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B
BMO (Bank of Montreal)Chicago, IL
Application Deadline: 08/19/2025 Address: 320 S Canal Street Job Family Group: Commercial Sales & Service 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. Provides accurate financial analysis and risk assessment of new and existing customers. Develops credit information to make lending decisions on new, renewal and extension loans. Oversees preparation of concise, well reasoned credit correspondence. Partners with internal stakeholders for accurate, detailed client information. Minimizes BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions Exercises judgment to identify, diagnose, and solve problems within given rules. Negotiates transactions with clients and provides deal structuring expertise. Coordinates transaction closings with closing department, clients and attorneys. Oversees documentation and ongoing monitoring of asset and client performance. Builds effective relationships with internal/external stakeholders. May manage workflow of other analysts by aligning tasks with departmental goals and objectives. Acts as the prime subject matter expert for internal/external stakeholders. Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience. Recommends and implements solutions based on analysis of issues and implications for the business. Maintains current on financing trends in target clients' markets and communicate same to team members. Works independently and regularly handles non-routine situations. Qualifications: 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Deep knowledge and technical proficiency gained through extensive education and business experience. Verbal & written communication skills- In-depth. Collaboration & team skills- In-depth. Analytical and problem solving skills- In-depth. Data driven decision making- In-depth. Salary: $88,800.00 - $165,600.00 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

B
BMO (Bank of Montreal)Auckland, CA
Application Deadline: 08/21/2025 Address: 230 W. 7th St. Job Family Group: Commercial Sales & Service Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: To Boldly Grow the Good in Business and Life. Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate. Proactively develops and executes sales strategies to attract new business clients and expand existing relationships. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Generates appointments and opportunities to grow business results through targeted sales efforts. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Identifies prospective customers and cross-sells additional products and services to meet their needs. Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager. Understands the local market and proactively develops relationships with centres of influence. Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support. Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio. Answers inquiries and provides accurate information about business banking products and services. Understands customer needs and offers financial solutions that meet customer goals. Resolves or escalates issues. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides advice and guidance to assigned business/group on implementation of solutions. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Provides input into the planning and implementation of operational programs. Executes work to deliver timely, accurate, and efficient service. Supports the development and promotion of a business/group program. Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk. Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies. Strong experience with customer sales and service. Technical proficiency gained through education and/or business experience. Verbal & written communication skills- In-depth. Collaboration & team skills- In-depth. Analytical and problem solving skills- In-depth. Influence skills- In-depth. Data driven decision making- In-depth. Salary: $57,500.00 - $106,500.00 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

Engineering Manager, Banking Solutions-logo
Anchorage DigitalNew York, NY
At Anchorage Digital, we are building the world's most advanced digital asset platform for institutions to participate in crypto. Anchorage Digital is a crypto platform that enables institutions to participate in digital assets through custody, staking, trading, governance, settlement, and the industry's leading security infrastructure. Home to Anchorage Digital Bank N.A., the only federally chartered crypto bank in the U.S., Anchorage Digital also serves institutions through Anchorage Digital Singapore, Porto by Anchorage Digital, and other offerings. The company is funded by leading institutions including Andreessen Horowitz, GIC, Goldman Sachs, KKR, and Visa, with its Series D valuation over $3 billion. Founded in 2017 in San Francisco, California, Anchorage Digital has offices in New York, New York; Porto, Portugal; Singapore; and Sioux Falls, South Dakota. Learn more at anchorage.com, on X @Anchorage, and on LinkedIn. The mission of an Engineering Manager is to drive the healthy growth of the engineering organization. As an Engineering Manager, you are expected to help with hiring high-caliber Engineers to support the growth of the team, mentor and collaborate with team members to work toward their career goals, and drive the processes that can sustain a high-performance engineering team. Technical Skills: Refine engineering roadmap, drive operational excellence, and create technology strategy for your team. Showcase your expertise and judgement in tackling complex and ambiguous challenges, delivering scalable solutions. Focus on and prioritize the health, happiness, personal/professional progression of every member on your team. Complexity and Impact of Work: Lead a team of Engineers and take responsibility for their quality of execution, timeliness of delivery, impact, and growth. Be a mentor and advisor, providing coaching and feedback which levels up all those on your team. Organizational Knowledge: Take ownership over the quality of execution, timeliness of delivery, processes, impact and personal and professional growth for a single team. Work closely with Product Managers to define investment in our products, ensuring harmony between our product plans, the bandwidth of the team, the realities of the technical landscape and your plans for the growth and structure of the team. Communication and Influence: Work with other engineering managers, product management, people/recruiting, and the rest of engineering to drive team growth, retention, and hiring moving forward. Have a material influence on not only what Anchorage builds, but who builds it, taking ownership for the growth planning, recruiting and performance management of a team of Engineers. You may be a fit for this role if you: Have demonstrated experience managing, mentoring, and growing a geographically distributed team. Have real world experience building complex distributed systems. We mostly use Go, however languages can be learned. We really care about your engineering and management skills more than any specific language or framework. Enjoy building services from scratch and supporting them over a meaningful period of time. Genuinely care about code quality and test infrastructure. Prioritize end-user experience and business value over "cool tech." Have developed "computer science fundamentals", i.e. concurrency, algorithms, and data structures (Formal CS degree NOT required). Self describe as some combination of the following: creative, humble, ambitious, detail oriented, hard working, trustworthy, eager to learn, methodical, action oriented, and tenacious. Although not a requirement, bonus points if: You have experience with applied cryptography. In your mind the word "crypto" stands for cryptography, not cryptocurrency. You read blockchain protocol white papers for fun, and stay up to date with the proliferation of cryptoasset innovations. You have a background in the finance industry. You have professional experience with Go/Rust/TypeScript/Solidity You are familiar with optimistic & zero-knowledge tech Compensation at Anchorage Digital Compensation at Anchorage Digital is market-driven and data-informed. All full-time employees receive a market-leading salary, meaningful equity, and a generous perks and benefits package. Compensation Range: $212,000-$291,000 - this salary range may be inclusive of multiple job grades. This compensation range will be narrowed during the interview process based on skills, abilities, and experience required. We partner with third party firms annually to verify equity, cash, benefits, and perks benchmarks. Benefits: Anchorage Digital is proud to provide market-leading benefits and perks to our employees. We are only 1% of companies who offer 100% health, dental, and vision coverage for you and your dependents. This means no monthly out-of-pocket premiums for you or your family. We offer a wide range of benefits to our employees globally. You can learn more about our culture and perks and benefits here. About Anchorage Digital: Who we are The Anchorage Village, what we call our team, brings together the brightest minds from platform security, financial services, and distributed ledger technology to provide the building blocks that empower institutions to safely participate in the evolving digital asset ecosystem. As a diverse team of more than 300 members, we are united in one common goal: building the future of finance by providing the foundation upon which value moves safely in the new global economy. Anchorage Digital is committed to being a welcoming and inclusive workplace for everyone, and we are intentional about making sure people feel respected, supported, and connected at work-regardless of who you are or where you come from. We value and celebrate our differences and we believe being open about who we are allows us to do the best work of our lives. Anchorage Digital is an Equal Opportunity Employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or veteran status. Anchorage Digital considers qualified applicants regardless of criminal histories, consistent with other legal requirements. "Anchorage Digital" refers to services that are offered either through Anchorage Digital Bank National Association, an OCC-chartered national trust bank, or Anchorage Lending CA, LLC a finance lender licensed by the California Department of Financial Protection and Innovation, License No. 60DBO-11976, or Anchorage Digital Singapore Pte Ltd, a Singapore private limited company, all wholly-owned subsidiaries of Anchor Labs, Inc., a Delaware corporation. Protecting your privacy rights is important to Anchorage Digital, and we work to maintain the trust and confidence of our clients when handling personal or financial information. Please see our privacy policy notices here.

