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Investment Banking Analyst, Technology - New York City-logo
MoelisNew York, NY
We are passionate about our business and our culture, and are seeking individuals with that same drive. We are currently seeking an experienced Analyst to join our Technology financial advisory team in New York City. Moelis Analysts are expected to assume significant levels of responsibility requiring intellectual curiosity, motivation and analytical aptitude. Day-to-day responsibilities of an Analyst include: financial analysis and modeling, company and industry research, preparing client presentations and interacting with senior bankers and clients. Primary Responsibilities: Supports senior managers in origination activities including (but not limited to): preparing historical and projected financial statements, provide analysis of financial implications of mergers and acquisitions and conducting public & private valuation analysis for major corporations Involved in execution activities, including basic responsibilities such as data gathering, analysis and material preparation, as well as taking responsibility for managing standard processes such as preparing deal documentation Builds and applies valuation models based on financial research & analysis including comparable company analysis, discounted cash flow analysis and comparable acquisitions analysis Prepares analytical materials to support necessary credit, compliance, engagement committee and balance sheet approvals Conducts corporate operations reviews, portfolio analytic reviews and prepare risk/return valuations Gathers and processes market share data and shareholder and investor profile Required Skills & Experience: Results driven and able to perform well under pressure and against tight deadlines Strong analytical and numerical skills that put you at ease with financial data Proven team player who is able to effectively interact with a wide variety of internal groups and clients Strong multi-tasking skills Strong Microsoft Office suite (Excel a must) and financial reporting skills Education: Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred Expected Salary Range USD $110,000 - $135,000 We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

Posted 30+ days ago

B
BMO (Bank of Montreal)Petaluma, CA
Application Deadline: 09/04/2025 Address: 260 Coddingtown Mall Job Family Group: Commercial Sales & Service Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: To Boldly Grow the Good in Business and Life. Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate. Proactively develops and executes sales strategies to attract new business clients and expand existing relationships. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Generates appointments and opportunities to grow business results through targeted sales efforts. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Identifies prospective customers and cross-sells additional products and services to meet their needs. Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager. Understands the local market and proactively develops relationships with centres of influence. Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support. Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio. Answers inquiries and provides accurate information about business banking products and services. Understands customer needs and offers financial solutions that meet customer goals. Resolves or escalates issues. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides advice and guidance to assigned business/group on implementation of solutions. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Provides input into the planning and implementation of operational programs. Executes work to deliver timely, accurate, and efficient service. Supports the development and promotion of a business/group program. Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk. Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies. Strong experience with customer sales and service. Technical proficiency gained through education and/or business experience. Verbal & written communication skills- In-depth. Collaboration & team skills- In-depth. Analytical and problem solving skills- In-depth. Influence skills- In-depth. Data driven decision making- In-depth. Salary: $63,300.00 - $117,200.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 1 week ago

Multicultural Banking Market Leader - Chicago-logo
Huntington Bancshares IncRosemont, IL
Description Summary: At Huntington, this is an opportunity to work cross-functionally with nearly every team in the company to contribute to market growth within multicultural consumer and business segments. Our goal is to be the Best performing Regional Bank in America, and we need a market lead to work with our external partners and internal business segments. This role will draw from market insights, work with the Regional Leadership Team and Market President and report into our Multi Cultural Banking Director. You will be able to work collaboratively with internal teams and business partners to drive results. Duties and Responsibilities: Serve as a trusted partner and advisor to regional teams to ensure market growth Externally facing responsibilities include managing external partnerships in a matrixed environment Ensure the work is aimed at closing equity gaps Indirect management and influence teams to ensure market playbooks are executed Working through, influencing and coordinating among segment chiefs and functional areas at the corporate level to ensure the customer experience is at the center of the actionable playbook in Illinois and Wisconsin Understand and work through strategic impact among internal business teams, included, but not limited to Audit, Legal, Marketing, Finance & Strategy, Human Resources, Information Technology, Corporate Communications, Corporate Operations, Community Development and Transformation Influencing and coordinating with all business segments reporting sales goals Adhere to 2-to-5-year strategic plans based on a customer centric and data-informed approach Own the execution of 2 of 4 pillars of success Perform other duties as assigned. Basic Qualifications: Bachelor's Degree Minimum 10 years of experience working in a banking or financial services firm Minimum 10 years of experience in managing medium to large projects and/or large project teams Preferred Qualifications: Excellent listening skills with a natural inclination to focus on meeting needs and internal client needs coupled with strong presentation and interpersonal skills A digital and data-driven mentality to develop and carry out a strategic business plan, including the adoption of technologies and processes that improve efficiency and lead to an enhanced people-first, customer-centered experience A growth mindset with a business-owner mentality Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $77,000 - $154,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 30+ days ago

