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RippleMatch Opportunities Phoenix, AZ
This role is with PNC. PNC uses RippleMatch to find top talent.     Retail Banking – Organizational Financial Wellness Intern   Position Overview   At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Retail Banking Summer Intern Program - Organizational Financial Wellness within PNC's Retail organization, you will be based in Denver, CO, San Francisco, CA, San Diego, CA, Dallas/Fort Worth, TX,, Houston, TX, Pittsburgh, PA, Detroit (Troy), MI, Chicago, IL, Atlanta, GA, or Little Falls, NJ.     Job Description Retail Bank Undergraduate Intern – PNC’s Organizational Financial Wellness As a PNC Intern, you will participate in a "best-in-class" internship program. During this 10-week program, you will have the opportunity to gain exposure to a specific line of business, expand the tools you need to launch your career and complement your education with real-world job experience.   Retail Banking provides deposit, lending, brokerage and insurance services and investment management and cash management products and services to consumer and small business customers serviced through our branch network, solution centers, ATMs, call centers, online banking and mobile channels. In 2018, a retail national expansion was launched designed to grow customers with digitally led banking and an ultra-thin branch network in markets outside of our existing retail branch network.   During the internship you will learn about sales and relationship management and acquire a deep knowledge of PNC's Retail Bank. You will gain on-the-job experience by having the opportunity to service on of our Retail Banking segments. The complexity of assigned projects will depend on your prior experience and work location. Travel to surrounding PNC locations in market may occur on a frequent basis. Each assignment is designed to give you challenging development opportunities helping to build your knowledge and skills.   PNC’s Organizational Financial Wellness: The Organizational Financial Wellness track of the Retail Bank Summer Internship develops the next generation of leaders through segments across key retail channels with a focus on Organizational Financial Wellness. Our Organizational Financial Wellness team helps organizations go beyond traditional benefits to provide more of what employees need to move forward financially.   We deliver a hositic set of employee impacting financial wellness solutions to organizations.  In addition, we work closely with organizations to drive engagement with their employees by creating experiences that help employees take steps toward their financial goals.  The solutions offered range from a bank-at-work program, to health and benefit spending accounts, student debt assistance, retirement plan services, and more.  A combination of a winning attitude, professionalism, and genuine interest in the financial wellness industry is instrumental to excel in this role. Organizational Financial Wellness employees need to be proactive, persuasive and personable. Associates in this program will experience a holistic view of how the Organizational Financial Wellness group functions to obtain the knowledge and skills necessary to suceed as an Associate Financial Wellness Consultant.   The Organizational Financial Wellness track of the Retail Bank Summer Internship is located throughout PNC’s footprint.   The ability to travel up to 10% and access to reliable transportation for handling local assignments are required.   This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager’s discretion.     Learn more about PNC’s Summer Internships by visiting  www.pnc.jobs/students .   Job Profile: Performs or assists in banking activities, including researching clients or prospects, creating and/or calling on targeted calling lists, scheduling, attending and/or leading client or prospect appointments, creating presentations and/or proposals, and identifying and/or delivering on next steps to move relationships forward.  Works under supervision and may have limited approval and/or exception authority. Helps build the client base through proactive, outbound quality sales conversations with both organizations and their employees. Creates loyalty and deepens relationships through a differentiated client experience. Participates in special projects related to the business and its strategic priorities. Participates in social learning, for example, identifies and networks with business representatives and peers and participates in mentoring, job shadowing and community outreach, to ensure appropriate foundations in product and sales. Participates in formal learning to develop the skills needed to excel in the role.   Required Education and Experience : Working toward Bachelor's Degree, Preferred business relevant majors (e.g. Finance, Accounting, IT, Economics, Marketing, Mathematics, Statistics, HR, Management, Communications, Business Law, Psychology, Logistics, Engineering, Computer Science, Actuarial Sciences), Sophomore or junior status, Minimum GPA 3.0   PNC provides equal opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.     Qualifications   Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.     Competencies Accuracy and Attention to Detail, Analytical Thinking, Effective Communications, Flexibility and Adaptability, Information Capture, Initiative, Products and Services, Self-Directed Growth and Development     Work Experience Roles at this level are filled by recent university / college graduates with little or no professional experience, but possessing relevant skills. Includes individuals joining the organization through a Corporate development/ training program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.     Education No Degree     Pay Transparency   Base Salary: $18.00 – $35.00     Salaries may vary based on geographic location, market data and on individual skills, experience, and education.     Application Window   Generally, this opening is expected to be posted for two business days from 07/29/2024, although it may be longer with business discretion.     Disability Accommodations Statement   If an accommodation is required to participate in the application process, please contact us via email at  AccommodationRequest@pnc.com . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses.  Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace.  We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.     Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.     California Residents   Refer to the  California Consumer Privacy Act Privacy Notice  to gain understanding of how PNC may use or disclose your personal information in our hiring practices.  

Posted 30+ days ago

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RippleMatch Opportunities Charlotte, NC
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role: Currently pursuing a Bachelor’s or Master’s degree in Finance, Economics, Accounting, or a related field. Participation in relevant extracurricular activities, such as finance clubs or investment competitions is preferred. Basic understanding of financial markets, banking operations, and investment strategies. Ability to assist with financial analysis, including the review of balance sheets, income statements, and other financial documents. Understanding of risk management principles and practices. Skills in financial forecasting and the creation of predictive models. Strong analytical skills, with the capability to work with quantitative data and perform detailed financial modeling. Good organizational and project management skills, capable of managing multiple tasks and contributing to collaborative projects. Effective communication and interpersonal skills, essential for interacting with clients and colleagues. Proficiency with Microsoft Office Suite, particularly Excel for financial analysis. Eagerness to learn about the banking sector and its regulatory environment.