Posted 30+ days ago

F
First Horizon Corp.Raleigh, NC
Location: On site at location listed in job posting. 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

Head Of Fair And Responsible Banking-logo
SofiSan Francisco, CA
Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role: The Head of Fair and Responsible Banking is a key member of the Compliance senior leadership team responsible for designing, implementing, and overseeing the enterprise-wide strategy for fair lending, responsible banking, and consumer complaint management. This role leads the fair lending advisory and analytics functions, which ensures that all business practices are aligned with fair lending regulatory expectations and internal standards. The role will also provide strategic direction, subject matter expertise, and oversight for the broader fair banking practices and consumer complaints. This leader will partner with lines of business, compliance, risk and legal teams to proactively identify risks, provide credible challenge, and implement sustainable solutions. The successful candidate will bring deep fair lending, responsible banking and complaints oversight regulatory expertise, analytical acumen, and a passion for embedding responsible banking concepts into financial products, services, and operations. What you'll do: Strategic Leadership Develop and lead the bank's Fair and Responsible Banking program, ensuring alignment with regulatory requirements, enterprise risk appetite, and core values Serve as the enterprise subject matter expert on fair lending, UDAAP, and related consumer protection laws (e.g., ECOA, FHA, regulatory guidance) Provide strategic and operational leadership to the Fair Lending Advisory, Fair Lending Analytics, Responsible Banking, and Complaints Management Oversight teams Build, lead, and mentor a team of highly experienced compliance professionals and data scientists focused on all aspects of fair and responsible banking Fair Lending Advisory Maintain and execute the fair lending program Lead a team of experienced fair lending officers to execute the program Act as subject matter expert to both the first and second lines, regarding fair lending risk and oversight expectations Advise compliance, risk, product, credit, marketing, etc., teams on fair lending risks across the lending lifecycle Design and execute the fair lending risk assessment Design and execute fair-lending related review and monitoring activity Ensure appropriate and effective fair lending training across the organization Fair Lending Analytics Maintain and execute the fair lending analytics program Lead a team of data scientists to execute the program Act as subject matter expert to both the first and second lines regarding fair lending analytics and ongoing monitoring processes and oversight expectations Oversee the use of advanced statistical and analytics tools to detect and monitor fair lending risk Responsible Banking Maintain and execute the responsible banking program Lead a team of responsible banking officers to execute the program Design and execute the responsible banking risk assessment Act as subject matter expert to both the first and second lines regarding responsible banking risk and oversight expectations Ensure appropriate and effective responsible banking training across the organization Complaints Management Oversee the enterprise complaints management program, ensuring robust intake, analysis, resolution, and escalation processes. Analyze complaint trends to identify systemic issues and opportunities for product or service enhancements Implement effective regulatory complaint response policies Report findings to senior management and help drive root-cause remediation efforts Governance, Reporting, and Regulatory Engagement Prepare and present reports, metrics, and risk assessments to the Board, Risk Committees, and regulators Lead responses to regulatory examinations, inquiries, and feedback related to fair and responsible banking and complaints oversight What you'll need: Deep, applied knowledge of federal and state fair lending and consumer protection laws and regulations (e.g., ECOA, FHA, UDAAP, etc.) 15+ years directly leading fair lending and responsible banking programs at mid to large sized national banks 10+ years directly leading fair lending analytics teams 10+ years applying fair lending concepts to mortgage products and processes (additional experience in the 1LOD preferred) 10+ years applying fair lending concepts across multiple other products and processes (personal loans, student lending, card, auto) 10+ years applying responsible banking concepts across a broad range of banking and financial products and services 7+ years directly leading enterprise complaints oversight programs and broad understanding of a range of associated regulations (Reg E, Reg Z, Reg DD, etc.) Proven ability leading large, highly experienced, teams of compliance officers and data scientists Significant experience leading relationships with regulatory agencies (e.g., CFPB, OCC) Strategic thinker with strong solutions-focused business acumen and ability to influence across all levels of the organization Proven ability to build collaborative relationships with cross-functional partners Strong written and verbal communication skills. Comfortable presenting to and advising executive leadership and regulators High integrity, ethical judgment, and commitment to advancing financial inclusion and fairness Experience operating in a fast-paced, growth-oriented company Nice to have: Bachelor's degree or advanced degree in related field Experience working in a bank 1LOD Certification in compliance or risk management (e.g., CRCM, CCEP, FRM). Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! Pay range: $182,400.00 - $313,500.00 Payment frequency: Annual This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above. SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights SoFi is committed to embracing diversity. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

Posted 2 weeks ago

VP, Digital Banking Experience & Innovation-logo
Space Coast Credit UnionMiramar, FL
Space Coast Credit Union (SCCU), the largest state charted credit union in Florida, is looking for an VP, Digital Banking Experience & Innovation to join our ONESCCU team at our Baytree Headquarters or Miramar Operations Center! SCCU has been in business for over 70 years, has over 8 billion dollars in assets and WE ARE GROWING! Our Members are our top priority and we stand behind our Brand Promise: Honest People, Trusted Products, Time Valued. We offer a rich benefits package and career advancement opportunities. SCCU Team Member Benefits: ONESCCU annual bonus available! Hybrid Work Schedule with 2 days in office required Medical, Dental & Vision Insurance HSA (Health Savings Account) with SCCU matching contribution SCCU Paid Long Term and Short Term Disability coverage SCCU Paid Term Life Insurance Employee Assistance Program (EAP) Paid Time Off 401(K) Pre-Tax Savings Plan with SCCU match- 100% of the first 5% of employee contributions Tuition Reimbursement Program after 1 year of service SCCU Team Member financial discounts & perks (save money every month!): Loan Discounts - Mortgage, 2nd Mortgage, Auto, Motorcycle, Boat, etc. / GAP coverage at half price Fixed low rate credit card- 5.99%, if approved FREE Identify Theft Protection! No fee SCCU accounts Position Summary The VP, Digital Banking Experience & Innovation oversees, directs, and executes company strategy for the strategic design, development, and optimization of the Credit Union's online banking platform and mobile application. This position provides the leadership, management, and vision necessary to deliver an innovative, intuitive, secure, and member-centric digital banking experience that drives member engagement, growth, retention, and operational efficiency. VP, Digital Banking Experience & Innovation Duties and Responsibilities Develops and implements the strategic direction for all aspects of digital banking, including online banking, mobile applications, and emerging digital channels in alignment with organizational strategy and objectives. Leads cross-functional initiatives to enhance digital product offerings, user interface design (UI), user experience (UX), functionality, and performance of the Credit Union's digital platforms. Oversees the full lifecycle of digital product development from concept to launch, ensuring seamless integration with core systems, third-party services, and cybersecurity requirements. Ensures compliance with laws, regulations, cybersecurity standards, privacy laws, and internal policies governing digital banking platforms. Analyzes member feedback, market research, usage analytics, and competitive trends to continuously refine and optimize the Credit Union's digital banking capabilities. Develops a product lifecycle and roadmap for digital platform enhancements, including adoption of new technologies such as biometrics, AI-driven personalization, voice banking, and payment innovation. Collaborates closely with Information Technology, Marketing, Risk, Operations, and Lending to align digital initiatives with enterprise priorities and ensure operational excellence. Develops digital adoption strategies and campaigns to promote utilization among members and enhance member satisfaction. Leads vendor selection, contract negotiation, and management for digital banking platforms, third-party applications, and technology providers. Ensures ongoing monitoring, performance analysis, and reporting for digital platforms to identify improvement opportunities and ensure service level excellence. VP, Digital Banking Experience & Innovation Minimum Qualifications Ten (10) years of leadership experience required in digital banking, digital product management, fintech, or equivalent fields in a financial institution or technology company. Bachelor's degree or equivalent experience required in business administration, digital product management, information technology, user experience design, or related fields. Master's degree preferred. Proven experience designing and launching member-facing digital platforms and driving digital transformation initiatives. Experience implementing digital solutions compliant with cybersecurity standards, NCUA, CFPB, and privacy regulations.

