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

Auto-apply to these banking jobs

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

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

Posted 1 week ago

Compliance Risk Consultant - Business Banking-logo
US BankWoodland Hills, CA
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description SUMMARY As the First Line of Defense (FLOD) for Consumer and Business Banking (CBB), the CBB Compliance Team collaborates with business units, risk teams, and SLOD partners to manage and control risks. The Team's primary responsibility is to serve as subject matter experts with a strong understanding of Business Banking products, processes, risks, and controls. Objectives are achieved by regularly assessing and ensuring compliance with relevant risks and controls. RESPONSIBILITIES Partners with their assigned Line of Business, other Risk/Compliance/Audit (RCA) professionals to create, implement, maintain, review, or oversee an effective compliance risk management framework Participates in projects and/or activities that ensure compliance with applicable federal, state, and local laws and regulations Identifies gaps and inform solutions that minimize losses resulting from inadequate internal processes, systems, or human errors Identifies, responds, and/or escalates risks as appropriate Serves as a functional liaison between the Line of Business and the Lines of Defense REQUIRED 6+ years of applicable experience Bachelor's degree or equivalent work experience PREFERRED Consumer Compliance expertise in Business Banking (e.g., TCPA, CAN-SPAM, ECOA, CRA, FCRA, HMDA, Fair Lending, Reserve Requirements, Funds Availability) Considerable knowledge of applicable laws, regulations, financial services, and regulatory trends that impact their assigned line of business Considerable understanding of the business line's operations, products/services, systems, and associated risks/controls Thorough knowledge of Risk/Compliance/Audit competencies Strong analytical, process facilitation and project management skills Effective presentation, interpersonal, written, and verbal communication skills Effective relationship building and negotiation skills Proficient computer navigation skills using a variety of software packages, including Microsoft Office applications and word processing, spreadsheets, databases, and presentations Applicable professional certifications CRCM preferred Utilize compliance and fair lending / UDAAP knowledge to provide effective support competencies to adequately assess risk in support of Business Banking initiatives and product initiatives (PRISMs) Expertise utilizing compliance risk and control self-assessments (ECRAs) Knowledge of Third-Party Risk Assessment (TPRMs) Review policies, procedures, and marketing materials This position offers a hybrid/flexible schedule which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $105,400.00 - $124,000.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 2 weeks ago

Business Banking Relationship Manager I (Hybrid--Reston, VA)-logo
Atlantic Union BankReston, VA
Position Description The Business Banking Relationship Manager I calls on businesses and business owners with revenue up to $10,000,000. This role is focused on new business development and actively profiles clients and prospects in their market to generate loan, deposit and treasury services opportunities. The BBRM I is additionally actively focused on cross-sell referrals to various groups within the bank. Position Accountabilities Generate new business to assist in meeting Business Banking line of business goals established by the Head of Business Banking and in line with the company's organizational growth and profit goals. Actively assess needs of potential prospects and clients and provide appropriate financial solutions. Ensure proper loan underwriting and structuring is achieved through enforcement of the bank's Business Banking and Corporate loan policies and ensure that loans are properly approved in accordance with defined loan authorities and in conjunction with the centralized underwriting units. Make calls on high potential prospects and business banking customers to sell and service all banking needs (loans, deposits, investments & wealth management services, etc.). In addition, promotes and cross-sells other bank products and services to meet customer requirements as customer profiles are reviewed. Manage and monitor loan portfolio, all exceptions and past dues in accordance with loan policy. Proactively manage the loan portfolio regarding renewals to avoid matured loan facilities. Maintain a high level of customer satisfaction by providing ongoing relationship servicing, including the resolution of service issues of clients. Work closely with Relationship specialists, Business Banking Leaders to achieve sales and service targets. Assist in directing public relations activities and the coordination of contacts within the community including activity in local Community Reinvestment Act organizations. Coordinate business activities with our branch network to help set business product sales and service objectives. Develop and maintain constructive relations with all company departments, including, but not limited to retail banking, commercial banking, centralized underwriting units, treasury management, investments/wealth management, mortgage, loan operations, deposit operations, client call center, etc. Adhere to the necessary individual and group training for business banking relationship managers in regard to sales techniques, calling strategies, presentation skills and business banking practices and procedures. Perform assigned responsibilities in compliance with all job-relevant legal and regulatory requirements. Maintain current operating knowledge of all job-relevant legal and regulatory requirements through the successful completion of mandatory compliance and regulatory training and attendance at all mandatory regulatory compliance activities. Actively manage and maintain a pipeline for borrowing and non-borrowing customer opportunities. Organizational Relationship This position reports to the local Business Banking Leader Position Qualifications Education & Experience Bachelor's degree or relevant work experience Formal credit analysis training One to five years business banking and/or lending experience Up to five years comprehensive sales experience Knowledge & Skills Proven track record of high performance and success in a sales/service driven banking or financial services environment Effective leadership skill set Excellent interpersonal, public relations and client service skills Excellent organizational and verbal/written communication and sales presentation skills Proven ability to solve problems and make sound business decisions Some training and development experience Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. The salary range for this role is $82,345--$137,476. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits . We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace.