Posted 1 week ago

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RippleMatch Opportunities Chicago, IL
This role is with PNC. PNC uses RippleMatch to find top talent.       Retail Banking – Organizational Financial Wellness Intern   Position Overview   At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Retail Banking Summer Intern Program - Organizational Financial Wellness within PNC's Retail organization, you will be based in Denver, CO, San Francisco, CA, San Diego, CA, Dallas/Fort Worth, TX,, Houston, TX, Pittsburgh, PA, Detroit (Troy), MI, Chicago, IL, Atlanta, GA, or Little Falls, NJ.     Job Description Retail Bank Undergraduate Intern – PNC’s Organizational Financial Wellness As a PNC Intern, you will participate in a "best-in-class" internship program. During this 10-week program, you will have the opportunity to gain exposure to a specific line of business, expand the tools you need to launch your career and complement your education with real-world job experience.   Retail Banking provides deposit, lending, brokerage and insurance services and investment management and cash management products and services to consumer and small business customers serviced through our branch network, solution centers, ATMs, call centers, online banking and mobile channels. In 2018, a retail national expansion was launched designed to grow customers with digitally led banking and an ultra-thin branch network in markets outside of our existing retail branch network.   During the internship you will learn about sales and relationship management and acquire a deep knowledge of PNC's Retail Bank. You will gain on-the-job experience by having the opportunity to service on of our Retail Banking segments. The complexity of assigned projects will depend on your prior experience and work location. Travel to surrounding PNC locations in market may occur on a frequent basis. Each assignment is designed to give you challenging development opportunities helping to build your knowledge and skills.   PNC’s Organizational Financial Wellness: The Organizational Financial Wellness track of the Retail Bank Summer Internship develops the next generation of leaders through segments across key retail channels with a focus on Organizational Financial Wellness. Our Organizational Financial Wellness team helps organizations go beyond traditional benefits to provide more of what employees need to move forward financially.   We deliver a hositic set of employee impacting financial wellness solutions to organizations.  In addition, we work closely with organizations to drive engagement with their employees by creating experiences that help employees take steps toward their financial goals.  The solutions offered range from a bank-at-work program, to health and benefit spending accounts, student debt assistance, retirement plan services, and more.  A combination of a winning attitude, professionalism, and genuine interest in the financial wellness industry is instrumental to excel in this role. Organizational Financial Wellness employees need to be proactive, persuasive and personable. Associates in this program will experience a holistic view of how the Organizational Financial Wellness group functions to obtain the knowledge and skills necessary to suceed as an Associate Financial Wellness Consultant.   The Organizational Financial Wellness track of the Retail Bank Summer Internship is located throughout PNC’s footprint.   The ability to travel up to 10% and access to reliable transportation for handling local assignments are required.   This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager’s discretion.     Learn more about PNC’s Summer Internships by visiting  www.pnc.jobs/students .   Job Profile: Performs or assists in banking activities, including researching clients or prospects, creating and/or calling on targeted calling lists, scheduling, attending and/or leading client or prospect appointments, creating presentations and/or proposals, and identifying and/or delivering on next steps to move relationships forward.  Works under supervision and may have limited approval and/or exception authority. Helps build the client base through proactive, outbound quality sales conversations with both organizations and their employees. Creates loyalty and deepens relationships through a differentiated client experience. Participates in special projects related to the business and its strategic priorities. Participates in social learning, for example, identifies and networks with business representatives and peers and participates in mentoring, job shadowing and community outreach, to ensure appropriate foundations in product and sales. Participates in formal learning to develop the skills needed to excel in the role.   Required Education and Experience : Working toward Bachelor's Degree, Preferred business relevant majors (e.g. Finance, Accounting, IT, Economics, Marketing, Mathematics, Statistics, HR, Management, Communications, Business Law, Psychology, Logistics, Engineering, Computer Science, Actuarial Sciences), Sophomore or junior status, Minimum GPA 3.0   PNC provides equal opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.     Qualifications   Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.     Competencies Accuracy and Attention to Detail, Analytical Thinking, Effective Communications, Flexibility and Adaptability, Information Capture, Initiative, Products and Services, Self-Directed Growth and Development     Work Experience Roles at this level are filled by recent university / college graduates with little or no professional experience, but possessing relevant skills. Includes individuals joining the organization through a Corporate development/ training program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.     Education No Degree     Pay Transparency   Base Salary: $18.00 – $35.00     Salaries may vary based on geographic location, market data and on individual skills, experience, and education.     Application Window   Generally, this opening is expected to be posted for two business days from 07/29/2024, although it may be longer with business discretion.     Disability Accommodations Statement   If an accommodation is required to participate in the application process, please contact us via email at  AccommodationRequest@pnc.com . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses.  Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace.  We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.     Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.     California Residents   Refer to the  California Consumer Privacy Act Privacy Notice  to gain understanding of how PNC may use or disclose your personal information in our hiring practices.  

Posted 30+ days ago

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RippleMatch Opportunities Atlanta, GA
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role: Currently pursuing a Bachelor’s or Master’s degree in Finance, Economics, Accounting, or a related field. Participation in relevant extracurricular activities, such as finance clubs or investment competitions is preferred. Basic understanding of financial markets, banking operations, and investment strategies. Ability to assist with financial analysis, including the review of balance sheets, income statements, and other financial documents. Understanding of risk management principles and practices. Skills in financial forecasting and the creation of predictive models. Strong analytical skills, with the capability to work with quantitative data and perform detailed financial modeling. Good organizational and project management skills, capable of managing multiple tasks and contributing to collaborative projects. Effective communication and interpersonal skills, essential for interacting with clients and colleagues. Proficiency with Microsoft Office Suite, particularly Excel for financial analysis. Eagerness to learn about the banking sector and its regulatory environment.