Posted 30+ days ago

Team Lead Business Banking Relationship Manager-logo
Keybank National AssociationTacoma, WA
Location: 1101 Pacific Avenue - Tacoma, Washington 98402 JOB BRIEF (PURPOSE) The Team Lead Business Banking Relationship Manager reports to the Business Banking Sales Leader (BBSL). The position provides coaching support to assigned Business Banking RM team in addition to individual goals. The Team Lead position focuses team and own efforts on the acquisition of new clients and expanding share of wallet of existing client portfolio of businesses with annual sales from $3 to $10 million. Develops centers of influence in the market that can be leveraged into profitable relationships. Develops strategic relationships with all Key lines of business in order to effectively refer business and leverage partnerships to deepen and enrich the client experience. Effectively manages the client relationship by selling and promoting a broad array of appropriate financial products and services, providing pertinent financial information to clients and identifying/referring cross-marketing opportunities to meet the clients' need and become their trusted advisor. Researches and fully understands competitors' strengths/weaknesses and product offerings/pricing. ESSENTIAL JOB FUNCTIONS The role of the Business Banking Relationship Manager (BBRM) is to develop new and expand existing client relationships by consistently delivering the BB value proposition (clients bank at Key because their business is understood, their time is valued and solutions are provided to simplify their lives). The BBRM will be responsible for functions that align with the Key Sales Process and Consultative Sales Process Framework (Opportunity Management, Needs Assessment, Present/Pitch, Fulfillment, and Follow Up) in daily work to create a positive Client Experience. This includes: Sales Coaching Coaches to the segment value proposition and defined client experiences and directs the team sales efforts through utilization of consistent sales processes/tools including a disciplined approach to prospecting, development of internal/external centers of influence and follow-up to leads. Coaches each Business Banking Relationship Manager (BBRM) to fully appreciate, understand and be able to deliver solutions that meet the client's comprehensive needs, based on the review and analysis of personal and financial data gathered through Relationship Reviews, the Desktop and personal meetings. Participates in joint calls with BBRMs to enhance selling skills and uncover opportunities. Executes a consistent, disciplined sales management process through coaching and actively identify and manage a robust pipeline. Conduct team meetings to distribute line of business information and share best practices. Partner with BBSL to pre-flight complex credit deals and work with credit campus as needed. Support initiatives defined through market activities (i.e. Team to Win) Opportunity Management Develops and maintains an in-depth knowledge of products and services as well as knowledge of competitors and competitive products. Employs a disciplined approach to prospecting; documents calling efforts. Builds client referral pipeline via identification and development of internal and external centers of influence. Actively participates in Community organizations to source business development opportunities and demonstrate Key's commitment to the local community. Proactively provides client solutions by contacting leads identified in the Desktop. Needs Assessment Develops a comprehensive understanding of client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Desktop and personal meetings. Delivers distinctive service by completing annual relationship reviews with all "focus" clients, consistently updates the Desktop with current client data, call summaries, etc Brings other Key business partners to the table to deepen the relationship. Present/Pitch Promotes and cross-markets products and services to clients by keeping clients informed of products, services, special promotions, and provides appropriate financial solutions via consultative review and proactive contact. Makes joint calls with Branch Managers to enhance their selling skills and uncover consumer opportunities. Fulfillment Actively listens to concerns, presents a clear concise picture and provides the client with a targeted solution to close the sale. Functions as client's credit sponsor with Business Service Center to facilitate the underwriting process and credit approval. Ensures that new customer relationships consistently meet all compliance requirements; ensures all documents with loan are completed, correct and sent with loan documentation; works to resolve all loan document exceptions; understands how and why an exception occurred. Follow-Up Ensures ongoing contact with new clients to enhance client's initial experience with Key Aggressively grows and maintains a profitable book of business by successfully closing deals to meet or exceed individual and District revenue, contribution, fee income, loans and deposit goals. MARGINAL OR PERIPHERAL FUNCTIONS Provides feedback to corporate partners regarding new product development. Coaches Branch employees to enhance Business Banking selling skills/ knowledge REQUIRED QUALIFICATIONS Demonstrated ability to provide business development coaching support. Ability to balance and organize priorities. Undergraduate degree in business/related field or equivalent work experience. A minimum of 3 years of commercial lending experience. A minimum of 3 years of demonstrated sales and business development experience with proven results. Strong customer service skills. Excellent verbal and written communication skills and strong presentation skills. In depth knowledge of financial products and banking regulations. Demonstrated experience with and broad understanding of personal and commercial financial statements. Proven experience with and comprehensive understanding of commercial lending and small business operations. Proficient in personal computer applications. COMPETENCIES/SKILLS Action Oriented: Enjoys working hard; is action oriented and full of energy for the things he/she sees as challenging; not fearful of acting with a minimum of planning; seizes more opportunities than others. Business Acumen: Knows how businesses work; knowledgeable in current and possible future policies, practices, trends, and information affecting his/her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace. Customer Focus: Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; acts with customers in mind; establishes and maintains effective relationships with and gains their trust and respect. Presentation Skills: Is effective in a variety of formal presentation settings; one-on-one, small and large groups, with peers, direct reports, and bosses; is effective both inside and outside the organization, on both cool data and hot and controversial topics; commands attention and can manage group process during the presentation; can change tactics midstream when something isn't working. Process Management: Good at figuring out the processes necessary to get things done; knows how to organize people and activities; understands how to separate and combine tasks into efficient work flow; knows what to measure and how to measure it; can see opportunities for synergy and integration where others can't; can simplify complex processes; gets more out of fewer resources. Drives for Results: Can be counted on to exceed goals successfully; is constantly and consistently one of the top performers; very bottom-line oriented; steadfastly pushes self and others for results. Negotiating: Can negotiate skillfully in tough situations with both internal and external groups; can settle differences with minimum noise; can win concessions without damaging relationships; can be both direct and forceful as well as diplomatic; gains trust quickly of other parties to the negotiations; has a good sense of timing. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $155,000 to $171,000 annually depending on location and 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. Job Posting Expiration Date: 07/20/2025 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 30+ days ago

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

Posted 30+ days ago

S
Stephens Inc.Atlanta, GA
Title: Investment Banking Summer Analyst (Summer 2026) Start Date: Summer of 2026 Locations: Atlanta, Dallas, Little Rock, New York Salary: $3,000 Semi-Monthly STEPHENS INVESTMENT BANKING SUMMER ANALYST PROGRAM Our Investment Banking Summer Analyst Program provides internships for undergraduate and graduate students. They receive extensive training and on-the-job experience about the life of an Investment Banking Analyst, while making meaningful contributions to the Stephens team. In this generalist program, our summer interns work on pitches and live deals with analysts and bankers of every seniority level. Strong performing interns may have the opportunity to become full-time employees with Stephens upon graduation. ABOUT STEPHENS In operation since 1933, we are among a small group of the nation's largest family-owned diversified financial services firms, privately held by the Stephens family. This distinction allows us to prioritize doing what is right for our clients and concentrate on a long-term strategy. In addition to investment banking services, Stephens provides wealth and investment management, fixed income and equities trading and sales, insurance and risk management, public finance, and private capital. We have a national presence with strategic locations across the U.S. and in Europe. Our Investment Banking team has a superb track record of adding value for small and middle market companies, as well as global organizations, across all major sectors and with deep expertise on the subsector level. Our investment banking professionals have a collaborative approach to addressing the M&A and capital needs of our clients and regularly coordinate with transatlantic colleagues on active and prospective projects. These include some of the most successful public and private companies in business today. OUR CULTURE We draw from a team of expert bankers with extensive knowledge in the areas they serve. The consistency of the advice that we provide stems from the tenure of this highly experienced team. On average, our senior bankers have more than a decade of service at Stephens. This reflects the supportive and stable atmosphere at Stephens, which exists alongside a rigorous commitment to achieving excellent client service and maintaining a reputation for focusing on relationships over transactions. We think like owners, on behalf of our clients. Senior bankers at Stephens take an active and authentic interest in cultivating positive experiences for summer interns during the program. Numerous former interns have become long-tenured employees in Investment Banking and other lines of business at the firm. Whether our Investment Banking interns stay at Stephens or move on to other opportunities, we know firsthand the unique value of this mutually beneficial program. ESSENTIAL DUTIES AND RESPONSIBILITIES Summer interns have a broad array of responsibilities that are executed alongside our veteran bankers, as well as the senior management teams of our clients. These tasks include: Assisting in the development of detailed financial analysis for various types of transactions. Assisting in the development and composition of presentation materials including: tailored pitch books, Confidential Information Memorandums and other marketing materials. Assisting in conducting quantitative and qualitative industry research and analysis. Performing other operational and administrative tasks as needed. EDUCATION Undergraduate coursework in Finance or Accounting preferred KNOWLEDGE, SKILLS & ABILITIES Strong interpersonal skills Excellent verbal and written communication skills, effective team player and a commitment to excellence Analytical, critical thinking and problem solving skills with the ability to determine the appropriate action Self-starter with the ability to manage time effectively, prioritize work to balance multiple projects, and meet deadlines with minimal supervision Attention to detail with emphasis on accuracy and quality Outstanding record of academic achievement Demonstrated interest in accounting and finance Math and analytical aptitude must be exceptional High level of personal integrity and work ethic Ability to maintain confidentiality Advanced computer skills in Microsoft Word, Excel, PowerPoint and Access Ability to accurately read, interpret and communicate large volumes of numbers and data stephens.com/investment-banking · Little Rock · Atlanta · Boston · Chicago · Dallas · Frankfurt · London · New York · Washington, DC For benefits information, please visit: https://www.stephens.com/careers/benefits

