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NBT Bank logo
NBT BankBrewerton, NY

$18 - $20 / hour

Pay Range: $17.50 - $19.62 The role of the Relationship Banking Associate is to deliver high quality customer service and responsiveness to ensure fulfillment and satisfaction of both internal and external customers. This individual will be responsible for the efficient and timely processing of routine transactions and other related services accurately in accordance with policy and procedures. This individual will be responsible for identifying and referring sales opportunities to the appropriate business partner or line of business that will help fulfill the customer's need(s). This interaction may be in person or over the telephone. The Relationship Banking Associate will provide support for basic consumer deposit account opening as required. Education and Experience: High School Diploma or Equivalent Minimum one year experience in related banking positions or equivalent sales/customer service experience Skills and Abilities: Excellent listening & communication skills Ability to approach, identify and have conversations with customers and identify needs and opportunities Organizational, interpersonal and customer relations skills which also includes problem solving and decision-making skills Ability to function in a fast paced, ever-changing environment Ability to work well with people as a team Proficient computer skills Tasks Performed: 65% Processes routine transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures. Performs various administrative duties as assigned including maintaining records, preparing a variety of forms & reports and daily vault balancing. Engages in referral and relationship management in accordance with established objectives and goals. Provides support for new deposit account opening as required. Will adhere to security measures and controls to minimize any potential losses to the company. 25% Identify customer opportunities through interactive and consultative conversations to assess and address the needs of the customer. Provides services to customers, including but not limited to basic deposit account opening and referring customers to the appropriate business partners when necessary. Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads. Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness. Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner. 5% Participates in community events that support efforts with the Community Reinvestment Act CRA. 5% Performs other duties as assigned and required. Physical Requirements: Communicate effectively with internal and/or external customers Stationary 50% of time Move about within or between locations Bend, Twist, Crouch, Squat Move Objects to Maximum 20 lbs Why Work at NBT At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success. Wellbeing At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally. Community Involvement NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace. Culture NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. Career Development Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential. Total Rewards NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan. Benefits for Full-Time Employees: Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. Parental Leave: Six weeks of paid leave at 100% of your salary. Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Flexible Spending Accounts: For healthcare and dependent care expenses. Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. Adoption Assistance: Supporting your growing family. Tuition Reimbursement: Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+ Hours/Week: Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Generous Parental Leave: Six weeks of paid leave at 100% of your salary. Benefits for All Part-Time Employees: Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future Paid Sick and Safe Leave: For your health and safety. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

Posted 4 weeks ago

Royal Bank of Canada logo
Royal Bank of CanadaNew York, New York
Job Description Global Investment Banking Summer Associate – New York What is the opportunity? RBC Capital Markets is a premier investment bank that provides a focused set of products and services to corporations, institutional investors and governments around the world. With more than 7,100 professionals, we operate out of 70 offices in 15 countries across North America, the U.K., Europe, and the Asia-Pacific region. We work with clients in over 100 countries around the world to deliver the expertise and execution required to raise capital, access markets, mitigate risk and acquire or dispose of assets. We are consistently ranked among the largest global investment banks according to Bloomberg and Dealogic. RBC Capital Markets is part of a leading provider of financial services, Royal Bank of Canada (RBC). Operating since 1869, RBC is one of the top 15 largest banks in the world and the fifth largest in North America, as measured by market capitalization. With a strong capital base and consistent financial performance, RBC is among a small group of highly rated global banks. RBCCM U.S. Summer Associate Program Each year, we invite rising second-year MBA students to join our Global Investment Banking (GIB) platform for a 10-week U.S. Summer Associate Program. The program provides an opportunity for you to experience the culture and atmosphere of RBC Capital Markets and experience the role of a full-time Associate. What will you do? GIB provides a complete suite of strategic advisory services, as well as equity and debt capital raising capabilities for leading corporations, institutions and governments. RBC Capital Markets’ investment banking platform focuses on nine core industries and seven product groups. We recruit for the following industry and product groups for our New York office: Industry Groups: Communications, Media and Entertainment (CME) Consumer/Retail Financial Services (FIG) Healthcare Industrials Power, Utilities and Infrastructure Real Estate Technology Product Groups: Mergers & Acquisitions (M&A) Similar to full-time GIB Associates, Summer Associates will spend their time: Working on a variety of live transactions and client-facing business development initiatives in all areas of GIB Developing and preserving complex financial models Contributing to the delivery of client meetings and presentations Conducting research to analyze market trends Researching and analyzing future opportunities What do you need to succeed? In selecting summer associates, we look for the following: Students in their penultimate year of study at an accredited 2-year MBA program 2+ years’ work post-undergraduate work experience Ability to manage multiple competing priorities and thrive in a fast-paced and challenging environment Value and possess strong competency in the following behaviors: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset Well-rounded set of interests and extra-curricular activities beyond academics What’s in it for you? We thrive on the challenge to be our best, think progressively, continue our growth, and deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our individual/collective potential, making a difference to our communities, and achieving success that is mutual. From this experience you would gain: A strong foundation in fundamental investment banking skills such as financial modeling and analysis, transaction execution and negotiation, and in-depth industry/product knowledge A better understanding of RBC’s products and services The support of a mentor (typically a full-time Associate or Vice President) An opportunity to network and discuss career opportunities through a number of social events The good faith expected salary range for the above position is $175,000 depending on factors including but not limited to: the candidate’s experience, skills, registration status, market conditions, and business needs. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC’s high-performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value Inclusion and Equal Opportunity Employment RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request. Job Skills Additional Job Details Address: BROOKFIELD PLACE FKA 3 WORLD FINANCIAL CENTER, 200 VESEY STREET:NEW YORK City: New York Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: CAPITAL MARKETS Job Type: Student/Coop (Fixed Term) Pay Type: Salaried Posted Date: 2025-08-25 Application Deadline: 2026-01-01 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above I nclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com .

