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Account Executive, Mid-Market Banking-logo
AlloyNew York City, NY
Alloy is where you belong! Alloy helps solve the identity risk problem for companies that offer financial products by enabling them to outpace fraud and confidently serve more people around the world. Over 600 of the world's largest financial institutions and fintechs turn to Alloy to take control of fraud, credit, and compliance risk, and grow with the clearest picture of their customers. Through our values: Be Bold, Get Scrappy, Collaborate, and Celebrate Our Differences, we are creating a workplace where you can grow, thrive, and belong. See how we've been continuously recognized and named one of Inc. Magazine's Best Workplaces, Forbes America's Best Startup Employers, Best Fintech to Work for by American Banker, year after year. Check out our investors and read more about us here. What you'll be doing As an Account Executive for our Banking team, you will execute end-to-end sales strategies to generate and close net new sales opportunities with regional banks, community banks, and/or credit unions. You will also partner with our Customer Success team to expand the adoption of Alloy through our client base via upsell and cross-sell strategies. Additionally, you will collaborate with channel partners on account planning and co-selling. Develop subject matter knowledge on fraud and identity risk, and communicate Alloy value proposition to solve complex business and fraud challenges Identify key business needs through account research, including publicly available information, industry connections, and networking Develop a business and action oriented point of view on the value Alloy will provide each customer situation Identify key stakeholders and decision-makers and understand their specific priorities Develop a plan to prospect and build pipeline within an assigned territory Partner closely with solution engineering to showcase the full range of Alloy's identity decisioning platform Present pricing, lead negotiations and contracting processes, and close deals in line with forecast Who we're looking for 5+ years B2B SaaS sales experience to financial institutions Fundamental understanding of the digital banking ecosystem Self-starter with the tenacity and curiosity to learn Exceptional research and planning skills / detail-oriented Strong networker and people connector Demonstrated consultative sales and strong discovery skills Ability to manage complex and multi-threaded sales cycles Strong problem-solving, analytical, and critical thinking skills Ability to communicate credibly across levels Travel is required We're a lean team, so your impact will be felt immediately, and opportunities will grow as the company scales up. If this all sounds like a good fit for you, why not join us? Alloy is committed to fair and equitable compensation practices. Below is the anticipated starting base compensation range for this role; however, pay may vary depending on job-related knowledge, in-demand skills, relevant experience, and/or geography. In addition to a competitive base salary, this position is also eligible for equity awards in the form of stock options (ISOs) as well as a competitive total benefits package. Your recruiter will be happy to walk you through the details and what compensation could look like for you specifically! This position has a salary range of $130,000 - $160,000 on a 50/50 base + commission structure. Benefits and Perks Unlimited PTO and flexible work policy Employee stock options Medical, dental, vision plans with HSA (monthly employer contribution) and FSA options 401k with 100% match up to 4% of annual employee compensation Eligible new parents receive 16 weeks of paid parental leave Home office stipend for new employees Annual Learning & Development annual stipend Well-being benefits include access to ClassPass, OneMedical, and Spring Health Hybrid work environment: employees are expected to work Tuesdays and Thursdays from our HQ in Union Square, Manhattan. Tasty lunches catered from a variety of local restaurants and frequent employee-organized cultural events contribute to our positive office energy. On Monday/Wednesday/Friday most employees Zoom into work from home while some take advantage of the quieter office. How to apply Apply right here! You've found the application! Alloy is proud to be an equal-opportunity workplace and employer. We're committed to equal opportunity regardless of race, color, ancestry, religion, gender, gender identity, parental or pregnancy status, national origin, sexual orientation, age, citizenship, marital status, disability, or veteran status. We are committed to an inclusive interview experience and provide reasonable accommodations to applicants with visible and invisible disabilities. We encourage applicants to share needed accommodations with their recruiter. All Alloy jobs are listed on our careers page. Any communication during the recruitment process, including interview requests or job offers, will come directly from a recruiting team member with an alloy.com email address. We do not use outside applications or automated text messaging in our recruiting process. We will not ask for any sensitive financial or identification information during the recruiting process. If you're ever unsure, please contact us directly via our website before sharing personal information.

Posted 30+ days ago

T
Truist Financial CorporationHouston, TX
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for providing client coverage banking services to corporate clients, to include corporate finance, capital markets, and treasury and payment solutions, designated by industry vertical, with a focus on mid to large cap-sized private and public companies. Expertise in maximizing client engagement and delivering Truist's full suite of products and capabilities. Additional responsibilities on internal client management duties as specified by manager and team. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Plays an integral role in supporting new business development, due diligence, and/or transaction execution. Under limited supervision, performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, executing transactions, as well as working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis. May coach and mentor Analysts or Interns. Builds cross-functional relationships within CIB. Additional responsibilities on internal client management duties as specified by manager and team. Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. BA/BS degree Licenses: Series 7, 79, 63 4 years of related work experience Strong knowledge of investment banking, market, industry sector, and/or financial products Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions Strong organizational and leadership skills Advanced skills in written and oral communications, and interpersonal relationship management Solid analytical and sales skills Preferred Qualifications: MBA degree, with a Finance focus 6 years of related work related experience General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 30+ days ago

