landing_page-logo
  1. Home
  2. »All Job Categories
  3. »Banking Jobs

Auto-apply to these banking jobs

We've scanned millions of jobs. Simply select your favorites, and we can fill out the applications for you.

Relationship Banking Associate-logo
Relationship Banking Associate
NBT BankSheffield, MA
Pay Range: $17.50 - $21.58 The role of the Relationship Banking Associate is to deliver high quality customer service and responsiveness to ensure fulfillment and satisfaction of both internal and external customers. This individual will be responsible for the efficient and timely processing of routine transactions and other related services accurately in accordance with policy and procedures. This individual will be responsible for identifying and referring sales opportunities to the appropriate business partner or line of business that will help fulfill the customer's need(s). This interaction may be in person or over the telephone. The Relationship Banking Associate will provide support for basic consumer deposit account opening as required. Education and Experience: High School Diploma or Equivalent Minimum one year experience in related banking positions or equivalent sales/customer service experience Skills and Abilities: Excellent listening & communication skills Ability to approach, identify and have conversations with customers and identify needs and opportunities Organizational, interpersonal and customer relations skills which also includes problem solving and decision-making skills Ability to function in a fast paced, ever-changing environment Ability to work well with people as a team Proficient computer skills Tasks Performed: 65% Processes routine transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures. Performs various administrative duties as assigned including maintaining records, preparing a variety of forms & reports and daily vault balancing. Engages in referral and relationship management in accordance with established objectives and goals. Provides support for new deposit account opening as required. Will adhere to security measures and controls to minimize any potential losses to the company. 25% Identify customer opportunities through interactive and consultative conversations to assess and address the needs of the customer. Provides services to customers, including but not limited to basic deposit account opening and referring customers to the appropriate business partners when necessary. Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads. Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness. Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner. 5% Participates in community events that support efforts with the Community Reinvestment Act CRA. 5% Performs other duties as assigned and required. Physical Requirements: Communicate effectively with internal and/or external customers Stationary 50% of time Move about within or between locations Bend, Twist, Crouch, Squat Move Objects to Maximum 20 lbs Benefits for Full-Time Employees: Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. Parental Leave: Six weeks of paid leave at 100% of your salary. Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Flexible Spending Accounts: For healthcare and dependent care expenses. Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. Adoption Assistance: Supporting your growing family. Tuition Reimbursement: Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+ Hours/Week: Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Generous Parental Leave: Six weeks of paid leave at 100% of your salary. Benefits for All Part-Time Employees: Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future Paid Sick and Safe Leave: For your health and safety. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

Posted 2 weeks ago

Consumer Banking Governance Analyst-logo
Consumer Banking Governance Analyst
Texas Capital Bancshares, Inc.Austin, TX
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com. Summary: The Consumer Banking Governance Analyst is responsible for overseeing the identification, documentation, tracking, and resolution of operational and compliance-related issues across the Consumer and Retail Banking line of business. This role ensures that issues are managed in accordance with regulatory expectations, internal policies, and the firm's risk management framework. Additionally, the Consumer Banking Governance Analyst is responsible for maintaining the business line's procedure and process flow inventory, in addition to complaint monitoring and reporting activities. The ideal candidate will have strong communication, problem solving and analytical skills, a deep understanding of consumer banking operations, and experience in issue lifecycle management. Responsibilities: Issue Management Manage the end-to-end process of issue identification, documentation, root cause analysis, remediation planning, and resolution tracking for the Consumer and Retail line of business. Ensure adherence to the firm's enterprise risk governance frameworks. Prepare reporting and deliver presentations to the line of business stakeholders and senior management. Collaborate with business units, Compliance, Risk Management, Legal, Audit and Control Office functions to ensure timely resolution of issues and implementation of corrective actions. Serve as the Issue Management subject expert and point of contact for the line of business. Maintain detailed records of issues and their resolutions in the Firm's GRC platform. Process and Procedure Governance Manage the process flow and procedure inventories for the Consumer and Retail line of business. Maintain the centralized repositories of all process flows and procedures and ensure version control. Facilitate annual and ad hoc reviews to ensure documentation remains current. Ensure procedures are aligned with regulatory requirements and internal policies. Collaborate with the line of business to identify procedural gaps and implement improvements. Serve as the central point of contact for procedural inquiries and guidance. Complaint Monitoring and Reporting Monitor consumer complaints for the Consumer and Retail line of business. Analyze complaint data to identify trends, recurring issues, and root causes. Prepare and present reporting to stakeholders, highlighting key insights and areas for improvement. Coordinate consumer complaint timelines for submissions received by Regulatory agencies. Participate in initiatives to improve complaint handling processes and tools. Other duties as assigned Qualifications: Bachelor's degree in Business, Finance, Risk Management or a related field preferred. 3+ years of experience in issue management, risk management, compliance, or internal audit within the banking or financial services industry preferred. Knowledge of regulatory requirements within the banking or financial services industry. Experience with issue lifecycle management and GRC tools. Excellent analytical, organizational, and communication skills. Ability to influence and collaborate across a large organization. Proficiency in PowerPoint, Word, and Excel. Strong time management skills with the ability to work independently. Strong written and verbal communication skills. Proven ability to proactively solve problems and develop strategic recommendations at a financial institution (or similar) Experience participating in large-scale change efforts and/or large and complex initiatives. Ability to perform effectively in an ever-evolving environment and successfully address multiple, high-priority matters. Experience with Control, Legal, Audit and Regulatory requirements. Exceptional organization and facilitation skills. Strong attention to detail and ability to understand risks and integration/interdependency of risks. Ability to collaborate with key stakeholders to achieve common ground and resolve obstacles to success. Skills: Business knowledge - ability to understand the business and knowledge of regulation surrounding the business. Work autonomously to affect change - flexible, adaptable to shifting priorities; manage competing priorities to achieve the most effective result and able to work in a fast-paced, results driven environment. Decision Making/Judgement - moderate level of independent decision-making using sound judgement. Communication/presentation - excellent written and verbal communication skills with an ability to influence business leaders in a meaningful and actionable manner. Problem solving / Analytical skills - solid critical thinking, attention to detail and analytical skills; able to synthesize large amounts of data and formulate appropriate conclusions Understanding root cause / identifying control breaks Developing timely and sustainable solutions Analyze metrics for emerging risk Implementation skills Writing Action Plans, Procedures Change Management Networking - strong interpersonal skills; strong collaboration and relationship building skills. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 1 week ago