Posted 1 week ago

CrossCountry Consulting logo
CrossCountry ConsultingNew York, NY
From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here . By joining our rapidly growing Business Transformation practice you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery. What You'll Do: Assess and enhance our clients' banking and capital markets businesses by modernizing their operating model, processes, and architecture to address emerging business priorities, regulatory changes, and long-term business outlook adjustments Collaborate across our clients’ front, middle, and back offices as well as corporate functions or at the industry level, to drive performance improvement Participate in process improvement, process automation, and operating model design, as well as data management and model optimization Collaborate with team members to analyze, evaluate, and enhance our clients’ banking and capital markets businesses, including processes, governance, data, and technologies Create system test plans and conduct testing, leveraging testing tools such as JIRA Conduct current state/future state gap analysis for individual business areas Develop comprehensive report specifications, including data fields, data sources, and any necessary formulas or algorithms, to produce insightful reports Assist clients in defining and conducting user acceptance tests, ensuring the system functionality meets user requirements and expectations What You'll Bring: 3+ years of prior experience in professional services or management consulting Familiarity with a range of financial products including lending, finance, derivatives, equities, and fixed income; foreign exchange; and commodities Knowledge of industries, including commercial banking, investment banking, broker-dealers, custody, fund administration, and investment management Strong knowledge of banking and capital markets across the trade and client lifecycle; and typical systems and downstream processes (Risk, Finance, Compliance, etc.) Background in either operations improvement, data management, business analysis, business process improvement, change management, program/project management, and/or regulatory compliance Qualifications: Bachelor’s degree in, Business, Finance, Information Systems, Information Technology, or other technical discipline #LI-JF1 #LI-Hybrid For applicants located in New York, CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to, skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $75,500 - $160,000 per year + annual bonus + additional benefits. Benefits Summary The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. Equal Employment Opportunity (EEO) CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive, diverse, and inclusive workplace. As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, pregnancy, genetics, sexual orientation, protected veteran status, gender identity or expression or any other characteristic protected by federal, state or local laws. This policy also complies with pay transparency and labor laws and applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Posted 30+ days ago

D.A. Davidson logo
D.A. DavidsonIrvine, CA
D.A. Davidson & Co. - the Strength of Advice Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. Investment Banking – Summer Analyst D.A. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Summer Analyst positions working with the firm’s Investment Banking Group. The Investment Banking Internship Program is a 10-week program that will introduce potential candidates to our Investment Banking business and the firm. Interns will work on strategic assignments assisting deal teams with mergers and acquisitions, public offerings, private placements, and other advisory services. A portion of our permanent Analyst positions will be filled from our summer internship program. D.A. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Summer Analyst positions working with the firm’s Investment Banking Group. The Investment Banking Internship Program is a 10 week program that will introduce potential candidates to our Investment Banking business and the firm. Interns will work on strategic assignments assisting deal teams with mergers and acquisitions, public offerings, private placements and other advisory services. A portion of our permanent Analyst positions will be filled from our summer internship program. D.A. Davidson & Co. – The Strength of Advice Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. Qualifications: All Majors with a minimum 3.5 GPA. Junior in college. Excellent verbal and written communications skills. Self-motivated, with a strong desire to excel in a challenging field. Working knowledge of business software (especially Word, Excel and PowerPoint). General level of financial knowledge and interest (financial modeling, macroeconomics, current events, etc.). Good judgment in confidential situations and ability to exercise discretion when handling confidential information. Teamwork skills and strong work ethic. Flexibility to work long hours, nights, and weekends, as needed for workflow. In this role you will: · Research and provide presentation / research material for pitch books, memorandums, presentations and other projects · Develop financial modules to analyze a wide variety of client-specific projects. · Collaborate with an industry team from peer analysts to managing directors. · Work on various projects to support client relations · Support business development activities of senior investment bankers · Monitor and update contact/deal database as needed for specific deal teams · Assist deal teams with other necessary day to day responsibilities Qualifications: Finance, Accounting, Economics, or Business majors with a minimum 3.5 GPA. Junior in college. Excellent verbal and written communications skills. Self-motivated, with a strong desire to excel in a challenging field. Working knowledge of business software (especially Word, Excel and PowerPoint). General level of financial knowledge and interest (financial modeling, macroeconomics, current events, etc.). Good judgment in confidential situations and ability to exercise discretion when handling confidential information. Teamwork skills and strong work ethic. Flexibility to work long hours, nights, and weekends, as needed for workflow. In this role you will: Research and provide presentation / research material for pitch books, memorandums, presentations and other projects Develop financial modules to analyze a wide variety of client-specific projects. Collaborate with an industry team from peer analysts to managing directors. Work on various projects to support client relations Support business development activities of senior investment bankers Monitor and update contact/deal database as needed for specific deal teams Assist deal teams with other necessary day to day responsibilities During this internship, you will be paid on a bi-weekly basis at an annualized salary rate of $68,640. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy .

Posted 4 weeks ago

D.A. Davidson logo
D.A. DavidsonNew York, NY
D.A. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Analyst positions working with the firm’s Investment Banking Technology Group. The Experienced Analyst will play an important role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. D.A. Davidson & Co. – The Strength of Advice Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Qualifications: Bright, professional, and motivated with the desire to excel in an intellectually challenging environment 2-3 years experience working in investment banking or transaction experience finance required. Have executed at least two deals start to finish Interest and curiosity in the Technology sector Bachelor’s degree with a minimum 3.5 GPA. Do you enjoy preparing research/analytical content for pitch books, memorandums, presentations and other projects? Working knowledge of business software (especially Word, Excel and PowerPoint). High level of financial knowledge (financial modeling, macroeconomics, current events, etc.). Excellent verbal and written communications skills, strong work ethic and teamwork skills. Self-motivated, with a strong desire to excel in a challenging field. Good judgment in confidential situations and ability to exercise discretion when handling confidential information. Flexibility to work long hours, nights, and weekends, as needed for workflow. Possession of Series 79 (Series 7 may be applicable) and 63 licenses require In this role you will: Develop financial modules to analyze a wide variety of client-specific projects. Collaborate with an industry team from peer analysts to managing directors. Support business development activities of senior investment bankers. Attend client meetings and interact on transactional and technical issues. Are you looking to actively participate in live deals, such as M&A, IPOs, and advisory? Second year analyst base is $105,000; third year analyst base is $115,000 with bonus of up to 50% of salary.