Senior Specialized Consultant - CRA And Fair & Responsible Banking-logo
Wolters KluwerVictoria, MN
Wolters Kluwer is a global leader in professional information services that combines deep domain knowledge with specialized technology. Our portfolio offers software tools coupled with content and services that customers need to make decisions with confidence. Every day, our customers make critical decisions to help save lives, improve the way we do business, build better judicial and regulatory systems. We help them get it right. Who We Are: Wolters Kluwer: The world is a big place, find your place here. What We Offer: The Senior Specialized Consultant role offers growth potential opportunities, professional development, an engaging small team environment, the ability to work a hybrid schedule (in a WK office 2-days a week), and amazing benefits. What You'll be Doing: Wolters Kluwer FCC division is looking for a Specialized Regulatory Consultant to work within our CRA and Fair Lending Advisory Services Group. The Advisory Services Group offers consulting services to banks and financial institutions of all sizes to provide the expertise necessary to compete and thrive in today's challenging regulatory environment. Our consultants combine innovative thinking with our unrivaled first-hand industry knowledge to offer our clients a wide array of consulting services in the financial services industry. As a Specialized Consultant, you will be responsible for providing consulting, advisory, analytical analysis, product implementation support and training services to assist clients in their efforts to meet responsibilities under consumer compliance laws and regulations, including consumer protection and Fair Lending laws, CRA, HMDA and UDAAP. In this position, you will also use and assist clients with the utilization of Wolters Kluwer Financial Services (WKFS) applications (CRA Wiz, CRA Wiz SaaS, Small Biz Wiz, Fair Lending Wiz SaaS, and Fair Lending Wiz). Our Locations: Contact Wolters Kluwer | Wolters Kluwer Key Tasks: Ability to work collaboratively with financial institutions to gain understanding of client need and identify solutions to analyze data, communicate findings, write reports, and work within Wolters Kluwer advisory and technology solutions to assess regulatory obligations related to the Community Reinvestment Act (CRA), Fair Lending laws and regulations, Dodd-Frank 1071, CRA Modernization, and the Home Mortgage Disclosure Act (HMDA). Support Fair Lending consulting and advisory services such Fair Lending Risk Reviews, Redlining Risk Review and Comparative File Reviews on a wide variety of Loan Register types. Support CRA consulting and advisory services such as CRA Performance Assessments, Performance Context, Mapping, and Data Integrity Reviews on a wide variety of Loan Register types. Use of Wolters Kluwer software solutions including CRA Wiz SaaS, Small Biz Wiz, and Fair Lending Wiz SaaS. Maintain knowledge of CRA regulatory guidance (including the New Rule 1071 and CRA Modernization) to support client needs. Maintain knowledge of Fair Lending regulatory guidance. Independently perform Quality Control on CRA and Fair Lending client deliverables. Train end users on utilizing WKFS products or services to meet regulatory requirements, including CRA Wiz SaaS, Small Biz Wiz and Fair Lending Wiz SaaS. Participate in and provide constructive feedback to leadership on current regulatory changes and trends. Represent WKFS and participate in the Wolters Kluwer CRA and Fair Lending Colloquium. Maintain strong interpersonal, team-oriented, and collaborative relationship skills. You're a Great Fit if You Have: Bachelor's degree in business, mathematics, finance, or related discipline A minimum of 5 years of experience working in compliance/fair lending/CRA at a financial institution, bank regulatory agency, or as a consulting firm specializing in financial institution compliance Demonstrated knowledge of consumer protection laws and regulations, including CRA, Fair Lending, HMDA, 1071, CRA Modernization and UDAAP Experience in understanding the lending process, including but not limited to CRA requirements, underwriting and pricing of mortgage, consumer, indirect, and commercial loans Experience with CRA and Fair Lending software (WK Wiz Software preferred but not required) Understanding of statistics and experience with technical analysis associated with Fair Lending and CRA regulations. Ability to pass a background check Experience delivering consulting services or conducting bank examinations. Excellent ability to monitor, interpret and communicate regulatory changes. Proficiency in Spanish Certified Regulatory Compliance Manager (CRCM) or equivalent (Examiner Commission) Strong technical writing, presentation, training, facilitation, and interpersonal skills; Strong analytical, reasoning, troubleshooting and team-based problem-solving skills; Ability to work both collaboratively and autonomously on multiple projects; Demonstrates a clear understanding of legal ethics and the ability to use good judgment, discretion, and confidentiality; Ability to analyze information, create conclusions and communicate such information effectively in both written and oral formats; Strong customer services skills and the ability to manage the client relationship, analyzing and communicating customer needs and requirements; Strong independent time management and ability to prioritize and critical deadlines; Availability for limited travel; Ability to review current processes and data flow and recommend best practices for ongoing use of systems; Ability to clearly document client operational and compliance processes; Expert user of Microsoft Office tools including Excel, Word, and PowerPoint; Ability to manipulate data using SQL and/or Oracle tools; Ability to crystallize ideas and communicate them to others. We are an incredibly supportive team that truly enjoys what we do and who we do it with. We play a key role within WK and assist in driving the daily success. If you have a passion for making a true difference within an organization, while working alongside a genuinely caring and supportive team, we highly encourage you to apply. #Bethedifference Additional Information: Wolters Kluwer offers great benefits and programs to help meet your needs and balance your work and personal life, including Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available at https://www.mywolterskluwerbenefits.com/index.html Diversity Matters: Wolters Kluwer strives for an inclusive company culture in which we attract, develop, and retain diverse talent to achieve our strategy. As a global company, having a diverse workforce is of the utmost importance. We've been recognized by employees as a European Diversity Leader in the Financial Times, as one of Forbes America's Best Employers for Diversity in 2022, 2021 and 2020 and as one of Forbes America's Best Employers for Women in 2021, 2020, 2019 and 2018. In 2020, we placed third in the Female Board Index, and were recognized by the European Women on Boards Gender Diversity Index. Wolters Kluwer and all of our subsidiaries, divisions and customer/departments is an Equal Opportunity / Affirmative Action employer. The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job. They're not intended to be an exhaustive list of all duties and responsibilities and requirements. Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process. Compensation: Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $114,750 - $160,450

Posted 30+ days ago

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BMO (Bank of Montreal)Chicago, IL
Application Deadline: 08/28/2025 Address: 320 S Canal Street Job Family Group: Commercial Sales & Service Vice President or Director role supporting Commercial and Corporate clients within BMO's National Infrastructure practice. Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures. Leads and executes business development plans to that business goals are achieved or exceeded. Improves service levels, improve client satisfaction and loyalty scores by identifying and providing recommendations for process improvement. Provides strategic input into business decisions as a trusted advisor. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals. Develops the business case by identifying needs, analysing potential options and assessing expected return on investment. Partners with internal stakeholder to develop consistent and appropriate customer presentations, craft detailed correspondence, presentations and proposals. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Provides direction on the creation of comprehensive credit structures to meet the transactional needs of clients. Collaborates with internal stakeholders to generate ideas, identify client solutions and pursue marketing efforts. Provides accurate financial analysis and risk assessment of new and existing customers. Partners with internal stakeholders for accurate, detailed client information. Develops credit information to make lending decisions on new, renewal and extension loans. Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients. Prepares summary, present facts and offer opinions concerning credit worthiness. Minimizes BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions. Provides input into the planning and implementation of operational programs. Builds effective relationships with internal/external stakeholders. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications: Undergraduate degree with focal areas in finance, economics, or accounting preferred with high academic achievement. Typically 10+ years of relevant experience from a commercial or corporate banking lending perspective, including credit underwriting, transaction structuring, and client management. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills- In-depth / Expert. Analytical and problem solving skills- In-depth / Expert. Influence skills- In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration- In-depth / Expert. Able to manage ambiguity. Data driven decision making- In-depth / Expert. Salary: $122,400.00 - $228,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 6 days ago