Posted 30+ days ago

Superstate logo
SuperstateNew York City, New York
About the Role Superstate is hiring an Investment Banking Business Development professional in New York City to join a small, close and highly motivated team. You will be expected to drive growth by sourcing new deal opportunities, building relationships with C-suite executives, and expanding the firm’s presence at the forefront of Traditional and Crypto markets. This role blends strategic analysis, sales, and relationship management, with a focus on identifying and executing public offerings, capital raises and direct listings. The ideal candidate will bring a track record of bringing companies public at an investment bank. Key Responsibilities / How We’ll Measure Your Success Lead Generation: Identify and research potential clients, industries, and markets for new business opportunities through market analysis and networking. Relationship Management: Initiate and maintain relationships with clients, prospects, and referral sources via calls, meetings, conferences, and digital outreach. This will include pitching and presenting the benefits of Superstate to potential clients and partners across the ecosystem. Structuring Deals: Provide advisory services to companies looking to go public with strong financial statement analysis and help structure compelling offerings for the company and their investors. Relationship Ownership: You will own all elements of the customer lifecycle from sourcing leads to closing deals. This includes Superstate clients and industry partners. Collaboration: You will collaborate cross-functionally with internal and external teams to build compelling value propositions and product offerings including preparing proposals, presentations, and responses to RFPs. Product Knowledge: You will proactively remain up-to-date with industry trends and best practices, our current and future product offerings, and maintain a deep understanding of the institutional crypto landscape Skills and Qualifications Must Haves: Based in New York City At least 3 years of experience taking companies public at a large investment bank Ability to articulate complex concepts to both technical and non-technical (and non-crypto native) audiences Maintaining a pulse on emerging trends in crypto and adjacent industries and the ability to identify trends and opportunities Excellent communication, presentation, and negotiation skills Benefits Generous stock options to full-time employees Health, Dental, and Vision plan Unlimited PTO and Holidays Paid parental leave Company and team bonding events throughout the year Superstate is a financial technology firm reshaping public capital markets. Superstate connects financial assets with crypto capital markets to expand access, improve liquidity, and advance capital formation, through on-chain public listings and tokenized securities. The company is based in New York City and is home to bright, creative, talented, and passionate team members, excited to modernize investing through tokenized financial products. We are fully committed to diversity, equity, and inclusion in our recruiting efforts and welcome any opportunity to interview qualified applicants with unique viewpoints and life experiences. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Posted 30+ days ago

T logo
Truist BankNew York, New York
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector. Industry coverage includes industrials, financial sponsors, consumer and retail, healthcare, financial institutions, energy, and technology, media and telecom. Senior investment banking professionals are expected, over time, to generate a balanced mix of M&A, debt and equity capital raising of $7 million to $30 million subject to the attributes of their sector coverage. In addition, senior investment banking professionals are expected to "sell the bank" by appropriately positioning the banks treasury and payment solutions product suite as well as floating rate and F/X, private wealth, insurance and other services. Senior investment banking professionals are also expected to serve the bank's corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals. 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. Plays an integral role in supporting new business development, due diligence, and/or transaction execution2. Under limited supervision, performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, modeling, due diligence, executing transactions, as well as working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis3. May coach and mentor Analysts or Interns. Builds cross-functional relationships within CIB 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. BA/BS degree 2. Minimum of 4 years of related work experience 3. Strong knowledge of investment banking, market, industry sector, and/or financial products 4. Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions 5. Strong organizational and leadership skills 6. Advanced skills in written and oral communications, and interpersonal relationship management 7. Solid analytical and sales skills Preferred Qualifications 1. MBA degree, with a Finance focus2. 6+ years of related work related experience - The annual base salary for this position in New York is $175,000 General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site . Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

Posted 1 day ago

NTT DATA logo
NTT DATAMiami, Florida
NTT DATA is a team of more than 190,000 diverse professionals, operating in more than 50 countries throughout the world. The sectors where we have activities include: telecommunications, finance, industry, utilities, energy, public administration and health. Our mission? Offer technological solutions, business, strategy, development and maintenance of applications, while being a benchmark in consulting. All thanks to the collaboration between teams, the human quality of our people and the fact that we do not conform to what is established, we always seek innovation that brings us closer to the future. Our essence has led us to the forefront of technology, breaking paradigms and providing solutions that truly respond to the needs of each client. Our talent has led us to be one of the top 6 technology companies in the world. Because #Greattech, needs #GreatPeople, like you NTT DATA is looking for high-achieving team players that are quickly adaptable to new challenges and entrepreneurial ventures. We are looking for an Executive Director of International Banking to work in Miami, FL . Overview: NTT DATA is seeking an Executive Director to serve as a strategic client manager responsible for driving sales and delivery of NTT DATA’s solutions to international banking clients. This role requires a visionary leader to define and execute growth strategies, foster strong client relationships, and ensure seamless alignment between sales and delivery teams across diverse banking markets. Role Highlights: Strategic Leadership: You’ll define and execute the wealth management strategy, driving innovation and ensuring the team delivers consistent Client-Centric Growth: Build long-term relationships with culturally diverse clients across the US and Latin Sales & Delivery Ownership: Lead both the sales cycle and delivery execution—this is a dual-impact role with full Cross-Functional Collaboration: Work closely with Sector Heads to position NTT DATA’s Operational Oversight: From budgeting to forecasting, you’ll manage the nuts and bolts that keep the business running smoothly. Responsibilities: Develop and implement comprehensive strategies that drive innovation and consistently deliver high-value solutions to international banking clients. Build and nurture a diverse portfolio of banking clients across the U.S. and Latin America, demonstrating cultural awareness and adaptability to varied business environments. Lead end-to-end sales cycles and manage successful delivery of client projects, ensuring alignment and collaboration between sales and delivery teams. Work closely with Sector Heads and internal stakeholders to position NTT DATA’s banking solutions effectively, driving go-to-market strategies and revenue growth. Manage budgeting, forecasting, and procurement processes to maintain financial discipline and operational efficiency. Build and lead a high-performing team capable of supporting multiple international banking clients, fostering a culture of accountability and excellence. Champion continuous enhancement of banking service offerings by identifying market trends and introducing innovative technology-driven solutions. Ensure projects meet client expectations, comply with internal standards, and are delivered on time and within budget through rigorous process management. Requirements: 10+ years of experience leading complex sales pursuits and managing high-value transactions within the banking industry. 3+ years in a senior leadership role within a consulting or technology services firm, with proven success in driving strategic initiatives for banking clients. Strong track record of generating multi-million-dollar revenues through strategic sales and client relationship development in international banking markets. Deep understanding of the banking technology landscape and how digital transformation drives client success. Experience managing projects for U.S.-based banking clients, with expertise in leveraging offshore capabilities to enhance delivery efficiency. Proven ability to develop and execute go-to-market strategies aligned with business objectives. Skilled in integrating consulting expertise with business strategy to develop compelling sales and marketing plans. Exceptional relationship management skills with key stakeholders, including senior banking executives, decision-makers, and industry influencers. Demonstrated ability to establish and lead strategic partnerships that expand market reach and enhance service offerings. Strong presentation and communication skills, comfortable engaging diverse audiences across technical and non-technical roles. Ability to navigate complex, matrixed organizations and manage diverse stakeholder expectations effectively. Fluency in English and Spanish (Portuguese is desirable), with demonstrated cross-cultural experience across U.S. and Latin American/European banking markets. Why NTT DATA? Empowerment and rewards are the cornerstone of our career development model. We are a young, fast-growing company, with a highly innovative and entrepreneurial spirit, because of this professional experience and growth will be unmatched. Our talent and positive attitude allows us to transform our goals into achievements, and projects into realities. NTT DATA is committed to hiring and retaining a diverse workforce. We are proud to be an Equal Opportunity/Affirmative Action-Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. NTT DATA is an Equal Opportunity Employer Male/Female/Disabled/Veteran and a VEVRAA Federal Contractor.