Investment Banking Associate | Healthcare Technology-logo
Investment Banking Associate | Healthcare Technology
Houlihan LokeyChicago, IL
Business Unit: Corporate Finance Industry: Healthcare 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. Healthcare Technology The Houlihan Lokey Healthcare Technology team is experiencing rapid growth and is looking for talented associates, who will be immediately additive to the group. The Healthcare Technology team focuses on software platforms and tech-enabled services for provider, payor, pharma and life sciences end markets. Our team delivers M&A advisory services, including sell-side and buy-side M&A and capital raising to entrepreneur-owned, private equity-backed, and public companies. Job Description Associates are primarily responsible for the creation and oversight of financial models, marketing collateral, and client presentations, in addition to performing research and various analyses in support of new business generation and the execution of M&A transactions. Associates are afforded meaningful responsibility and are generally members of four-person deal teams comprising a Managing Director, Vice President, Associate, and Financial Analyst. As part of our team, you will: Prepare, analyze, and explain historical and projected financial information Coordinate and perform business due diligence and execute M&A transactions Prepare marketing materials, confidential information presentations, management presentations, and other presentations as needed Perform valuation and ad hoc financial analyses Assist in the marketing and execution of existing engagements Build relationships and maintain direct contact with clients, prospective clients, and professional advisors Communicate effectively with all members of the team, including the supervision and mentoring of junior staff members 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. Associates are given substantial responsibility and are encouraged to help us grow our business. Basic Qualifications 3+ years of Investment Banking, corporate finance, or transaction advisory services experience Advanced knowledge of accounting and finance Undergraduate degree Strong analytical/technical and qualitative abilities Preferred Qualifications Excellent verbal and written communication skills Strong financial and computer skills (Excel, Word and PowerPoint) Excellent public speaking and presentation skills Ability to work in a fast-paced environment, managing multiple project deliverables simultaneously Extensive operational financial modeling and valuation experience Hands-on M&A sell side experience Transaction experience in Healthcare or Technology is a plus 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: $175,000.00-$225,000.00 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-115314

Posted 1 week ago

Relationship Banking Associate-logo
Relationship Banking Associate
NBT BankOxford, NY
Pay Range: $17.50 - $19.62 The role of the Relationship Banking Associate is to deliver high quality customer service and responsiveness to ensure fulfillment and satisfaction of both internal and external customers. This individual will be responsible for the efficient and timely processing of routine transactions and other related services accurately in accordance with policy and procedures. This individual will be responsible for identifying and referring sales opportunities to the appropriate business partner or line of business that will help fulfill the customer's need(s). This interaction may be in person or over the telephone. The Relationship Banking Associate will provide support for basic consumer deposit account opening as required. Education and Experience: High School Diploma or Equivalent Minimum one year experience in related banking positions or equivalent sales/customer service experience Skills and Abilities: Excellent listening & communication skills Ability to approach, identify and have conversations with customers and identify needs and opportunities Organizational, interpersonal and customer relations skills which also includes problem solving and decision-making skills Ability to function in a fast paced, ever-changing environment Ability to work well with people as a team Proficient computer skills Tasks Performed: 65% Processes routine transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures. Performs various administrative duties as assigned including maintaining records, preparing a variety of forms & reports and daily vault balancing. Engages in referral and relationship management in accordance with established objectives and goals. Provides support for new deposit account opening as required. Will adhere to security measures and controls to minimize any potential losses to the company. 25% Identify customer opportunities through interactive and consultative conversations to assess and address the needs of the customer. Provides services to customers, including but not limited to basic deposit account opening and referring customers to the appropriate business partners when necessary. Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads. Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness. Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner. 5% Participates in community events that support efforts with the Community Reinvestment Act CRA. 5% Performs other duties as assigned and required. Physical Requirements: Communicate effectively with internal and/or external customers Stationary 50% of time Move about within or between locations Bend, Twist, Crouch, Squat Move Objects to Maximum 20 lbs Benefits for Full-Time Employees: Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. Parental Leave: Six weeks of paid leave at 100% of your salary. Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Flexible Spending Accounts: For healthcare and dependent care expenses. Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. Adoption Assistance: Supporting your growing family. Tuition Reimbursement: Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+ Hours/Week: Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Generous Parental Leave: Six weeks of paid leave at 100% of your salary. Benefits for All Part-Time Employees: Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future Paid Sick and Safe Leave: For your health and safety. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

Posted 1 week ago

Investment Banking – Experienced Analyst-logo
Investment Banking – Experienced Analyst
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 2 weeks ago

Investment Banking Vice President, Mergers & Acquisitions - New York-logo
Investment Banking Vice President, Mergers & Acquisitions - New York
MoelisNew York, NY
We are passionate about our business and our culture, and are seeking individuals with that same drive. We are seeking an experienced Vice President to join our Mergers & Acquisition team in New York. PRIMARY RESPONSIBILITIES Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing REQUIRED SKILLS & EXPERIENCE Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills Ability to effectively adapt to and address changing client and firm needs EDUCATION Bachelor's degree (or foreign equivalent) in Business or related field plus seven years of progressively responsible, post-baccalaureate experience as Business Analyst, Client Relationship or Management Associate Masters Degree in Business or related field strongly preferred SALARY EXPECTATIONS USD$250,000 We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