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Metropolitan Bank Holding Corp.New York City, NY
Come work with us: Metropolitan Commercial Bank (the "Bank") is a full-service commercial bank based in New York City. The Bank provides a broad range of business, commercial, and personal banking products and services to individuals, small businesses, private and public middle-market and corporate enterprises and institutions, municipalities, and local government entities. Metropolitan Commercial Bank was named one of Newsweek's Best Regional Banks and Credit Unions 2024. The Bank was ranked by Independent Community Bankers of America among the top ten successful loan producers for 2023 by loan category and asset size for commercial banks with more than $1 billion in assets. Kroll affirmed a BBB+ (investment grade) deposit rating on January 25, 2024. For the fourth time, MCB has earned a place in the Piper Sandler Bank Sm-All Stars Class of 2024. Metropolitan Commercial Bank operates banking centers and private client offices in Manhattan, Boro Park, Brooklyn and Great Neck on Long Island in New York State. The Bank is a New York State chartered commercial bank, a member of the Federal Reserve System and the Federal Deposit Insurance Corporation, and an equal housing lender. The parent company of Metropolitan Commercial Bank is Metropolitan Bank Holding Corp. (NYSE: MCB). Position Summary: The SVP, Head of Banking Operations, is responsible for leading core banking operations, driving efficiency, and increasing automation and compliance through technology-enabled solutions. This role oversees core functions, including bank reconciliation, deposit operations, and loan operations with an emphasis on continuous improvement to streamline processes and enhance service delivery. This role will focus on optimizing processes, implementing innovative strategies, and ensuring that the operations departments are positioned for future growth and success. This role will collaborate with various departments to streamline workflows, enhance productivity, and develop forward-thinking operational plans that support the company's long-term objectives. The role requires the ability to help the company think strategically about the changing operational environment with a focus on efficiency; coupled with appropriate tactical execution and the ability to influence and guide decisions based on their experience and industry knowledge. The Head of Banking Operations will regularly evaluate the efficiency and appropriateness of processes, best practices, as well as the overall performance across these operational teams. We have a flexible work schedule where employees can work from home one day a week. Essential duties and responsibilities: Lead the core banking Operations teams in driving operational enhancements and efficiency across loan operations, deposit operations, and reconciliations. Establish best practices and processes, solve critical problems, and manage performance effectively. Drive automation and process optimization to modernize operations and improve scalability. Identify and implement technology solutions to enhance efficiency and reduce operational risks. Lead system conversions and upgrades, ensuring seamless integration with operational processes. Define and execute the operational strategy to align with the bank's growth and digital goals. Build and lead high-performing teams, fostering a culture of innovation and continuous improvement. Partner with business leaders and stakeholders to address challenges, resolve issues, and enhance service capabilities. Ensure compliance with all regulatory and legal requirements through robust controls and risk mitigation strategies. Manage fraud risk through continuous evaluation and enhancement of controls. Monitor operational metrics and report on trends, performance, and issues to executive leadership. Collaborate with Human Resources to develop strategic staffing plans that address organizational growth and ensure proper structure within the department and to support operational demands. Build relationships with other departments such as marketing, finance, legal, compliance, and risk to identify important trends, potential problems, and opportunities. Set clear objectives for the team and utilize all available resources to address the toughest challenges. Act swiftly to resolve issues preventing the team from working effectively, presenting proactive ideas to support growth and maintain market competitiveness. Required knowledge, skills and experience: A minimum of 15 years of professional experience involving technology-focused process improvements, transformations, and system implementations with a strong emphasis on operational efficiency. Extensive knowledge in transaction banking, payment processing, and financial services, including: Managing operational risk, Deposit operations (e.g., item processing, deposit product management), Loan operations (e.g., loan booking, closing, and administration), Bank Reconciliations Proficiency in deposit and loan regulations including ECCHO Operating Rules Ability to establish and communicate a vision, solve problems from a high level, and be deeply involved in processes, systems and service delivery details. Strong analytical skills, excellent time-management and organizational habits, and effective communication and presentation skills for senior stakeholders. Experience working in dynamic, rapid growth environments with tight deadlines. Hands-on approach with strong interpersonal skills - able to build and manage relationships with team members, cross-functional colleagues, and external partners. Track record of leading and developing a team, investing in coaching and development. Potential Salary: $275,000 - $300,000 annually This salary range only reflects base wages and does not include benefits, bonus, or incentive pay. Salary bands are purposefully wide ranging to encompass the different factors considered in determining where a candidate falls in the range, including but not limited to, seniority, performance, experience, education, and any other legitimate, non-discriminatory factor permitted by law. Metropolitan Commercial Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This 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

Multicultural Banking Manager-logo
Huntington Bancshares IncCleveland, OH
Description Summary: At Huntington, this is an opportunity to work cross-functionally with nearly every team in the company to contribute to market growth within multicultural consumer and business segments. Our goal is to be the Best performing Regional Bank in America, and we will serve as an internal consulting team to help grow our regions while leveraging external partners and industries. This role will draw from market insights, work with Regional Leadership Team and Market President and report to our Multicultural Banking Director. You will be able to work collaboratively with internal teams and business partners to drive results. Duties and Responsibilities: Assist Director in executing the strategic plan for financial education and multicultural banking across all regions Help develop overarching playbook to serve as internal consultants, to help ensure region- specific playbooks are adopted Assist Director to ensure OKR's are met Assist Director in formalized operation needs and innovation within the department such as policy impact, reporting routines, digital solutions, among others Within the ecosystem approach-develop a framework to identify intersections between Multicultural Banking & Financial Education and each category within our proprietary ecosystem Within the business-to-business approach, assist director in collaborating with commercial banking and regional banking to augment their strategic plans Within the Powering Communities model-Influence adoption and use cases among regional teams and business segments Collaborate and coordinate with data and intelligence teams to enable OCR reporting as it relates to multicultural data Coordinate with Market Insights and Trend Lead on the team to bring applicable information into the strategic plan and pivot as needed Coordinate with Market Lead assigned to the Illinois market to ensure strategic alignment and pillar adherence Coordinate with Market Lead assigned to the Michigan market to ensure strategic alignment and pillar adherence Assist Director in executing strategic plans per specialty lending teams including prioritizing specialty lending teams and commercial banking Assist Director in coordinating communication plans, and operating plans with teams including, but not limited to, internal communications, salesforce, public affairs, government banking Perform other duties as assigned. Basic Qualifications: Bachelor's Degree Minimum 8 to 12 years of experience working in a banking or financial services firm Minimum 8 years of experience in managing medium-to-large projects and/or large project teams Preferred Qualifications: Excellent listening skills with a natural inclination to focus on meeting the needs of our internal clients Strong presentation and interpersonal skills A digital and data-driven mentality to develop and carry out a strategic business plan A keen sense of adopting technologies and processes that improve efficiency and lead to an enhanced people-first, customer-centered experience A growth mindset with a business-owner mentality MBA preferred Entrepreneur mindset Excellent written and communications skills at all levels. A unique blend of sales and analytical skills preferred Thorough knowledge of lending and deposits Knowledge of the drivers of revenue, cost and profitability for the assigned product(s). Experience understanding customer lifecycles within financial drivers Understanding of leading practices in reporting mechanisms Strategic - create plans to deliver short-term and long-term cross selling and organic growth Effective Communicator - effectively story tell and share ideas and plans with stakeholders Entrepreneurial - understand the big picture and also dig into the details. Measure risk and reward and choose paths that make the biggest impact Proactive problem-solver - can test boundaries and propose creative new solutions. Creative thinker - develop innovative ideas to differentiate Huntington Board Service-Experience serving on a non profit, social service, civic, political or economic development board Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $70,000 - $140,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 1 week ago