Banking Relationship Specialist-logo
ConnectOne BancorpBohemia, NY
Apply Description About us: ConnectOne Bank proves that putting people first is a better way to do business. At ConnectOne, we're builders - of businesses, communities, and equity. Most importantly, we're building opportunities. Our mission is to ensure our employees feel empowered to make important decisions, reach their potential and truly make an impact. ConnectOne is a growth organization by design; it is part of our DNA and we take pride in seeing our employees grow with us. Founded in 2005 by an entrepreneur, we have grown into a high-performing commercial bank, inspiring a new model for our industry's future. By embracing technology and all the ways it can help us become a world-class service organization, we support small business owners by fueling their mission. People First is the blueprint for our culture. It is at the foundation of everything we do and the decisions we make. At ConnectOne, you have the opportunity to be a part of a dynamic culture and team. Develop your forward-thinking skills, thrive in an entrepreneurial setting, and succeed at "a better place to be". ConnectOne Bank is an Equal Housing and Equal Opportunity Lender, and a member of the Federal Deposit Insurance Corporation. About this role Banking Relationship Specialists play a vital role in ConnectOne "Client First" banking experience by acquiring, retaining, and expanding banking relationships of both the business and consumer clients while demonstrating the ConnectOne Culture. In this role you will: Support the Bank's "People First" focus and rules of engagement-greeting clients by name, maintaining a professional demeanor, ensuring the branch reflects ConnectOne Bank standards and working as an active member of the Branch team, always striving to make ConnectOne Bank "A Better Place to Be". Proactively identify opportunities for relationship acquisition and development by cross-selling the Bank's products and services in a consultative manner. Perform account opening for deposit products and educate clients on the Bank's product and service offerings. Ensure all activities, transactions and records are in compliance with operational, security and control procedures of the Bank, preventing fraud and protecting customer assets. Handle customer service issues by conducting research, taking ownership, and following up with on a daily basis as necessary until conclusion. Assist other branch team members with transactions and overall operations, as necessary, and provide feedback and coaching to improve overall team performance. Perform service transactions for the Branch to include check re-orders, address/name changes, safe deposit box access, outbound wires, account maintenance and outbound client contact. Serve as primary back-up to the Branch Manager or Assistant Branch Manager where applicable, for operational and service-related functions. Assists with Teller functions as needed including performing banking transactions over the phone or at the drive-up window including accepting deposits, cashing checks, and assisting clients with other banking needs, and branch opening and closing as needed. Active participation in achieving branch sales objectives. Maintains a 90% plus service performance and reinforces feed -back gained from mystery shops. Supports retail and community events to promote the brand in accordance with the retail business plan. Performs other duties that may be assigned. Must haves: Strong needs-based sales skills. One to three years bank platform sales and teller experience. Detailed understanding of federal banking compliance and requirements. Strong "People First" interest and ability. Strong ability in assessing and meeting the needs of customer and/or solving customer problems. Effective teambuilding and interpersonal communication abilities are necessary. Ability to lift items up to 25 lbs. ConnectOne Bank culture mastery. To support business needs, ability to work a flexible schedule is required. Additional information: Benefits: World class health, vision, and dental benefits on day one 401k with employer match Employee appreciation events (team building, softball games, food truck days, etc..) Employee assistance programs (EAP) Wellness programs (flu shot, preventive care, health programs and services discounts, etc..) Tuition reimbursement Employee Discount perks CNOB Community Service Events ….and much, much more! Studies have shown that individuals from underrepresented groups, may only apply to roles if they meet 100% of the qualifications. Roles evolve over time, especially with innovation, and you may be just the person we need. We hope you're open to learning new skills and growing with us. We encourage you to apply to continue making us "a better place to be!" ConnectOne Bank is an equal opportunity employer and does not discriminate with respect to any term, condition or privilege of employment based on race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, military or veteran status, marital status, or status of an individual in any group or class protected by applicable federal, state, or local law. ConnectOne Bank also provides reasonable accommodations for qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local laws. If an accommodation is needed to participate in the job application or interview process, please contact Talent Acquisition. Salary Description $22-$27

Posted 30+ days ago

F
First Horizon Corp.Lafayette, LA
LOCATION: This position will provide Banking Center Manager coverage for the banking centers in the Greater Acadiana, Louisiana Market. SUMMARY This position is responsible for the overall sales, production, profitability and regulatory compliance of a banking center. It is also the responsibility of this position to ensure the banking center delivers quality, accurate, and timely customer service. ESSENTIAL DUTIES AND RESPONSIBILITIES Strategic leadership Coach, lead and manage banking center team to ensure all strategic initiatives are executed effectively. Model and demonstrate First Horizon Bank (Firstpower) culture. Promote a positive work culture by increasing and supporting associate engagement. Represent the company in a professional manner, including being involved in the local market/community through civic organizations or community groups. Sales and business development Implement and coach advice driven sales process. Provide one-on-one coaching, inspect, and recognize sales activities and behaviors. Establish and nurture relationships with key clients and partners to expand the client base. Proactively collaborate with and refer to key line of business partners to lead and promote effective One Team partnerships. Business development of market area through proactive sales calls, networking, and participation in local activities to achieve goals and priorities. Client experience Deliver excellent client experiences consistently and promptly resolve client issues effectively. Team management Recruit, train, develop, and retain a high-performing Retail banking center team. Lead, grow, coach, and motivate associates to execute banking center routines effectively, aligning with our Purpose, Values, and Action to deliver financial guidance and support. Provide regular coaching, feedback, and performance evaluations to banking center team members. Foster a collaborative and inclusive work environment that promotes teamwork and professional growth. Compliance and risk management Collaborate with market operations and sales leadership to ensure compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics, while ensuring all associates on the team complete required training. Implement effective risk management practices to minimize potential financial and operational risks. Operational efficiency Lead and manage operational excellence for the banking center. Monitor operational metrics and implement improvements as needed. Partner with Retail Operations team to address operational concerns. Responsible for controlling operational and administrative expenses. Other job-related duties and special duties as assigned SUPERVISORY RESPONSIBILITIES Directly responsible for directing, Coordinating, and evaluating designated units or certain personnel in accordance with the organization's policies and applicable laws. Responsibilities may include interviewing, hiring, and training employees; planning, assigning and directing work; assessing performance, providing regular feedback and coaching; providing pay change recommendations; disciplining employees; addressing complaints and resolving problems. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree (B. A.) from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience. As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Posted 30+ days ago

Senior Banking Specialist - Wichita, KS-logo
Emprise BankWichita, KS
At Emprise Bank, everything we do is focused on empowering people to thrive. We proudly work to provide an extraordinary customer experience to help our customers achieve their goals. We are currently seeking a Senior Banking Specialist to join our retail team in Wichita, KS. This role is responsible for engaging with customers and fostering ongoing relationships that improve customer commitment, recommend products based on financial profiles, and facilitate the lending process as necessary. This person will partner, support, and develop effective relationships with bank customers, partners, and teammates on our virtual platform. This is not a remote position. A successful candidate will have: Exemplary customer service experience The ability to apply product and market knowledge by effectively presenting solutions to meet customer objectives Confident and articulate communications skills Initiative and strong work ethic Problem resolution skills Sound and accurate judgement to support decision making Superb time management skills The ability to effectively build and maintain relationships with Emprise associates, customers, vendors, and others within the community Strong attention to detail An understanding of and commitment to our values Essential functions of the role: Deliver clarity to customers on banking products by providing simplicity, knowledge, and know-how Continuously seek sales opportunities, develop business through promotion of products and services, and collaborate with other retail departments to fulfill identified financial opportunities Initiate and maintain customer contact through a variety of methods Follow internal processes and procedures to comply with branch and bank regulations Continuously learn about and adapt to changes in current bank technology Provide back-up support for Emprise Bank Contact Center queue Other responsibilities as related to the job Requirements High School Diploma or equivalent required 2+ years of customer service experience required 1+ years of sales experience required Proficiency with large server-based applications and typical desktop software required Hours: 40 hours Monday- Friday: 7:30am- 8:00pm (hours will vary) Saturday: 8:30am- 2:00pm (rotating) Benefits In addition to a competitive salary and benefits, Emprise offers professional growth, a rewarding and challenging environment, opportunities to be involved in our communities, and a culture of integrity, passion, and success. We also offer shift differential pay for bilingual candidates! At Emprise Bank, empowering people to thrive means having an all-inclusive culture that honors our commitment to all dimensions of diversity in our workforce and embraces inclusion of all people. People of color, women, LGBTQIA+, veterans, and persons with disabilities are encouraged to apply. To learn more, please visit our website at www.emprisebank.com. Emprise Bank is an EEO/AA/ADA/Veteran Employer/Member FDIC/Drug Free Workplace. Emprise Bank participates in E-Verify and will provide your Form-I 9 to the federal government to confirm authorization to work in the United States.