Posted 3 weeks ago

First Financial Bank logo
First Financial BankKettering, OH
We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. Acts as the central relationship lead for a select group of clients that have minimum investable assets of $1 million dollars. Manages the client's complete banking relationship across the company. Functions as the client's personal advocate to internal partners, adding value through the ability to identify client needs, analyze customer information, define goals and build plans and make client recommendations. Serves as the main point of contact for personal banking and credit advice, as well as providing effective wealth management financial solutions. Owns delivering an integrated suite of solutions designed to address financial needs of existing relationships, as well as being actively involved in new client acquisitions and new business development. Acquires new clients by following the sales process and by actively soliciting referrals and developing other internal and external sources. Success will be measured by one's ability to meet revenue goals and deliver ongoing client satisfaction and retention targets. Essential Functions/Responsibilities Possesses solid product knowledge and good sales and relationship management skills. Typical Client Revenue is between $2 and $3 million. *The revenue would be the overall book of business and not any one single client. Develops and strengthens client relationships within the client segment described above. Seeks new business opportunities for all lines of business throughout the bank. Grows revenues in accordance with agreed upon goals. Maintains high levels of client service by executing a client request/solution within a specific turnaround time. Client feedback scores will be used to help measure the level of client service. Participates in ongoing internal and client facing routines such as but not limited to annual tiered client contact requirements, to include compliance and regulatory activities. Effectively interface with internal partners, such as but not limited to Credit, Deposits, Mortgage, Investments, Brokerage, and Small Business Banking to deliver needs based solutions. Supports our data based marketing approach and integrated sales process. Executes within appropriate risk and compliance guidelines Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job Strong written and oral communication skills are required. Solid knowledge in banking services, to include credit is required. Solid knowledge of wealth management products and services is required. Business and technical skills are necessary; to include needs assessment, planning and analysis skills is required. Proven ability to manage and deliver results in a moderate to complex environment is required. Typically has at least 6 years of client facing sales and relationship management experience with demonstrated ability to grow revenue and deliver satisfied clients. Typically has at least 6 years of banking and related financial services experience. Proven compliance record at previous roles is required. FFB experience is preferred, but not required. High School Diploma required. Series 7, 6, 63 license preferred, but not required. CFP designation preferred, but not required. Bachelor's degree preferred, but not required. Preferred Knowledge and Skills Level of Complexity and Scope Degree of Independence and Decision-Making Required Supervisory Responsibilities Physical Requirements Occasionally lifts and carries up to 10 lbs. Occasionally drives. Frequently sits, stands and walks. Compliance Statement The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements. Development and Training Benefits We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide. Incentive Eligibility All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions. It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law. We are an E-Verify Employer.

Posted 30+ days ago

PwC logo
PwCLos Angeles, CA
Industry/Sector FS X-Sector Specialism Corporate and Business Strategy Management Level Senior Manager Job Description & Summary At PwC, our people in strategy consulting focus on providing strategic guidance and insights to organisations. They analyse market trends, assess business performance, and develop recommendations to help clients achieve their goals. These individuals work closely with clients to identify opportunities for growth, optimise operations, and enhance overall business performance. As a corporate and business strategy consultant at PwC, you will analyse client needs, provide consulting services across different strategic areas, and offer guidance and support to help clients develop and implement effective strategies that align with their business objectives and drive growth. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 7 year(s) Preferred Qualifications: Degree Preferred: Master of Business Administration Preferred Knowledge/Skills: Minimum of 8 years of strategy consulting or industry consulting experience preferred. Demonstrates in-depth level abilities, knowledge and/or a proven record of success in the Financial Services industry (Banking & Capital Markets, Insurance, Asset & Wealth Management), either in professional consulting services or corporate roles, including: Helping companies define and evaluate corporate and business unit strategies and investment portfolios; Reflecting market, competitive and other external drivers with specific areas of focus including Corporate Strategy, Business Strategy, Deals Strategy, and Digital Strategy; Identifying and addressing client needs, rapidly building credibility, and maintaining and utilizing networks of client relationships; Managing teams / multiple work streams to establish successful project conclusion - i.e., delivery of quality work on time and within budget; Building productive relationships with team members and clients, both long term and day-to-day, by using a collaborative approach with thorough listening skills and the ability to manage through influence; Utilizing first principles thinking, and developing credible and pragmatic analytical approaches, frameworks and methodologies; Analyzing complex quantitative and qualitative data in an efficient manner and synthesizing the output into meaningful and actionable insights; Designing and conducting market research to understand consumer needs and purchasing behaviors; Communicating effectively in an organized and knowledgeable manner in written and verbal formats to senior audiences and being able to deliver difficult messages with persuasiveness and sensitivity; Demonstrating executive presence and ability to become a trusted advisor to the c-suite level clients; Identifying and pursuing new business opportunities, and leading client / market development; Attracting, retaining, assessing and developing staff / team members; Demonstrating flexibility and creativity in managing work-life balance of self and team members; Demonstrating Power User ability with MS Office suite of applications including Word, PowerPoint and Excel Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $124,000 - $280,000, 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 3 days ago

US Bank logo
US BankKnoxville, TN
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description This role is sales focused and we're looking for sales professionals who aren't afraid to prospect, cold call and bring in new business clients to US Bank. Our Relationship Managers approach each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. They have access to an expansive set of products and solutions to serve our business clients today and into the future. Responsibilities include: 65-70% of time spent on prospecting and developing new business for the bank. Build, develop, cultivate and manage new and existing relationships with business clients. Recommend financial solutions based on each client's unique goals and needs. Be the primary advisor for our business clients. Deliver financial expertise and client-centric solutions that build strong, long-term relationships. Assess and attend to clients' banking needs. Collaborate with internal partners to deliver a "one bank" set of solutions to our business clients. Basic Qualifications Bachelor's degree, or equivalent work experience Four to five years of relevant experience Preferred Skills/Experience Strong relationship management and business development abilities Well-developed analytical and problem-solving skills Ability to work effectively with individuals and groups across the company to manage customer relationships Excellent presentation, verbal and written communication skills Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts Location The role offers a hybrid/flexible schedule. If not prospecting and meeting with clients, there's an in-office expectation of 3 or more days per week with the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $81,600.00 - $96,000.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 30+ days ago