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

Posted 30+ days ago

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BTIG, LLCNew York, NY
Job Purpose: BTIG seeks an investment banking professional to join the Healthcare Investment Banking team in New York. Associates are involved in all facets of BTIG's investment banking activities, including private and public offerings, M&A transactions, and other advisory services. The ideal candidate will demonstrate potential to take on a significant role in deal execution by providing day-to-day support to senior bankers and clients while also providing professional guidance to junior team members. BTIG offers a unique environment which combines a highly entrepreneurial platform focused on growth companies with the analytical rigor and transaction experience of "bulge bracket" investment banks. Duties & Responsibilities: Provide transaction support to senior bankers on a broad range of live deals and pitches, including for IPOs, Follow-Ons, PIPEs, Private Placements, and M&A transactions Build detailed financial models and valuation analyses (DCF, public comps, etc.) Prepare client presentations, offering memoranda, and other transaction materials Conduct due diligence and industry research on companies, pipeline assets, and therapeutic areas Monitor public market activity and key trends impacting the biopharma sector Interact directly with clients and investors during due diligence, transaction marketing, and execution processes Duties & Responsibilities: Provide transaction support to senior bankers on a broad range of live deals and pitches, including for IPOs, Follow-Ons, PIPEs, Private Placements, and M&A transactions Build detailed financial models and valuation analyses (DCF, LBO, public comps, transaction precedents, etc.) Prepare company presentations, offering memoranda, and other transaction materials Develop client and industry specific presentations to support new business generation and other initiatives Conduct due diligence and research on companies and industry sectors Monitor and analyze public market activity and key trends impacting the healthcare services, medical technology, and life sciences tools & diagnostics sectors Act as a mentor and trainer for analysts, providing constructing feedback and professional development Interact directly with clients and investors during due diligence, transaction marketing, and execution processes Requirements & Qualifications: Ideal candidate will have 3+ years of experience within a healthcare vertical (investment banking or equity research) at a bulge bracket or middle-market investment bank BA or BS in a finance, economics, or healthcare-related field preferred Experience working on successful equity capital markets transactions as well as M&A and strategic advisory assignments Strong analytical, financial, and valuation modeling skills Highly motivated with the ability to manage multiple projects with competing deadlines Superior attention to detail and ability to thrive in a fast-paced business environment Demonstrated commitment to mentoring and developing junior team members Excellent verbal and written communication skills, with the ability to build both internal and client-facing relationships Advanced proficiency in Excel and PowerPoint; experience with relevant banking-related databases / applications (Bloomberg, CapIQ, Pitchbook, etc.) SIE, Series 63, and Series 79 licenses required Important Notes: Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type No phone calls please, the applicant will be contacted within two weeks if successful About BTIG: BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 700 employees, BTIG, LLC and its affiliates operate out of 20 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities. The firm's core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. BTIG is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity. Compensation: BTIG offers a competitive compensation and benefits package. Salary range is based on a variety of factors including, but not limited to, location, years of applicable experience, skills, qualifications, licensure and certifications, and other business and organization needs. The current estimated base salary range for this role is $170,000.00 - $210,000.00 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus or overtime. Disclaimer: https://www.btig.com/disclaimer.aspx .

Posted 30+ days ago

B
BMO (Bank of Montreal)Austin, TX
Application Deadline: 08/28/2025 Address: VIRTUAL13 - HomeRes - IL Job Family Group: Technology Role Description: As a member of the BMO Digital Architecture, the Senior Solution Architect, primarily Leads end-to-end technology solutions and high-level designs for key initiatives in collaboration with other architects and in alignment with bank's target architecture and standards for a business domain like Deposits, Cards, Lending, Channels, etc. Drives technology strategy and roadmaps of business functional areas - deposits, cards, payments, operations, customer experience, analytics working with business and technology partners Establishes as a technology solution expert in one or more of the banking domains to advise Lead Technology Officers and their business leaders in solving business problems Requires Skillset: Solution architect, who works with other architects including enterprise architects, leads with all aspects solution architecture and design of multiple projects in alignment with the bank's target architecture and standards Solution Architect with the following experience: Previous Development experience (Cloud, DevOps, Agile) Experience with services management (web services, REST, Web API, ESB, message-based) development, integration and deployment Enterprise-level Application Architecture Strong application security/infrastructure, & deployment exposure Data placement and data integration background Able to relate to end-to-end business processes into solutions with a goal of simplifying the business process and improving UX All aspects of solution function/data placement, end to end design & integration oversight, Multi-vendor integration design including infrastructure experience API design API Security, digital/mobile architecture experience AI, Insights, Automation experience Technical facilitator bringing various technology groups and vendors for solution design and execution to meet project timeline but keeping strategic focus MUST be able to document solution proposals (e.g., solution options sequence diagrams, conceptual diagrams) to get agreement from Security, Infrastructure, Enterprise Architecture, etc. Resolve issues as they arise Produce project level and program level technical documentations (solution options, solution architecture, high-level end-to-end design flow) collaborating with other technical leads Assists with and contributes to function area-specific target architecture, transition architectures, and technology roadmap Leads or assist with new technology evaluation against BMO target architecture and standards to solve business problems Ability to learn/internalize existing information to assist several projects effectively and immediately Strong written / verbal communication skills and comfortable interacting with developers all the way up to the "C" level Banking solution experience is desirable Understands or has application design experience in Cloud (e.g., AWS) technologies Addition Info: The person will be working on multiple projects (3 to 4) at the same time in different functional areas of the Bank (e.g., Channels, Sales/Marketing/CRM, Commercial Lending, Collections) 15 years of IT experience with minimum 6 years of hands-on solution architecture experience for enterprise-grade applications Not Looking For: Hard-core developers for Java or .Net application coding DBA, Data modellers Project or Program Manager Business analyst, Data analyst, System Analyst or System Administrator Typical Day-to-Day Activities Coordinate cross-team communication and facilitate reviewing of technical issues for the technical governance forums. Lead socialization of the technical decisions with the project team. Facilitate and lead resolution of all technical issues on the project/program by establishing strong working relationships with the business, operations and other technology team members Identify and communicate risks (business, application, technical) associated with component or application implementation. Evaluate multiple solution design options, working with a multi-disciplined team to design integrated solution architecture across application areas and helping the project adhere to Enterprise standards Document solutions using bank's standard template Document high-level design and hand-off work to next group in the development pipeline Example Work & Projects: Help extending existing target architecture and develop transition state solution architecture for customer data Drive Digital Architecture for Deposits, or for Retail products (retail lending or credit cards) Drive cross-product cross-channel customer experience integration architecture retail or commercial customers Drive the platform application architecture of a new loan origination platform Drive payment process automation solution in backend payment processing (ACH, Check Processing, Lockbox processing) Drive various aspects of Collections solution being part of the core architecture team responsible for enterprise-wide collections solution Drive and document solution for risk underwriting and credit risk auto-decisioning integration Drive target architecture and roadmap for various banking capabilities Salary: $112,200.00 - $209,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 1 week ago