Posted 30+ days ago

LPL Financial logo
LPL FinancialCharlotte, New York

$140,475 - $234,125 / year

Are you ready to lead the charge in building next-gen fintech platforms? At LPL Financial , we’re launching a new Banking & Lending Solutions team to deliver fully integrated, in-house lending capabilities for advisors and clients. This is a greenfield opportunity to architect and build scalable, secure, and high-performance applications using modern full-stack technologies. We’re looking for a Lead Full-Stack Engineer with deep expertise in .NET/C# , Angular , and AWS , who can drive technical excellence, mentor developers, and deliver impactful solutions in a fast-paced, agile environment. Your Role: Lead architecture and development of cloud-native applications using .NET 6+, Angular 14+, and AWS services. Build and deploy containerized microservices using Docker and Kubernetes (EKS). Design and implement RESTful APIs , event-driven architectures , and serverless workflows using AWS Lambda, EventBridge, and Step Functions. Integrate with data platforms using Aurora, RDS, Athena, Glue, and S3 for real-time and batch processing. Collaborate with cross-functional teams (Product, UX, Architecture) to deliver seamless advisor and client experiences. Ensure code quality and performance through automated testing, CI/CD pipelines, and observability tools (CloudWatch, Dynatrace, etc.). Own the technical delivery , contribute to sprint planning, and drive continuous improvement. Tech Stack You’ll Work With: Frontend : Angular, TypeScript, RxJS, NgRx, SCSS Backend : .NET 6+, C#, Web API, Entity Framework Core Cloud & DevOps : AWS (EKS, Lambda, Glue, Aurora, S3, EventBridge), Docker, Kubernetes, Terraform, GitHub Actions Data & Reporting : SQL Server, PostgreSQL, Athena, Glue, Python Monitoring & Logging : CloudWatch, ELK Stack, Prometheus, Grafana What You Bring: 7+ years of full-stack development experience with strong backend and frontend skills. 5+ years in a technical leadership role, mentoring engineers and driving delivery. Proven experience designing and deploying scalable cloud-native applications preferably on AWS. Strong understanding of microservices , API-first design , and event-driven systems . Experience with CI/CD pipelines , infrastructure-as-code, and DevSecOps practices. Excellent communication skills and ability to work with both technical and non-technical stakeholders. Why Join Us? Greenfield development – build from scratch with modern tools and practices. High-impact work – shape the future of lending for thousands of advisors and clients. Innovative culture – agile, collaborative, and focused on engineering excellence. Career growth – opportunity to lead, innovate, and influence enterprise-wide solutions. Pay Range: $140,475-$234,125/yearActual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit www.lpl.com . Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947. EAC1.22.25

Posted 1 week ago

U.S. Bank logo
U.S. BankOmaha, Nebraska

$94,010 - $110,600 / year

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They do this by approaching 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. You will also have access to an expansive set of products and solutions to better serve your business clients today and into the future.Strong client relationships are based on trust, assessing and attending to clients’ banking needs, obtaining and processing client and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each client’s unique goals and needs. U.S. Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term relationships. Basic Qualifications - Bachelor's degree, or equivalent work experience- Five to seven years of relevant experience Preferred Skills/Experience - Strong relationship management and business development abilities- Well-developed analytical and problem-solving skills- Basic knowledge of credit administration, analysis, and credit policy/procedure- Knowledge of cash flow management and business credit underwriting with commercial credit training preferred- Demonstrated understanding of basic financial accounting and analysis- Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank’s products- Ability to work effectively with individuals and groups across the company to manage customer relationships- Excellent presentation, verbal and written communication skills- Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants . Benefits: Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $94,010.00 - $110,600.00 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 day ago

U.S. Bank logo
U.S. BankBrea, California

$111,095 - $130,700 / year

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Our Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They approach each and every day with a single purpose – to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. They have access to an expansive set of products and solutions to better serve our business clients today and into the future. This position offers a base salary, a competitive quarterly incentive plan, four weeks of vacation, and carries a Vice President title. The responsibilities are as follows: Bring new business clients to the bank through strong business development and prospecting. Be the primary advisor for our business clients. Build, develop, enrich and manage new and existing relationships with business clients. Deliver financial expertise and client-centric solutions that build strong, long-term relationships. Assess and attend to clients' banking needs. Obtain and process client and account information. Educate clients on available deposit and loan products and services. Recommend financial solutions based on each client’s unique goals and needs. Partner effectively with Treasury Management, Merchant Services and High Value Credit Card teams. Basic Qualifications - Bachelor's degree, or equivalent work experience- Five to seven or more years of relevant experience Preferred Skills/Experience - Knowledge of local market - Ideal candidate resides in the market - Able to demonstrate principals of credit risk management - Have "soft skills" to partner and collaborate across business lines - Proven track record onboarding and retaining businesses with revenues $2.5MM to $25MM - Proven track record of success meeting targets that are quantifiable and qualitative Location The role offers a hybrid/flexible schedule. If not prospecting and meeting with clients, there's an in-office expectation of 3 or more days per week with the flexibility to work outside the office location for the other days. If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants . Benefits: Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,095.00 - $130,700.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 1 day ago

