Represents the bank in civic and community functions to enhance image and develop business. Interacts with line of business partners to further expand existing customer relationships and develop new contacts to share with partners as appropriate. Keeps informed of current developments and trends and federal and state regulations as they relate to all areas of branch operations. Maintains prescribed security controls to protect the branch against criminal and fraudulent operations and unnecessary risk or exposure. Ensures that branch facilities are in good operational repair and recommends capital improvements. Maintains a good working relationship with bank employees in other departments. Demonstrates strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the branch and in turn, the organization. Completes NMLS requirements as part of the S.A.F.E. Act certification. Proof of registration with the registry and verification of a unique identifier as established under the guidelines of the S.A.F.E. Act is required upon hire and/or must be obtained prior to performing the duties of a Mortgage Loan Originator, as defined by the Act. This registration must be maintained annually in accordance with the S.A.F.E. Act. Assumes additional duties as required. Education Requires a two- year degree or equivalent. Four-year degree preferred. Experience Five to ten years of general business experience required, five to ten years of specialized experience required. Successful completion of the retail training program required. Physical Demands Operates a keypad device: 70% of the day; operates electronic equipment: 10% of the day; operates office equipment: 10% of the day. Standing is required 2 hours per day in a straight position. Sitting is required 5 hours per day in a leaning position. Routinely lifts up to 10 lbs., 2 times per day. Maximum lift is 20 lbs., one time per day. Must be able to occasionally lift and/or move up to 50 lbs. Use of manual dexterity skills for typing and data entry up to 40% of the business day. Specific vision requirements include close vision of 18”-20” for computer work. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c) Salary Range: $48,000.00 - $110,000.00

Posted 3 weeks ago

Banking Consultant I (30-36 hrs./week)-logo
Banking Consultant I (30-36 hrs./week)
Magnifi FinancialMelrose, Minnesota
POSITION SUMMARY Responsible for consulting with Magnifi Financial members in person, on the phone and through digital channels. Educates, recommends, and sells products and services to members, including digital solutions. Performs member transactions in a timely, accurate and courteous manner. ESSENTIAL DUTIES AND RESPONSIBILITIES • Assists members with all routine transactions including teller machine transactions. • Creates a remarkable member experience by responding and providing resolutions to member requests with expertise. • Consults with members to identify and recommend Magnifi Financial products and services based on financial need. Makes referrals to appropriate departments. • Responsible for maintaining cash drawer, cash recycler and the day-to-day operation of ATM machines (deposit and restocking of ATM). • Performs a wide range of account services including, but not limited to setting up mobile deposit, mobile banking and digital banking, credit and debit card activation, debit card inquiries, transfers, funding loans, handling debit card inquiries, address changes, stop payments, transfers, check orders, etc. • Transforms the way banking is done by encouraging and coaching members to adopt new digital solutions (mobile banking, digital banking, ATM’s). • May perform opening and/or closing duties for the branch. • Contributes to the mission and visibility of Magnifi Financial by actively participating in community relations efforts. EDUCATION AND EXPERIENCE • High school diploma or currently pursuing a high school diploma required, two-year degree preferred • Customer service and/or sales experience required • Notary Public designation in this position is optional BENEFITS We are committed to investing in our team! Magnifi Financial offers benefits that help everyone achieve their full potential. Full-time employees are eligible for the following benefits (benefits with an asterisk are also available to eligible part-time positions): Opportunities for Training and Development * Leadership Development * Job Level Advancement (ability to move up in your position through training and development) * Tuition Reimbursement * 32 Hours Volunteer Paid Time Off * Paid Time Off - starting at 4 weeks per year for FT; prorated for PT * Medical Dental Vision Employer paid Life Insurance/AD&D Employer paid Disability Insurance Retirement Plan - Employer match up to 4%, eligible for annual profit sharing * Paid Parental Leave Bonus/Incentive Program Health and Wellness Programs * Pay Transparency: Salary Range: $17.12/hr. through $25.68/hr. Salaries vary based on factors such as location, internal equity, skills, experience, education, and qualifications for the role. Total compensation package varies based on position and may include bonuses, performance-based incentives, commission, and/or discretionary bonuses. Who We Are: At Magnifi Financial, we offer a collaborative, friendly environment where we support our employee's growth and development, and create a positive work atmosphere. As a member-owned organization, we are focused on making dreams come true for our members. Our vision is enhancing the lives of members and community through strength, service and growth. Magnifi Financial has grown to more than 85,000 members, $2.4 billion in assets, over 400 employees, and over 25 branch locations throughout Minnesota. But what hasn’t changed is our focus on the members and communities we serve.