Posted 30+ days ago

Huntington Commercial Bank Senior Regional Banking Relationship Manager-logo
Huntington Bancshares IncCharlotte, NC
Description Summary: Huntington Commercial Bank's Senior Regional Banking Relationship Manager will be responsible for acquiring new business relationships to Huntington as well as maintaining and deepening business relationships with existing customers. Our new colleague will provide insights and guidance to business owners. Huntington Bank's Relationship Manager Senior's portfolio target businesses with sales sizes $2 MM to $50 MM and credit exposures up to $25 MM. This is senior level sales position within Regional Banking with heavy focus on acquisition of business clients. Duties and Responsibilities: Acquires new, profitable business relationships through aggressive prospecting, networking, and providing insights and advice. Builds and maintains a robust network of local market COI relationships, both external and internal. Analyze, structure and close profitable loans of complex nature in Regional Banking. Maintain and confirm credit worthiness of customers. Gather, review, and track appropriate documentation from applicants. Manages and maintains strong relationships with existing business customers by providing insights and advice. Heavy focus on businesses above $25 MM in sales size. Deepens existing relationships through active engagement of internal partnerships and providing insightful advice and guidance to customers. Delivers the entire bank to customers. Responsible for Portfolio Management in varying sizes in terms of complexity of credits and number of accounts to include quarterly portfolio reviews and collecting of necessary document. Works with the Huntington Loan Center and Commercial Loan Servicing department to ensure accuracy and completeness of credit packages and delivery. Represents the bank within the community through representation on key Boards and at business and community functions. Works well within a team environment and collaborates closely with internal partners to deliver customer solutions. Partner with more colleagues on more complex credits. Performs other duties as assigned. Basic Qualifications: Bachelor's degree 10+ years of Business Banking or Commercial Banking experience In lieu of a Bachelor's degree 14 years of Business Banking or Commercial lending experience may be considered Preferred Qualifications: Well-versed in commercial credits with 5+ years Business Banking or Commercial sales experience Experience in a role requiring sales strategy, planning and acquisition of new clients Knowledge of business banking products Analytical, credit and negotiating skills Direct outside financial sales and business development experience Excellent customer service and interpersonal skills #LI-ME1 #LI-Onsite Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 3 weeks ago

Banking Compliance Advisor-logo
Commerce BankClayton, MO
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Annual Salary: $80,000.00 - $107,000.00 (Amount based on relevant experience, skills, and competencies.) About This Job The main purpose of this job is to provide advice with respect to implementation of and compliance with applicable rules and regulations. Essential Functions Stay informed of compliance-related rules, regulations, and guidance in an effort to assist the Banking Compliance Manager, Chief Compliance Officer, and bank staff Review and interpret new and pending laws and regulations that potentially affect the business' operations Assist in review and/or implementation of new products, services, and/or software as it relates to compliance functions Review and evaluate operating procedures and controls related to compliance objectives Review and monitor policies and procedures to ensure compliance with federal and state banking regulations and the compliance program Maintain ongoing relationships with Commerce Bank business lines and support unit partners Demonstrate leadership to, and provide training for, bank staff in compliance-related matters Serve as liaison between the Banking Compliance department and the assigned business unit(s) on identifying and addressing compliance concerns as changes are made Assist in responding to requests from regulators and/or addressing exceptions from audit, both internal and external Provide advice during the development and installation of solutions to ensure proper implementation of compliance requirements and development of ongoing compliance controls Provide ongoing support and advice related to compliance with internal procedures and processes with recommendation for corrective measures where applicable Develop and review content for compliance training programs, including advice to business lines on 1st line of defense training opportunities and content development Assist in the completion of compliance risk assessments Perform other duties as assigned Knowledge Skills & Abilities Required Excellent knowledge of consumer compliance regulations Critical analysis skills sufficient to analyze and communicate complex regulatory concepts Ability to think strategically across multiple lines of business to create practical compliance solutions. Sound business and professional judgment Ability to troubleshoot, problem solve, and successfully manage ambiguity Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Intermediate level proficiency with Microsoft Word, Excel, and Outlook Education & Experience Bachelor's degree or equivalent combination of education and experience required 6+ years compliance experience required 5+ years progressive banking experience preferred Certified Public Accountant (CPA), Certified Bank Auditor (CBA), Certified Regulatory Compliance Manager (CRCM) or admission to the Bar preferred Level of role is determined by knowledge, experience, skills, abilities, and education For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Banking Compliance Advisor III and Senior job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $80,000 to $107,000 annually. #LI-Hybrid The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 922 Walnut, Kansas City, Missouri 64106 Time Type: Full time