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

Posted 30+ days ago

Mobile Banking Technical Lead-logo
Keybank National AssociationAlbany, NY
Location: 4910 Tiedeman Road - Brooklyn, Ohio 44144 KeyBank creates custom, powerful tools for our clients and employees, and Mobile Engineers are a critical part of bringing those experiences to life. Be a part of our dynamic and award-winning Digital Banking team and help us take our experience to the next level. Our team builds Key's Online Banking, Mobile Banking apps and a number of other tools that bring the concept of Financial Wellness and Money Management to more than 3 million people across the country and from all walks of life. On our team, you will have the following responsibilities: Assume responsibility for our Key Bank consumer mobile application engineering (hybrid based app on iOS/Android), which includes design & development, app store deployment, instrumentation, performance enhancements, roadmap planning, and continuous improvement of the mobile platform. Assist and oversee mobile engineering efforts across our digital banking team (our digital teams are organized into 'squads' with 3-4 engineers on each). Be an active member of our Platform Squad, where you will help set the standards for mobile engineering practices across the digital team, along with providing technical leadership in designing solutions, mentoring other developers, providing code and design reviews. Our team works well together, and while we're looking for strong, talented Software Engineers, we are really looking for friendly, hard-working, fun-loving people who enjoy interacting and leading others. If this is you, we'd love to have you on our team! What we're passionate about: Designing and developing software using modern industry standards and frameworks Delivering software in small batches; creating early wins for our clients and business, then iterating Building relevant, resilient and secure experiences for our clients and employees Furthering the skills of ourselves and those on our teams Evangelizing our technology to other teams in the bank and the industry Key Responsibilities: Lead the technical advancement of our Consumer banking mobile applications through the platform team by creating roadmaps for continuous improvement, version upgrades and helping us become aware and keep pace with ever changing technology. Participate in all aspects of the Mobile software development lifecycle - including technical design, refinement, estimation, documentation, build, test and run - within an Agile Scrum environment. Provide mobile design, development and deployment leadership and expertise. Ownership of the mobile tooling and build processes, including app store deployment and management. Responsible for performance tuning and instrumentation of Consumer banking mobile applications, including troubleshooting and resolution. Work with product managers, UI/UX designers, solution architects, technical leads and other developers to translate wireframes and creative designs into functional requirements, and subsequently into technical design. Embrace the established standards and best practices that currently exist for software applications, and contribute ideas in these areas to keep our technology moving forward. Collaborate and communicate effectively and efficiently with other developers on the team to ensure clarity and alignment, and to achieve the highest quality code & product. Report status and work progress to tribe and platform lead as requested. Create technical documentation as required in the form of technical specifications, and project artifacts. Assist/Mentor other developers on the team in software development best practices and continual improvement of service. Demonstrate the ability to adapt and work with team members of various experience levels. Required Experience / Skills Bachelor's degree in Computer/Information Science or Information Systems Management or equivalent. Passion for delivering quality software, and experience leading and mentoring senior developers in ensuring design and coding best practices and standards are followed. Minimum of 5-7 years experience in iOS and/or Android native Mobile development. Experience in building hybrid & native based iOS apps using Objective-C and/or Android apps using Android Studio/Java. Experience with client-side UI frameworks like Angular or React in a mobile context. Experience with automated builds & processes, Fastlane, shell scripts, .xcconfig. Experience with TestFlight, adding new users, adding release notes, managing versions and build numbers. Experience building mobile apps using Capacitor, Cordova and Ionic (or other similar mobile development frameworks). Experience with app provisioning and all the associated processes - identifiers, profiles and certificates. Experience in Linux/Unix/Mac OS X based environments, comfortable working with command line tools & scripting. Experience with the following tools & technologies: Docker, Jenkins, Selenium, GIT, Swagger, SonarQube. Experience with DevOps concepts, CI/CD, testing automation and TDD. Experience working on teams that have employed agile and lean methodologies. Experience with Bootstrap or similar frameworks. Experience using CSS Preprocessors (preferably SASS). Skilled problem solvers with the desire and proven ability to create innovative solutions. Flexible and adaptable attitude, disciplined to manage multiple responsibilities and adjust to varied environments. Future technology leaders- dynamic individuals energized by fast paced personal and professional growth. Preferred Experience / Skills Experience working with mainframe & banking software systems desired but not required. Experience working with an application container platform using docker. Experience with GIT and GIT Workflows (gitflow, pull requests, etc.) COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $100,000.00 to $150,000.00 annually depending on job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 09/08/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

Posted 3 weeks ago

Commercial Banking Relationship Manager-logo
Northwest Bancorp, Inc.Luzerne, PA
Job Description The C & I Commercial Relationship Manager III is responsible for serving as a trusted business advisor to clients and provide a full breadth of banking solutions to meeting their financial objectives and needs while establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The C & I Commercial Relationship Manager III is also responsible for managing a portfolio of relationships, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team. Essential Functions: Develop and expand existing commercial banking relationships Prospect actively and successfully bring in new relationships to Northwest Engage with the various product partners on a regular basis to discuss cross selling opportunities and referrals to expand and deepen client relationships Achieve and exceed budget goals as assigned individually and by region Actively participate in community and professional networking events Develop meaningful "Centers of Influence" relationships Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest Manage a commercial loan portfolio of both credit and noncredit clients Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis Ensure noncredit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate As required, collect on delinquent accounts Analyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management Complete loan closings in partnership with Portfolio Management Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management Participate in continued sales, product and credit training Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment . Education and Experience: Bachelor's degree in Business, Accounting, Finance, Economics, or Marketing preferred 6 - 8 years account relationship management experience preferred 6 - 8 years experience consistently delivering strong sales performance preferred #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Posted 6 days ago

Audit Partner- Banking (Financial Services)-logo
EisnerAmperNew York, NY
Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking a Partner to join our Financial Services Assurance practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing clients with exceptional services, specifically in the banking sector. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work What Work You Will be Responsible For: Collaborate to plan audit objectives and determine an audit strategy Lead multiple audit engagements and competing priorities Review and examine, and analyze accounting records, financial statements, and other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards Maintain active communication with clients to manage expectations, ensure satisfaction, and lead change efforts effectively Understand and manage firm risk on audits and proposals Supervise, train and mentor staff during engagement Assess performance of staff for engagement evaluations Participate in efforts to grow the practice, i.e.. Business Development Basic Qualifications: Bachelor's degree in Accounting or equivalent field 10 + years of progressive audit and/or assurance experience Experience working with financial services clients, specifically banking related organizations. CPA Preferred/Desired Qualifications: Master's degree in Accounting or equivalent field 6 + year of supervisory experience EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. About Our Assurance Team: In the EisnerAmper Assurance Group, we're transforming the traditional reputation of auditing. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements. To stay up to date with evolving industry processes and regulations, we place a heavy emphasis on continued education and the consistent adoption of new technologies. This enables us to effectively innovate, grow as individuals, and provide faster, more accurate solutions and due diligence for our partners. Acting as a trusted third party to our clients, we provide solutions that create assurance and peace of mind. Because we understand trust comes with time, we define success by the relationships we create and foster. We act as a trusted business advisor every step of the way, from a client's first financial report to their close of business. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com. Preferred Location: New York

Posted 2 weeks ago

B
BMO (Bank of Montreal)Madison, WI
Application Deadline: 08/28/2025 Address: 790 N Water Street Job Family Group: Commercial Sales & Service In Diversified industries group you work with public or private companies in a wide variety of industries such as industrial services, manufacturing, distributing, printing and packaging, engineering and contracting, transportation and logistics, and a wide range of other businesses. You cater clients with revenues from $10MM - 10B, providing them industry best commercial product and solutions meeting their needs. We are seeking multiple positions as Director or VP level Senior Relationship Managers (RM) and Portfolio Managers (PM) in our Diversified Industries & Emerging Middle Market Group. The ideal candidate has 10+ years of experience calling on companies in middle market generating $10MM - 10B in revenue and has established relationships with customers, COIs, and key stakeholders in the market. The RMs & PMs will be responsible to drive new client acquisition and growth in the market share across all industry verticals. Successful RMs & PMs develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as other key product and support partners within the Commercial Bank across the various geographies to deliver an exceptional customer experience. In addition, the RMs & PMs will be tasked with leveraging the bank and delivering the integrated BMO One Client focus across all lines of business including Wealth, Retail, Small Business, and Capital Markets. Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures. Leads and executes business development plans to that business goals are achieved or exceeded. Improves service levels, improve client satisfaction and loyalty scores by identifying and providing recommendations for process improvement. Provides strategic input into business decisions as a trusted advisor. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals. Develops the business case by identifying needs, analysing potential options and assessing expected return on investment. Partners with internal stakeholder to develop consistent and appropriate customer presentations, craft detailed correspondence, presentations and proposals. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Provides direction on the creation of comprehensive credit structures to meet the transactional needs of clients. Collaborates with internal stakeholders to generate ideas, identify client solutions and pursue marketing efforts. Provides accurate financial analysis and risk assessment of new and existing customers. Partners with internal stakeholders for accurate, detailed client information. Develops credit information to make lending decisions on new, renewal and extension loans. Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients. Prepares summary, present facts and offer opinions concerning credit worthiness. Minimizes BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions. Provides input into the planning and implementation of operational programs. Builds effective relationships with internal/external stakeholders. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills- In-depth / Expert. Analytical and problem solving skills- In-depth / Expert. Influence skills- In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration- In-depth / Expert. Able to manage ambiguity. Data driven decision making- In-depth / Expert. Salary: $122,400.00 - $228,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 1 week ago