Posted 30+ days ago

Investment Banking Analyst-logo
Investment Banking Analyst
HowdenNew York, New York
Howden Tiger is the global reinsurance broker and risk, capital, & strategic advisor focused on relentless innovation & superior analytics for top client service. ​ About Role Primary Responsibilities: An analyst will play an integral role on our teams, providing analytical support on mergers and acquisitions, public and private capital offerings, insurance-linked security (ILS) offerings and other financial advisory services for our clients. Analysts on the HTCMA team will be heavily involved in the following tasks: Preparation of company valuations including using various methodologies including discounted cash flow, leveraged buyout, trading comparables and transaction comparables; Preparation of company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation; Participate in the origination and execution of M&A, equity, debt and ILS transactions; Build detailed financial models to evaluate performance under various operating scenarios and to analyze the impacts of different capital structures and potential M&A transactions; Prepare presentation materials for use in client meetings; covering topics such as strategic alternatives, capital markets activity and general corporate finance; Participate in all stages of transaction executions, from the pitch phase through closing. Analysts / Associates develop their skills through broad and frequent exposure to both other junior and senior bankers. You will gain a strong career foundation in financial services. Our analysts / associates are the anchors of each team and are expected to make a personal impact right from the start. You will work on some of the biggest deals in insurance investment banking, interact with clients almost immediately, travel for the firm and handle increasingly important responsibilities. Qualifications : The ideal candidate will have (i) an enduring work ethic and track record of success; (ii) the ability to function equally well in both a team setting and on a self-directed basis; and (iii) excellent mathematical, writing, verbal and computer skills. Key required qualifications include: 1-2 years of investment banking experience as a FIG Analyst ; or 3+ years of investment banking, management consulting, accounting, or other relevant financial services industry experience (preferably with a focus on the (re)insurance sector) Demonstrated academic achievement and excellence outside of academics; Excellent written and verbal skills; Ability to work independently and as part of a team; Demonstrated ability to work in a time sensitive environment and under pressure with tight deadlines; Ability to multi-task with strong attention to detail; Ready to assume a high level of responsibility; Bachelor’s Degree required; well-rounded academic background, with coursework in finance, economics, mathematics, or actuarial science is preferred; Demonstrated leadership abilities; Solid interest in the financial sector; Excellent PC skills; advanced knowledge of Excel, Word and PowerPoint a must; Series 7, 79, and/or 63 licenses preferred; Legally authorized to work in the United States. The expected base salary range for this role is $105,000-115,000. The base salary range is based on level and does not include other types of compensation such as discretionary bonus or benefits.