Orion Innovation logo
Orion InnovationEdison, New Jersey
Orion Innovation is a premier, award-winning, global business and technology services firm. Orion delivers game-changing business transformation and product development rooted in digital strategy, experience design, and engineering, with a unique combination of agility, scale, and maturity. We work with a wide range of clients across many industries including financial services, professional services, telecommunications and media, consumer products, automotive, industrial automation, professional sports and entertainment, life sciences, ecommerce, and education. Position: Sales Hunter, Banking & Financial Services Location: NY / NJ / Boston / Atlanta / Charlotte Orion is a leader in digital transformation and digital product development. A new breed of player with a unique combination of agility, scale and maturity, we’re rooted in engineering and experience design. We have a team of over 5,500 associates in delivery centers across the U.S., Asia, and Eastern Europe. We help enterprises develop their roadmap for AI, analytics, cloud, and digital transformation and deliver technology-driven efficiencies, improved customer experiences and new digital offerings. Our “agility at scale”, along with our deep industry expertise and relentless focus on hands-on execution of our clients digital transformation initiatives, is what truly differentiates us. We are on an exciting journey of innovation, leadership and accelerated growth. Orion is buzzing with activity, and there are ample opportunities for everyone to contribute, grow professionally and help establish Orion as a leader in our industry space. For further details visit www.orioninc.com . Reporting to : Global Head of Financial Services Vertical Job Purpose : As a Sales Hunter / Director you will be responsible for: To pursue end to end GTM strategy from pursuit to closure Net New (Targeted list in the region/market aligned to Orion’s strategic growth objectives for Banking & Financial Services Go-to-client leader for developing key account and customer relationship strategies, identifying specific pursuit opportunities to build and expand Orion’s Financial Services footprint. Focus hunting new logos and key customers within the region Grow the firm’s business with these new clients through consultative selling & adoption of the Domain Led - Digital Transformation & Digital Product Development Solutions & Services. This leader will be directly interacting with senior client executives (CXO’s and 2-3 levels down) to understand: Strategic business goals, Business / Technology / Operations priorities and help them design solutions, services to meet these goals by leveraging Orion’s capabilities & competency areas. Develop, own & lead Account planning, GTM within these new logos Account penetration strategies land and expand, New Business Unit/LOB expansion, Geo/regional expansion Respond to and deliver on client requests, Respond to RFI’s/RFP’s, Technology & services needs. Proactively identify opportunities, digital transformation initiatives that align to Orion’s interest and capability areas Make solution proposals, pricing models, presentations to client(s) in line with account & client strategy Own the entire account operations process – Account Budgeting/Targets, Weekly / Monthly / Quarterly forecasting, MSA/contracts SOW(s), Invoices Engage with Delivery & Operations teams to manage project / program level margins (Cost’s) Oversee the delivery of Orion’s commitments to clients by working closely with various service delivery teams, COI’s – Experience Design, Engineering, Data & Analytics, AI, Cloud & Infrastructure, QA, etc. As a leader you will be responsible for developing alliances & partnerships that may be required for teaming up for purposes of a sale / initiative to provide or augment) Advisory/consulting Solution design Execution capabilities Customer Success: This leader will be required to continuously develop trust-based relationships, manage steering committee for engagements, overall account governance & customer satisfaction Domain, Thought Leader & Consulting The role also requires being a strategic advisor, provide management consulting becoming a coach / guide to key Stakeholder’s to drive Digital Transformation initiatives. You will need to be a Thought Leader in the Financial Services space with good understanding of macro & micro trends, regulatory impacts, geo (US, EU, LATAM), impact of various technologies & methodologies (Digital Experience, Cloud, DevSecOps, Data, Agile, Automation, AI/ML, IOT) and key enablers of Digital Transformation & Global Delivery This leader will need to be well versed in any one or more of the below industry segments/domains with deep understanding of business processes, products/ platforms, and digital transformation in that particular segment: Banking (Universal Banks, Super Regional and Regional Banks), Cards & Payments and Fintech companies Investment Management, Wealth Management & Asset Management, WealthTech Financial Services Marketplace (Clearing Settlements, Credit Risk Agencies, Regulatory Institutions, Market Data, Clearing House), RegTech Insurance (P&C) & InsurTech This leader will need to contribute to Digital marketing efforts to expand mindshare for Orion’s Domain Led Digital Transformation solutions offerings / assets through Digital Collateral (Blogs, Case Studies) Industry Webinars, Podcasts Account /Segment Campaigns, Analyst Briefings, Seminar presentations, roadshows etc. Qualifications : Requires solid understanding of FS Domains – (Note: We are not looking for generalist sales but solution & consultative sales). Requires ability to construct project bids, multi-year digital transformation deals, Digital POD’s with solid understanding of Design & Tech, co-development, co-innovation, co-sourcing models Requires significant interaction with business, technical, operations stakeholders. Communication will be a key Requires good understanding and prior experience of selling & managing Tier 1 /2 Financial Services relationships Banking & Financial Services: Retail, Commercial, Cards & Payments, Wealth Management, Investment Banking, Capital Markets, Asset Management Requires solid understand of digital solutions areas and use-case based consulting/selling in select domains – g. Front-Office, Middle-Office, Back-Office, Marketing, Sales & Services, Customer Onboarding, Risk, Regulatory & Compliance Payments, Lending, Retail /Digital Banking, Commercial Banking P&C Insurance, Policy Admin Requires good understanding of Digital Transformation, relevant technologies, industry leaders in Sales & Services (e.g. CRM), Digital Experience Platforms, Cloud, Infrastructure Services, API Management, DevOps, Data/Analytics, Omni Channel Solutions, RPA/Automation, Customer Experience, UX, Managed Services, Application Services Should have either worked or sold as a Platform/System Integrator or from one of management consulting / professional services firms (Accenture, Deloitte, etc.) Core Banking Platforms: Fiserv, FIS, Hogan, Temenos, SAP, Oracle Retail Banking platforms: Fiserv, FIS, ACI and new Fintech platforms (D3, Back base) Digital banking, Commercial banking: Fiserv, FIS, ACI, Bottomline, Finastra Wealth / Investment Banking / Capital Markets: Calypso, Murex, Sungard, Temenos, Fiserv, FIS, Wall street systems Risk & Regulatory Compliance: Actimize, BAE Detica, RSA, SAS Cards & Payments: TSYS, First data, Worldpay Insurance Platforms: Guidewire, DuckCreek Demonstrated success in leading engagements of all sizes from inception through completion in a fast-paced entrepreneurial environment Is articulate and readily adapt his/her style and message appropriately to their audience Understands how to navigate complex client environments and situations. Is Skilled at defining, communicating, clarifying and driving change and action Is a thought leader, adept at leading digital transformation journey Can lead and engage with teams with diverse backgrounds and inspire performing teams Works with cross functional peers accountable for success in delivering outcomes and high-quality customer experience Balance the focus on growth and revenue generation with clear ability meet account level targets & profitability goals Orion is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, citizenship status, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Candidate Privacy Policy Orion Systems Integrators, LLC and its subsidiaries and its affiliates (collectively, “Orion,” “we” or “us”) are committed to protecting your privacy. This Candidate Privacy Policy (orioninc.com) (“Notice”) explains: What information we collect during our application and recruitment process and why we collect it; How we handle that information; and How to access and update that information. Your use of Orion services is governed by any applicable terms in this notice and our general .