Summit Credit Union logo
Summit Credit UnionWaunakee, WI
We want to build a better, more equitable world and fulfill our mission of Dreams enabled. Financial Wellness achieved. Life richer. We do that through our Essential Behaviors of working as a team, putting our membership first and promoting change, and through our Values: Honesty, Make Things Better, Respect Others, Be Fair/Create Equity, and Care. As a VP Business Services (Commercial Banking), selected individuals will work closely with small to medium-sized businesses to understand the members' banking needs to deliver customized solutions such as loans, lines of credit, and treasury management services. The VP ensures member satisfaction, builds long-term relationships, and identifies opportunities for business growth. They also collaborate with other departments and stay informed about financial regulations and market trends to guide members effectively. Strong communication, analytical skills, and a deep understanding of business finance are key to success in this role. Expected Outcomes New Member relationships are developed through organized prospecting efforts. Members receive outstanding accurate and timely service. Relationships with Credit and Operations teams are marked by clear communication and mutual respect. Business Services is well represented at community events and local non-profits. Performance metrics demonstrate attainment of key business objectives, including loan and deposit growth, fee income, and portfolio quality. Member experience and profitability is strengthened through the implementation and promotion of Business Services initiatives and the fostering of a service to sales culture. Capability Requirements Bachelors Degree in Business Administration, Accounting, Finance or a related field. Five or more years of financial institution experience with at least three years in business lending and relationship management; or combination of applicable work experience and education. Professional well developed interpersonal skills; essential for interacting with credit union staff and members. Expert knowledge of business lending, deposit acquisition and treasury management products and strategies. Proven business development and leadership abilities. Expert knowledge of laws and regulations that govern lending and deposit products. Demonstrated ability to ask in-depth questions and effectively negotiate. In-depth mathematical skills required (calculations and concepts involving decimals, percentages, fractions, dividend, interest, amortization, payoff and equity calculations etc.). Basic knowledge of Microsoft Word, Outlook and intermediate knowledge of Excel. Summit has opportunities for Bankers in the following markets: Milwaukee/Waukesha Madison / Dane County Sheboygan and surrounding counties

Posted 30+ days ago

Houlihan Lokey logo
Houlihan LokeyNew York, NY
Business Unit: Corporate Finance Industry: Business Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Business Services Houlihan Lokey's Business Services Group offers M&A advisory, capital raising, valuation, and corporate restructurings to public and private companies. We work with companies providing professional and technology-related services across a number of end markets and regularly collaborate with other Houlihan Lokey industry and product groups to bring the highest level of knowledge, services, and relationships to our clients. Our team covers a broad array of sectors, with bankers dedicated to each of our primary coverage areas. We maintain deep, senior-level relationships with major strategic and financial buyers of professional and technology-related services companies, as well as large, public, and private company thought leaders within the industry. As one of the leading M&A advisors in our sector, we help open doors to opportunities-whether our clients are seeking a strategic or financial partner in a change-of-control or minority-investment transaction. Job Description Financial Analysts in the Business Services Group support investment banking engagements and new business development efforts. They work primarily on the execution of mergers and acquisitions transactions, as well as develop expertise and build relationships with clients in one or more sectors within the Business Services coverage universe. Our Business Services teams have particularly strong sector practices in the areas of: BPO Services Education Technology and Services Engineering and Infrastructure Environmental Services Equipment-as-a-Service Facility and Residential Services HCM Services IT Services Marketing Services Specialty Consulting and Risk Services Testing, Inspection, Certification, and Compliance Transportation and Logistics As part of our team, you will: Prepare, analyze, and help explain historical and projected financial information Perform valuations of companies and businesses Coordinate and perform business due diligence and execute M&A transactions Prepare confidential memoranda, management presentations, marketing pitches, and other presentations Assist in the marketing and planning of engagements Build relationships and maintain direct contact with clients, prospective clients, and professional advisors The environment at Houlihan Lokey is both collegial and entrepreneurial. Teamwork is essential to the firm's success. At the same time, creativity and new ideas are encouraged. Financial Analysts are given substantial responsibility and are encouraged to help us grow our business. Basic Qualifications The ideal candidate will have prior investment banking experience, a strong work ethic, and the ability to work independently in a fast-paced environment. While teamwork is essential to the firm's success, creativity and new ideas are encouraged. At least one year of investment banking experience is required Coursework in accounting and finance is required Strong analytical capabilities and excellent verbal and written communication skills A fundamental understanding of valuation theory, methodologies, and application Preferred Qualifications Strong financial and computer (Excel, Word, and PowerPoint) skills Demonstrated ability to work cooperatively with all levels of staff Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000.00-$130,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-113145