Posted 2 weeks ago

Electronic Banking Specialist I (Hybrid Eligible: AZ, KS, MO, NM)-logo
Enterprise Bank & TrustSaint Louis, MO
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: Electronic Banking Specialist I (Hybrid Eligible: AZ, KS, MO, NM) Job Description: Essential Duties and Responsibilities: Reviews and processes transactions from the Risk Fraud Analytics queue according to established policies. Reviews and processes any additional fraud or security alerts as assigned. Works with our Zelle users on fraud disputes, research, maintenance and compliance. Processes new Online Banking account set ups, additions and deletions. Processes Online Banking and Bill Pay contact information maintenance. Troubleshoots and research all issues related to Online Banking and Bill Pay. Troubleshoots and research Remote Deposit Capture issues including assisting with scanner installs. Works numerous reports to ensure Online Banking information is kept current. Works with other departments on escalated online banking, mobile banking, and bill pay concerns. Resolves customer issues effectively. Assists in audits and examinations. Serves as backup to the Treasury Management Support Specialist which requires an advanced knowledge of Treasury Management products. Completes Change of Address request submitted online. Works closely with Fraud and Security Department. Performs other duties as assigned. Qualifications: Strong knowledge of Electronic Banking Strong verbal and written communication skills Strong knowledge of Regulation E Ability to develop strong working relationships and interact well with employees at all levels of the organization is essential to success Be motivated and open to change Ability to meet multiple time sensitive deadlines in a fast paced environment Excellent time management and organizational skills Demonstrate flexibility, versatility, commitment, and good judgment Proactively reach out or discover resources to determine solutions Ability to work well in a team environment that promotes inclusiveness and communication among team members with a constructive, respectful attitude Education and/or Experience: Three or more years of related experience High School Diploma or GED required Computer and Software Skills: Microsoft Office Google Mail Salesforce Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at hr@enterprisebank.com. Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE.

Posted 30+ days ago

Executive Assistant, Investment Banking-logo
Canadian Imperial Bank of CommerceNew York, NY
We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What You'll Be Doing The Executive Assistant will provide administrative support to key senior members of the US Investment Banking Team in New York. This individual will possess excellent organizational, communication and presentation skills with the ability to interact directly with Senior Executives and high-level clients. At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. How You'll Succeed Administrative support: Organize the Managing Directors using independent judgment, discretion and diplomacy, and make day-to-day administrative and operational decisions on his/her behalf Coordinate and prioritize the daily activities, identifying potential problems and shifting priorities Project a professional image to visitors and CIBC personnel by providing prompt courteous information and assistance Greet scheduled visitors and direct/escort them, as appropriate Answer department telephone calls in a professional manner and provide information and/or redirect the caller appropriately Coordinate schedules, meetings, conference calls and appointments, and manage heavy travel schedules and reservations (air, hotel, ground transportation) Participate in department event planning including: catering for large department events, confirmation of attendee list, choosing a vendor, recommend food options, complete orders, arrange for delivery all within budget Manages equipment and office supplies, including: Service Now requests for all employees, equipment repairs, stationery orders, business cards, facilities issues, etc Maintain tracking of all expenses and invoices Compose routine correspondence, and prepare/route incoming and outgoing correspondence, including e-mail and faxes Liaise with assistants from multiple teams across the firm Assist with any ad hoc projects Technology/equipment support (set up, maintenance and repairs): Provide daily technology support and maintenance of printers, scanners, photo copiers, telephones, blackberries, and computers in accordance with CIBC policies Investigate ad hoc system/software problems. Prepare, submit, track and escalate Service Now requests to ensure all technology issues and requests are addressed in a timely manner. Liaise and trouble shoot with various technology support groups when escalating urgent matters. Use sound judgment to ensure the correct solution is identified and implemented Disseminate technology information, as required, to department personnel Track and manage inventory of all department hardware and software Work with external vendors, suppliers and technical support to ensure efficient department operations Act as a resource to department users and coordinate training on new equipment Maintain current knowledge of hardware, software applications and corresponding policies at CIBC Who You Are Values matter to you. You bring your real self to work and you live our values - trust, teamwork and accountability. You can demonstrate experience with: A minimum of 5+ years of Administrative experience in a corporate environment Good interpersonal and customer relationship management skills to deal effectively with a range of people at all levels Ability to handle multiple tasks within a very fast-paced financial services company Proficient in Microsoft Word, Excel and PowerPoint Excellent organizational skills Strong communication skills, both written and oral, requiring tact, diplomacy and discretion, as well as the ability to maintain confidentiality Good interpersonal and customer relationship management skills to deal effectively with a range of people at all levels Strong attention to detail Highly motivated self-starter, able to work independently with minimum direction and identify solutions to problems that arise Strong technical skills to support maintenance of office equipment, Ability to exercise good judgment to resolve a wide variety of issues and problems Ability to manage multiple priorities Ability to work in a team environment You embrace and champion change. You'll continuously evolve your thinking and the way you work in order to deliver your best. Your influence makes an impact. You know that relationships and networks are essential to success. You inspire outcomes by making yourself heard. You're digitally savvy. You seek out innovative solutions and embrace evolving technologies. You can easily adapt to new tools and trends. You're driven by collective success. You know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together to create a shared vision. #LI-TA California residents - your privacy rights regarding your actual or prospective employment At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $85,000 - $100,000 for the New York, NY market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members. Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring pro What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. Subject to plan and program terms and conditions What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location NY-300 Madison Ave., 8th Floor Employment Type Regular Weekly Hours 40 Skills Accountability, Administrative Support, Decision Making, Event Management, Interpersonal Communication, Multitasking, Office Administration, Organizational Efficiency, Travel Coordination