Posted 3 days ago

Business Banking Relationship Manager 2-logo
Business Banking Relationship Manager 2
US BankWoodland Hills, CA
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description US Bank is hiring a new Business Banking Relationship Manager for the San Fernando Valley! This role is heavily sales focused and we're looking for sales professionals who aren't afraid to knock on doors, cold call and bring in new business clients to US Bank. Our Relationship Managers approach each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. They have access to an expansive set of products and solutions to serve our business clients today and into the future. Responsibilities include: 65-70% of time spent on prospecting and developing new business for the bank. Build, develop, cultivate and manage new and existing relationships with business clients. Recommend financial solutions based on each client's unique goals and needs. Be the primary advisor for our business clients. Deliver financial expertise and client-centric solutions that build strong, long-term relationships. Assess and attend to clients' banking needs. Collaborate with internal partners to deliver a One Bank set of solutions to our business clients. Basic Qualifications Bachelor's degree, or equivalent work experience Four to five years of experience in relationship banking Preferred Skills/Experience Strong business development and relationship management skills Self-motivation, team player, positive personality, and production driven. Ability to work effectively with individuals and groups across the company to manage customer relationships Excellent presentation, verbal and written communication skills Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts Location The role offers a hybrid/flexible schedule. If not prospecting and meeting with clients, there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $98,345.00 - $115,700.00 - $127,270.00 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 2 weeks ago

Business Banking Relationship Manager VP-logo
Business Banking Relationship Manager VP
Associated BankSaint Paul, MN
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Under limited supervision, manage and develop a portfolio of commercial relationships and ensure retention of total client assets and net growth in relationships, while complying with established Associated Bank risk management and credit policy, business strategy and regulatory guidelines. Work closely with internal partners to facilitate the development of new business relationships as well as develop prospects through COIs and other proactive measures. Play a vital role in the growth and development of the commercial banking portfolio and market share. Primary focus will be to profile and work collaboratively with internal partners to sell/cross-sell commercial products to our existing client base, as well as to prospects. Build deposits, loans, fee income and refer appropriate customers and prospects to all applicable cross-sell partners, including Commercial Deposits & Treasury Management (CDTM), Capital Markets, Private Banking, Wealth Management and Institutional Services, Associated Benefits and Risk Consultants, Retail Bank-at-work, etc. Job Accountabilities Responsible for loan and deposit growth through client portfolio, centers of influence and other proactive measures to grow market share, as well as retain/grow existing portfolio. Client and prospect calling activity consists of telephone, in person calling and working collaboratively with internal partners. Responsible for working collaboratively with internal partners to cross sell all bank products and services, especially non-borrowing services, including Commercial Deposit & Treasury Management (CDTM), Capital Markets, Private Banking, Wealth Management & Institutional Services, Associated Financial Group, Employee Benefit Services, Retail Bank-at-work, etc., to our existing client base and to prospective customers. Ensure the portfolio administration and risk management of each client relationship is in compliance with established Associated Banc-Corp credit policy, procedure and business strategy as well as commercial and regulatory guidelines. Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends though bank approved sources. Develop commercial banking relationships by profiling and analyzing financial data, along with the Portfolio Manager, to determine the merits of specific loan requests and recommend structure. Make presentations on specific loans and participate in the bank's loan approval process, recommending approval and appropriate structure of credits, along with the Portfolio Manager. Identify needs and refer customers to partners within and across lines of business who can best meet those needs. Participate in community and business functions/groups to ensure a positive image for the bank. Establish referral contacts within the community. Serve on community, corporate or not-for-profit boards, as applicable. Education: Bachelor's Degree or equivalent combination of education and experience Business, Finance or Accounting Required Experience: 6-9 years Commercial banking or business to business sales and strong business development skills. Knowledge of non-borrowing products, past track records of sales and client management success. Required Licenses and Certifications Must have access to reliable transportation and the ability to lawfully drive self, if applicable. by start date Required In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more. Personal banking, loan, investment and insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois and Minnesota and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process. Associated Banc-Corp is an Affirmative Action and Equal Opportunity Employer. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish. Associated Bank is Pay Transparency compliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $87,920.00 - $150,720.00 per year

Posted 30+ days ago

Business Banking Relationship Manager-logo
Business Banking Relationship Manager
Canadian Imperial Bank of CommerceChicago, IL
We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What you'll be doing As a member of the Business Banking team, you will work with our clients to create end-to-end financial solutions to help build a comprehensive approach to finance growth, manage cash flow, increase efficiency, and mitigate risk. As a Relationship Manager you will manage and grow a portfolio of Commercial Banking clients by proactively developing new business opportunities in the community and ensuring clients' day-to-day banking needs are being met at the highest level. As a strategic partner, you will be delivering flexible business solutions, dedicated business expertise and timely business advice to help clients realize their goals. At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. How you'll succeed Relationship building- Develop new client relationships through business development activities, leveraging referral sources, existing clients, and centers of influence. Actively monitor and manage these relationships by fully understanding clients' goals, purpose, and the status of our clients' business. Teamwork- Work with internal partners to connect clients with opportunities. Commit to building a profile in the local business community to leverage that profile into effective working relationships with new and existing clients and internal partners. Client experience- Proactively assess your clients' needs and propose solutions to deliver to meet those needs. Interact with assigned clients as necessary to facilitate prompt response to questions, enquiries, or issues to provide "best in class" service. Apply acquired industry/company knowledge to the development of client/prospect proposals for financial and strategic solutions to meet client needs. Who you are You put our clients first. You engage with the purpose of finding the right solutions. You go the extra mile because it is the right thing to do. You have demonstrated experience in Commercial or Business Banking, demonstrated business development skills, and a solid understanding of financial statements and account principles including valuation techniques and cash flow analysis. You have experience managing the credit quality of a portfolio of commercial banking clients that have credit needs, in the $500K-$10MM range, and/or complex cash management requirements. You act like an owner. You thrive when you are empowered to take the initiative, go beyond, and deliver results. You have a degree/diploma in Business, Finance, Accounting, or a related field. Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability. California residents - your privacy rights regarding your actual or prospective employment At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $120,000.00 - $150,000.00 for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members. What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. Subject to plan and program terms and conditions What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location IL-120 S LaSalle St Employment Type Regular Weekly Hours 40 Skills Accountability, Accounting, Business Banking, Business Development, Credit, Credit Negotiations, Customer Experience (CX), Decision Making, Ensure Compliance, Financial Statements, New Business Development, Relationship Building, Relationship Management, Risk Assessments, Risk Management and Mitigation, Teamwork, Underwriting