Posted 30+ days ago

Teller (Client Services Representative), Valparaiso Circle Banking Center, Valparaiso, IN-logo
1st Source BankValparaiso, IN
POSITION SUMMARY Provides individualized client service while handling daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures. ESSENTIAL REQUIREMENTS Processes financial transactions for clients accurately and efficiently. Identifies client needs uncovered during business interactions and/or conversations, promotes products and services and refers clients to the appropriate bank colleague if needed. Builds client loyalty; establishes client relationships, including addressing each client by name. Consistently delivers exceptional customer service to each and every client. Follows established Bank policies, procedures and guidelines. Participates in retail sales programs to help meet personal and banking center goals. Actively participates in team meetings and participates in community projects and appropriate educational programs related to the position. Balances cash drawer and assists banking center team in operational duties (i.e.., balancing the ATM, vault and end of day work). Regular and predictable attendance is an essential requirement of the position. Responsible for the completion of all compliance training related to the position. Must understand all applicable laws and regulations that apply to the position and complies with the requirements. NON-ESSENTIAL FUNCTIONS Performs all other duties as assigned. EXPERIENCE/SKILLS One (1) or more years of customer or retail service experience preferred. Cash handling experience preferred. Ability to respond and assist clients with inquiries and/or problem resolution. Customer service and sales oriented. Careful attention to detail and time management. Good listening and verbal and communication skills. Good PC skills - ability to work in Windows based system essential. Ability to cross-sell bank products and services. Ability to work evenings and weekends based on banking center needs. Ability to communicate in another language is a plus. Good organizational skills. Ability to work in a team atmosphere. Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records. Ability to handle multiple tasks in a fast-paced environment. EDUCATION High School Diploma/GED required. TRAVEL REQUIREMENTS Ability to travel to all locations as needed for meetings, projects, training, seminars, etc. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds. EQUIPMENT MS Office PC, fax, phone and standard office equipment.