Multicultural Banking Manager-logo
Huntington Bancshares IncAkron, OH
Description Summary: At Huntington, this is an opportunity to work cross-functionally with nearly every team in the company to contribute to market growth within multicultural consumer and business segments. Our goal is to be the Best performing Regional Bank in America, and we will serve as an internal consulting team to help grow our regions while leveraging external partners and industries. This role will draw from market insights, work with Regional Leadership Team and Market President and report to our Multicultural Banking Director. You will be able to work collaboratively with internal teams and business partners to drive results. Duties and Responsibilities: Assist Director in executing the strategic plan for financial education and multicultural banking across all regions Help develop overarching playbook to serve as internal consultants, to help ensure region- specific playbooks are adopted Assist Director to ensure OKR's are met Assist Director in formalized operation needs and innovation within the department such as policy impact, reporting routines, digital solutions, among others Within the ecosystem approach-develop a framework to identify intersections between Multicultural Banking & Financial Education and each category within our proprietary ecosystem Within the business-to-business approach, assist director in collaborating with commercial banking and regional banking to augment their strategic plans Within the Powering Communities model-Influence adoption and use cases among regional teams and business segments Collaborate and coordinate with data and intelligence teams to enable OCR reporting as it relates to multicultural data Coordinate with Market Insights and Trend Lead on the team to bring applicable information into the strategic plan and pivot as needed Coordinate with Market Lead assigned to the Illinois market to ensure strategic alignment and pillar adherence Coordinate with Market Lead assigned to the Michigan market to ensure strategic alignment and pillar adherence Assist Director in executing strategic plans per specialty lending teams including prioritizing specialty lending teams and commercial banking Assist Director in coordinating communication plans, and operating plans with teams including, but not limited to, internal communications, salesforce, public affairs, government banking Perform other duties as assigned. Basic Qualifications: Bachelor's Degree Minimum 8 to 12 years of experience working in a banking or financial services firm Minimum 8 years of experience in managing medium-to-large projects and/or large project teams Preferred Qualifications: Excellent listening skills with a natural inclination to focus on meeting the needs of our internal clients Strong presentation and interpersonal skills A digital and data-driven mentality to develop and carry out a strategic business plan A keen sense of adopting technologies and processes that improve efficiency and lead to an enhanced people-first, customer-centered experience A growth mindset with a business-owner mentality MBA preferred Entrepreneur mindset Excellent written and communications skills at all levels. A unique blend of sales and analytical skills preferred Thorough knowledge of lending and deposits Knowledge of the drivers of revenue, cost and profitability for the assigned product(s). Experience understanding customer lifecycles within financial drivers Understanding of leading practices in reporting mechanisms Strategic - create plans to deliver short-term and long-term cross selling and organic growth Effective Communicator - effectively story tell and share ideas and plans with stakeholders Entrepreneurial - understand the big picture and also dig into the details. Measure risk and reward and choose paths that make the biggest impact Proactive problem-solver - can test boundaries and propose creative new solutions. Creative thinker - develop innovative ideas to differentiate Huntington Board Service-Experience serving on a non profit, social service, civic, political or economic development board Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $70,000 - $140,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 1 week ago

Wholesale Banking Loan Closer (Remote)-logo
Ameris BancorpJacksonville, FL
Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We serve customers in our locations across the Southeast, Mid-Atlantic and nationwide through our extensive digital offerings and mobile app. Delivering financial peace of mind starts with a team that values integrity and rewards ingenuity. At Ameris, you'll find teammates who are inclusive, collaborative problem-solvers who go the extra mile to support one another and to meet every customer's needs. When teammates are empowered and bring their diverse perspectives to the table, we create the best possible outcomes for our customers. At Ameris, we know that a growth mindset is key for high performance and fosters an environment that prioritizes continuous improvement. Teammates have access to Employee Resource Groups that serve as advocates and allies as well as professional development opportunities to drive ongoing education. Learn more about our purpose and how you can bring it to life as an Ameris Bank teammate. The Wholesale Banking Loan Closer coordinates, prepares loan documentation and reviews complex high dollar commercial loan transactions, ensuring accuracy and meeting requirements of loan approval, policy, regulations, and laws. The Wholesale Banking Loan Closer reports any approval exceptions to the appropriate parties, escalates potential risk, and resolves exception items. Essential Functions, Duties, and Responsibilities: Facilitates the closing of multiple large dollar, complex commercial loans simultaneously, Reviews loan type, approval terms and conditions, bank policy and regulations to determine closing requirements and develop a due diligence/closing checklist. Performs due diligence activities for a wide-range of commercial loans applying specialized knowledge to analyze complex requirements and effectively administer pre-closing activities. Prepares loan documentation on the bank's documentation system, ensuring that documents are prepared accurately with proper terms and conditions as outlined in the loan approval and within standards/requirements. Reviews legal closing documents for accuracy against loan approval and credit write ups. Effectively manages a large pipeline of loans at different stages of the closing process managing workflow and deadlines. Identifies and obtains all necessary third-party reports which may include title, surveys, entity documents, flood determinations, and UCC searches. Reviews all reports and documents for accuracy and sufficiency according to bank policy and regulatory requirements. Identifies discrepancies and issues, facilitates resolution, and takes corrective action. Acts as a liaison with attorneys, third party vendors, and customers. Executes timely follow up and management of all closing requirements and monitors to ensure deadlines are met. Responsible for ongoing communication with lender and borrower on the status of specific loan requests. Processes disbursement of loan proceeds. Maintains and updates electronic checklists to ensure all diligence items are addressed. Manage electronic file organization for all commercial loan files. Meets the Commercial Hubs Standard Service Level Agreements and Quality Control objectives. Provides instructions, guidance and requests to stakeholders ensuring clear, professional communication and efficient processing. Required Knowledge, Skills and Competencies: Advanced knowledge of commercial loan documentation and various loan structures such as commercial real estate, asset based lending, general C&I lending, and various complex non-real estate transactions. Advanced knowledge of due diligence requirements related to complex loan transactions including but not limited to corporate documentation, leases, subordination agreements, property management agreements, borrowing bases, and titles. Stays current on applicable banking regulations and security procedures and practices to prevent fraud or other bank losses and to comply with regulatory requirements. Advanced skills in computer and Microsoft Office. Able to effectively and persuasively express self, using language and grammar in a professional manner. Able to plan, schedule and organize professional schedule to achieve goals within or ahead of established time frames. Able to provide a high level of interactive service to others, building relationships and addressing identified needs. Able to analyze and record detailed information and produce accurate, high quality work products. Able to research, analyze, identify viable options, draw sound conclusions, and present findings. Thorough knowledge of financial covenants, business entities, standard and non-standard loan products. Thorough knowledge of commercial loan compliance policy and closing processes. Able to manage and organize a high volume of documents. Able to read, analyze and interpret complex commercial loan documents. Able to perform accurate calculations and transactions. Critical thinking and analytical skills required to review all transaction processing (file maintenance). Industry and Work Experience: 3 or more years of experience as a Wholesale Banking Loan Closer or related role required. Experience using relevant banking and document storage software applications required. Academic: Bachelor's degree required. Benefits Available to Employees: Ameris Bank provides a comprehensive employee benefit package to all eligible employees. Medical, Dental and Vision Insurance Ameris Bank absorbs a major portion of the cost of healthcare. You become eligible for coverage on the first of the month following 30 days of employment Life Insurance provided at no additional cost to employees Accidental Death & Dismemberment Coverage Long-Term Disability Coverage Paid Sick and Vacation Leave 11 Holidays Volunteer/Service Day Employee Stock Purchase Plan 401(k) Retirement Plan Ameris Bank matches 50% of your first 8% of contributions to the plan Flexible Spending Accounts Health Savings Account Health Reimbursement Arrangement Supplemental Life & Other Insurance Plans Identity Theft Protection Pet Insurance Legal Insurance Employee Assistance Program Employee Advocacy Program Tickets at Work (Entertainment discounts for Ameris Bank Employees) AT&T Employee Discount Wellness Discounts for Medical Premiums and Other Rewards Employee Referral Incentive Education Assistance Employee Resource Groups Banking Advantages for Employees: In addition to a wide array of benefits, Ameris Bank employees are also eligible for special bank services. Free Interest Checking Free Safe Deposit Box Free Money Orders, Travelers' Checks and Cashier Checks Discount on Mortgage Origination Fee Free Online Banking and Free Unlimited Online Bill Payment Employee Banking Perks Disclaimer: The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.