Posted 30+ days ago

Business Banking Relationship Manager 3-logo
Business Banking Relationship Manager 3
U.S. Bank National AssociationSacramento, California
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 US Bank is hiring a new Business Banking Relationship Manager for our Sacramento market. This role is heavily sales focused and we're looking for sales professionals who aren't afraid to knock on doors, cold call and bring in new business clients to US Bank. Our Relationship Managers approach each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. They have access to an expansive set of products and solutions to serve our business clients today and into the future. Responsibilities include: 65-70% of time spent on prospecting and developing new business for the bank. Build, develop, cultivate and manage new and existing relationships with business clients. Recommend financial solutions based on each client’s unique goals and needs. Be the primary advisor for our business clients. Deliver financial expertise and client-centric solutions that build strong, long-term relationships. Assess and attend to clients' banking needs. Collaborate with internal partners to deliver a One Bank set of solutions to our business clients. Basic Qualifications - Bachelor's degree, or equivalent work experience - Four to five years of experience in relationship banking Preferred Skills/Experience - Strong business development and relationship management skills - Self-motivation, team player, positive personality, and production driven. -Ability to work effectively with individuals and groups across the company to manage customer relationships - Excellent presentation, verbal and written communication skills - Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts Location The role offers a hybrid/flexible schedule. If not prospecting and meeting with clients, there's an in-office expectation of 3 or more days per week with the flexibility to work outside the office location for the other days. If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants . Benefits: Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,095.00 - $130,700.00 - $143,770.00 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 6 days ago

Digital Banking & Payments Data Analyst (Onsite)-logo
Digital Banking & Payments Data Analyst (Onsite)
Ridgewood Savings BankRidgewood, New York
This position is an in-person position, located at our Headquarters in Ridgewood, Queens, NY. The estimated starting salary for this position is $75,000-$85,000. Duties and Responsibilities/Results: Gather and analyze data from various sources to provide meaningful insights to support business decisions. Support the Bank’s online customer acquisition and retention initiatives through customer segmentation reporting and enhanced analysis of both internal and external transactional, behavioral and market data. Support the department’s risk management (prevention and monitoring) programs by providing near real-time business intelligence to stakeholders. Develop dashboards and reports using Tableau to visualize data and enable stakeholders to make informed decisions related to digital banking. Create and maintain data models from various banking applications. Interpret digital banking data, analyze results, and provide ongoing reports to stakeholders. Collaborate with stakeholders in the Digital Banking department to identify and prioritize business needs, requirements, and opportunities. Ensuring integrity of data used in extracted reports and ad-hoc requests. Support data quality initiatives and provide recommendations to improve data accuracy and completeness. Provide data management support for current and future technology projects in the department. Assist when necessary by performing other related duties, which may be necessary from time to time. Job Specifications: Bachelor's degree in Computer Science, Statistics, Mathematics, or a related field required. 3+ years of experience in Banking or Financial Services required. Knowledge of Tableau or Power BI, required. Knowledge of Fiserv DNA, or similar Core Banking Platform is required. Proficiency in SQL is required. Proficiency in Python is a plus. Exceptional analytical and problem-solving skills with the ability to translate complex digital banking data into actionable insights. Excellent written and verbal communication skills with the ability to effectively present digital banking insights and analysis to stakeholders. Ability to work independently and collaboratively in a fast-paced environment. Detail-oriented with a strong focus on accuracy and quality. Knowledge of digital banking operations and digital banking products is a plus. Experience in Project Management and Process Optimization a plus.

Posted 30+ days ago

SVP, Relationship Manager, Commercial Banking-logo
SVP, Relationship Manager, Commercial Banking
Banc of CaliforniaLos Angeles, California
BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values – Entrepreneurialism, Operational Excellence, and Superior Analytics – empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN® THE OPPORTUNITY Responsible for developing and managing a portfolio of primarily private clients. Performs all duties in accordance with the company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates. HOW YOU’LL MAKE A DIFFERENCE Develops and manages a portfolio of primarily private clients ranging from complex credits to deposit only relationships. Acts as lead negotiator with prospects & clients. Grows revenue by successfully prospecting for new business and retaining and expanding existing client relationships via interest income, fee income and cash management revenue. Provides financial advice to clients and identifies and sells appropriate bank products and services to those prospects and clients. Builds strong relationships with referral sources, centers of influence, etc. Structures credits jointly with Loan Portfolio Managers. Operates computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority. Answers direct, telephonic or email questions from clients and staff and directs callers to proper Company personnel when necessary. Assumes responsibility for various department functions in the absence of staff members or in overload situations. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct. Performs other duties and projects as assigned. WHAT YOU’LL BRING Bachelor’s degree from an accredited College or University and/or equivalent work experience. A minimum of fifteen (15) years’ experience in sales or relationship management. Experience in commercial and other related forms of lending and portfolio products preferred. Advanced skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs Intermediate knowledge of related state and federal banking compliance regulations governing lending including but not limited to fair lending, privacy, RESPA as well as company operational policies and procedures, and the company’s products and services. Intermediate math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs Excellent organizational and time management skills Exceptional oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees Ability to make decisions that have significant impact on the immediate work unit Ability to organize thoughts and ideas into understandable terminology Ability to organize and prioritize own work schedule on a short-term and long-term basis Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations Ability to work with little to no supervision while performing duties HOW WE’LL SUPPORT YOU • Financial Security: You will be eligible to participate in a 401k plan in which the Bank will match 100% of the first 4% of your contributions, which is immediately vested. • Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA). • Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. • Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off. • Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more. SALARY RANGE The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.