Posted 30+ days ago

First Interstate BancSystem, Inc. logo
First Interstate BancSystem, Inc.Des Moines, IA
If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. This position can be located at Des Moines, IA; Denver, CO and Omaha, NE. This is a temporary position and may transition to part-time prior to the end of the assignment. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible. Generous Paid Time Off (PTO) in addition to paid federal holidays. Child Care Assistance Program for eligible dependent(s). Exercise reimbursement program for employees. The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it. We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate. SUMMARY The Commercial Banking Representative I functions as a primary contact for commercial banking clients with basic loan portfolios and assists Commercial Relationship Managers with servicing those clients. Responsible for maintaining and expanding the relationship with clients by providing overall client support services. Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard procedures. Essential duties are performed individually or with direct supervision, based on the individual's experience level. ESSENTIAL DUTIES AND RESPONSIBILITIES Handles day-to-day client calls, client transactions, and client problem resolution. Responds to client account inquiries, performs account maintenance and researches/resolves client problems. Executes client transactions within delegated authority or applicable department guidelines, escalating to the assigned Relationship Manager (RM) any requests outside specified norms or items requiring Relationship Manager signature or approval. Transactions may include: transfers, withdrawals, distributions, wire transfers, payments, fee waivers/fee refunds, client overdrafts, monitoring reports, and other loan and account operations requested by clients. Prepares and/or reviews client account documents for meetings between the RM and the client, focusing on completion of signatures, accuracy, and fulfillment of standard regulatory and compliance guidelines. Assists in obtaining necessary information to submit loan applications, such as financial statements, tax returns and business documentation. May also work with outside vendors, such as attorneys or title companies; UCC searches, title work, OFAC Environmental Reports, appraisals, and flood determinations. May work with outside counsel, title companies, other product vendors, etc. to request documents needed for loan requests, when applicable. Specializes in loan documentation and ensures accuracy in loan documents and legal loan files. To include reviewing documents, organizing legal loan documents, and supporting information, and accuracy in digital records. Submits complete and accurate requests for documentation in accordance with loan approval, ensuring all appropriate supporting documents are available in Director/Unity Client, including but not limited to loan approval, Borrower, Guarantor, and Grantor entity documents, collateral reports, and all other information necessary to generate loan documents. Provides complete packages to Loan Servicing for Boarding/Funding, ensuring appropriate GLs are credited for fees collected. Ensures all documentation is uploaded to Director/Unity Client timely and imaged files are complete. Creates ticklers in Credit Track in accordance with the loan agreement & guaranty requirements and assists Relationship Manager with obtaining required information to clear ticklers. Supports commercial relationship managers and group managers with review and certification of legal entity validation (dba, partnership, S-Corp, C-Corp, LLC, and trusts), real estate collateral documentation (title commitment, environmental reports, hazard insurance, and appraisals), UCC and titled collateral validation. Supports commercial relationship managers and group managers with treasury and deposit products in partnership with internal bank Treasury, Retail Banking teams and other business line referral programs including payment and wealth products. Generates or obtains daily, weekly, monthly, and quarterly reports as assigned. Reviews reports for accuracy and compliance and updates systems or makes other corrections. May reconcile client accounts, enter client financial data into databases, and monitor exceptions to company policies. Actively ensures compliance with the Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies, and procedures. Actively participates in any required corporate and business line training in these areas. Understands and follows internal suspicious activity referral requirements and processes, as required for this position. Actively works with clients to understand each client's normal account activity, as appropriate for this position. Maintains working knowledge of all regulatory, legal, and Credit Policy requirements to ensure all applications, documentation and loan accounts are compliant. Participates in internal and external training to maintain knowledge of Bank products; attends operational and exception meetings and keep abreast of all credit policies and changes. Maintains positive working relationship with peers and other business unit team members. 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. KNOWLEDGE, SKILLS AND ABILITIES Basic understanding of credit products, bank systems and commercial lending. Exhibits a general understanding of applicable federal regulations, credit policy and bank policies and procedures. Ability to work effectively in a fast-paced production environment. Strong organizational skills, time management skills and strong attention to detail. Strong interpersonal skills including oral and written communication. Problem solving skills. Proficiency with personal computers and related software packages. EDUCATION AND/OR EXPERIENCE High School Diploma or equivalent required 1-3 years banking experience or equivalent combination of education and experience required PHYSICAL DEMANDS AND WORKING ENVIRONMENT The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. Dexterity of hands/fingers to operate computer keyboard and mouse- Frequently Sitting- Frequently Standing- Occasionally Overtime- Subject to business need Noise Level- Moderate Typical Work Hours- M-F (8-5) Regular and Predictable Attendance- Required COMPENSATION & BENEFITS We offer a competitive total compensation package including base salary and benefits. The pay range for this position is $21.86 to $32.79 per hour in CO and depends on a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills and experience, education, and geographic location. Benefits include, but are not limited to, medical, dental, vision, short- term and long-term disability benefits and life insurance, flexible spending accounts, health savings account, employee assistance program, 401(k), Paid Time Off (new hires accrue at .069 per hours worked which equates to approximately 18 days per year inclusive of paid sick time) and up to 11 paid Federal holidays. For more information regarding our benefits, please visit https://www.firstinterstatebank.com/company/about/employee-benefits.php . If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.

Posted 30+ days ago

Commerce Bank logo
Commerce BankOverland Park, KS
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Hourly: $20.90 - $26.90 (Amount based on relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client's financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank. About This Job The main purpose of this job is to assist Private Bankers with researching prospect opportunities, preparation of marketing materials and solicitation of new sales opportunities associated with the private banking process. Essential Functions Research targeted prospects and accumulate needed information and formulate an appropriate presentation to effectively solicit new business opportunities both in banking and wealth management Accumulate the needed information from both the private banker and client/prospect to prepare the required credit underwriting package for approval Prepare comprehensive credit write-ups as needed Review daily reports on behalf of assigned private banker(s) to determine issues with assigned accounts (overdrafts, misapplied loan/card payments, fraud, etc.) Assist assigned private banker(s) with handling client calls and requests that occur as a normal course of business Directly solicit specified relationships on targeted product offerings as instructed by the assigned private bankers Perform other duties as assigned Knowledge, Skills & Abilities Required Basic knowledge of the retail banking field Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Basic level proficiency with Microsoft Word, Excel, Teams and Outlook Education & Experience Bachelor's degree or equivalent combination of education and experience required 1+ year banking or other financial institution experience required Level of role is determined by knowledge, experience, skills, abilities, and education For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Private Banking Client Associate I & II job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $20.90 to $26.90 per hour. Depending on the job level, this position may be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 301 SE 291 Hwy, Lee's Summit, Missouri 64063 Time Type: Full time

Posted 1 week ago

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

Posted 1 day ago

First Commonwealth Bank logo
First Commonwealth BankPittsburgh, PA
The Corporate Banking Associate is responsible for, portfolio administration and relationship management of client relationships in the assigned Corporate Banking segment. Responsibilities include, but are not limited to managing and administering a portfolio of client relationships, preparing and reviewing analysis packages, preparing and presenting modification requests, Criticized Asset Committee memos, Semi-Annual Line Sheets and any other presentations related to the portfolio. Essential Job Responsibilities __ Works with an assigned Corporate Banking team to assure coverage of the portfolio in any aspect. Works with Portfolio Specialist team for direct assignment of client administrative responsibilities to include documentation, loan closing, financial statement reporting and ongoing loan management. May be assigned the relationship management of a portfolio of client relationships. Performs financial modeling and analysis of prospective clients as well as existing clients. Works with the Credit Analysis Department to ensure that the analysis packages are thorough and correct. Completes and presents Modification forms, Criticized Asset Committee Memos, Semi-Annual Line Sheets and any other necessary reports, as needed. Attends trainings, meetings and corporate assignments, as required, with accompanying documentation. Completes assigned required readings, with accompanying documentation. Participates in sales calls, as assigned. Performs tasks for the credit analysis process. a. Conducts credit investigations and analyzes credit information pertaining to loans. b. Prepares reports to summarize analysis of borrowers' financial condition and capacity to repay debt. Prepares loan request submissions for Credit Committee or other approving authorities. c. Prepares projections on income, sales, expenses and net worth of the client for a future period of two years. d. Values collateral when necessary, reviews appraisals and assesses collateral coverage. e. Recommends assigned Risk Ratings. f. Follows assigned accounts to ensure financial statements are received timely and evaluated at least quarterly to assess borrower risk. g. Assists loan officers in gathering information relevant to analyzing the borrower. Coordinates the daily workflow in and out of the area to ensure that current loans are in complete conformity with the terms Develops and prepares reports relating to commercial loans as required. Assists the senior officers in handling loans and provides other customer services as may be assigned. Learns how to establish growth and profitability of the bank by building, developing and managing new and expanded client relationship. Fosters relationship with First Commonwealth clients and prospects. Bona Fide Occupational Qualifications_ __ A bachelor's degree is preferred. A minimum of two (2) years of banking experience is required. Prior sales experience is preferred. Strong interpersonal, communication, and exceptional client service skills are necessary. Professional drive, determination, leadership and sales skills are also a must. A valid driver's license and travel are required.