Posted 30+ days ago

Relationship Banking Associate-logo
NBT BankFonda, 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 2 weeks ago

F
First Horizon Corp.Asheville, NC
Location: On site at location listed in job posting. Bonus * Sales Business Development experience - Banking experience desired not required. Summary If you're a natural leader and want to lead a team at a strong company with exceptional support, then you'll want to be one of our banking center managers! You will immerse yourself in the community, build and maintain client relationships, and oversee all banking center functions to lead your team's success. Key Responsibilities Include Business development of market area through proactive sales calls and networking to meet or exceed all consumer and business loans, deposits and fee income goals. Involvement in the local market/community through civic organizations or community groups. Ensure that personnel are trained and motivated to attain high quality customer service standards and profit goals through proactive sales. In conjunction with support groups such as retail administration for retail branch managers, develop, identify and implement activities within the branch market area. Ensure that appropriate staffing is maintained at all times to provide high quality customer service levels. Regularly monitor the efficiencies of production standards. Ensure that regulatory compliance standards are met. Responsible for controlling operational and administrative expenses. Responsible for resolving all customer service problems. Responsible for representing the company in a professional manner at all civic and community affairs. Qualifications Include Bachelor's degree 5+ years of retail banking experience 1-2 years related experience or an equivalent combination of education and experience Experience with Microsoft Word, Excel, and Outlook As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Posted 30+ days ago

Business Banking Loan Specialist-logo
Mechanics BankWalnut Creek, CA
Mechanics Bank is currently searching for a Business Banking Loan Specialist to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site at our Roseville, Walnut Creek or San Francisco Bay Area locations. Participates on a team led by the Loan Administration Manager to support the Business Banking Relationship Managers, as assigned, to provide sales, administrative process, and relationship management support. The incumbent will assist with direct and proactive client outreach and collaboration with the Business Banking team to identify additional opportunities within the client relationship. Time will be spent managing the process and completion of loan packages from application through funding to ensure expeditious processing and client experience. In addition, the remaining time will be spent functioning as a central point of contact for internal business partners and clients, supporting Bank processes, products and services, and loan processes in order to deepen client relationships and ensure a positive total experience. What you will be doing: Manages and coordinates loan process, from initial engagement through post-funding. Works directly with Relationship Manager, Processing team, Underwriters, Credit Administration, Loan Services, as well as third-party processors to ensure compliance and resolve issues. Responsible for ensuring Underwriting guidelines, compliance requirements and regulatory requirements are met. Contacts customer and third party processors as necessary to obtain required information and/or documentation and assists with resolving clientbased needs pertaining to transactions. Including but not limited to collecting, organizing and reviewing Appraisal Reports, Environmental Reports, Preliminary Title Reports, Financial Statements and Tax Returns, Insurance, Loan Package, CIP, and Legal Documentation. Ensures that all required activities are met within established timeframes. Responsible for assisting assigned Relationship Managers with an existing portfolio of business clients, including the outreach and review of transactions for opportunities to expand current/existing portfolio. Requests and monitors receipt of financial reporting requirements to meet the need of required covenants maintained in a tickler system. Review and analyze financials for completeness prior to submitting to Underwriting Team for review. Review changes in ownership, and ensure the banks loan package is completed and is accurate according to the financials received. Additional duties may include but are not limited to: Facilitates the collection of fees; Responsible for reporting efforts to clear delinquent and past due/matured loans; Orders payoff demands as needed; Assist Relationship Manager with performing Site Visits, and assisting with Loan Signings as needed; Organizes and uploads documents into Bank systems; Communicates with client about covenant defaults as required. Who you are: High school diploma or GED required. 5 years of experience in the following Must have current knowledge of Business Lending Experience with commercial/business lending policies, practices and applicable banking/government regulations. MS Office Suite applications systems; lending-related systems. Possess excellent human relations, communications and business writing skills. Ability to work effectively without direct supervision. Possess effective time management and organizational skills. Demonstrates teamwork in facilitating workflow. High level of cooperation with others and is responsive to the Bank's needs. Exemplary motivation, enthusiasm, professionalism and team skills. Demonstrates excellent customer service skills. Ability to cope with pressure resulting from meeting required deadlines, reporting requirements and training responsibilities. Exhibit high degree of professionalism and confidentiality in handling and having access to sensitive information. Ability to travel between bank and customer locations and/or commute for training purposes. Commercial/Business lending experience in a similar environment. Valid Driver's License required or available transportation. Willing to embrace client outreach and consultative sales practices. Thorough knowledge of Bank operational policies and procedures, compliance regulations, and Bank product and services. The ability to effectively resolve employee and customer relations issues. #LI-AS1 Salary Range: $68,640 - 85,000 annually Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data. Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law. Please view Equal Employment Opportunity Posters provided by OFCCP here. To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank

Posted 1 week ago

Business Banking East Regional Executive-logo
US BankCharlotte, NC
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 At U.S. Bank, our Business Banking team helps develop new client relationships and deepen existing relationships through a consultative and holistic approach to solving business needs, while becoming our customers' most trusted choice. The Business Banking East Regional Leader reports to the Head of Business Banking Sales and is responsible for the overall leadership of business banking for the specific region. This region will encompass Ohio, Indiana, Missouri, Arkansas, Kentucky, Tennessee, and North Carolina. Potential expansion markets to include Georgia, Florida, and other geographies to be determined in the future. This individual is responsible for creating and operationalizing the growth strategies in the business banking segment targeting companies with annual revenue between $2.5MM and $25MM. This dynamic leader will execute client acquisition, retention, and deepening strategies to generate profitability and manage the overall sales process, setting appropriate metrics for sales management & execution. The leader will establish an integrated culture of growth and leadership and will foster an integrated approach to client acquisition, retention and engagement. Responsibilities Clearly articulates a vision for business banking in the East Region that is inspiring, compelling, and easily understood by all employees and partners. Works collaboratively with peers and key stakeholders to ensure the vision is aligned with the vision being articulated across business banking. Demonstrates executive presence and ability to lead through ambiguity. Identifies and executes strategies for growing revenue to achieve assigned financial targets and region growth goals. Partners with stakeholders across functions and across the enterprise to lead and execute strategic initiatives that accelerate revenue, drive operational scale, and improve efficiency for continuous exponential growth. Maintains key customer relationships and develops and implements strategies for expanding client base and increasing client centrality. Drives long-term strategies aimed at maintaining the highest levels of customer satisfaction, and leverages data & analytics to understand systematic drivers of satisfaction. Ensures teams are aligned on success measures and drives orchestration across channels to anticipate customer satisfaction issues/risks, determine the root cause of problems, and remove barriers. Responsible for specific production targets and oversees allocation of people and financial resources. Enables and inspires leaders to the highest standards of execution, driving consistency, problem solving and sound decision making while setting a clear team vision Actively leads individual direct reports to optimal performance through a commitment to strong coaching routines and excellent coaching techniques; provides direct feedback to leaders while holding them accountable to business targets and people-leader goals Promotes a culture of ongoing feedback, performance and development discussions and drives excellence in performance coaching among leaders Creates an environment where all team members can thrive Builds strong, effective partnerships with colleagues across the enterprise to work together and collaboratively remove roadblocks for success Celebrates the success of individuals and teams. Recognizes performance and important career milestones. Minimum Qualifications 10+ years of experience in financial services or related customer-centric industry 10+ years of proven leadership experience building, motivating, and coaching a successful team of sales leaders 10+ years of strategic planning and effective execution Strong knowledge of Business Banking credit underwriting policies and procedures 7+ years Business Banking sales experience including lending, portfolio management, and Business banking credit training/experience. Bachelor's degree required Preferred Qualifications Previous experience leading high performing teams through culture of excellence Proven success as a leader of leaders where both direct and indirect influence results in extraordinary outcomes. Key Skills Requirements An ability to convey a vision for the future in a compelling manner that galvanizes a team. Strong strategic leadership skills to influence change, transform culture, and create new expectations. Excellent political savvy and business acumen to work in a matrixed environment Ability and will to work in a team environment, understanding how to navigate the organization to overcome obstacles and achieve business goals; Highly collaborative Strong interpersonal and influencing skills to effectively motivate, coach and lead team of leaders Proven ability to delegate tasks while driving results Results-oriented with strong decision-making skills to effectively identify, prioritize and problem solve Outstanding verbal and written communication skills An ability to take on special projects and analyze new situations 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: $214,795.00 - $252,700.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 1 week ago

Alloy logo

Account Executive, Mid-Market Banking

AlloyNew York City, NY

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Job Description

Alloy is where you belong!

Alloy helps solve the identity risk problem for companies that offer financial products by enabling them to outpace fraud and confidently serve more people around the world. Over 600 of the world's largest financial institutions and fintechs turn to Alloy to take control of fraud, credit, and compliance risk, and grow with the clearest picture of their customers.

Through our values: Be Bold, Get Scrappy, Collaborate, and Celebrate Our Differences, we are creating a workplace where you can grow, thrive, and belong. See how we've been continuously recognized and named one of Inc. Magazine's Best Workplaces, Forbes America's Best Startup Employers, Best Fintech to Work for by American Banker, year after year.

Check out our investors and read more about us here.

What you'll be doing

As an Account Executive for our Banking team, you will execute end-to-end sales strategies to generate and close net new sales opportunities with regional banks, community banks, and/or credit unions. You will also partner with our Customer Success team to expand the adoption of Alloy through our client base via upsell and cross-sell strategies. Additionally, you will collaborate with channel partners on account planning and co-selling.

  • Develop subject matter knowledge on fraud and identity risk, and communicate Alloy value proposition to solve complex business and fraud challenges
  • Identify key business needs through account research, including publicly available information, industry connections, and networking
  • Develop a business and action oriented point of view on the value Alloy will provide each customer situation
  • Identify key stakeholders and decision-makers and understand their specific priorities
  • Develop a plan to prospect and build pipeline within an assigned territory
  • Partner closely with solution engineering to showcase the full range of Alloy's identity decisioning platform
  • Present pricing, lead negotiations and contracting processes, and close deals in line with forecast

Who we're looking for

  • 5+ years B2B SaaS sales experience to financial institutions
  • Fundamental understanding of the digital banking ecosystem
  • Self-starter with the tenacity and curiosity to learn
  • Exceptional research and planning skills / detail-oriented
  • Strong networker and people connector
  • Demonstrated consultative sales and strong discovery skills
  • Ability to manage complex and multi-threaded sales cycles
  • Strong problem-solving, analytical, and critical thinking skills
  • Ability to communicate credibly across levels
  • Travel is required

We're a lean team, so your impact will be felt immediately, and opportunities will grow as the company scales up. If this all sounds like a good fit for you, why not join us?

Alloy is committed to fair and equitable compensation practices. Below is the anticipated starting base compensation range for this role; however, pay may vary depending on job-related knowledge, in-demand skills, relevant experience, and/or geography. In addition to a competitive base salary, this position is also eligible for equity awards in the form of stock options (ISOs) as well as a competitive total benefits package. Your recruiter will be happy to walk you through the details and what compensation could look like for you specifically!

This position has a salary range of $130,000 - $160,000 on a 50/50 base + commission structure.

Benefits and Perks

  • Unlimited PTO and flexible work policy
  • Employee stock options
  • Medical, dental, vision plans with HSA (monthly employer contribution) and FSA options
  • 401k with 100% match up to 4% of annual employee compensation
  • Eligible new parents receive 16 weeks of paid parental leave
  • Home office stipend for new employees
  • Annual Learning & Development annual stipend
  • Well-being benefits include access to ClassPass, OneMedical, and Spring Health
  • Hybrid work environment: employees are expected to work Tuesdays and Thursdays from our HQ in Union Square, Manhattan. Tasty lunches catered from a variety of local restaurants and frequent employee-organized cultural events contribute to our positive office energy. On Monday/Wednesday/Friday most employees Zoom into work from home while some take advantage of the quieter office.

How to apply

Apply right here! You've found the application!

Alloy is proud to be an equal-opportunity workplace and employer. We're committed to equal opportunity regardless of race, color, ancestry, religion, gender, gender identity, parental or pregnancy status, national origin, sexual orientation, age, citizenship, marital status, disability, or veteran status. We are committed to an inclusive interview experience and provide reasonable accommodations to applicants with visible and invisible disabilities. We encourage applicants to share needed accommodations with their recruiter.

All Alloy jobs are listed on our careers page. Any communication during the recruitment process, including interview requests or job offers, will come directly from a recruiting team member with an alloy.com email address. We do not use outside applications or automated text messaging in our recruiting process. We will not ask for any sensitive financial or identification information during the recruiting process. If you're ever unsure, please contact us directly via our website before sharing personal information.

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