Posted 6 days ago

Account Executive, Boston (Startup Banking)-logo
Account Executive, Boston (Startup Banking)
RhoBoston, MA
About Us From early-stage AI startups to large public companies, Rho is the banking platform with everything businesses need to manage cash, control spend, and automate finance busywork. Rho offers corporate cards, banking, treasury, expense management, AP, accounting automation, and more in one integrated platform backed by award-winning support. About the Role We're looking for an Account Executive to research, identify, and acquire new clients through self-generated leads and establishing active partnerships on a local and national level. You will work with Rho leaders and team members across the organization to deliver on our mission of making finance frictionless for organizations by promoting and implementing Rho's differentiated technology to mid-market clients. Responsibilities Generate new business opportunities by identifying and prospecting potential middle-market businesses. Build and maintain strong relationships with existing and prospective clients to maximize account retention and identify upselling or cross-selling opportunities. Conduct market research and analysis to identify industry trends, competitive positioning, and potential target clients for effective business development strategies. Collaborate with internal stakeholders across Product, Client Success, and Sales Development, to educate the team on banking products and align them with the specific needs and preferences of middle-market businesses. Monitor and report on sales activities, market trends, and competitor activities, providing insights and recommendations for continuous improvement and competitive advantage. Foster strong collaboration with internal teams to ensure a smooth and efficient sales cycle from initial client engagement through to deal closure and onboarding new clients, while ensuring client satisfaction and long-term relationship building. Develop and deliver persuasive sales presentations, proposals, and product demonstrations to potential clients, highlighting the value proposition and benefits of the banking products offered. Actively participate in networking events, conferences, and industry forums to expand professional networks, enhance the organization's visibility, and identify new business opportunities. Qualifications 2+ years of experience as a full-cycle sales professional; B2B sales and experience selling business banking/credit card products B2B sales background with track record of selling to SMBs/Middle-Market (company revenues $20m+) Posses deep local market network; experienced in cold calling and hunting new business Understands how to sell into traditional and non-traditional companies Experience working in complex sales processes involving multiple stakeholders that are part of the C-Suite A passion for networking, building relationships, and being part of a team Excellent written and verbal communication skills Proficient with sales tools including Salesforce and LinkedIn Sales Navigator Our people are our most valuable asset. The budgeted base salary for this role is $75,000 with an OTE of $105,000. Base salary may vary depending on relevant experience, skills, and business needs. In addition to base pay, Rho offers equity, healthcare benefits and paid time off. Diversity is a core value at Rho. We're passionate about building and sustaining an inclusive and equitable environment for all those involved with our mission, including employees, contractors, candidates, customers and vendors. We believe every member of the Rho community enriches our ability to provide a broad range of ways to understand and engage with the market, identify problems, and drive solutions that align with our mission. We welcome all qualified applications and support each of our Rho'ers with ongoing professional growth opportunities.

Posted 5 days ago

Investment Banking Associate | Healthcare Technology-logo
Investment Banking Associate | Healthcare Technology
Houlihan LokeyNew York, NY
Business Unit: Corporate Finance Industry: Healthcare 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. Healthcare Technology The Houlihan Lokey Healthcare Technology team is experiencing rapid growth and is looking for talented associates, who will be immediately additive to the group. The Healthcare Technology team focuses on software platforms and tech-enabled services for provider, payor, pharma and life sciences end markets. Our team delivers M&A advisory services, including sell-side and buy-side M&A and capital raising to entrepreneur-owned, private equity-backed, and public companies. Job Description Associates are primarily responsible for the creation and oversight of financial models, marketing collateral, and client presentations, in addition to performing research and various analyses in support of new business generation and the execution of M&A transactions. Associates are afforded meaningful responsibility and are generally members of four-person deal teams comprising a Managing Director, Vice President, Associate, and Financial Analyst. As part of our team, you will: Prepare, analyze, and explain historical and projected financial information Coordinate and perform business due diligence and execute M&A transactions Prepare marketing materials, confidential information presentations, management presentations, and other presentations as needed Perform valuation and ad hoc financial analyses Assist in the marketing and execution of existing engagements Build relationships and maintain direct contact with clients, prospective clients, and professional advisors Communicate effectively with all members of the team, including the supervision and mentoring of junior staff members 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. Associates are given substantial responsibility and are encouraged to help us grow our business. Basic Qualifications 3+ years of Investment Banking, corporate finance, or transaction advisory services experience Advanced knowledge of accounting and finance Undergraduate degree Strong analytical/technical and qualitative abilities Preferred Qualifications Excellent verbal and written communication skills Strong financial and computer skills (Excel, Word and PowerPoint) Excellent public speaking and presentation skills Ability to work in a fast-paced environment, managing multiple project deliverables simultaneously Extensive operational financial modeling and valuation experience Hands-on M&A sell side experience Transaction experience in Healthcare or Technology is a plus 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: $175,000.00-$225,000.00 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-115314