Posted 30+ days ago

Managing Director - Healthcare Corporate Banking-logo
Huntington Bancshares IncCharlotte, NC
Description The Managing Director develops and maintains profitable relationships with large and mid-corporate Healthcare companies and select private equity groups nationwide. Please note: Preferred locations are Nashville, Columbus, Cincinnati, or Charlotte, but open to remote anywhere in the U.S. Develops and deepens relationships with clients and prospects within the for-profit, corporate Healthcare industry across multiple sectors. Drives new revenue growth through new client acquisition and cross-selling of applicable bank products including loans, deposits, capital markets, treasury management, and other services in all Huntington segments based on assigned goals. Retains and deepens existing and new relationships by delivering compelling ideas and insights in concert with product partners. Identifies and mitigates credit risks, makes recommendations on appropriate credit structure, and effectively articulates bank recommendations to clients and prospective clients. Adheres to bank policies and procedures and complies with legal and regulatory requirements. Works collaboratively with Healthcare Portfolio Management and Credit teams as well as other Huntington teams in a cross-functional environment. Helps coach and mentor junior colleagues. Performs additional duties as required. Requisite Skills and Job Experience: Excellent corporate finance and credit skills, particularly with larger and more complex Healthcare companies Ability to differentiate based on strong relationship building skills as well as ability to offer deep, compelling, and actionable insights. Proven business development track record in winning new relationships. Solid team player with strong collaboration and partnering skills. Excellent written and verbal communication skills. Adaptable and flexible self- starter with demonstrated ability to work independently and in a team environment to execute strategy. Basic Qualifications: Bachelor's Degree 5 or more years' experience in corporate banking 5 or more year's banking in the Healthcare industry Preferred Qualifications: 7 or more years' experience in corporate banking, preferably in the Healthcare industry Proven sales acumen and experience in corporate banking along with formal credit training Series 79 and 63 licensed, or willingness to obtain. #LI-MK1 Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Remote Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 30+ days ago

Sr. Banking Services Lead-logo
Mechanics BankFresno, CA
Mechanics Bank is currently searching for a Sr. Banking Services Lead to join our team at our Fresno Branch. The Sr. Banking Services Lead is a key contributor to the operational performance of the branch. Supports the Branch Management and operations staff in ensuring exemplary service is provided and maintaining operationally sound practices in their branch location. Achieves operational targets related to service scores and operational losses. Works closely with the sales team to achieve individual goals and meet the financial needs of our customers through ethical referrals. Executes on the operational tasks and reporting for the branch, and partners with the Banking Services Officer to ensure team members are cross trained on all operational functions. Delivers excellent customer service. Performs a wide range of customer related transactions with an emphasis on high risk transactions. Acts as a subject matter expert on operational policies and procedures in the absence of Branch Management. Maintains excellent knowledge of compliance and regulatory items. Uses sound judgement and balances service and risk when assisting with transactional approvals. Provides dual control support while adhering to bank policies and procedure. What you will do: Assists in the management of compliance and operational soundness of a Retail Branch. Collaborates with operations and production staff to promote teamwork, excellent customer service, cross-sales, and the promotion of Bank products and services. Must perform platform and operations functions as needed ranging from routine teller transactions, cash controls and complex account opening. Maintains awareness of current criminal scams used against banking customers. Prevents customers from becoming victims of fraud. Escalates concerns to management for resolution. Maintains compliance with established internal operational standards and Federal and State regulations to protect the interest of the Bank and customers. Assists the Banking Services Officer in the branch with maintaining operational soundness. Assists with monitoring of overall branch cash levels. Assists with the monitoring, completion and delegation of operations tasks included daily report review, monthly, quarterly, semi-annual and annual tasks. May lead and direct the activities of Customer Service Representatives and Universal Bankers in the office. Assists with setting and implementing operations priorities and processes of the office. Ensure exemplary customer services standards in branch. Supports appropriate staffing and skill levels in branch to support customer and business needs. Address and resolve customer complaints or concerns promptly. Reviews customer transactions for red flags and fraudulent items. Maintains awareness of current financial scams used against banking customers. Prevents customers from becoming victims of fraud and escalates concerns to management for resolution. Represents the Bank and its products and services with pride and enthusiasm. Senses and responds to customer needs. Identifies and pursues new or related customer opportunities for additional products and services. Maintains superior levels of customer service. Maintains compliance with established internal operational standards and Federal and State regulations to protect the interest of the Bank and customers. Gathers data and processes various regulatory and operational reports and forms to ensure compliance with Bank policies and procedures, Bank Secrecy Act/Anti-Money Laundering and regulatory compliance programs reviews the work of others for compliance. Ensures active community participation and leadership, including CRA activities, in the local community. Who you are: High School Diploma or GED required or equivalent combination of education and experience. Minimum of 3 years of banking operations experience required. Notary license preferred. Excellent interpersonal skills, including customer service, listening, and responding appropriately to requests from customers. Thorough knowledge of Bank products and services, policies and procedures related operational and compliance/regulatory functions. Leadership ability to supervise and to provide coaching and development. Ability to make decisions and review and approve other employee decisions. Skilled in dealing with customer issues in difficult situations. Excellent time management skills, organizational ability, and attention to detail. Extensive knowledge of Bank deposit products and services. Extensive knowledge of alternative Bank services and products and vendor provided products. Knowledge of applicable Federal and State banking regulations. Knowledge of Retail office operations, including complex transactions, Bank policy and procedures. #LI-DNI Pay Range: $24.50 - $39.00 hourly Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data. Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law. Please view Equal Employment Opportunity Posters provided by OFCCP here. To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank

Posted 1 week ago

Branch Manager, Retail Banking (Kahala - Honolulu, HI) - $2000 Sign-On Bonus-logo
HomeStreet, IncHonolulu, HI
Salary Range: $59,200.00 - $94,700.00 (Depending on knowledge, skills, abilities and location. Certain level jobs may be eligible for bonus, commission, and/or equity awards.) Posting Date: August 1, 2025 This job will be open and accepting applications for a minimum of three days from the date it was posted. Benefits* worth writing home about: Medical, dental, and vision coverage for employees and their families Life, disability and family Leave 401(k) and Roth 401(k) with employer match Wellness program, employee assistance program, "Commute Trip Reduction" (CTR) and various employee discounts Generous vacation, sick leave, 11 paid holidays, and 16 hours of paid leave every year for community service work Free employee checking account and employee home loan discounts For eligible employees averaging 20 or more hours per week. EO/AA Employer including Vets and Disabled. Qualified applicants with arrest and conviction records will be considered in accordance with legal requirements. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy. California applicants may click this link Fair Chance Ordinance for Los Angeles County to see additional information. Job Description Summary: POSITION SUMMARY: The primary responsibility of the Branch Manager is to maximize the profitability of the branch and to lead the branch team in creating a culture of excellence in service and operations. Profitability is achieved through customer acquisition, retention and referrals to business partners. This position develops and executes a strategic plan that includes sales production, marketing and community involvement along with staff coaching and development. The Branch Manager actively makes outside sales calls that are results oriented. Effectively manages and grows a book of business, takes a leadership role within the community including sponsorship of and participation in community events. This position is responsible for the branch budget, operations, audits, compliance, security and safety. The Branch Manager will build, lead and develop their branch team so that our clients will know HomeStreet as the trusted provider and preferred source of financial services. Job Details: ESSENTIAL FUNCTIONS: Sales Leadership Develop and execute integrated sales, relationship and community strategies that are aligned with the branch's business plan and that grow the customer base. Strategies include but are not limited to cold/appointment calls, outbound telephone calls, in person meetings, business networking and participation in branch and community events. May conduct educational seminars. Research branch market area to create and implement effective sales techniques which will generate additional new accounts and new deposits. Develop and coach branch team profiling and sales skills while ensuring high product knowledge. Implement tactical plans to actively call on new and prospective customers, exploring needs and cross-selling bank products and services. Ensure branch team is actively profiling customers in order to understand their complete financial picture and to identify opportunities to deepen our relationship. Identify clients who are not profitable and manage the relationship to be a more profitable one. Work with the Customer Service Supervisor to establish sales goals for branch team. Work closely with other business lines to partner in joint marketing plans and cross-selling efforts. Sources Small business credit opportunities and facilitates application process Coaches team to participation in initiating quality Relationship Referrals to partner business lines Leads branch team to identifying and processing Consumer loans Customer Service/Retention Activities Creates a warm, welcoming and friendly experience for all customers and employees. Models exemplary customer service qualities demonstrating a positive, can-do attitude and customer first culture. Responsible for overseeing efficient lobby management and in building a trusting, seamless and superior branch experience for customers. Works with staff to generate ways to pleasantly surprise customers, differentiating the bank from competitors. Proactively educates customers on utilizing available access channels. Assists customers with account servicing needs and resolves difficult customer issues with diplomacy. Conducts care calls with consumer and business clients to ensure satisfaction May process transactions and account maintenance activities including processing daily transactions, opening a cash drawer, balancing the ATM, Wire Transfers, and/or acting as a back-up for the vault banker. Serves as a resource for complex account servicing needs. Management Activities Hires and develops quality staff ensuring proper skills and staffing levels to ensure the highest level of customer service. Quickly resolves issues of non-performance including termination in accordance with HomeStreet's policies and procedures. Conducts annual performance and compensation reviews for direct reports. Ensures all employee related actions comply with HSB policies and procedures as well as all employment laws and regulations. Provides coaching to the staff on the day-to-day operations of the branch as needed. Ultimately responsible for ensuring that all staff are trained in sales and service techniques. Models sales process skills and customer advocacy. Monitors and tracks sales and service performance of staff making adjustments as necessary. Holds regular staff meetings and communicates regularly with staff about the banks' strategic vision including customer advocacy. Oversees branch facility management such as maintenance, repairs, remodeling and branch security. Educates and guides branch staff to appropriate escalation processes. Promotes core deposit growth through creation and management of in branch sales promotions. Operational Activities Operate within the annual branch budget and revenue projections during the year, communicating goals to staff. Determine guidelines for rejects/returns within the branch operation application based on parameters set by retail leadership. May support staff with risk assessment decisions and determine rejects/returns utilizing defined approval authority. Ultimately accountable for branch performance on audits and compliance with established bank operating procedures and practices. Partners with Customer Service Supervisor in the completion of monthly audits. Community Relations Activities Develop and implement a community relations plan in partnership with the Community Relations and Marketing Departments. Emphasis will be on leadership opportunities with CRA focused organizations. Work with the Marketing Department to plan and coordinate branch events. QUALIFICATIONS: Minimum five years' experience in a bank branch environment as an Assistant Branch Manager, Business Development Officer, Customer Service Supervisor, Branch Manager, or equivalent. Strong business and financial acumen including the ability to asses and manage risk. Proven history of negotiation and influencing skills. BS/BA degree in business/management related field or equivalent experience. Proven sales results and sales management skills. Demonstrated skill in soliciting business for bank deposit products and services. Ability to identify client needs, present banking solutions and bank products. Proven ability to retain existing customers and develop new customer relationships. Professional staff development, performance management, training, and employee counseling skills are required. Proven ability to lead and develop a team. Strong people relations skills and ability to work with employees and customers in a cooperative manner. Excellent communication skills. Ability to make decisions, research and solve problems, work independently, and manage multiple priorities. Knowledgeable of changes in the banking industry and in banking technology. Ability to embrace and facilitate change, caused by customer demands, corporate needs, or regulatory requirements. Local travel required. Valid driver's license, vehicle, and liability insurance required. This Position Description may not be limited to the Functions and Requirements as outlined, now or in the future. For example, changes in corporate needs, position demands, or individual performance may result in changes to the Functions or Requirements of this position. Area: Retail Banking (Sales)

Posted 30+ days ago

Executive Director, Investment Banking - Life Sciences, New York-logo
MoelisNew York, NY
We are passionate about our business and our culture, and are seeking individuals with that same drive. We are currently seeking a Executive Director to join our Life Sciences financial advisory practice in New York. Primary Responsibilities: Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing Required Skills & Experience: Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills Ability to effectively adapt to and address changing client and firm needs Education: An MBA from a top-tier business school or equivalent investment banking experience Five or more years of relevant work experience Expected Salary Range: USD$275,000 We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