Posted 1 week ago

Director Of Commercial Banking - Maine-logo
Camden National CorporationPortland, ME
Live here. Play here. Bank here. Work here. If you're looking to build your career at a forward-thinking organization with deep community roots and a vision for growth, success, and giving back, you've come to the right place. Get to know us: We're your local community bank-and have been since 1875-that is committed to providing excellent customer service and giving back to our communities. We foster a collaborative, inclusive work environment as part of a close-knit team where your voice is valued and heard. Our highly engaged employees are rewarded for their performance and have ample opportunities for cross-training and advancement within the organization. We've been named one of the best places to work in Maine, and offer robust benefits focused on your holistic well-being. __ Position Summary: The Director of Commercial Banking (DCB) is responsible for leading all commercial business development efforts within a specified geographic region (the State of Maine). DCBs may have direct reports that consist of commercial loan officers (CLO) and, when applicable, Commercial Market Managers (CMM). DCBs also may be required to have specific industry knowledge and experience and have demonstrated leadership in an industry. This position reports directly to the Executive Vice President of Commercial Banking. Essential Duties and Responsibilities: Creating, leading, and implementing business development plans that align with the overall objectives and goals of Camden National Bank. Providing ongoing reporting on plan and goal status. Managing own efforts, as well as the efforts of CLOs and CMMs within the region or industry specialty, toward meeting or exceeding targeted production, pricing and profitability goals. Directing all sales activities for self and all direct reports including, prospect strategy, pricing strategy and adherence, collaborative calling efforts and sales pipeline management. Delivering a high-quality customer experience demonstrated by customer retention and referrals, repeat business, survey results and net promoter score, (NPS). Responsible for the overall credit quality of the market's commercial loan portfolio. Specifically, work individually and directly with the CLOs in the market to ensure that lending policies are adhered to or, in the cases where there are exceptions, the increased risk is mitigated appropriately, and the bank is compensated for the additional risk. Collaborating with the Credit personnel, Commercial Administration Team manager, and Director of Treasury Management to ensure efficient workflow that leads to superior customer experiences. Directly participating in the analysis of all self-generated loan opportunities, as well as those loan opportunities of CLOs within the region or industry that require or need additional oversight. Lead calling activities individually, as well as jointly with CLOs, Credit, Retail, Treasury Management and Investment Management personnel. Coordinating, through attorneys and Commercial Administration Team personnel, the production of all commercial loan documentation for self-generated loans. Actively managing, either directly or through the collaborative efforts of others within the Commercial Administration Team, all commercial relationships assigned to the DCB. This includes cash flow forecasting, budget development, collection efforts when needed, credit file maintenance, site visits and loss mitigation efforts when applicable. Also leads the efforts of others within the region to do the same. Frequently represent Camden National Bank at various business, community and social functions. Actively involved, at leadership level positions, with non-profits within the region, state or industry group. Supervisory Responsibilities: Directly manage a team of CLOs and/or CMMs within a region or industry specialty. In this capacity the DCB is responsible to carry out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, training, supporting individual development plans through coaching and mentoring; planning, assigning, and directing work efforts; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems; and succession planning. Basic Qualifications: Qualified candidates will possess a bachelor's degree and have five years of related experience and/or training; or an equivalent combination of education and experience Proven ability to successfully communicate, interact, lead, and build effective relationships in essential Demonstrated management and supervisory skills Sales leadership experience Financial and credit analysis experience Preferred Qualifications: Bachelor's degree in finance, business or related field Master's Degree Skills and Abilities: Strategic Business Development: Track record of growing full customer relationships. Continually applies strategic thinking. Able to both develop, implement and track plans that carry out strategic initiatives. Customer Focus: Keep customers as a top priority and make business decisions that balance the needs of the customer with the Bank's goals and objectives. Actively listen to customers and lead by example the efforts of others to creatively solve customer issues. Communication: Able to effectively communicate before sizable groups of people, both within and outside the organization. Able to clearly communicate the vision of Camden National Bank, as well as key strategic initiatives to others. Persuasive and able to influence others, comfortable and effective in communicating upward. Results Orientation: Set aggressive goals and develops actionable plans that have specific schedules for completion. Have a sense of urgency and hold self and others accountable for agreed-to goals. Champion of Change: Must contribute to, and enthusiastically embrace, change within the organization. Must be able to lead others to do the same. Project Management Skills: Possess and demonstrate superior project management skills. Proven track record of leading or adding significantly to project teams, both within the region or on an organizational level. Leadership Skills: Show ability to influence and lead others using expertise, charismatic skills, and legitimate authority. Maximize stakeholder engagement and motivation. Supervisory Skills: Successful track record of goal attainment both as an individual producer and in a leadership role Ability to work collaboratively at all levels of the organization Ability to lead others through change The statements contained herein reflect general details as necessary to describe the principle functions for this job, the level of knowledge and skill typically required, and the scope of responsibility, but should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or to equalize peak work periods to balance workloads. ____ Our comprehensive total rewards package offers something for everyone! Robust medical, dental, and vision insurance packages Generous time off, including paid federal holidays and paid day off for your birthday 401(k) retirement savings plan Tuition reimbursement, professional development, and career growth opportunities Employee assistance program Comprehensive wellness program Pursue a career at Camden National Bank and apply today. We can't wait to hear from you! _ ____ We are guided and inspired by our Core Values: Honest and Integrity above all else Trust built on fairness Service that creates remarkable experiences Responsibility to use our resources for the greater good Excellence through hard work and lifelong learning Diversity realized through inclusion and respect Equal Opportunity Employer Employment with Camden National is on an at-will basis, meaning employment is not guaranteed for any specific period of time, and any employment relationship established may be terminated by either party at any time, for any reason, with or without notice. Completion of an employment application is not a contract, express or implied, guaranteeing employment. Camden National Bank is an Equal Opportunity Employer and does not discriminate on the grounds of race, color, religion, sex, sexual orientation, including gender identity and gender expression, national origin, citizenship status, age, disability, genetic information or veteran status. Learn more about why employees love working at Camden National Bank!

Posted 30+ days ago

Investment & Corporate Banking - Industrials & Diversified Industries, Analyst-logo
Mizuho Financial groupNew York, NY
Investment & Corporate Banking Analysts are directly involved in the design, origination, structuring and execution of mergers & acquisitions, financial advisory, global capital markets, financial risk management, structured & syndicated finance, and other global products and services for existing and prospective clients. An Analyst is expected to understand the implications, identify key industry and product trends and provide input on pitch and deal material to enhance the ultimate deliverable. Analysts are assigned to a variety of projects and are given a broad range of responsibilities, some of which include: Conduct extensive quantitative economic, industry and company research and analysis Draft and prepare pitch books with detailed industry materials for multiple Industrials sub-sectors Conduct and model a broad range of corporate finance alternatives and due diligence for client transactions including M&A, strategic alternatives, capital structure development, acquisition finance and syndicated loan and capital market financing Evaluate risk/return parameters of financing transactions Financial modeling, valuation, comparable & relative value analyses and market-specific analysis Facilitate and coordinate product group idea generation and solutions development across a broad platform of global capabilities Draft client pitches and marketing materials including M&A, syndicated bank financing, public/private debt & equity capital markets, and other internal documentation by coordinating internal and external resources Assist in financing structuring, underwriting transaction evaluation, preparation, due diligence and execution Assist in the development and continued cultivation of client relationships Qualifications: Bachelors degree in Finance or Economics and a minimum of 1 years investment banking, corporate finance, and capital markets experience with a top tier global bank Strong interest and understanding of the Industrials industry; experience with banking transactions related to the Industrials industry is a huge plus Knowledge of corporate finance, securities, financial markets and risk & pricing analysis Ideally will have experience in the general industrials sector Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions Ability to manage multiple projects simultaneously Ability to work under pressure and adhere to tight deadlines Strong written and oral communication skills and ability to convey ideas Creativity and intellectual curiosity Ability to work independently and must be able to work effectively in a team environment Proficiency with FactSet, CapitalIQ, Bloomberg, Microsoft Office Series 79 & 63 NOTE: This Job Description is not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with this job. Additionally, the contents of this Job Description may be modified or expanded by the Bank over time. The expected base salary ranges from $110K - $130k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. #LI-Onsite Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.