Posted 30+ days ago

Senior Lead Commercial Banking Relationship Manager-logo
Senior Lead Commercial Banking Relationship Manager
Wells Fargo BankNew York, New York
About this role: Wells Fargo is seeking a Senior Lead Commercial Banking Relationship Manager supporting the Brooklyn Market. Learn more about the career areas and business divisions at wellsfargojobs.com In this role, you will: Develop, retain, and grow complex to highly complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships Act as an advisor to senior leadership to develop, influence, or lead the structuring, modification, and renewal of highly complex cash flow, real estate loans, and certain other industry specific solutions across groups and functions by analyzing financials, presenting to clients, and coordinating with internal stakeholders Lead the strategy and resolution for full suite of highly complex solutions offered by Wells Fargo to commercial clients to meet highly complex and unique needs that require an in-depth evaluation across multiple areas of the enterprise, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions within the Commercial Banking Relationship Management group that are cross functional and companywide strategies Strategically engage with all levels across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo’s business objectives, and represent the company externally; serve as an expert advisor to leadership and a mentor for less experienced colleagues Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems Strategically support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks Partner with Commercial Lending Product Management to provide vision, direction, and expertise to leadership on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or company-wide strategies Required Qualifications: 7+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management Completion of formal credit training program Commercial banking account relationship management experience within the Emerging Middle Market segment Established network in Brooklyn and surrounding areas Existing Brooklyn in-market network to fuel business development Demonstrated experience working collaboratively to deliver the organization to clients and prospects Demonstrated experience generating new client relationships, building and retaining long-term client relationships Experience developing and maintaining external and internal partnerships Experience consistently delivering strong sales performance Self-starter who takes initiative and works independently with minimal supervision Experience identifying and mitigating risk, ensuring compliance with processes and procedures Excellent verbal, written, and interpersonal communication skills Bachelor's Degree in Finance or relevant business degree Job Expectations: This position is not eligible for Visa sponsorship Ability to travel up to 10% of the time Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process #CommercialBanking Location: 150 E 42nd St- NEW YORK, NY 10017 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $144,400.00 - $300,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 22 Jun 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Posted 1 week ago