Posted 1 week ago

Senior Business Banking Relationship Manager-logo
Bethpage Federal Credit UnionBethpage, NY
FourLeaf Federal Credit Union has a commitment to excellence and the highest standards of member service. Our values and beliefs are critical to the success and growth of the business and they were all created with a unique cultural foundation. The expected salary for this position is $92,308 to $110,770 annually. Job Summary: The Senior Business Banking Relationship Manager is responsible for cultivating and growing high value, deposit relationships by leveraging key contacts and centers of influence, existing book of business and by expanding established banking relationships. Will be the primary owner and key contact person for each relationship within their portfolio and act as a point person for the coordination of all member interactions. Uphold FourLeaf's commitment to provide the highest level of Member Service and represent FourLeaf in a positive and professional manner. Responsibilities Include: Development and acquisition of new business deposit relationships and ultimately maintaining a portfolio of business deposit members. In this capacity, the Senior Business Banking Relationship Manager will be expected to develop and execute a formalized sales plan focusing on target markets, revenue size, referral sources and centers of influence while managing and executing on their individual pipeline. Partner with branch team(s) and lead effort in new markets to achieve business growth goals. Responsible for leading deal teams and partner interactions to deliver an exceptional member experience. Develop and maintain relationships with centers of influence: accountants, attorneys, community leaders, professional and/or social organizations. Attend networking, charity and corporate functions for prospecting and establishment of relationships. Identify opportunities for growth of additional revenue streams to the Credit Union via the expansion of existing member relationships through cross-selling of additional products and services such as cash management, lending, merchant services, investment & insurance, and retail deposit/loan products & services. Partner effectively with other departments to identify calling and business development opportunities around existing member relationships as well as through referrals. Utilize proactive and needs based selling techniques to identify and refer opportunities Overall responsibility for Know Your Member ("KYM") execution and compliance requirements of his/her members. Comply with all aspects of Bank Secrecy Act (BSA)/Anti-Money Laundering (AML) and Office of Foreign Asset Control (OFAC) regulatory requirements as it relates to this position. Responsible for member retention, satisfaction and ensuring extraordinary service delivery. Communicate with business members about their accounts and any other issues pertaining to their business relationships and perform site visits as necessary. Provide up-to-date weekly sales and prospect reporting by utilizing SalesForce CRM platform Computer Skills: MS Office Suite FourLeaf Federal Credit Union provides a range of benefits with various enrollment periods, including medical, dental, and vision coverage, a 401K plan with employer match, reimbursement programs, wellness programs, and an annual performance-based bonus

Posted 1 week ago

Regional Banking Relationship Manager-logo
Huntington Bancshares IncFlint, MI
Description Summary: The Regional Banking Relationship Manager is responsible for acquiring new business relationships to Huntington and the continued development and deepening of the relationships with existing customers. This is done by providing insights and guidance to business owners. Depending on market assigned portfolio size recommended is 30 to 80 clients. Regional Banking focuses on business sales size $2 MM to $50 MM and credit exposure up to $25 MM. This banker will cross-sell and negotiate pricing and fees. Duties & Responsibilities: Develops and maintains profitable Business Banking relationships with businesses sales size $2 MM to $50MM and credit exposure up to $25 MM. Effectively prospects new business and expands/ deepens existing business relationships. Meets with business owners to build strong relationships, understand their business needs, recommends business solutions from across the bank and negotiations pricing and fees. Works well within a team environment and collaborates closely with internal partners to deliver customer solutions. Builds and maintains a robust external referral network. Responsible for Portfolio Management in varying sizes in terms of complexity of credits and number of accounts to include quarterly portfolio reviews, and CAR and collecting of necessary document. Coordinates approval of loans through the Huntington Loan Center and partners with branch staff and internal product partners to deliver customer solutions and generate business sales. Adheres to pricing discipline and credit quality standards. Works with the Huntington Loan Center and Commercial Loan Servicing department to ensure accuracy and completeness of credit packages and delivery. Monitors maturing loans and upcoming renewals. Cooperates with and provides information/perspective to central collections group to allow for timely collections of past-due loans and financial recovery group to allow for effective workout of graded credits. Monitors daily overdrafts. Performs other duties as assigned. Basic Qualifications: Bachelor's degree or equivalent (4-year combination of education and Business banking or commercial experience) Minimum of 1 year Business Banking or Commercial experience Preferred Qualifications: General knowledge of business banking products Analytical, credit and negotiating skills Direct outside financial sales and business development experience Strong organizational skills with attention to detail Ability to multi-task Excellent customer service and interpersonal skills Understanding of bank policy, procedures, products, and services Strong verbal and written communication skills PC skills #LI-AM1 Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 2 weeks ago

Personal Banking Representative-logo
FirstBankScottsdale, AZ
Founded in 1963, FirstBank is Colorado's largest locally owned holding company and we are still growing, serving customers in Colorado and Arizona. Our growth can be attributed to one simple philosophy: do right by customers, communities, and employees, which is at the center of the company's "banking for good" mantra. FirstBank believes that diversity, equity, and inclusion are part of everything we do, both within and outside our company, and we take pride in hiring and training a diverse and talented group. We strive to not only maintain a diverse workforce, but also ensure our employee experience garners a sense of belonging, is inclusive and equitable. FirstBank believes that a company is nothing without the people that comprise it. By joining the FirstBank team you will experience our great team culture with ample opportunity for growth. There's an opportunity for everyone with positions across the company, from Personal Banker and Call Center to Technology and Lending. Apply today to learn more and join the team! A Brief Overview A Personal Banking Representative assists customers by answering inquiries/requests, processing transactions, opening new accounts, and informing on products and services. A Personal Banking Representative is responsible for cross-selling the Bank's products and balancing a cash drawer. The Representative will develop and maintain account relationships by providing solutions and resolving customer problems through quality customer service and product knowledge. What you will do Assist customers with a wide range of inquiries and requests Process deposits/withdrawals and redeem/negotiate cash instruments for consumer and commercial customers while maintaining a balanced cash drawer Open new accounts and provide product/service information Accept wire order agreements, stop payment requests, and dispute forms and send to appropriate departments for processing Process transactions accurately and adhere to all compliance requirements Review daily reports and perform maintenance on accounts Recognize and develop opportunities for cross-selling FirstBank products and services Sell bank products and meet company sales goals Demonstrate knowledge and understanding of new account systems and account documentation requirements and disclosures Perform other duties and projects as assigned by the market or region Understand and comply with all provisions of the Safety in the Workplace policy Hours may vary from 35-40 hours per wee Minimum Requirements Entry-level job with little or no prior relevant work experience in the function Preferred Requirements Cash handling and customer-service experience Knowledge, Skills, and Abilities Good customer-service skills and the ability to work well with others Basic mathematic and problem-solving skills Comfortable in a sales environment Detail-oriented with the ability to multi-task and change directions quickly Working Conditions and Physical Requirements Frequently remains stationary throughout a typical business day Frequently operates a computer and other office machinery, such as a calculator, copy machine, and computer printer Occasionally moves about inside the office to access file cabinets, office machinery, and other rooms Occasionally positions self to access drawers and shelves of various heights Frequently reaches for and handles paperwork and files Constantly communicates with customers, coworkers, and management in-person and on the phone Must be able to exchange accurate information FirstBank does not currently offer fully remote positions, except as required by law. The actual number of in-office days that may be required will vary by business unit, role, and business need. Salary Range $20.00 Per Hour Statement of Benefits FirstBank offers a suite of benefits that support our employees' professional, financial, physical, emotional and spiritual well-being. Benefits currently offered with our positions include: Paid Time Off/paid leave programs, 401K/Employee Stock Ownership, United Healthcare medical, MetLife dental, VSP vision, Employee tuition reimbursement, Volunteer Time Off, Short-Term Disability, Long-Term Disability, and Group Life Insurance/AD&D This Job may be eligible for the: New Accounts Cross-Sell Queue Incentive Plan EOE/Affirmative Action FirstBank is an EOE/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other legally protected characteristic. FirstBank does not permit pay inequities. Anyone who believes they have been subject to pay inequity should immediately report their concerns to the Human Resource Department. Colorado Job Application Fairness Act Under Colorado's Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting the documentation This job opportunity is expected to close on August 15th, 2025*