Posted 30+ days ago

Texas Capital Bank logo
Texas Capital BankDallas, Texas
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives . At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com . As a key member of our healthcare corporate banking team, the Relationship Manager (RM) will lead strategic client engagement across a diverse portfolio of healthcare entities. This role is responsible for delivering tailored financial solutions, managing complex credit structures, and deepening relationships with for-profit, non-real estate healthcare organizations. The RM will serve as a subject matter expert across the bank, helping to grow the healthcare vertical and collaborating closely with internal partners including investment banking, credit, and product teams. Key Responsibilities: Client Relationship Management: Serve as the primary contact for C-suite executives and decision-makers across a portfolio of healthcare clients, ensuring high levels of engagement and satisfaction. Strategic Growth: Develop and execute a disciplined calling strategy and client acquisition pipeline to expand the bank’s presence in the healthcare sector. Tailored Solutions: Leverage deep industry knowledge to deliver customized banking solutions, including credit, treasury, and capital markets products. Cross-Functional Collaboration: Partner with internal teams to structure and execute deals, cross-sell products, and deliver comprehensive financial support. Credit & Risk Oversight: Work closely with credit teams to underwrite and monitor transactions, proactively identifying and managing risk. Deal Execution: Lead client pitches, negotiations, and presentations to secure new business and expand existing relationships. Mentorship & Team Leadership: Mentor junior talent, fostering a collaborative and high-performing culture within the Corporate Banking team. Compliance & Governance: Ensure adherence to regulatory requirements, internal policies, and risk frameworks. Qualifications: Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field. 10+ years of experience in Corporate or Commercial Banking, with a strong focus on healthcare clients. Formal credit training or equivalent experience in credit analysis and underwriting. Proven track record of relationship management, business origination, and portfolio growth. Strong understanding of capital markets, bank products, and financial regulations. Excellent communication, organizational, and problem-solving skills. Proficiency in Salesforce and Microsoft Office (Teams, Word, Excel, PowerPoint). FINRA Series 79, 63, and SIE licenses required (or must be obtained within 120 days of employment). The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 6 days ago

Texas Capital Bank logo
Texas Capital BankHouston, Texas
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives . At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com . Brief Overview of Position A Banker Associate II will have experience within the Commercial Banking line of business. Depending on the market, this role will report to the Market or Team Leader and work closely with Relationship Managers, the Credit team and other business partners to deliver best-in-class experiences and comprehensive financial solutions to clients and prospects across a broad array of industries.We are seeking qualified candidates with a passion for a long-term career in Banking, that have extraordinary levels of motivation and initiative and aspire to deliver superior client experiences. Responsibilities Participate in agenda-based client calls with Relationship Managers (approximately 25% of time spent). Support meeting preparation and follow ups as needed. Source new prospect opportunities and develop Centers of Influence (COIs). Identify cross-sell opportunities within active portfolio. Prepare and complete Balance Sheet Committee (BSC) forms and submissions. Prepare screening memos, term sheets, pitch book materials and manage screening process. Assist Portfolio (Credit) Managers with renewals, reviews, and new deal Credit Approvals. Ensure Covenant compliance and analysis. Accurately log all activity in applicable Texas Capital systems (Salesforce, Alloscape, etc.) and utilize sales tools to develop call planning strategies. Coach and mentor Analyst colleagues. Qualifications Bachelor’s degree in business (Finance, Accounting, Real Estate, etc.) or other relevant degree. 3.5 to 4.5 years of experience in Banking, Commercial Banking preferred or other relevant experience. Effective team player with ability to work in a fast-paced, highly collaborative environment. Exceptional writing, interpersonal and communication skills. Analytical skills - critical thinking, data and information analysis, research, and problem solving. Organizational and time management skills. Strong knowledge and application of Credit Underwriting (i.e., cash flow models, financial spreads, and credit packages). Advanced knowledge of banking suite of products and services. Strong knowledge and application using Salesforce and Microsoft Office including Outlook, Excel, and PowerPoint to produce reports, correspondence, and presentations. High interest in outreach to, and involvement in, the communities where we live and work. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 1 week ago

Baird logo
BairdChicago, Illinois
High-profile deals, major growth, the right people behind you. Grow far at Baird. ​ Baird offers a different kind of start to a career in investment banking, built on high-performing teams and a culture that supports your growth. ​ Here, you’ll build skills through real transactions, close collaboration with peers and mentors, and a culture focused on shared success.​ Internship Location, Availability and Hours: Located in our Milwaukee and Chicago offices interns must be flexible to work full time during the summer, significant hours are required. What You’ll Do: Learn by doing and be trusted with meaningful work from the jump​ Play an integral role on investment banking teams, providing analytical support primarily for sell-side mergers and acquisitions, as well as occasional buy-side mandates, public equity offerings, and other financial advisory services for clients. Assist in the preparation of company valuations, financial models, perform research and various analyses in support of new business generation. Hone your skills by working closely with senior bankers and client senior management on a variety of transactions. Support primarily on domestic and cross-border M&A transactions, with clients including Fortune 1000 companies, private equity groups, and founder-run businesses. What You’ll Gain ​ The kind of environment that turns early talent into lasting careers​ Gain relevant experience in all areas of a transaction, from preparation of marketing materials to facilitation of due diligence. Unique culture that values diverse backgrounds and perspectives while emphasizing respectful teamwork and a strong sense of partnership. Achieve professional development and advance your career through lean deal teams which provide greater responsibility and daily interaction with senior bankers. What It Takes: We’re looking for people that want to go far, and go together Current enrollment in a Bachelor’s degree program required with a graduation date of December 2027 or Spring 2028 A full-time minimum 10-week commitment during the summer is required Proven interest in investment banking or other areas within the financial services industry is beneficial Possess a strong work ethic and a record for excellence Ability to function both within teams and self-directed tasks Superior intellect, demonstrated leadership ability, excellent verbal and written communication skills, attention to detail, and a commitment to excellence. Compensation and Benefits: Base salary: $110,000 (pro-rated for summer program) Paid holidays As part of our application process and to be considered for our Summer 2027 Analyst Internship program, you must complete the Suited assessment. Please click here to create an account and access the form. Your responses will be recorded as you select “Save” at the end of each section – there is no final “Submit” button. Your Baird application is not complete until you submit the Suited profile. Please reach out to ibrecruiting@rwbaird.com if you have any questions Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Posted 1 week ago

Houlihan Lokey logo
Houlihan LokeyLos Angeles, New York
Business Unit: Corporate Finance Industry: General Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. You’ve been referred by a Houlihan Lokey employee to apply for our 2027 Investment Banking Summer Analyst Program. If you’re interested in being considered for any of our summer analyst roles, we encourage you to click the “Apply Now” button to submit your details. This will ensure you receive updates on upcoming events and next steps. Applications officially open on November 21st , and we’ll follow up with you once they’re live. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-114736