Posted 1 week ago

Banking Product Lead-logo
Banking Product Lead
AngelListNew York City, NY
About the Role: As a Banking Product Lead at AngelList, you will own the strategy, development, and lifecycle management of our banking products. This role is central to strengthening the financial infrastructure that powers the venture ecosystem. You’ll work across internal teams and external partners to enhance existing banking integrations, launch new banking capabilities, and build a best-in-class money movement platform tailored to investors, and fund administrators. You will also be responsible for identifying new business opportunities and scaling partner relationships to expand the breadth of our banking offering. This is a high-impact, cross-functional leadership role that sits at the intersection of product, finance, operations, and strategic partnerships, ideal for someone who combines deep financial systems knowledge with product ownership and market-driven execution. Responsibilities: Own the end-to-end product roadmap for AngelList’s banking systems, with a focus on growing balances. Risk-manage and optimize our current banking stack and integrations for resiliency, cost efficiency, and scalability. Build redundancy and tail-risk mitigations, taking ownership of third-party (TP) banking partner contingency strategies. Source, evaluate, and onboard new banking partners to improve coverage, rates, and platform robustness. Work cross-functionally with internal stakeholders, accounting, fund admin, legal, compliance, and investor relations, to align product capabilities with operational realities. Develop and maintain high-impact relationships with customers and internal stakeholders, ensuring product fit and proactive resolution of friction. Drive growth by identifying and closing high-value opportunities with new customers and strategic partners. You Might Be a Fit If You: Have 5+ years of experience in product management, strategy, banking ops, or fintech, preferably with exposure to B2B financial infrastructure or banking integrations. Are fluent in financial systems, banking APIs, and the mechanics of money movement. Thrive in high-ownership environments and are motivated by ambitious growth outcomes. Combine a strategic mindset with deep operational empathy, you can zoom out to roadmap while also sweating the integration details. Have a bias for action, a strong sense of accountability, and the ability to drive progress across multiple teams. Are comfortable navigating both external partnerships and internal cross-functional dynamics to deliver business results. Why Join AngelList? We’re solving some of the hardest problems in venture capital and private markets. You’ll work with a team that values precision, urgency, and long-term thinking. If you're looking for the chance to build products that shape the future of how startups are funded and managed, this is the place. If you don’t tick every box above, we’d still encourage you to apply. We’re building a diverse team whose skills balance and complement one another. AngelList has offices in two hub cities: San Francisco and New York City that you can choose to work from. We’re focused on hiring within these hubs and people hired from these hub offices are expected to come into the office twice per week (Tuesdays and choice between Wednesday or Thursday). From time to time, we will make rare exceptions for new hires if they need to be fully remote. Compensation: The compensation for this role consists of a competitive base salary, benefits, and equity package. The base salary for this role is $230,000+ annually but actual will vary based on a number of factors including a candidate’s professional background, experience, and location. Additional details about our Total Rewards package will be provided during the recruitment process. Benefits: We support our employees in their lives both inside and outside of work. *See additional detail on our benefits here: https://angell.ist/venture-benefits *Learn about our Funders & Founders Program here: https://join.angellist.com/ Working at AngelList: At AngelList, we are united in our purpose to accelerate innovation and build the future of private markets. Our beliefs and values shape how we work, collaborate, and create impact. If the below resonate, we’d love to have you with us. *Beliefs: https://angell.ist/beliefs *Values & Leadership Expectations: https://angell.ist/values AngelList is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Posted 1 week ago

Banking Customer Service Representative (On-Site)-logo
Banking Customer Service Representative (On-Site)
Concentrix Corp.MO, MO
Job Title: Banking Customer Service Representative (On-Site) Job Description The Banking Customer Service Representative interfaces with customers via inbound/outbound calls and/or via the web. This position provides customer service support and resolution of routine problems and questions regarding client products and/or services. (Military veterans are encouraged to apply.) Location: 1900 Meyer Drury Drive, Arnold, MO Location: 1900 Meyer Drury Drive, Arnold, MO A NEW CAREER POWERED BY YOU Are you looking for a career change with a forward-thinking global organization that nurtures a true people-first, inclusive culture and a genuine sense of belonging? Would you like to join a company that earns "World's Best Workplaces," "Best Company Culture," and "Best Companies for Career Growth" awards every year? Then a Banking Customer Service Representative position at Concentrix is just the right place for you! As a Banking Customer Service Representative, you'll join an organically diverse team from 70+ countries where ALL members contribute and support each other's success and well-being, proudly united as "game-changers." Together, we help the world's best-known brands power a world that works through exceptional customer experiences and tech-powered innovation. And due to continued growth, we're looking for more talented people to join our purpose, people as passionate about providing outstanding customer experiences as we are. CAREER GROWTH AND PERSONAL DEVELOPMENT This is a great opportunity to reimagine an all-new career journey and develop "friends for life" at the same time. We'll give you all the training, technologies, and continuing support you'll need to succeed. Plus, at Concentrix, there's real career (and personal) growth potential. In fact, about 80% of our managers and leaders have been promoted from within! That's why we offer a range of FREE Learning and Leadership Development programs designed to set you on your way to the kind of career you've always envisioned. WHAT YOU WILL DO IN THIS ROLE As a Banking Customer Service Representative, you will: Listen attentively to customer needs and concerns; demonstrate empathy while maximizing opportunity to build rapport with the customer. Clarify customer requirements; probe for understanding, use decision-support tools and resources to resolve customer issues that are non-standard/unstructured and require some clarification or conceptual thinking. Servicing both Debit/Credit Card and Debit/Credit Card Fraud Calls. Servicing active debit/credit card accounts including calls related to or inquiries of: Monetary transactions, non-monetary and maintenance transactions, provision of merchant/cash authorizations, release authorizations or adjustments, account growth, and work cases. Non-Monetary transaction and maintenance transaction: adding authorized users, adding secondary account holder, balance transfers, enhanced account type, change of reward programs or repricing. Origination of new accounts. Debit/Credit Card Fraud, addressing members report of unauthorized activity on their credit card or respond to outbound contacts. This includes calls from members who have filed a credit card fraud claim and have follow-up questions or calling to provide additional information regarding their fraud claim. Maintain broad knowledge of client products and/or services. Prepare complete and accurate work including appropriately notating accounts as required. Be tenacious in tracking, documenting, and retrieving information in call tracking database. Be comfortable with fraud prevention, collections, and transaction disputes. Ensure service delivered to our customers meets contractual Key Performance Indicator Deliver expert customer experiences…with a smile. YOUR QUALIFICATIONS Your skills, integrity, knowledge, and genuine compassion will deliver value and success with every customer interaction. Other qualifications for our Banking Customer Service Representative role include: Must be 18 years of age. A high school diploma or equivalent. Strong communication skills in both verbal and written format. Exceptional listening and relationship building skills. Creative problem solver. Must have a minimum of 6 months customer service experience. Preferred experience in the banking and credit card industries. Strong PC knowledge and computer navigation skills. Proficiency in fast-paced multi-tasking and able to demonstrate resiliency in a fast-paced metric driven environment. Eagerness to learn new technologies. Must reside in the United States or have a valid U.S. address for residence, and must be located near 1900 Meyer Drury Drive, Arnold, MO. WHAT'S IN IT FOR YOU One of our company's Culture Beliefs says, "We champion our people." That's why we significantly invest in our game-changers, our infrastructure, and our capabilities to ensure long-term success for both our teams and our customers. And we'll invest in YOU to aid in your career path and in your personal development. In this role, you'll also be provided with: The base salary range for this position is $17 per hour, plus incentives that align with individual and company performance. Actual salaries will vary based on work location, qualifications, skills, education, experience, and competencies. Benefits available to eligible employees in this role include medical, dental, and vision insurance, comprehensive employee assistance program (EAP), 401(k) retirement plan, paid time off and holidays, and paid training days. We accept applications for this position on an ongoing basis. DailyPay enrollment option to access pay "early," when you want it. Company networking opportunities with organized groups in the following topics: Network of Women, Black Professionals, LGBTQ+ Pride, Ability (Disabilities), Dynamic ((Neurodiversity), Women in Tech, OneEarth Champions, and more. Health and wellness programs with trained partners to help promote a healthy you. Mentorship programs that support your rewarding career journey. A modern, state-of-the-art office setting with advanced technologies and a great team. Programs and events that support diversity, equity, and inclusion, as well as global citizenship, sustainability, and community support. Celebrations for Concentrix Day, Game-Changer Appreciation Day, Customer Service Week, World Clean Up Day, #MyOneEarthPromise, and more. REIMAGINE THE BEST VERSION OF YOU! If all this feels like the perfect next step in your career journey, we want to hear from you. Apply today and discover why over 440,000 game-changers around the globe call Concentrix their "employer of choice." Location: USA, Arnold, MO Language Requirements: English Time Type: Full time Physical & Mental Requirements: While performing the duties of this job, the employee is regularly required to operate a computer, keyboard, telephone, headset, and other office equipment. Work is generally sedentary in nature. If you are a California resident, by submitting your information, you acknowledge that you have read and have access to the Job Applicant Privacy Notice for California Residents Eligibility to Work: In accordance with federal law, only applicants who are legally authorized to work in the United States will be considered for this position. Must reside in the United States or have a valid U.S. address for residence. Where Job May be Performed: Currently, this position may be performed only in the states listed here. Concentrix is an Equal Opportunity/Affirmative Action Employer including Disabled/Vets. For more information regarding your EEO rights as an applicant, please visit the following websites: English Spanish To request a reasonable accommodation please click here. If you wish to review the Affirmative Action Plan, please click here.