Posted 1 week ago

Senior Counsel, Open Banking-logo
MasterCardPurchase, NY
Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Senior Counsel, Open Banking Overview: Mastercard is searching for a technology and transactional lawyer to provide product development and commercial sales legal support and counsel to the Mastercard Open Banking Americas team. The role will act as an advisor for Mastercard Open Banking's product and sales teams by partnering with the business to deliver on commercial objectives and strategy. The role will report to the Vice President for the Mastercard Open Banking Americas legal team. Role: The key responsibilities for the role include: Provide legal and business risk assessment and analysis on matters including new product constructs, sales agreements and go-to-market strategies related to Mastercard's open banking products in the Americas. Advise from the concept through development to launch stage and beyond of various solutions and services. Structure, draft, review, and negotiate a wide range of contracts with various partners in the open banking ecosystem. Provide legal advice to the business on a wide range of commercial and contractual matters. Collaborate with product and legal teams (including regulatory, compliance, and data privacy) to advise holistically on product constructs and commercial agreements to ensure that they are consistent with business strategy, internal policies and procedures and applicable laws and regulations. Work with internal and external regulatory counsel relating to the impact of local laws, government regulations and directives relating to Mastercard's open banking solutions. Develop strong relationships with product development, business and sales teams, and senior management within the company. Ensure compliance with company policies and procedures. Support initiatives of the open banking team in Americas and globally; provide support to international colleagues as needed. Take responsibility for special projects while continuing to handle a steady stream of day-to-day matters. All About You US qualified lawyer with solid transactional training and experience (preferably including both law firm and in-house work experience). Experience with product development and open banking or other regulated products is a specific plus. Strong drafting and negotiating skills with the ability to understand and simplify complex concepts, issues, technologies, and deal structures. Keen business insight and strong communication skills to interact confidently and effectively. Fast learner who can gain rapid familiarity with complex and evolving products and solutions and navigate complex legal and regulatory challenges. Thorough and detail-oriented, able to prioritize, and juggle multiple projects and demands. Team player and willing to take on a variety of responsibilities and roles that support the team, department and the company. Able to work independently and collaboratively, including with our global colleagues, but also take direction from manager and other team members, as appropriate. For internal applicants only: To find US Salary Ranges, visit People Place. Under the Compensation tab, select "Salary Structures." Within the text of "Salary Structures," click on the link "salary structures 2025," through which you will be able to access the salary ranges for each Mastercard job family. For more information regarding US benefits, visit People Place and review the Benefits tab and the Time Off & Leave tab. Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Pay Ranges Purchase, New York: $187,000 - $300,000 USD Arlington, Virginia: $187,000 - $300,000 USD Atlanta, Georgia: $163,000 - $261,000 USD Boston, Massachusetts: $187,000 - $300,000 USD Chicago, Illinois: $163,000 - $261,000 USD O'Fallon, Missouri: $163,000 - $261,000 USD Salt Lake City, Utah: $163,000 - $261,000 USD San Francisco, California: $196,000 - $313,000 USD Seattle, Washington: $187,000 - $300,000 USD

Posted 3 weeks ago

Associate, Fair & Responsible Banking-logo
Cross RiverFort Lee, NJ
Who We Are Cross River is a highly profitable, fast-growing financial technology company powering the future of financial services. Our comprehensive suite of innovative and scalable embedded payments, cards, and lending products deliver financial services for millions of businesses and consumers around the globe. Cross River is backed by leading investors and serves the world's most essential fintech and technology companies. Together with its partners, Cross River is reshaping global finance and financial inclusion. We are on a mission to build the infrastructure that propels access, inclusion, and the democratization of financial services. While our company has tripled in size over the last three years, our strong sense of purpose led Cross River to be named to American Banker's list of Best Places to Work in Fintech for the last 6 years. The reason for this success is simple - our nimble and collaborative family culture lives in every member of our growing team. Together we are at the forefront of technology and innovation, and we invite passionate, collaborative, and motivated high performers to join our expanding team. What We're Looking For The Bank is seeking an Associate, Consumer Compliance, Fair & Responsible Banking, Fair Lending individual to the join the team! This position supports the Fair Lending Compliance team by assisting with various activities and initiatives to identify, assess, monitor, and mitigate fair lending risk. This position is responsible for executing a range of work products that often reflect subject matter expertise and guidance in fair lending matters to manage fair lending risk. Primary Duties and Responsibilities: The Fair Lending Associate performs, in conjunction with individuals and teams within Fair Banking, Compliance, other Risk disciplines, and business lines, performs a wide range of duties, including, but not limited to, the following: Use fair lending subject matter expertise to implement risk identification and monitoring activities to proactively identify products, models, policies, practices, etc. that create fair lending risk or may result in unfair treatment. Conduct work related to fair lending risk assessments. Review change management and marketing materials/campaigns to identify potential fair lending concerns. Monitor and identify potential fair lending concerns related to complaints and complaint trends. Conduct onboarding third-party fair lending due diligence reviews Assist management with the compilation of information for reporting, monitoring fair lending related issues, as well as audit and regulatory requests. Qualifications: 4+ years of combined fair lending/fair banking and other related consumer compliance experience in consumer financial services or a regulatory agency. Working knowledge of fair lending and fair banking-related laws and regulations, including, but not limited to, the Equal Credit Opportunity Act (ECOA/Reg B), Unfair Deceptive Abusive Acts and Practices (UDAAP), the Fair Housing Act (FHA), and the Fair Credit Reporting Act (FCRA). Familiarity with fair lending analytical techniques, including but not limited to raw disparity and regression analysis. Understanding of consumer and commercial/business loans and associated banking documentation, servicing, and operations. Bachelor's degree required. Experience acting as a "lead" on compliance/fair lending-related projects and activities, mentoring less experienced team members as necessary. Experience with audits and regulatory exams. Computer proficiency, specifically MS Office (Word, Excel, Access, PowerPoint, etc.). Strong presentation and communication skills, including technical writing capabilities. Critical thinking and the ability to synthesize information from various sources and multiple data points across multiple business units to develop a comprehensive assessment of fair lending and fair banking risk. Strong communication skills with an ability to convey complex topics and recommendations. Ability to operate successfully in a fast-paced environment. Ability to collaborate successfully across internal teams and third-party relationships. Strong planning and organizational skills. #LI-JJ1 #LI-Hybrid #LI-Onsite Salary Range: $80,000.00 - $120,000.00 Cross River is an Equal Opportunity Employer. Cross River does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need. By submitting your application, you give Cross River permission to email, call, or text you using the contact details provided. We will only contact you with job related information.