Posted 30+ days ago

Dollar Bank logo
Dollar BankCleveland, OH
Job Description In this position, the VP, Business Banking has a high degree of independent authority to employ the Banks' assets, using direction and judgment to administer commercial liabilities, to implement policies and procedures and have a major impact on Bank profitability. The VP, Business Banking interacts and works with individuals in the Retail Banking Centers, Private Banking, Corporate Banking, Commercial Real Estate, Treasury Management, and the Credit Department. The VP, Business Banking must understand and be able to offer all products and services of the Bank with special emphasis on business loan and deposit products. This individual is expected to provide a high level of service to existing customers and perform business prospecting activities. In addition, this individual may be called upon to help manage and coach less experienced Business Banking Representatives, Business Banking Officers, and AVP, Business Banking employees to further develop their skills and career within the Bank. Qualifications: Bachelor's degree required. Will consider professional experience in lieu of education. Seven (7) years of experience working as a lender in small business or middle market lending required. Willingness to learn all Bank credit and deposit products and services, with special emphasis on business credit and deposit products and services. Knowledge of national and regional government assisted loan programs. Strong written and oral communication skills required to interpret and explain financial data to others involved in the loan approval process. Demonstrated abilities and desire to provide high quality customer service. Demonstrated skills in performing and understanding financial ratios, collateral coverage, and cash flow analysis for business borrowers. Demonstrated sales and business development skills and achievements. Must have valid drivers' license and access to a dependable vehicle for business development opportunities. Working knowledge of Microsoft Windows. Ability to prioritize, multi-task, work under pressure and meet deadlines. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Posted 4 weeks ago

FirstBank logo
FirstBankConifer, CO
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 can vary from 35-40/week Minimum Requirements Entry-level job with little or no prior relevant work experience in the function Preferred Requirements Cash handling and customer-service experience Knowledge, Skills, and Abilities Good customer-service skills and the ability to work well with others Basic mathematic and problem-solving skills Comfortable in a sales environment Detail-oriented with the ability to multi-task and change directions quickly Working Conditions and Physical Requirements Frequently remains stationary throughout a typical business day Frequently operates a computer and other office machinery, such as a calculator, copy machine, and computer printer Occasionally moves about inside the office to access file cabinets, office machinery, and other rooms Occasionally positions self to access drawers and shelves of various heights Frequently reaches for and handles paperwork and files Constantly communicates with customers, coworkers, and management in-person and on the phone Must be able to exchange accurate information FirstBank does not currently offer fully remote positions, except as required by law. The actual number of in-office days that may be required will vary by business unit, role, and business need. Salary Range $20.00 Per Hour Statement of Benefits FirstBank offers a suite of benefits that support our employees' professional, financial, physical, emotional and spiritual well-being. Benefits currently offered with our positions include: Paid Time Off/paid leave programs, 401K/Employee Stock Ownership, United Healthcare medical, MetLife dental, VSP vision, Employee tuition reimbursement, Volunteer Time Off, Short-Term Disability, Long-Term Disability, and Group Life Insurance/AD&D This Job may be eligible for the: New Accounts Cross-Sell Queue Incentive Plan EOE/Affirmative Action FirstBank is an EOE/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other legally protected characteristic. FirstBank does not permit pay inequities. Anyone who believes they have been subject to pay inequity should immediately report their concerns to the Human Resource Department. Colorado Job Application Fairness Act Under Colorado's Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting the documentation This opportunity is expected to close by 9/29/25*

Posted 1 week ago

B logo
BMO (Bank of Montreal)Winter Park, FL
Application Deadline: 10/03/2025 Address: 501 E Kennedy Boulevard Job Family Group: Commercial Sales & Service You are a great communicator, team player, self-motivated, detail-oriented, critical thinker with excellent analytical skills, strong work ethic, relationship building skills and a passion for Commercial Banking. As a Commercial Banking Credit Analyst Intern at BMO, you'll have the opportunity to develop strong financial analysis and credit assessment skills while working alongside experienced Commercial Bankers who are passionate about client success. You'll contribute to meaningful projects, sharpen your ability to assess risk and learn how BMO partners with businesses to fuel growth. This is more than an internship - it's a chance to explore a career in commercial banking, expand your personal network and make a real impact with one of the largest banks in North America. This internship role is located in Florida. Please apply only if you are interested in working in this location. Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment. Performs financial analysis and calculations and makes recommendations to Manager. Supports portfolio monitoring and compliance, analyses metrics, and assesses industry trends to spot risks and opportunities. Prepares detailed credit summaries to assess creditworthiness and support decision making. Provides content and support for proposals and presentations to capture new business and expand client partnerships. Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners. Structures and supports new, renewal and extension loans aligned with client needs and bank & risk policies Conducts financial analysis and risk assessments of clients' credit information, for an assigned portfolio, to provide insights and make informed decisions Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required. Minimizes BMO's risk exposure by adhering to credit policies, regulatory standards, and operational guidelines. Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded. Escalates issues when needed. Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships. Identifies revenue and cross-selling opportunities to enhance portfolio growth. Identifies share of wallet opportunities. Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. Manages timely and accurate data entry into BMO's systems and leverages the data to support decision-making. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: As part of the BMO campus program, we are looking for motivated students with a strong desire to learn. Enrolled in an undergraduate degree program, graduating Spring 2027. A preferred minimum GPA of 3.2/4.0. A preferred minimum of two undergraduate finance and accounting classes or an equivalent combination of education and experience. Relevant experience in credit or lending instruments or financial operations in a corporate or banking environment is an asset. Specialized knowledge. Legally authorized to work in the U.S. and will not require sponsorship now or in the future. Foundational level of proficiency in the following is an asset: Financial Analysis Loan Structuring Data Analysis Tools Regulatory Compliance Portfolio Management Credit Risk Assessment Banking Operations Microsoft Office Problem Solving Collaboration Detail-Oriented Analytical Thinking Salary: $50,100.00 - $82,800.00 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 30+ days ago