Posted 30+ days ago

Branch Banking Relationship Manager-logo
Dime Community BankHauppauge, NY
Summary: Dime Community Bank (Dime) is currently hiring for a Branch Banking Relationship Manager (RM) at its Headquarters in Hauppauge, Long Island. The Branch Banking Relationship Manager (RM) is responsible for cultivating and growing a portfolio of business banking clients within the branch market assessment area. The role will manage a portfolio of existing business relationships, with a focus on new business development/client acquisition, expansion of existing relationships, and client retention. The Branch Banking RM will work with the Branch Regional Managers and Branch Managers with loan requests and sizing deals. The goal is to support and execute against the segment strategy, and contribute to net deposit growth, loan production, and expansion of revenue generating cash management products and services. The Branch Banking RM will also collaborate with bank partners within their assigned markets, in delivering an excellent client experience, looking for future growth opportunities in both loans and deposits. Salary commensurate with experience, ranging from $90,000 to $130,000 annually. The exact compensation may vary based on relevant experience, skills, education, training, licensure and certifications, and location. All applicants must attach a recent resume. This is not a remote role. This is a hybrid role (4 days in office/1 day remote). Responsibilities: Contribute to growth by supporting the Branch Regional Managers and the Branch Managers. Focus on new to bank business relationships, deposit growth, loan production, and referrals to Treasury Management (TM) with goal of fee income and relationship banking. Negotiate terms, structure and pricing of loan products based on risk evaluation as well as compliance of Dime's credit policy. Work closely with Retail Branch network, Underwriting and Relationship Support Specialists to deliver high level of client experience and value to the clients that we serve. Support peers and colleagues by skillfully listening to client needs and identifying business banking growth opportunities. Help with loan structures and sizing deals. Source opportunities and present effective new deal memos and credit memos for consideration. Work with credit officers and Director of Business Banking to negotiate quality loans within our established policy and guidelines. Maintain client records and workflows in Sageworks. Effectively identify and cross sell value-added Treasury Management solutions to clients. Ensure and uphold operational integrity amongst team by complying with all regulations, policies, and procedures. Qualifications: Minimum 3+ years' specific Business Banking Relationship Management sales experience, including developing and managing business relationships. Understanding of different TM products and services, with the ability to identify TM needs and offer solutions required. Commercial lending experience, with ability to analyze, package, and present prospective financing opportunities to senior leadership and credit up to $5 million total credit exposure. Proven track record of business development success, commercial loan origination, and relationship management skills. Advanced degrees (Associate, Bachelor's, and/or Master's) preferred. High School diploma or GED required. Some combination of coursework and experience, or extensive related professional experience, is eligible for consideration. Strong knowledge of business banking, bank profitability, commercial lending, and TM products; possess a general understanding of operations (audit, compliance, fraud, loss, risk). Sound business development skills and business management orientation. Proficiency in Microsoft Office (Excel, Outlook, Word, and PowerPoint). Strong time management, task prioritization, multi-tasking, and attention to detail. Good interpersonal skills working with loan officers, credit officers, clients, and legal counsel.

Posted 1 week ago

Chief Of Banking Regulation And Supervision (Compliance And Regulatory Manager 2)-logo
State of OregonSalem, OR
Initial Posting Date: 08/04/2025 Application Deadline: 08/31/2025 Agency: Department of Consumer & Business Services Salary Range: $7,353 - $11,373 Position Type: Employee Position Title: Chief of Banking Regulation and Supervision (Compliance and Regulatory Manager 2) Job Description: The Department of Consumer and Business Services, Division of Financial Regulation is seeking an experienced leader to serve the Chief of Banking Regulation and Supervision. Here's what you will do: As the Chief of Banking Regulation and Supervision, you will provide leadership and direction for the staff of bank examiners and support personnel in the Community Banking program. Duties include: Working with stakeholders, consumer advocates, and staff to develop legislation and rules Advising senior division and department management on policy issues involving banking and regulations Providing counsel and expertise to the staff, deputy administrator, administrator, and director Speaking for the Administrator on matters of policy concerning the program Participating in strategic planning, policy discussions, and operation decisions that have statewide implications for consumers, businesses and other stakeholders Acting with the administrator's authority in nationwide initiatives to advance Oregon's and the department's policy interests For a complete listing of the duties and responsibilities of this position, please review the position description by clicking here. Our mission... To equitably protect and empower consumers and workers while maintaining a predictable yet innovative regulatory environment for the businesses we regulate. The Department of Consumer and Business Services (DCBS) is a progressive business regulatory state agency dedicated to the mission of protecting and serving Oregon's consumers and workers while supporting a positive business climate. The department administers state laws and rules governing workers' compensation, occupational safety and health, financial institutions, insurance companies and building codes. The department has consumer protection and education programs, offices, and ombuds to help consumers, injured workers, and businesses. This position is with the Division of Financial Regulation (DFR). DFR's mission supports that of the department by protecting Oregonians' access to fair products and services through education, regulation, and consumer assistance. The division is responsible for ensuring the safety and soundness of financial institutions, the availability and affordability of financial products, and the fair treatment of consumers. Functions include licensing, regulating, and monitoring the conduct of banks, credit unions, financial services providers, health care service contractors, insurance companies, and licensed or registered agents of such entities. This is a management service position and is not represented by a union. What's in it for you: Rewarding work in a productive and creative environment Colleagues who are passionate about public service Work/life balance, 11 paid holidays a year, and a competitive benefits package Advancement and learning opportunities that will help grow your career with the State of Oregon Possible eligibility for the Public Service Loan Forgiveness Program This position is eligible to telework on a part-time basis once the incumbent has gained the proficiency to perform work independently. However, regular, scheduled office hours are also required. Here's what you need to qualify: Minimum Qualifications: Six years of supervision, management, or progressively related experience OR Three years of related experience and a bachelor's degree in a related field Requested Skills: Expertise in banking regulation and examination Knowledge of the business of banking and community banks Experience managing financial examiners and other professional staff Strong oral and written communication skills Expertise in managing industry, consumer, legislative, and other stakeholders Application information: A resume and cover letter are required for this job posting. Please attach them in the "Resume / Cover Letter" section of the application. Please ensure that you clearly demonstrate in your application materials that you meet the qualifications and requested skills listed above and that you follow all instructions carefully. Only complete applications received by the posted application deadline date will be considered. You may be asked to submit a skills assessment, a writing sample, or a video interview as part of the application screening process. Additional information: Per the Pay Equity Law passed in 2017, a pay equity analysis will be conducted to determine what pay step the successful candidate will be offered. The analysis will be based on the relevant experience, education, training, and certifications documented in the application materials. On average, candidates new to state service will most likely be offered compensation in the lower to mid-level of the salary range. The salary range listed is the non-PERS eligible rate. If you're already a participating PERS member or once you become PERS eligible after 6 months of employment, the salary range will increase by 6.95% and the required 6% employee retirement contribution will be deducted from your pay. The successful candidate must have a valid driver's license and a satisfactory driving record. Before an offer of employment, DCBS may request that you provide an official driving record. This position is subject to a fingerprint background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be considered and will not automatically disqualify the candidate. Eligible veterans who meet the qualifications will be given veterans' preference. For further information, please see the following website: Veterans Resources. NOTE: If claiming veterans' preference please be sure to check your Workday account for pending tasks or actions under your "My Applications" section. We hire preferred workers! For more information, please visit our website: Preferred Worker Program. The Department of Consumer and Business Services (DCBS) does not offer VISA sponsorships. If your employment authorization and documentation is contingent on sponsorship now or in the future, you will not meet our agency employment eligibility standards. Within three days of hire, you will be required to complete the US Department of Homeland Security's I-9 form confirming authorization to work in the United States. DCBS will use E-Verify to confirm that you are authorized to work in the United States. Helpful links and contact information: Learn more about DCBS DCBS Career Fairs and Workshops Understanding the State Application Process Help and Support webpage For more information you may contact us by e-mail at DCBS.Recruiting@dcbs.oregon.gov. DCBS is fully committed to attracting, retaining, developing, and promoting the most qualified candidates without regard to their race, gender, color, religion, sexual orientation, national origin, age, physical or mental disability, or veteran status. For more information, please visit our diversity, equity and inclusion webpage.