Posted 1 week ago

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Simpson Thacher & BartlettNew York, New York

$200,000 - $275,000 / year

Job Summary & Objectives The Banking & Credit (B&C) Training and Strategic Initiatives Manager will be a member of the Legal Talent team, will play a vital role in developing and delivering high-impact training to support the growth, development and excellence of associates in the B&C practice. The B&C Training and Strategic Initiatives Manager will also work on discrete and topical projects within the B&C group. The role will combine both subject matter legal expertise in the banking and credit transactional practice together with the ability to design, deliver, and evaluate training programs tailored to the development needs of associates at all levels. The role will also require a commitment to staying informed of market and legal developments in the field in furtherance of other strategic initiatives. The B&C Training and Strategic Initiatives Manager will work closely with, and collaborate with, practice group leadership, partners, knowledge management and cross-functional teams to ensure that training is aligned with the practice’s strategic goals and evolving market and legal trends and that appropriate strategic initiatives are developed and executed. This is a proactive, detail-oriented position for someone who is passionate about teaching, is committed to the continuous improvement of legal education, and is a forward thinker with an interest in supporting future practice initiatives. Essential Job Duties & Responsibilities Training Needs Assessment and Curriculum Development Identify practice-specific training needs aligned with the substantive legal skills and knowledge required at each level of associate development, including junior, mid, and senior associates. Develop and maintain a dynamic curriculum of training programs tailored to each associate level. Continuously evaluate and update training curricula to ensure they remain relevant, practical, and aligned with evolving substantive learning needs and market trends and developments. Content Creation Create training content for in-person, virtual, and on-demand delivery, including detailed case studies, templates, practical exercises, slides, and facilitator guides. Embed the firm’s practice-specific tools and technologies directly into hands-on training to ensure associates learn legal content in the context of the systems and workflows they will use in real-world deal work. Design and deliver training that simulates real-world deal scenarios and encourages active problem-solving. Develop content for client CLEs, as needed. Training Delivery Co-facilitate live trainings with Partners and Associates, primarily supporting interactive exercises to enhance practical application of legal concepts. Deliver 1:1 or small group training to associates who require targeted development, with a particular focus on lateral hires and associates for whom a particular development need has been identified. Collaboration and Knowledge Sharing Collaborate closely with the B&C Practice Group Head, Partners, Associates, and members of the Legal Talent and Knowledge teams. Serve as a subject matter expert and trusted source of knowledge within the B&C practice. Training Evaluation and Legal Awareness Measure the effectiveness of training through feedback surveys and other relevant metrics to ensure that training programs are meeting the needs of the associates and the practice. Stay informed about changes in law and trends in the market, and incorporate relevant updates into training content and materials as appropriate. Education JD with 6+ years of related experience in a law firm Skills and Experience JD with 6+ years of B&C practice-related experience in a large law firm Strong oral and written communication skills Ability to interact well and build professional relationships while maintaining confidentiality; collaborative approach to working with others of all seniority levels Strong interest in professional development Ability to self-direct, manage multiple priorities, analyze needs and implement solutions Strong organizational skills and attention to detail for both long and short-term projects and responsibilities Highly motivated, proactive, and driven self-starter that demonstrates ownership, initiative, a strong work ethic, and commitment to the role and firm Must be team oriented, contributing as needed on unexpected projects or requests High proficiency with all MS Office Suite products Physical Demands (required to perform essential job functions) Sedentary work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met. Sitting: Remaining in the seated position, particularly for sustained periods of time Work Environment The worker is not substantially exposed to adverse environmental conditions as in typical office or administrative work (normal light, air and space in the work environment). Salary Information NY Only: The estimated base salary range for this position is $200,000 to $275,000 at the time of posting. The actual salary offered will depend on a variety of factors, including without limitation, the qualifications of the individual applicant for the position, years of relevant experience, level of education attained, certifications or other professional licenses held, and if applicable, the location in which the applicant lives and/or from which they will be performing the job. This role is exempt meaning it is not overtime pay eligible. Simpson Thacher will not sponsor applicants for work visas for this position. Privacy Notice For information about how Simpson Thacher & Bartlett LLP collects and processes your personal information, please refer to our Privacy Notice available at https://www.stblaw.com/other/privacy-notice . Simpson Thacher & Bartlett is committed to a collegial work environment in which all individuals are treated with respect and dignity. The Firm prohibits discrimination or harassment based upon race, color, religion, gender, gender identity or expression, age, national origin, citizenship status, disability, marital or partnership status, sexual orientation, veteran’s status or any other legally protected status. This Policy pertains to every aspect of an individual’s relationship with the Firm, including but not limited to recruitment, hiring, compensation, benefits, training and development, promotion, transfer, discipline, termination, and all other privileges, terms and conditions of employment. #LI-Hybrid

Posted 4 days ago

Stout logo
StoutDetroit, Michigan
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. Directors in the Investment Banking group at Stout perform engagements involving middle-market mergers and acquisitions, capital raising, and special situations. Stout seeks a Director / Managing Director for its Investment Banking group to provide value-added consulting services to clients by expanding existing relationships, cultivating new relationships, and providing excellent product delivery. Our industries include: Aerospace & Defense, Automotive, Business Services, Consumer Products, Food & Beverage, Energy & Utilities, Healthcare & Life Sciences, Industrials, Metals & Mining, Plastics & Packaging, Real Estate, and Technology, Media, & Telecommunications. Major Duties and Responsibilities: Responsible for creating successful revenue streams through clients and referrals. Identify potential clients and build and maintain new and existing relationships. It is also important for the candidate to have knowledge of the firm’s product offerings within the Investment Banking group. Set a strategic direction for determining appropriate marketing activities as well as attending marketing/business development activities with clients/potential clients. High level of involvement in setting the group’s vision and strategic focus as well as being involved in overall budget to achieve financial goals/objectives of group. Provide guidance and training to Investment Banking team members. Knowledge, Skills & Abilities: A minimum of 10+ years of relevant experience in middle market merger and acquisition investment banking activities. A bachelor’s degree in accounting or finance preferred. MBA degree a plus. Industry specialty in an area that makes sense for Stout’s client base and past experience or an identifiable network of referral sources that have consistently generated relevant middle market deals (i.e., a successful generalist). Demonstrated ability to engage and close at least $1.5 million in annual client fee revenues for the last several years. Strong deal execution experience and proven ability to manage investment banking teams in engagements. Experience at a regional full-service investment bank or boutique M&A advisory firm. Entrepreneurial background and proven ability to work in a small group with limited resources. Extensive business development and client management experience. Fit Stout’s core values of being relationship focused, entrepreneurial, committed, accountable, and having a positive team attitude. Proven management and leadership skills in heading up a practice group. 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. 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