Posted 30+ days ago

T
Truist Financial CorporationOrlando, FL
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 coverage banking services to corporate clients, to include corporate finance, capital markets, and treasury and payment solutions, designated by industry vertical, with a focus on mid to large cap-sized private and public companies. Expertise in maximizing client engagement and delivering Truist's full suite of products and capabilities. Additional responsibilities on internal client management duties as specified by manager and team. 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. Responsible for maximizing total product revenue and growth for clients within portfolio and sector and increase quality of revenue based on opportunity. Responsible for loan generation and growing exposure year-over-year for portfolio and clients in sector Responsible for gaining understanding of client's strategy, financial objectives, risk tolerance and desired outcomes / metrics of success Responsible for developing strategic client plan to address client's strategic and financial objectives leveraging the expertise and solutions offered across our platform Responsible for winning Capital Markets and Banking solutions or other advisory services that align with client's strategic and financial objectives based on banker's knowledge of sector and client Responsible for engaging and facilitating introductions to the appropriate product teammates across Truist to discuss specific solutions as relevant and appropriate to clients' needs and our ability to be relevant in meeting those Responsible for ensuring there is a reasonably attainable strategy for delivering appropriate return metrics on capital deployment. Attract, retain and develop talent, with appropriate focus on diversity. Additional responsibilities on internal client management duties as specified by manager and team. 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. BA/BS degree Licenses: Series 7 or 79, 63 and 24 for managers only 16-18 years of related work experience Experience in leading the execution of an extensive variety of client transactions covering the full advisory and capital raising spectrum Advanced knowledge of industry, market, and products Proven ability to develop, nurture and monetize "trusted advisor" client relationships with senior executives Advanced analytical and technical skills combined with a problem solving attitude Excellent interpersonal style, good listening skills and the ability to communicate complex ideas clearly and concisely Strong partnering and leadership skills in a complex, matrixed environment Preferred Qualifications: MBA degree, with a Finance focus 14+ years of related work experience 4+ years of management experience General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 2 weeks ago

Private Banking Specialist I-logo
Simmons BankFranklin, TN
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. The Private Banking Specialist I position provides support to the company's private bankers by servicing, maintaining and updating loan documentation and loan files as well as opening and servicing deposit accounts. The position requires substantial interaction with new and current private banking customers, both internal and external. This position also requires excellent customer service skills along with proactive communication abilities. Essential Duties and Responsibilities Ability to manage low to moderate volume and/or complexity of loans in an efficient manner. Coordinate the preparation of required loan documentation; review documentation for compliance with documentation requirements; coordinate the execution of loan documents; organize workflow for loan renewal; follow up with clients, insurance agents, Title Company and/ or attorney for missing loan documentation as necessary. Responsible for resolving exceptions or any other documentation deficiencies along with actively managing outstanding exception items for compliance with Credit Policy. Ensure proper reporting and compliance for the bank. Work closely with the assigned banker to assist in collecting financial data and client phone/email communication to better manage the overall client relationship. Other client related services include wires, NSF accounts and overdrafts. Responsible for monitoring reports such as past due, paid off loans, criticized assets, and maturing loan lists to assist and proactively inform banker of potential or pending issues along with providing support to minimize administrative issues such client past dues. When needed, coordinate with Portfolio Manager and CCFG to facilitate funding of construction loan disbursements in accordance with bank policy. Promote an outstanding customer experience by exemplifying prompt follow-up and proactive internal/external customer communication, proper etiquette, and all other professional customer service qualities to maximize the most out of the client relationships. Solid partnership with all ancillary departments within the bank to include the Loan Admin group, CIS, Loan Review, Special Assets, Bank Card, and Consumer Special Services. In certain markets, provide retail support for commercial customers such as opening new accounts and performing account maintenance. Performs other duties and responsibilities as assigned. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Skills Ability to read, write, analyze and comprehend simple instructions, routine business correspondence, financial reports and/or legal documents. Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals or government regulations. Ability to manage problematic situations in a diplomatic manner. Basic understanding of loan documentation, credit policy and banking regulation Basic understanding of deposit products, required documentation, and procedures. Basic understanding of financial statements and their interpretations. Basic understanding of HMDA, CRA Community Development, and CRA Small Business Revenue In certain markets, basic understanding and communication ability of the bank's retail services and processes. Education and/or Experience HS Diploma/GED required Prior loan and deposit experience preferred. Computer Skills MS Office programs Basic understanding of the bank's operating systems to include Lending Cycle, Argo, and Synergy or relative prior experience with similar operating systems Certificates, Licenses, Registrations None Other Qualifications (including physical requirements) Self-starter, ability to work independently. Demonstrate the ability to be proactive in judgment, multi-task, and be punctual and timely in performing tasks. Skills Training: Communication Customer Service Time Management Critical Thinking Organizational Practices Other Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Activities, duties and responsibilities may change at any time with or without notice. Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.