Posted 2 weeks ago

Investment & Corporate Banking - Real Estate, Analyst-logo
Mizuho Financial groupNew York, NY
Banking Americas Mizuho's Banking Division provides corporate and investment banking coverage, sponsor coverage, advisory and solutions and loan capital markets/syndicate to Mizuho's client base of leading international corporations, financial institutions and public sector entities in the US and Canada. Banking supports client business activities throughout the region with an extensive range of capital markets and lending capabilities and an integrated team of coverage, advisory and product bankers responsible for client relationship management and strategic transaction development to execute banking and securities mandates and originate idea generation for potential acquisitions, divestitures and investment opportunities. Job Summary: Seeking an Investment and Corporate Banking Analyst to join the Real Estate Team. This role is to support a team that advises real estate companies and sponsors on capital raises in the public and private markets, strategic endeavors and partnerships and optimal capital structure. In addition to the advisory role, this team acts as a lender to the real estate client base and is also responsible for cross selling real estate clients on the full suite of Mizuho core products (in particular across the equity and debt spectrum). Expectations include: Become an expert in the real estate sector and in particular this group's core specialization within real estate (Shopping Center, Net Lease, and Mall) Follow industry trends and client developments Become an expert in capital markets and the financial products real estate companies utilize to support their strategy and growth Conduct extensive research and analysis to support projects and advisory efforts Financial modeling, valuation, comparable & relative value analyses and market-specific analysis Facilitate and coordinate product group idea generation and solutions Draft client pitches and marketing materials including M&A, Advisory and Capital Markets Assist in financing structuring, underwriting transactions, due diligence and execution Assist in the development and continued cultivation of client relationships Maintain internal databases to track comps, deal flow, capital markets Qualifications: Bachelor degree in Finance or Economics or a minimum of 1-3-years corporate finance and capital markets experience Candidate MUST have experience in the Real Estate industry sector (academic or work related) Knowledge of corporate finance, securities, financial markets and risk & pricing analysis Aptitude to synthesize large amounts of information and develop innovative ideas Ability to manage multiple projects simultaneously Ability to work under pressure and adhere to tight deadlines Strong written and oral communication skills and ability to convey ideas Creativity and intellectual curiosity Ability to work independently and must be able to work effectively in a team environment Advanced proficiency with FactSet, CapitalIQ, Bloomberg, Microsoft Office Series 79 & 63 will be required at hire or soon thereafter The expected base salary ranges from $110K - $130k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. #LI-Onsite Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.

Posted 2 weeks ago

Product Marketing & Programs Senior Specialist - Banking-logo
FactSet Research Systems Inc.New York, NY
FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations. Global Marketing at FactSet focuses on driving awareness and demand for FactSet's current and future solutions in support of company revenue goals. Through thought leadership, brand awareness initiatives and a consistent focus on the customer experience, we establish FactSet as a trusted partner helping to solve our client's greatest challenges through the power of collaboration. All along the customers' buying journey through retention, we partner with our business units, sales teams, and technology stakeholders to execute go-to-market strategies, deliver robust marketing programs and produce compelling content that attracts, engages, and converts qualified prospects and retains customers. The Marketing Senior Specialist, Product Marketing & Programs is responsible for developing and executing strategic marketing plans for FactSet's Sell-Side solutions, including go-to-market and marketing planning, execution coordination and success measurement. By building strategic marketing plans and guiding Product Management and Sales teams throughout the go-to-market processes, the Senior Specialist focuses on seamless execution of initiatives that increase brand and solution awareness, generate leads, boost retention and achieve measurable ROI. The Senior Specialist combines industry and product knowledge with marketing expertise, and closely collaborates with internal and external stakeholders to build marketing strategies aligned with business objectives, and ensuring effective positioning and messaging. She/he manages internal relationships and collaborates with business stakeholders, translating their product strategy to best-practice GTM, and supporting the broader Marketing organization to align with business objectives to drive success. Location: Norwalk, CT | New York City | Boston | London Working Environment: Hybrid Responsibilities: Act as the main marketing business partner for Sell-Side business unit and connected priorities. Work autonomously across business stakeholders to understand sales targets and strategic product and workflow initiatives to drive strategic go-to-market planning. Collaborate with product management teams across the GTM framework to develop and update value propositions, including target market and buyer personas, for existing and new sellable products/significant enhancements for Sell-Side audience. Build marketing plans for existing solutions and launch plans for new solutions including positioning, regional focus, audiences, and optimal mix of tactics with measurable goals and schedule. Collaborate across Marketing teams to coordinate and manage marketing plans and drive execution of multi-channel campaigns. Test and optimize existing tactics to meet programs goals, investigate and introduce new methods to enhance the marketing mix. Act as subject matter expert across marketing teams to create assets to support the sales and marketing processes, and leverage sales and client success channels to effectively educate client-facing teams on new and existing solutions. Analyze marketing plans and programs to make data-driven decisions and shift marketing strategies accordingly. Compile and communicate campaign and event reports within Marketing and to business stakeholders. Continuously increase expertise in go-to-market best practices, value-driven product positioning and launch, strategic marketing planning, tactics, campaign orchestration, and related persona focuses. Follow implemented processes across marketing technology to ensure proper tracking and optimal collaboration across teams. Collaborate effectively within the immediate team, across the broader Marketing organization, and with FactSet stakeholders and external vendors. Required Skills: 5+ years' experience within the Fintech sector, within client-facing, product management or marketing roles. Understanding of the Sell-Side industry, including key user workflows and buyer personas. Understanding of the Market Data, Analytics and Technology landscape that FactSet provides solutions within, and the surrounding competitive environment. Significant experience in building B2B value proposition, launching solutions and managing marketing programs. Highly organized, detail-orientated, and self-motivated. Excellent communication skills and demonstrated professionalism. Bachelor's degree is required. What's In It For You: At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means: The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up. Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days. Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives. A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions. Career progression planning with dedicated time each month for learning and development. Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging. Learn more about our benefits here. The budgeted salary for this position in the state of Connecticut and in NYC is $85,000 - $90,000. Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications. US applicants must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future. Company Overview: FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees' Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn. At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, disability, protected veteran status or other characteristics protected by law. FactSet participates in E-Verify

Posted 1 week ago

Head Of Fair And Responsible Banking-logo
SofiNew York City, NY
Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role: The Head of Fair and Responsible Banking is a key member of the Compliance senior leadership team responsible for designing, implementing, and overseeing the enterprise-wide strategy for fair lending, responsible banking, and consumer complaint management. This role leads the fair lending advisory and analytics functions, which ensures that all business practices are aligned with fair lending regulatory expectations and internal standards. The role will also provide strategic direction, subject matter expertise, and oversight for the broader fair banking practices and consumer complaints. This leader will partner with lines of business, compliance, risk and legal teams to proactively identify risks, provide credible challenge, and implement sustainable solutions. The successful candidate will bring deep fair lending, responsible banking and complaints oversight regulatory expertise, analytical acumen, and a passion for embedding responsible banking concepts into financial products, services, and operations. What you'll do: Strategic Leadership Develop and lead the bank's Fair and Responsible Banking program, ensuring alignment with regulatory requirements, enterprise risk appetite, and core values Serve as the enterprise subject matter expert on fair lending, UDAAP, and related consumer protection laws (e.g., ECOA, FHA, regulatory guidance) Provide strategic and operational leadership to the Fair Lending Advisory, Fair Lending Analytics, Responsible Banking, and Complaints Management Oversight teams Build, lead, and mentor a team of highly experienced compliance professionals and data scientists focused on all aspects of fair and responsible banking Fair Lending Advisory Maintain and execute the fair lending program Lead a team of experienced fair lending officers to execute the program Act as subject matter expert to both the first and second lines, regarding fair lending risk and oversight expectations Advise compliance, risk, product, credit, marketing, etc., teams on fair lending risks across the lending lifecycle Design and execute the fair lending risk assessment Design and execute fair-lending related review and monitoring activity Ensure appropriate and effective fair lending training across the organization Fair Lending Analytics Maintain and execute the fair lending analytics program Lead a team of data scientists to execute the program Act as subject matter expert to both the first and second lines regarding fair lending analytics and ongoing monitoring processes and oversight expectations Oversee the use of advanced statistical and analytics tools to detect and monitor fair lending risk Responsible Banking Maintain and execute the responsible banking program Lead a team of responsible banking officers to execute the program Design and execute the responsible banking risk assessment Act as subject matter expert to both the first and second lines regarding responsible banking risk and oversight expectations Ensure appropriate and effective responsible banking training across the organization Complaints Management Oversee the enterprise complaints management program, ensuring robust intake, analysis, resolution, and escalation processes. Analyze complaint trends to identify systemic issues and opportunities for product or service enhancements Implement effective regulatory complaint response policies Report findings to senior management and help drive root-cause remediation efforts Governance, Reporting, and Regulatory Engagement Prepare and present reports, metrics, and risk assessments to the Board, Risk Committees, and regulators Lead responses to regulatory examinations, inquiries, and feedback related to fair and responsible banking and complaints oversight What you'll need: Deep, applied knowledge of federal and state fair lending and consumer protection laws and regulations (e.g., ECOA, FHA, UDAAP, etc.) 15+ years directly leading fair lending and responsible banking programs at mid to large sized national banks 10+ years directly leading fair lending analytics teams 10+ years applying fair lending concepts to mortgage products and processes (additional experience in the 1LOD preferred) 10+ years applying fair lending concepts across multiple other products and processes (personal loans, student lending, card, auto) 10+ years applying responsible banking concepts across a broad range of banking and financial products and services 7+ years directly leading enterprise complaints oversight programs and broad understanding of a range of associated regulations (Reg E, Reg Z, Reg DD, etc.) Proven ability leading large, highly experienced, teams of compliance officers and data scientists Significant experience leading relationships with regulatory agencies (e.g., CFPB, OCC) Strategic thinker with strong solutions-focused business acumen and ability to influence across all levels of the organization Proven ability to build collaborative relationships with cross-functional partners Strong written and verbal communication skills. Comfortable presenting to and advising executive leadership and regulators High integrity, ethical judgment, and commitment to advancing financial inclusion and fairness Experience operating in a fast-paced, growth-oriented company Nice to have: Bachelor's degree or advanced degree in related field Experience working in a bank 1LOD Certification in compliance or risk management (e.g., CRCM, CCEP, FRM). Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! Pay range: $182,400.00 - $313,500.00 Payment frequency: Annual This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above. SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights SoFi is committed to embracing diversity. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