T logo
Truist Financial CorporationAtlanta, GA
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: 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. Plays an integral role in supporting new business development, due diligence, and/or transaction execution. Under limited supervision, performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, executing transactions, as well as working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis. May coach and mentor Analysts or Interns. Builds cross-functional relationships within CIB. 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, 79, 63 4 years of related work experience Strong knowledge of investment banking, market, industry sector, and/or financial products Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions Strong organizational and leadership skills Advanced skills in written and oral communications, and interpersonal relationship management Solid analytical and sales skills Preferred Qualifications: MBA degree, with a Finance focus 6 years of related work related experience The annual base salary for this position is $100,000. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 30+ days ago

R logo

PNC - Retail Banking – Organizational Financial Wellness Intern, application via RippleMatch

RippleMatch Opportunities Phoenix, AZ

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Job Description

This role is with PNC. PNC uses RippleMatch to find top talent.


 

 

Retail Banking – Organizational Financial Wellness Intern

 

Position Overview

 

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Retail Banking Summer Intern Program - Organizational Financial Wellness within PNC's Retail organization, you will be based in Denver, CO, San Francisco, CA, San Diego, CA, Dallas/Fort Worth, TX,, Houston, TX, Pittsburgh, PA, Detroit (Troy), MI, Chicago, IL, Atlanta, GA, or Little Falls, NJ.

 

 

Job Description

Retail Bank Undergraduate Intern – PNC’s Organizational Financial Wellness

As a PNC Intern, you will participate in a "best-in-class" internship program. During this 10-week program, you will have the opportunity to gain exposure to a specific line of business, expand the tools you need to launch your career and complement your education with real-world job experience.

 

Retail Banking provides deposit, lending, brokerage and insurance services and investment management and cash management products and services to consumer and small business customers serviced through our branch network, solution centers, ATMs, call centers, online banking and mobile channels. In 2018, a retail national expansion was launched designed to grow customers with digitally led banking and an ultra-thin branch network in markets outside of our existing retail branch network.

 

During the internship you will learn about sales and relationship management and acquire a deep knowledge of PNC's Retail Bank. You will gain on-the-job experience by having the opportunity to service on of our Retail Banking segments. The complexity of assigned projects will depend on your prior experience and work location. Travel to surrounding PNC locations in market may occur on a frequent basis. Each assignment is designed to give you challenging development opportunities helping to build your knowledge and skills.

 

PNC’s Organizational Financial Wellness:

  • The Organizational Financial Wellness track of the Retail Bank Summer Internship develops the next generation of leaders through segments across key retail channels with a focus on Organizational Financial Wellness. Our Organizational Financial Wellness team helps organizations go beyond traditional benefits to provide more of what employees need to move forward financially.   We deliver a hositic set of employee impacting financial wellness solutions to organizations.  In addition, we work closely with organizations to drive engagement with their employees by creating experiences that help employees take steps toward their financial goals.  The solutions offered range from a bank-at-work program, to health and benefit spending accounts, student debt assistance, retirement plan services, and more.  A combination of a winning attitude, professionalism, and genuine interest in the financial wellness industry is instrumental to excel in this role. Organizational Financial Wellness employees need to be proactive, persuasive and personable. Associates in this program will experience a holistic view of how the Organizational Financial Wellness group functions to obtain the knowledge and skills necessary to suceed as an Associate Financial Wellness Consultant.

 

The Organizational Financial Wellness track of the Retail Bank Summer Internship is located throughout PNC’s footprint.

 

The ability to travel up to 10% and access to reliable transportation for handling local assignments are required.

 

This position is primarily based in a PNC location. Responsibilities  require  time in the office or in the field on a regular basis.  Some responsibilities may be performed remotely, at manager’s discretion. 

 

Learn more about PNC’s Summer Internships by visiting www.pnc.jobs/students.

 

Job Profile:

  • Performs or assists in banking activities, including researching clients or prospects, creating and/or calling on targeted calling lists, scheduling, attending and/or leading client or prospect appointments, creating presentations and/or proposals, and identifying and/or delivering on next steps to move relationships forward.  Works under supervision and may have limited approval and/or exception authority.

  • Helps build the client base through proactive, outbound quality sales conversations with both organizations and their employees.

  • Creates loyalty and deepens relationships through a differentiated client experience.

  • Participates in special projects related to the business and its strategic priorities.

  • Participates in social learning, for example, identifies and networks with business representatives and peers and participates in mentoring, job shadowing and community outreach, to ensure appropriate foundations in product and sales.

  • Participates in formal learning to develop the skills needed to excel in the role.

 

Required Education and Experience:

  • Working toward Bachelor's Degree, Preferred business relevant majors (e.g. Finance, Accounting, IT, Economics, Marketing, Mathematics, Statistics, HR, Management, Communications, Business Law, Psychology, Logistics, Engineering, Computer Science, Actuarial Sciences), Sophomore or junior status, Minimum GPA 3.0

 

PNC provides equal opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

 

 

Qualifications

 

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

 

 

Competencies

Accuracy and Attention to Detail, Analytical Thinking, Effective Communications, Flexibility and Adaptability, Information Capture, Initiative, Products and Services, Self-Directed Growth and Development

 

 

Work Experience

Roles at this level are filled by recent university / college graduates with little or no professional experience, but possessing relevant skills. Includes individuals joining the organization through a Corporate development/ training program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

 

 

Education

No Degree

 

 

Pay Transparency

 

Base Salary: $18.00 – $35.00

 

 

Salaries may vary based on geographic location, market data and on individual skills, experience, and education.

 

 

Application Window

 

Generally, this opening is expected to be posted for two business days from 07/29/2024, although it may be longer with business discretion.

 

 

Disability Accommodations Statement

 

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses.  Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.


At PNC we foster an inclusive and accessible workplace.  We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

 

 

Equal Employment Opportunity (EEO)


PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

 

 

California Residents

 

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

 

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