Vice President, Professional Services Investment Banking-logo
Vice President, Professional Services Investment Banking
Stout Risius RossCharlotte, North Carolina
At Stout, we’re dedicated to exceeding expectations in all we do – we call it Relentless Excellence ® . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team. Vice Presidents in the Investment Banking group at Stout will be actively involved with leading day-to-day transaction execution of middle-market mergers and acquisitions, capital raising, ESOP, and special situation transactions. Vice Presidents will play an integral role in all of the firm’s M&A and Capital Markets advisory activities. Vice Presidents will gain invaluable deal process experience through working with senior bankers and acting as the key execution resource to senior bankers in day-to-day client coverage, client prospecting, and engagement processes. Stout is currently seeking a Vice President for our Investment Banking, Defense & Government team, which is a core practice area within our Professional Services group. The Vice President will work directly with senior members of the Professional Services team which serves companies in the aerospace, defense, government services, and enterprise technology markets. The role will be responsible for the following: Collaborate closely with senior banking professionals on the Professional Services team to drive business growth through client coverage, prospecting, program management, and deal execution Support origination, evaluate opportunities, and execute deals across a diverse range of assignments, developing industry specialization in Professional Services, with a focus on the defense and government services markets. Establish and nurture credible client relationships within client organizations, primarily driven by deal execution and transaction-related activities. Lead all aspects of transaction execution, including team organization, engagement with internal and external stakeholders, and championing product and advisory ideas Oversee and mentor junior staff (associates, analysts, and interns), ensuring timely delivery of engagement deliverables and maintaining high-quality work standards. Manage highly complex and industry-specific financial modeling, pitch book production, client relationships, and logistical aspects associated with deal execution and client management. Requirements: 10+ years of relative professional experience 4 - 10 years of M&A investment banking preferred Minimum of 5 years working end-to-end M&A lifecycle Prior Professional Services experience, with an emphasis on aerospace, defense, government services, and enterprise technology preferred, but not required Bachelor’s degree in Finance, Math, or Economics Required MBA Preferred Advanced proficiency in Excel, Microsoft Office, Word, & PowerPoint Strong communication skills and ability to thrive in a fast-paced environment Vice President Knowledge, Skills & Attributes: Stout fosters an inclusive culture by hiring quality individuals who are tenacious, smart, entrepreneurial, and dedicated team players. We are committed to building a unique firm by harvesting and developing talent in an effort to build a better business as well as enrich the careers of our team. Stout values Vice Presidents with a variety of educational and professional backgrounds and look for individuals with the following attributes: Positive & Team-Oriented Accountable Committed Entrepreneurial Relationship-focused Super-Responsive & great communicators Intellectual curiosity Attention to detail Quantitative and analytical abilities Understanding of the various steps in the sell-side execution process Strong leadership capabilities with the ability to train and mentor analysts as well as manage up The following characteristics are critical for an investment banking associate: Mentorship Mentorship is critical to the success of building a career in banking. This is an apprenticeship business and our Vice Presidents will have full institutional support to advance their career in addition to working closely with the senior members of the Professional Services team. The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job. Stout is an Equal Employment Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex (including pregnancy), sexual orientation, gender identity, national origin, physical or mental disability, protected genetic information, protected veteran status or any other characteristic protected by applicable local, state or federal law. #LI-CM1 Why Stout? Our goal is to provide a comprehensive Total Rewards program that includes competitive compensation, benefits & wellness programs that allows employees to choose what’s most important to them at any life stage. At Stout, we are committed to the personal and professional development of our employees while fostering a diverse and inclusive environment. Stout Culture: We honor the fundamental value and dignity of all individuals. We are committed to representing and including the unique experiences, perspectives, and backgrounds of our people, partners, and the communities we serve. Our core values embrace a culture of inclusion and the equitable treatment of all team members, starting with Stout’s leadership and spreading across the organization. We strive to recruit, develop, and retain individuals with an array of talents, ideas, and experiences that propel the entrepreneurial spirit and exceptionalism that drive our success. To learn more about our commitment to diversity, equity, and inclusion, click here . Professional Development: To foster employee development we offer ongoing training and learning opportunities, employee resources groups, mentorship programming, and professional designation reimbursement. We believe in timely and proactive performance excellence, ongoing 360 feedback, clear performance expectations at each level, and quarterly check-ins with your manager ensure you are supported and growing your career. Stout Benefits : Stout offers a variety of benefits to meet the ever-changing needs of our employees throughout their career at Stout. View our Benefits page to see what this can look like for you. Flexible Work Schedules: Work-life balance is important to us and we want our employees to have balanced lives, which is why we have a discretionary time off policy for all salaried exempt employees. This gives you the ability to take time off as appropriate. The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job. Stout is an Equal Employment Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, creed, religion, sex (including pregnancy), sexual orientation, gender identity, national origin, physical or mental disability, age, protected genetic information, protected veteran status or any other characteristic protected by applicable local, state or federal law. Stout values a diverse workforce and strongly encourages women, people of color, members of the LGBTQ+ communities, veterans, people with disabilities and members of other underrepresented communities to apply . Interested in joining a rapidly growing group of bright, ambitious professionals in a work environment that values culture, diversity, and personal growth? Stout might just be the right place for you.