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

$126,820 - $149,200 / year

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Wealth Banking Services (WBS), a division within U.S. Bank Wealth Management, is dedicated to delivering private banking solutions exclusively through third-party financial intermediaries—such as Registered Investment Advisors (RIAs) and Broker-Dealers—to the end clients of partner custodians. The core offering centers on securities-based lending, complemented by a comprehensive suite of customized private banking products. The WBS Relationship Manager plays a key role in supporting strategic wholesale partnerships by cultivating, managing, and expanding relationships with RIAs and Broker-Dealer firms, their advisors, and their clients. WBS was established to serve as a specialized wholesale channel for private banking products and services within U.S. Bank Wealth Management. Its primary focus is on securities-based lending, supported by a full array of tailored private banking solutions. The WBS Relationship Manager is responsible for driving engagement and deepening relationships with third-party RIAs and Broker-Dealer firms. This includes developing new partnerships, strengthening existing ones, and ensuring high levels of advisor and client satisfaction. The Relationship Manager collaborates closely with Private Banking Product Specialists to provide expert guidance on the securities-based lending program and the broader suite of private banking offerings. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. Basic Qualifications: Bachelor's degree, or equivalent work experience Minimum 8 years of experience in sales, marketing, or relationship management role in a business-to-business environment Minimum 8 years of private banking and/or relevant credit experience Ability to travel Preferred Skills/Experience: Demonstrated experience for driving business relationships and results Ability to maintain consistent travel schedule Excellent interpersonal and presentation skills Excellent verbal and written communication skills Self-motivation to work independently and prioritize own schedule Strong follow-up and execution skills Strong business acumen and professionalism If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants . Benefits: Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $126,820.00 - $149,200.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted today

Midland States Bank logo
Midland States BankBourbonnais, Illinois

$75,000 - $85,000 / year

At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Salary Range: $75,000-$85,000 Position Summary The Banking Center Manager is a proven leader with a track record of success. They will be responsible for individual business development goals, and for leading, managing and coaching a team of sales and service professionals to meet and exceed performance targets, to provide mentorship and leadership within the region, ensure the operational excellence of the banking center and create an excellent customer experience. As a Best Banker at Midland States Bank, this position plays a critical role in developing and maintaining the staff’s effectiveness to present the best solutions to customers, delivering an exceptional customer experience during every interaction. Expectations for this position require the ongoing focus of developing teams that build solid and long-lasting relationships by engaging all customers in a positive manner, and providing an experience that includes undivided attention, straightforward and knowledgeable service while ensuring that the customer’s best interests are our number one priority. Primary Accountabilities Regularly and customarily directs the work of the staff to effectively identify the financial needs of our customers. Set expectations, goals, career development plans for branch staff, fostering a cohesive and inclusive environment in which team members work together to achieve all business goals. Generates portfolio growth by identifying cross-sell opportunities, coaching the team to deepen and strengthen relationships, while increasing client acquisition and retention, as well as utilizing professional relationships to drive new business. Integrate business partners (e.g., Commercial and Small Business, Home Lending, Financial Advisors) into the branch team to drive sales and ensure that all client expectations are met. Fluent with all lending products to include consumer lending, consumer real estate secured lending. Proficient and demonstrated ability to create and execute an effective business plan that identifies market opportunities and challenges, engages their team and partners, and best utilizes bank resources to grow market share within their community. Demonstrates a track record of success calling on small business customers to generate new business clients, while also maintaining and expanding existing consumer and business banking relationships. Proven ability to develop and foster COI relationships. Responsible for providing employees timely, candid and constructive performance feedback through weekly check-ins, huddle meetings, and coaching & observation sessions. Reviews and evaluates branch activity reports, including staffing, loan and deposit growth, overdrafts, charge-offs, and audits to meet profit and performance objectives. Create workforce stability by cultivating an engaged, inclusive, and well coached team. May be responsible for multiple branch locations. Is a leader and center of influence within local community organizations and activities. Confidently drive sales through service and knowledge allowing them to achieve or exceed personal and team goals as set. Track and monitor those sales, referrals, and opportunities in the customer information software. Confident in recommending personal products, trusts, HSA’s, IRA’s, business products and services. Participate in onsite visits to customers to promote the Perks at Work Program & Merchant Services. Participate in outbound teleconsulting to promote and expand current client relationships on a daily basis. Participate in bank sponsored community activities. Leads strategic District initiatives to improve process and results. Timely completion of all assigned learning activities. Achieve or exceed personal and team goals as set. Actively participate in weekly huddles and one on one coaching sessions. Serves as relief and /or backup BCM in other locations of Midland States Bank. Demonstrates and models Midland States Bank core values that support the bank’s culture. The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience: Minimum 5 years of sales management experience with a proven track record of driving sales, both individually and as a leader of a sales team. Minimum 5 years of retail sales and customer service experience. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008. Ability to: Stand for extended periods of time. Ability to lift and transport coin and currency bags as required (bags may weigh between 25lbs and 50lbs). Other Desired Qualifications: Multilingual speakers are encouraged to apply. Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We’re proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at HR@midlandsb.com . THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT

Posted 30+ days ago

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

Posted 2 weeks ago

C logo
Citizens State Bank ColoradoMontrose, CO

$20 - $25 / hour

Position Summary Citizens State Bank is seeking an experienced Digital Support Specialist to join our Treasury and Digital Banking team. This role is essential to delivering a seamless digital banking experience for our customers and supporting CSB’s Digital First strategy. The ideal candidate will combine strong customer service skills, technical expertise, and operational knowledge to ensure excellence in customer support for CSB's digital banking services. Core Responsibilities Customer Support: Assist customers with online and mobile banking requests, including enrollment and general inquiries. Troubleshooting: Diagnose and resolve technical issues related to digital banking platforms. Account Maintenance: Perform account-related maintenance and handle secure messaging requests. Issue Resolution: Research and resolve customer problems, coordinating across departments as needed. Fraud Prevention: Conduct Reg E reviews, maintain fraud and dispute logs, and educate customers on security measures. Card Services: Provide support for debit cards, credit cards, and ATM-related issues. Bill Payment Assistance: Help customers with online bill payment questions and troubleshooting. Operational Support: Assist with daily Treasury tasks and maintain compliance with internal procedures. Hourly Range: $20.00 –$25.00 per hour commensurate with experience. Citizens State Bank is a community-rooted financial institution serving the Western Slope of Colorado. We are proud to be a community-rooted institution with a bold vision for growth. We value employees who bring vision, initiative, and a passion for serving our communities. Benefits: 401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance Powered by JazzHR