Posted 2 weeks ago

Investment Banking Vice President, Media - Los Angeles-logo
MoelisLos Angeles, CA
We are passionate about our business and our culture, and are seeking individuals with that same drive. We are currently seeking an experienced Associate to join our Media financial advisory practice in Los Angeles. Primary Responsibilities: Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing Required Skills & Experience: Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills Ability to effectively adapt to and address changing client and firm needs Education: An MBA from a top-tier business school or equivalent investment banking experience Five or more years of relevant work experience Expected Salary: $250,000 We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

Posted 30+ days ago

Banking & Capital Markets Tax Manager-logo
PwCWashington, DC
Industry/Sector Banking and Capital Markets Specialism Industry Tax Practice Management Level Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. Additional Responsibilities: We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs. Custom Orgs: Global LoS: Tax Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Required Fields of Study: Accounting Minimum Years of Experience: 4 year(s) Certification(s) Required: CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates extensive abilities and/or a proven record of success in dealing with tax issues facing multinational US companies or publicly traded entities, especially in the areas of tax consulting and tax reporting and compliance. Demonstrates extensive abilities and/or a proven record of success as a tax technical professional, researching business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Demonstrates extensive abilities and/or a proven record of success with automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Demonstrates extensive abilities and/or a proven record of success in pricing, client value and the negotiation process, including reviewing contracts and finding opportunities to introduce new pricing options.Demonstrates extensiveabilities and/or a proven record of success in identifying and addressing client needs: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Participating in client discussions and meetings actively; Communicating a broad range of Firm services; and, Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Demonstrates extensive abilities and/or a proven record of success in: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Participating in client discussions and meetings actively; Communicating a broad range of Firm services; and, Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Executing corporate planning and compliance, as well as tax accounting and financial reporting, including tax provision preparation, audit and review with the ability to utilize ASC 740 techniques; Demonstrating some technical skills working with tax tools and resources including tax provision and compliance software such as Corptax, OneSource, or other similar platforms; and, Using research methods including but not limited to Westlaw, RIA and CCH. Demonstrates extensive abilities and/or a proven record of success as a team leader: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Participating in client discussions and meetings actively; Communicating a broad range of Firm services; and, Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Executing corporate planning and compliance, as well as tax accounting and financial reporting, including tax provision preparation, audit and review with the ability to utilize ASC 740 techniques; Demonstrating some technical skills working with tax tools and resources including tax provision and compliance software such as Corptax, OneSource, or other similar platforms; and, Using research methods including but not limited to Westlaw, RIA and CCH. Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; and, Providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues. PwC Financial Technology ("FinTech") practice, servicing start-ups, financial services and technology companies with innovative products and offerings, is expanding rapidly with exciting opportunities. Our FinTech dedicated team is looking for a candidate to work closely on clients with the latest technologies and platforms in lending, digital banking, payments, crypto and blockchain, insurance and real estate.We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $99,000 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

T
Texas Capital Bancshares, Inc.Dallas, TX
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. Texas Capital's Energy Investment Banking team combines provides a full suite of investment banking services to public and private companies. The team combines investment banking transaction experience with a large technical team of engineers and geologists to advise clients on a full range of corporate transactions across the energy sector, with a focus on energy transition, exploration and production, midstream, power and energy services. The Energy Investment Banking team is actively looking for an Associate I to help support the Energy coverage team, based in [Houston], Texas. Job Profile Summary: An Investment Banking Associate I is an experienced level position within the Investment Banking line of business. This role will report to the Managing Director or Team Leader and interact with clients including the C-Suite of large public and private companies as well as other industry professionals. The Associate will provide support to colleagues in delivering best-in-class experiences and comprehensive financial solutions to clients across a broad array of products including M&A, Capital Markets, and Leveraged Finance. We are seeking qualified candidates with a passion for a long-term career in Investment Banking, that have extraordinary levels of critical thinking, motivation, and initiative and aspire to deliver superior client service. Responsibilities: Prepare and participate in the presentation of marketing materials, pitch books, confidential offering memoranda and management presentations Ability to manage due diligence sessions as well as manage the execution of transaction from pitch to closing Proficient in financial modeling and detailed company analysis and presentation Draft and review private and public materials including offering memoranda, S-1s, engagement letters, bid instruction letters, purchase and sale agreements, etc Actively participate in drafting/diligence sessions Mentor and train junior analysts Work experience: Minimum 3 years of experience of investment banking experience in the energy sector or in leveraged finance, capital markets, or M&A with a significant amount of energy sector transaction experience Competencies: Demonstrated team player with strong work ethic Exceptional writing, interpersonal and communication, presentation skills Strong analytical skills - strong modeling skills as well as significant valuation experience Strong organizational and time management skills; strong attention to detail Self starter; ability to work independently Passion for financial services and delivering superior client experiences Education: Bachelor's degree in business (Finance, Accounting, Real Estate, etc.) or bachelor's degree in engineering (Chemical, Petroleum, Mechanical, etc.) Licenses: SIE, 7, 63, & 79 required 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 30+ days ago

Moelis logo

Investment Banking Analyst, Technology - New York City

MoelisNew York, NY

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Job Description

We are passionate about our business and our culture, and are seeking individuals with that same drive.

We are currently seeking an experienced Analyst to join our Technology financial advisory team in New York City. Moelis Analysts are expected to assume significant levels of responsibility requiring intellectual curiosity, motivation and analytical aptitude. Day-to-day responsibilities of an Analyst include: financial analysis and modeling, company and industry research, preparing client presentations and interacting with senior bankers and clients.

Primary Responsibilities:

  • Supports senior managers in origination activities including (but not limited to): preparing historical and projected financial statements, provide analysis of financial implications of mergers and acquisitions and conducting public & private valuation analysis for major corporations
  • Involved in execution activities, including basic responsibilities such as data gathering, analysis and material preparation, as well as taking responsibility for managing standard processes such as preparing deal documentation
  • Builds and applies valuation models based on financial research & analysis including comparable company analysis, discounted cash flow analysis and comparable acquisitions analysis
  • Prepares analytical materials to support necessary credit, compliance, engagement committee and balance sheet approvals
  • Conducts corporate operations reviews, portfolio analytic reviews and prepare risk/return valuations
  • Gathers and processes market share data and shareholder and investor profile

Required Skills & Experience:

  • Results driven and able to perform well under pressure and against tight deadlines
  • Strong analytical and numerical skills that put you at ease with financial data
  • Proven team player who is able to effectively interact with a wide variety of internal groups and clients
  • Strong multi-tasking skills
  • Strong Microsoft Office suite (Excel a must) and financial reporting skills

Education:

  • Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred

Expected Salary Range USD $110,000 - $135,000

We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

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