Posted 30+ days ago

Senior Audit Associate - Mortgage Banking-logo
Senior Audit Associate - Mortgage Banking
Richey MayEnglewood, Colorado
If you are not sure that you’re 100% qualified, but up for the challenge – we want you to apply. We recognize the value of training our employees and the outcomes they can achieve. Senior Audit Associate – Mortgage Banking At Richey May, we very much believe that our people are our promise – our promise to be the best partners to each other, our clients, and our community. As the largest independent accounting and consulting firm in the greater Denver area, we are known for our teamwork and work-life balance. If you are experienced audit talent, based remote or local, and are looking for a different kind of work experience, our Mortgage Banking team would love to talk to you! Many accounting firms claim work-life balance. Richey May Mortgage Banking has a proven record of inclusive, supportive, “we’re all in this together” team spirit that redefines the public accounting auditor experience. Our Core Value of Balance is built into our DNA; team outdoor activities and social events keep us connected to each other outside of the office. Our pets are even connected through the Pets of Richey May calendar! We are known as the Mortgage Experts and seek to solve the challenges others cannot. We create our futures as a team and celebrate every step we accomplish. Elevate Richey May is committed to creating a culture that fosters diversity, equity, and inclusion. Elevate is a cross-functional team of leaders of all levels throughout the firm working to bring different ideas, perspectives, and experiences to create a stronger, more inclusive and innovative work environment. Objectives: To empower, promote, and mentor a diverse group of future leaders. • To educate leadership on different types of leadership and skill sets. • To utilize and leverage the talent pool at Richey May. • To attract and retain diverse pool of talented new employees. Benefits Just like our teamwork, our benefits package is also unique. We are proud to offer 27 days of paid time off and 10 paid holidays for this role to make sure you have a life outside of the office. As you progress in your career with us, we offer more paid time off. Our robust benefits package includes paid employee medical , employer health savings account contribution , life insurance, and long-term disability. Other voluntary benefits include short-term disability, accident, vision, dental, and medical for dependents. We also offer a discretionary profit-sharing 401k plan, certification bonuses, continuing professional education and education reimbursement. Our wellness programs also include an employee assistance program, paid bereavement leave and our Mental Health First Aid team, employees trained to support mental wellness throughout the firm. Employees are eligible for a performance-based incentive bonus on top of base salary. The salary range for this role is $62,000 to $94,000. Qualifications: Attained Bachelor’s degree (B.A.) from four-year College or university Minimum of three years auditing experience in public accounting, ideally within Financial Services Ability to show strong leadership and mentoring capabilities Strong analytical, written and verbal communication skills The Fun Stuff For Colorado-based team members, our technologically advanced office has gorgeous views for all (not just the few) with multiple common spaces designed to inspire innovation and collaboration. We also offer onsite locker rooms with showers and a quick-service restaurant on site with plenty more within walking distance. Firm-wide, we offer many community service activities through our Richey May Cares Foundation, regular firm socials, team-building activities and training programs to develop leaders at all levels. Don’t just take our word for it. Richey May has an enduring legacy of excellence recognized nationally. Some of our awards over the last three years includes: Inside Public Accounting “Excellence in Firm Culture” “Fastest Growing Firms” “Top 200 Firms” Accounting Today “Firms to Watch” “Fastest Growing Firms” “Top 10 Regional Leader” “Regional Leader” Housing Wire “Tech Trendsetters in Mortgage and Real Estate” “Tech 100 in Mortgage” #LI-DNI