Posted 2 weeks ago

Private Banking Team Leader-logo
Private Banking Team Leader
First National Bank (Fnb Corp.)Cleveland, OH
Primary Office Location: 55 Public Square Suit 105. Cleveland, Ohio. 44113. Join our team. Make a difference - for us and for your future. Position Title: Private Banking Team Leader 1 Business Unit: Private Banking Reports To: Managing Director of Private Banking P osition Overview: This position is primarily responsible for leading a team of private banking officers and support associates engaged in marketing private banking services to business owners and executives, professionals and Centers of Influence (COI) within their assigned region. The incumbent personally manages private banking client relationships and supports their staff in achieving a high level of client satisfaction and in developing banking, wealth and insurance cross sell opportunities. The incumbent focuses on coaching and development of sales skills, underwriting and advisory competencies. Primary Responsibilities: Acts as primary group leader for a specified number of Private Bankers and support associates, administers goals, develops private banking talent and skills and assists in customer calls and account servicing. Oversees and develops strategies for business development with Private Banking direct reports and provides regular informal and formal performance feedback. Markets Private Banking to new prospective clients and their advisors and maintains and develops existing private banking relationships, provides quality service and advice and cross sells products and services including deposits, loans, wealth and insurance services. Ensures regular client communication to optimize relationship opportunities. Constructively interacts with other lines of business partners across a wide range of functional areas to provide a consistently outstanding service level with respect to new loan processing, underwriting and closing, deposit account servicing and expansion, wealth management and insurance relationship development for both personally serviced relationships and those of their staff. Develops and maintains a personal program for achieving knowledge of private banking related subject matter including developing associated skills in the areas of consumer and mortgage underwriting, personal finance, wealth management and insurance. Demonstrates interpersonal behavior, attitude, judgment, communication and initiative with prospect, clients and associates. Analyzes and evaluates personal financial statements, tax returns, credit bureau reports, appraisals and other credit-related documentation in support of gaining approval for mortgage and consumer loan requests. Periodically develops cash flow schedules and provides other credit memoranda in support of loan requests. Reviews all related legal documentation and handles client negotiation. Performs other related duties and projects as assigned. 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 F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: BA or BS Minimum Years Experience: 10 Special Skills: Excellent management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word- Basic Level MS Excel- Intermediate Level MS PowerPoint- Basic Level Background demonstrates capacity to achieve at a high level in terms of sales activities, new household generation and cross sells Strong underwriting acumen and prior experience with closed referrals to Wealth preferred Special Licenses and Certificates: Nationwide Mortgage Licensing System and Registry Identifier required Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.