Posted today

Adyen logo
AdyenChicago, IL
This is Adyen Adyen provides payments, data, and financial products in a single solution for customers like Meta, Uber, H&M, and Microsoft - making us the financial technology platform of choice. At Adyen, everything we do is engineered for ambition. For our teams, we create an environment with opportunities for our people to succeed, backed by the culture and support to ensure they are enabled to truly own their careers. We are motivated individuals who tackle unique technical challenges at scale and solve them as a team. Together, we deliver innovative and ethical solutions that help businesses achieve their ambitions faster. Senior Software Engineer, Banking Network Team The Banking Network team builds a robust and performant platform that communicates directly to central banking payment systems like FedNow and RTP in the US, and global systems like PIX in Brazil and FPS in the UK. It is the core of our financial services offering, powering our Payouts, Accounts, Capital and Issuing products. Our job is to manage the complexity of global banking payments and create modern solutions that allow for easy access for our merchants. What you’ll do: Work on complex technical projects from requirements analysis through design, implementation, testing and launch into production. Bring your own point of view on best engineering practices. Be hands-on and contribute to the implementation. Identify and improve parts of the platform to make it more robust and scalable. Your code will be used at scale and you are expected to think in that mindset when building features. We launch fast and iterate often. Concretely, this means that within your first few weeks, you will bring live functionalities that impact many merchants and shoppers. Build APIs and tooling according to quality principles such as performance and code quality. Collaborate across teams and time zones to get projects over the finish line. Who you are: You're not just a coder; you're an engineer with an ownership mentality. You have experience with Java, Web Services, REST Apis, Webhooks and SQL/PostgreSql. You have a good understanding of Software Engineering practices and interest in product knowledge. You are familiar with complex large scale distributed systems. You value involving other people to hear different perspectives. Minimum qualifications: 8+ years of experience in the software development industry Full professional proficiency in English This role is based out of our Chicago office. We are an office-first company and value in-person collaboration; we do not offer remote-only roles. The annual base salary range for this role is $180,000 - $243,000; to learn more about our compensation philosophy, please click here . Our Diversity, Equity and Inclusion commitments Our unique approach is a product of our diverse perspectives. This diversity of backgrounds and cultures is essential in helping us maintain our momentum. Our business and technical challenges are unique, and we need as many different voices as possible to join us in solving them - voices like yours. No matter who you are or where you’re from, we welcome you to be your true self at Adyen. Studies show that women and members of underrepresented communities apply for jobs only if they meet 100% of the qualifications. Does this sound like you? If so, Adyen encourages you to reconsider and apply. We look forward to your application! What’s next? Ensuring a smooth and enjoyable candidate experience is critical for us. We aim to get back to you regarding your application within 5 business days. Our interview process tends to take about 4 weeks to complete, but may fluctuate depending on the role. Learn more about our hiring process here . Don’t be afraid to let us know if you need more flexibility. This role is based out of our Chicago office. We have a hybrid workplace and value in-person collaboration; we do not offer remote-only roles.

Posted 1 week ago

NBT Bank logo

Relationship Banking Associate

NBT BankBrewerton, NY

$18 - $20 / hour

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Job Description

Pay Range: $17.50 - $19.62

The role of the Relationship Banking Associate is to deliver high quality customer service and responsiveness to ensure fulfillment and satisfaction of both internal and external customers. This individual will be responsible for the efficient and timely processing of routine transactions and other related services accurately in accordance with policy and procedures. This individual will be responsible for identifying and referring sales opportunities to the appropriate business partner or line of business that will help fulfill the customer's need(s). This interaction may be in person or over the telephone. The Relationship Banking Associate will provide support for basic consumer deposit account opening as required.

Education and Experience:

  • High School Diploma or Equivalent

  • Minimum one year experience in related banking positions or equivalent sales/customer service experience

Skills and Abilities:

  • Excellent listening & communication skills

  • Ability to approach, identify and have conversations with customers and identify needs and opportunities

  • Organizational, interpersonal and customer relations skills which also includes problem solving and decision-making skills

  • Ability to function in a fast paced, ever-changing environment

  • Ability to work well with people as a team

  • Proficient computer skills

Tasks Performed:

  • 65% Processes routine transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures. Performs various administrative duties as assigned including maintaining records, preparing a variety of forms & reports and daily vault balancing. Engages in referral and relationship management in accordance with established objectives and goals. Provides support for new deposit account opening as required. Will adhere to security measures and controls to minimize any potential losses to the company.
  • 25% Identify customer opportunities through interactive and consultative conversations to assess and address the needs of the customer. Provides services to customers, including but not limited to basic deposit account opening and referring customers to the appropriate business partners when necessary. Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads. Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness. Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner.
  • 5% Participates in community events that support efforts with the Community Reinvestment Act CRA.
  • 5% Performs other duties as assigned and required.

Physical Requirements:

  • Communicate effectively with internal and/or external customers
  • Stationary 50% of time
  • Move about within or between locations
  • Bend, Twist, Crouch, Squat
  • Move Objects to Maximum 20 lbs

Why Work at NBT

At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success.

Wellbeing

At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.

Community Involvement

NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.

Culture

NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.

Career Development

Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.

Total Rewards

NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way.

Business Stability

NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.

Benefits for Full-Time Employees:

  • Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.

  • Parental Leave: Six weeks of paid leave at 100% of your salary.

  • Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.

  • Dental and Vision Coverage: Ensuring your overall health and well-being.

  • Flexible Spending Accounts: For healthcare and dependent care expenses.

  • Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.

  • Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.

  • Voluntary Benefits: Including hospital, accident, and critical illness coverage.

  • Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.

  • Adoption Assistance: Supporting your growing family.

  • Tuition Reimbursement: Invest in your education and career growth.

  • Employee Assistance Program (EAP): Access to support and resources.

  • Financial and Banking Services: Various benefits and financial planning assistance.

Benefits for Part-Time Employees Working 20+ Hours/Week:

  • Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
  • Generous Parental Leave: Six weeks of paid leave at 100% of your salary.

Benefits for All Part-Time Employees:

  • Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future

  • Paid Sick and Safe Leave: For your health and safety.

  • Employee Assistance Program (EAP): Access to support and resources.

  • Financial and Banking Services: Various benefits and financial planning assistance.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

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