Posted 30+ days ago

Commercial Banking Relationship Manager-logo
Commercial Banking Relationship Manager
U.S. Bank National AssociationNewport Beach, California
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. bank has an exciting opportunity for a dynamic Senior Banker on U.S. Bank’s Commercial Banking Team. The ideal candidate has proven business development experience in the commercial and industrial space in addition to having the ability manage and grow a large, complex commercial loan portfolio. Candidate should have knowledge and experience with regards to advising clients and prospects on commercial banking ancillary product sets and services, be able to identify and successfully capitalize on cross-sell opportunities and make appropriate referrals. This person will understand how to navigate a commercial banking loan approval process and can successfully manage portfolio credit quality. Basic Qualifications - Degree in finance, accounting , or related field - 10 or more years of commercial banking experience Preferred Skills/Experience - Proven business development skills with companies in the commercial and industrial space, - Proven knowledge and experience with regards to initiating and driving successful internal partnerships with treasury management and payments solutions, foreign exchange, capital markets and wealth management, amongst other internal banking partners, - Highly experienced with regards to growing and managing a large, complex portfolio of commercial loans, - Excellent verbal and written communication skills - Well-developed analytical, decision-making, and problem-solving skills - Understanding of commercial credit and underwriting - Self-starter with excellent time management skills 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: $181,730.00 - $213,800.00 - $235,180.00 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

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

Posted 30+ days ago

Truist Financial Corporation logo
Banking Operations Business Consultant
Truist Financial CorporationWinston Salem, NC
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Job Description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Analyze and evaluate internal systems and procedures of assigned line of business by way of assigned projects, concentrating specifically on the efficiency and effectiveness of these systems and procedures, and the overall quality of the results or services provided. Assigned projects are high priority and may be high risk. May manage a small group of analysts.

requires strong knowledge of banking products, specifically related to FDIC and titling of accounts.

may be filled in either posted location

Essential Duties and Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  1. Perform special projects as assigned in the general areas of problem identification and resolution, performance and productivity improvement as well as quality enhancements.

  2. Responsible for recommendation of improvements and enhancements within area of responsibility. This is to include completing process mapping, workflow analyses, and process re-engineering.

  3. Prepare detailed procedural manuals for area of responsibility.

  4. Coordinate and participate in any training that is necessary as a result of conclusions reached in project-related activities or system implementation.

  5. Provide application support, which includes problem research, analysis, resolution, and on-call support.

  6. Upon assignment of a recommendation or stated enhancement project, complete a full evaluation to include efficiency, effectiveness and cost benefit analysis.

  7. Maintain and communicate knowledge of industry trends and technology. Develop and maintain a professional relationship with vendors supporting assigned systems.

  8. Help ensure regulatory compliance as applicable.

  9. Act as the technical resource for assigned systems, to include preliminary project plans, project workbooks, etc. for necessary actions involving IT for enhancements, upgrades or implementation.

  10. Maintain statistics, records and reports that help establish quality control standards at an acceptable rate.

Qualifications

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  1. Bachelor's degree in business or equivalent education and related experience

  2. Seven years of banking experience, three years as a Line of Business expert or Senior Business Analyst

  3. Excellent negotiation and presentation skills.

  4. Thorough analytical, planning and quality control, problem-solving and organizational skills

  5. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

  6. Strong interpersonal and communication skills, verbal and written; ability to successfully interact with and influence all levels of management and staff.

  7. Creative, flexible, decisive, and adaptable to a dynamically changing business/production environment

  8. Ability to support daily activities for large, multi-function operations of moderate to high risk in operations in a 24 X 7 environment

  9. Thorough understanding of process and production management principles.

  10. Demonstrates effective strategic planning and process improvement aptitude for multiple bank operations functions

Preferred Qualifications:

  1. Advanced degree in Business, or equivalent education and related experience

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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