Posted 30+ days ago

Banking & Capital Markets Tax Senior Associate-logo
Banking & Capital Markets Tax Senior Associate
PwCStamford, CT
Industry/Sector Banking and Capital Markets Specialism Industry Tax Practice Management Level Senior Associate Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs Minimum years experience required 2 year(s) Minimum Degree Required Bachelor Degree Required Field(s) of Study Accounting Additional Educational Requirements Job seekers must demonstrate all of the minimum requirements are met for CPA licensure per respective state regulations Preferred Qualifications Certification(s) Preferred CPA or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure, or Member of the Bar. Basic Qualifications Preferred skills Demonstrates thorough knowledge and/or a proven record of success in tax issues affecting either the domestic or international banking industry and public accounting practices, internal domestic banking tax departments or internal foreign banking. Demonstrates thorough abilities and/or a proven record of success in FAS 109, FIN 48, and the banking industry; identifying and addressing client needs: actively participating in client discussions and meetings; communicating a broad range of Firm services; managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues; creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues. As a tax technical professional, demonstrates ability to research business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Experimentation with automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Exposure to pricing, client value and the negotiation process - including reviewing contracts and finding opportunities to introduce new pricing options. We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $83,000 - $208,000, 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 1 week ago

Senior Consultant - Business Transformation (Banking and Capital Markets) (NY)-logo
Senior Consultant - Business Transformation (Banking and Capital Markets) (NY)
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

Director-Business Transformation (Banking and Capital Markets (NY)-logo
Director-Business Transformation (Banking and Capital Markets (NY)
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 help our clients solve today's challenges and set the foundation for future success. Role Summary We are seeking a strategic and energetic leader with deep Capital Markets and Banking experience to help lead our growth in the New York market. This role combines leadership in delivery, business development, and people management . The ideal candidate will bring strong subject matter expertise, consulting delivery excellence, and a demonstrated ability to build and manage client relationships and teams. Key Responsibilities Lead high-impact consulting engagements across: Operating model design and transformation Large-scale system implementations , including trading, finance, and risk systems Data and analytics adoption , with a focus on insight-driven performance improvement Regulatory and compliance-driven change What You’ll Do: Serve as a subject matter expert in front-to-back capital markets processes, including front-office trading, finance, risk, and operations Apply strong understanding of core banking and trading platforms (e.g., Murex, Calypso, Bloomberg, Aladdin, SAP, Oracle, Moody’s Risk Authority, Wolters Kluwer, Actimize) and the business processes they support Leverage knowledge of finance and risk functions (e.g., P&L reporting, balance sheet management, regulatory capital, market and credit risk, stress testing) Help clients adopt and scale AI, data management, and governance practices aligned with key industry trends such as: AI/ML for fraud detection, trading signals, or client servicing Enterprise data governance using platforms like Collibra, Informatica, or Snowflake Cloud migration and data modernization strategies Build and manage a large sales pipeline and oversee multiple client accounts simultaneously Collaborate with firm leadership on hiring, team building, and culture development Represent the firm externally with clients and internally as a cultural and leadership role model Contribute to thought leadership, solution development, and go-to-market initiatives What You'll Bring: 10–18 years of experience in consulting, primarily within Capital Markets and/or Banking Prior tenure at a top-tier consulting firm (Big 4, Accenture, Strategy, or high-performing boutique) Strong domain expertise in trading, finance, and risk within global or regional banks Demonstrated ability to lead complex programs, manage diverse teams, and deliver measurable outcomes Proven business development skills, including managing a pipeline and converting opportunities into projects Familiarity with financial services data architecture, AI enablement, and modern technology platforms Located in New York with strong industry relationships High energy, entrepreneurial drive, and passion for leading people and solving client challenges Travel and Education: Bachelor’s degree (or higher) in Accounting, Business, Finance, Information Systems, or other technical disciplines Willingness to travel domestically up to 20%-30% (varies by client) Availability to work on client site or in office 3 days a week, with 2 days remote (hybrid environment) #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 $178,000 - $356,000 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. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: https://www.crosscountry-consulting.com/careers/benefits/ . 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 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, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.