Posted 2 weeks ago

Electronic Banking / Card Services Representative-logo
Bank Of BotetourtBuchanan, VA
Apply Job Type Full-time Description Bank of Botetourt is seeking qualified candidates for an Electronic Banking / Card Services Representative to work in our Customer Care Center in Buchanan, Virginia. A Community Partner For 125 years, Bank of Botetourt has been committed to reaching out within our local communities to do all we can to further the area's overall economic development. As a community partner, we make charitable contributions for education, culture and the arts, social service agencies, charitable activities, community and economic development, and other programs that impact the needs of our communities. By bridging the needs of our local communities with the resources of Bank of Botetourt, we help to improve the quality of life for residents in our service areas. We realize that we can only be as successful as the communities we serve! Volunteerism Being a good corporate citizen means being actively involved in the community. Bank of Botetourt employees are encouraged to participate through mentoring, volunteering, sponsoring, and public service. Every day, our employees provide their time and talents for efforts that are important to their local communities - some read to children, others work during parades and festivals, some donate blood, or participate in walk-a-thons. We are proud of the many employees who generously donate so much of their time in support of charitable, civic, and professional organizations. Requirements Candidate must possess strong computer skills, excellent communication skills, both written and verbal, and must work well in a team environment, while also being comfortable working independently. Candidate must be capable of multi-tasking in a fast-paced environment, be self-motivated and possess strong problem-solving skills. Prior banking experience is preferred, but not required. Job Responsibilities: Card Services Support, including general customer service and fraud alert procedures. Deposit Services Support, including wire transfers. Online Banking Support, including Mobile Banking, Business Online Banking, Zelle and Transfer Now Electronic Storage & Statement Management General customer service in all areas listed above for both customers and co-workers. Bank of Botetourt Expectations Provide superior customer service. Represent the bank in a professional manner. Represent Bank of Botetourt in community affairs and events. Treat all staff members with the utmost respect and cooperation. Conduct business to maximize shareholder value. Promptly report known or suspected violations of Bank Secrecy Act (BSA) laws, rules, or regulations involving the bank, its customers, or any other parties, or violations of the bank's BSA compliance program to the BSA Officer or Coordinator. Perform other duties as assigned. Basic Qualifications Proficiency in Microsoft Office applications and strong computer skills. Excellent customer service skills, ability to multi-task, proficient in operating standard office machines. Note: This job description is not all-inclusive, and employees are expected to perform all other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management. BANK OF BOTETOURT promotes an equal employment opportunity workplace, which includes reasonable accommodation of otherwise qualified disabled applicants and employees. Bank of Botetourt is Member FDIC.

Posted 2 weeks ago

T
Truist Financial CorporationMiami, FL
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for providing client coverage banking services to corporate clients, to include corporate finance, capital markets, and treasury and payment solutions, designated by industry vertical, with a focus on mid to large cap-sized private and public companies. Expertise in maximizing client engagement and delivering Truist's full suite of products and capabilities. Additional responsibilities on internal client management duties as specified by manager and team. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Responsible for maximizing total product revenue and growth for clients within portfolio and sector and increase quality of revenue based on opportunity. Responsible for loan generation and growing exposure year-over-year for portfolio and clients in sector Responsible for gaining understanding of client's strategy, financial objectives, risk tolerance and desired outcomes / metrics of success Responsible for developing strategic client plan to address client's strategic and financial objectives leveraging the expertise and solutions offered across our platform Responsible for winning Capital Markets and Banking solutions or other advisory services that align with client's strategic and financial objectives based on banker's knowledge of sector and client Responsible for engaging and facilitating introductions to the appropriate product teammates across Truist to discuss specific solutions as relevant and appropriate to clients' needs and our ability to be relevant in meeting those Responsible for ensuring there is a reasonably attainable strategy for delivering appropriate return metrics on capital deployment. Attract, retain and develop talent, with appropriate focus on diversity. Additional responsibilities on internal client management duties as specified by manager and team. Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. BA/BS degree Licenses: Series 7 or 79, 63 and 24 for managers only 16-18 years of related work experience Experience in leading the execution of an extensive variety of client transactions covering the full advisory and capital raising spectrum Advanced knowledge of industry, market, and products Proven ability to develop, nurture and monetize "trusted advisor" client relationships with senior executives Advanced analytical and technical skills combined with a problem solving attitude Excellent interpersonal style, good listening skills and the ability to communicate complex ideas clearly and concisely Strong partnering and leadership skills in a complex, matrixed environment Preferred Qualifications: MBA degree, with a Finance focus 14+ years of related work experience 4+ years of management experience General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 2 weeks ago

B

US VP Commercial Banking - Portfolio Management

BMO (Bank of Montreal)Chicago, IL

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Job Description

Application Deadline:

08/19/2025

Address:

320 S Canal Street

Job Family Group:

Commercial Sales & Service

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.

  • Provides accurate financial analysis and risk assessment of new and existing customers.
  • Develops credit information to make lending decisions on new, renewal and extension loans.
  • Oversees preparation of concise, well reasoned credit correspondence.
  • Partners with internal stakeholders for accurate, detailed client information.
  • Minimizes BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Negotiates transactions with clients and provides deal structuring expertise.
  • Coordinates transaction closings with closing department, clients and attorneys.
  • Oversees documentation and ongoing monitoring of asset and client performance.
  • Builds effective relationships with internal/external stakeholders.
  • May manage workflow of other analysts by aligning tasks with departmental goals and objectives.
  • Acts as the prime subject matter expert for internal/external stakeholders.
  • Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.
  • Recommends and implements solutions based on analysis of issues and implications for the business.
  • Maintains current on financing trends in target clients' markets and communicate same to team members.
  • Works independently and regularly handles non-routine situations.

Qualifications:

  • 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • Deep knowledge and technical proficiency gained through extensive education and business experience.
  • Verbal & written communication skills- In-depth.
  • Collaboration & team skills- In-depth.
  • Analytical and problem solving skills- In-depth.
  • Data driven decision making- In-depth.

Salary:

$88,800.00 - $165,600.00

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.

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