Posted 3 weeks ago

Senior Manager, Data Analytics - Banking-logo
Senior Manager, Data Analytics - Banking
CurrentNew York City, NY
Current is a leading consumer fintech platform transforming financial access for everyday Americans with over five million members. We provide access to financial solutions that seamlessly work together to solve the needs of our members and enable all Americans to build better financial futures. Based in NYC, our results-driven environment drives us to build better products, grow faster and empower everyone on our team to have an impact on our business and mission to improve financial outcomes. ABOUT THE ROLE We are seeking a seasoned analytics leader with a proven track record in guiding data and business analytics strategies and managing high-performing analytics teams. As the Senior Manager, Data Analytics within the Banking team, you will play a pivotal role in driving business growth and profitability across the entire product lifecycle and within the broader business P&L. You will be a key member of the Banking leadership team, leveraging data to inform strategic decisions, optimize operations, and identify new revenue opportunities. This role will lead a team of talented analysts, working cross-functionally to leverage data to successfully launch new products, scale existing offerings, and fuel business growth. By deeply understanding customer behavior, this role will ensure a seamless user experience and inform strategies that enhance customer value and drive business success. In this hands-on leadership role, you will drive the development and execution of analytical projects and processes. You will also be responsible for developing the competencies and talent strategies of your team to ensure their ongoing success and the overall success of the Banking department. Your leadership in data-driven decision-making, business intelligence, and analytics infrastructure will be instrumental in shaping the future of financial products and services at Current. RESPONSIBILITIES Lead and mentor a team of data analysts, fostering a culture of analytical excellence. Devise and implement analytics strategies to enhance banking performance, revenue, and customer growth. Create and manage data pipelines, dashboards, and reports to track key performance indicators (KPIs) for the Banking team and ensure efficient dissemination of the KPIs. Deliver timely insights, identify key business performance drivers, and uncover untapped growth opportunities. Enable the development and implementation of new customer treatment models, incentives, and pricing strategies to optimize P&L growth. Conduct in-depth analyses using internal and third-party data to identify trends, discover opportunities, and elevate customer experience. Partner with stakeholders across Leadership, Product, Credit Risk and Engineering teams to define success metrics, analyze trends, and provide actionable recommendations Partner with cross-functional teams, including Product, Engineering, Risk, and Customer Success, to conceptualize and launch new products and features. Design and Implement Experiments, customer segmentation, and personalization strategies and help establish frameworks and improve key processes. Review analytics initiatives on the banking and cross-functional teams and provide actionable feedback and recommendations. Deliver actionable insights to senior leadership on banking performance and key initiatives. Collaborate with Finance on business case analysis, revenue forecasting, and customer growth projections. Uphold data integrity, accuracy, and governance across the banking analytics ecosystem. Effectively manage team resources and personal bandwidth to prioritize and deliver high-quality analytical projects. ABOUT YOU 10+ years of experience in data analytics, preferably in fintech, banking, or customer-centric industries. 3+ years of experience managing and leading analytics teams and strategies. Strong proficiency in SQL and Python for data analysis and automation. Strong hands-on experience in managing multiple analytical workstreams. Proficient in designing, analyzing, and interpreting experiments. Well-versed in customer segmentation and deep-dive behavioral analytics. Proven ability to uncover revenue and growth opportunities through data insights. Track record of improving customer conversion and retention through data-driven product strategies. Experience in rolling out new products/features and tracking their impact. Skilled in developing compelling dashboards and reports to communicate insights effectively. Strong cross-functional collaboration with Product, Marketing, Finance, and Engineering teams. Advanced analytics capabilities, including statistical inference, significance testing, and forecasting methods. Exposure to machine learning modeling and related workflows. Preferred Skills & Qualifications Experience in fintech or financial services. Background in B2C products and analytics. Familiarity with credit, loans, or liquidity products. Experience in building classification and regression machine learning models. Strong knowledge of marketing data analytics, attribution, and performance measurement. Expertise in designing and analyzing randomized control trials (A/B or multivariate testing). At Current, you will have the opportunity to lead impactful analytics initiatives, drive data-informed decision-making, and shape the future of banking for millions of members. Join us in building the next generation of financial services! This role has a base salary range of $220,000 - $265,000. Compensation is determined based on experience, skill level, and qualifications, which are assessed during the interview process. Current offers a competitive total rewards package which includes base salary, equity, and comprehensive benefits. BENEFITS Competitive salary Meaningful equity in the form of stock options 401(k) plan Discretionary performance bonus program Biannual performance reviews Medical, Dental and Vision premiums covered at 100% for you and your dependents Flexible time off and paid holidays Generous parental leave policy Commuter benefits Fitness benefits Healthcare and Dependent care FSA benefit Employee Assistance Programs focused on mental health Healthcare advocacy program for all employees Access to mental health apps Team building activities Our modern Chelsea-based office with open floor plan, stocked kitchen, and catered lunches

Posted 30+ days ago

Investment Banking Analyst | Business Services-logo
Investment Banking Analyst | Business Services
Houlihan LokeyBaltimore, MD
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 advising corporate clients on mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services across a broad range of end markets in the U.S. and internationally. 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, equipment 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 Baltimore group covers the Equipment-as-a-Service sector. The Equipment-as-a-Service team covers a wide range of business models including: general equipment rental, specialty rental services, route-based equipment solutions, vehicle fleet management, equipment dealerships, asset pooling, as well as transportation and municipal equipment services. Our clients operate across a broad set of end markets including: commercial, construction, industrial, infrastructure, utility, logistics, consumer/retail, oil & gas, education, healthcare, events and media, refinery/petrochemical and hospitality. Job Description Financial Analysts 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. 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 execution of existing 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 1 year of finance/investment banking experience, a strong work ethic, and the ability to work independently in a fast-paced environment. Coursework in accounting and finance 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-114736

Posted 4 days ago

Commercial Banking Relationship Manager-logo
Commercial Banking Relationship Manager
US BankNewport Beach, CA
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description U.S. bank has an exciting opportunity for a dynamic Senior Banker on U.S. Bank's Commercial Banking Team. The ideal candidate has proven business development experience in the commercial and industrial space in addition to having the ability manage and grow a large, complex commercial loan portfolio. Candidate should have knowledge and experience with regards to advising clients and prospects on commercial banking ancillary product sets and services, be able to identify and successfully capitalize on cross-sell opportunities and make appropriate referrals. This person will understand how to navigate a commercial banking loan approval process and can successfully manage portfolio credit quality. Basic Qualifications Degree in finance, accounting, or related field 10 or more years of commercial banking experience Preferred Skills/Experience Proven business development skills with companies in the commercial and industrial space, Proven knowledge and experience with regards to initiating and driving successful internal partnerships with treasury management and payments solutions, foreign exchange, capital markets and wealth management, amongst other internal banking partners, Highly experienced with regards to growing and managing a large, complex portfolio of commercial loans, Excellent verbal and written communication skills Well-developed analytical, decision-making, and problem-solving skills Understanding of commercial credit and underwriting Self-starter with excellent time management skills If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $181,730.00 - $213,800.00 - $235,180.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 1 week ago

NBT Bank logo
Relationship Banking Associate
NBT BankSheffield, MA
Apply

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.1

Reclaim your time by letting our AI handle the grunt work of job searching.

We continuously scan millions of openings to find your top matches.

pay-wall

Job Description

Pay Range: $17.50 - $21.58

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

Education and Experience:

  • High School Diploma or Equivalent
  • Minimum one year experience in related banking positions or equivalent sales/customer service experience

Skills and Abilities:

  • Excellent listening & communication skills
  • Ability to approach, identify and have conversations with customers and identify needs and opportunities
  • Organizational, interpersonal and customer relations skills which also includes problem solving and decision-making skills
  • Ability to function in a fast paced, ever-changing environment
  • Ability to work well with people as a team
  • Proficient computer skills

Tasks Performed:

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

Physical Requirements:

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

Benefits for Full-Time Employees:

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

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

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

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

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

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

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

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

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

  • Adoption Assistance: Supporting your growing family.

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

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

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

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

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

Benefits for All Part-Time Employees:

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

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

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

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

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