Posted 5 days ago

Sr Quantitative Analytics Associate - Fair And Responsible Banking Analytics-logo
Keybank National AssociationAlbany, NY
Location: 127 Public Square, Cleveland Ohio ABOUT THE JOB The Sr. Quant Analytics Associate will be a member of the Fair and Responsible Banking ("FARB") Analytics team within Compliance Risk Management ("CRM"). As part of Key's second line of defense CRM function, the FARB Analytics Sr. Quant Analytics Associate will provide support to the FARB Compliance Management System, assisting the Analytics Director and Quant Analytics Manager with FARB analytics program development, enhancement, and execution. The Sr. Quant Analytics Associate's primary responsibilities may include but not limited to developing and executing FARB quantitative/statistical analysis and regression models across multiple lines of business. The Sr. Quant Analytics Associate will perform oversight activities and assume responsibility for the use of quantitative/statistical analysis to identify and mitigate actions that may expose KeyCorp and its affiliates to FARB compliance risk outside its desired risk appetite. Candidate will work with the FARB teams (Fair Lending, CRA, UDAAP & Complaints) to assess the results of any loan level file review resulting from statistical analysis, partner and establish effective relationships with Line of Business ("LOB"), displaying an ability to explain complex statistical concepts and promote a good rapport with 1st, 2nd, and 3rd Line of Defense Stakeholders throughout the organization. Candidate must exhibit initiative and be able to identify needed enhancements to current process flows and help to implement changes. ESSENTIAL JOB FUNCTIONS Extract data from various sources and develop quantitative/statistical analysis and regression models in SAS or similar statistical software using industry standards and FARB methodologies. Perform research and development related to FARB risk monitoring and regression model review. Prepare reporting of analysis and results and present the information in non-technical terms. Prepare regression model documentation and work with Model Risk Management to ensure soundness of the FARB statistical regression models. Proactively identify process improvements or control gaps and facilitate necessary associated changes. Develop and maintain strong, collaborative relationships with applicable stakeholders to identify suitable internal controls to ensure compliance with laws and regulations. Maintain a sound understanding of policies/guidelines for underwriting, pricing, etc., business processes and associated risks with respect to LOBs. Timely escalate issues and exceptions to management in accordance with procedures and/or based on sound judgment. Follow through with LOB management and/or appropriate compliance risk personnel to ensure appropriate corrective action is taken to sufficiently address findings/issues to prevent ongoing systemic issues. Participate in or lead various projects related to mitigating risk to Key. REQUIRED QUALIFICATIONS Master's degree (or its equivalent) in a quantitative field (e.g., statistics, economics, engineering). Minimum 3 years of applied statistical and analytics experience in financial services or similar work related to graduate school experience; at least 2+ years specifically focused on fair lending analytics design, build and use. Demonstrated proficiency in analytical programming (e.g., SAS (preferred), R, Python). Experience in developing, implementing, and evaluating linear/logistic regression models. Excellent communication (verbal and written) skill and the ability to communicate complex statistical methodologies in a non-technical way. Experience working for a bank, consumer financial product company such as a non-depository mortgage lender, banking regulator or other related government regulatory or enforcement agency a plus. Experience with machine learning/artificial intelligence models a plus. Experience with Tableau a plus. Must possess initiative, be a self-starter, ability to multitask and adapt quickly to change or shifting priorities, have a high attention to details and accuracy and work in a fast-paced, changing environment. Proven ability to work in a team environment. Complies with all KeyBank policies and procedures, including without limitation, always acting professionally, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. DATA LITERACY Working knowledge of: Different types of data and techniques for managing these data structures Ability to: Assist / guide others in information retention, coordination with data stewards, and anticipation of process/procedure needs Link conclusions based on data analysis to business impacts Define processes for integrating and repurposing data analyses TECHNOLOGY & TECHNIQUES Advanced Microsoft Office Suite SQL/NoSQL Relationship data structure Selecting and retrieving data including unstructured data retrieval, archival, and ETL Databases Advanced Python/R/SAS: Databases Efficient coding Can build strong code controls and translate code into high-level commentary Understanding of and ability to leverage: Cloud-based computing Distributed computing MODEL BUILDING & MAINTENANCE Understands and can leverage: Optimization techniques and supporting numerical analysis requirements in algorithms / models Ability to: Interpret performance and reliability of assumptions; identify when to escalate Leverage and lead the design of advanced modeling approaches Develop / design standard techniques for data inference and performance perspectives Determine use requirements based on business processes Identify and employ best practices in implementation EXPECTED COMPETENCIES Leadership: Emerging leader across team; Role model to others - may coach and develop; Provides direction/mentorship to junior staff Partnering / Influencing: Proven relationship building ability; Strong interpersonal skills; Can lead the conversation with partners in the business, technology, etc.; Sought out to by business partners and team members; May coach and develop relationship building skills in others; Developing comfort with influencing and consulting typically with mid-level leaders Business Acumen: Understands assigned LOB strategy; Knows our competition and industry; Possesses intellectual curiosity; Understands key drivers of financial results and business impact; Aware of the competitive environment Critical Thinking / Problem Solving: Leverages critical thinking and business acumen to provide solutions to increasingly more complex problems; Understands impacts / intersections with other business partners / LOBs; Aware of potential pitfalls with each recommended solution; thoroughly vets and thinks through options before making a decision Communication: Strong writing skills; organizes material for brevity, persuasiveness, and impact; Effectively communicates key points to respective stakeholders, with the right amount of detail; Proactively shares information beyond those at the table who may have a need to know; Comfortable in situations where conflict is present; Demonstrated presentation development and delivery skills; Ability to create presentations that include the right data / information and tell the right story COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $X to $X 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. Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be Mobile or Home-based, which means you may work primarily either at a home office or in a Key facility to perform your job duties. Job Posting Expiration Date: 09/06/2025 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. #LI-Remote

Posted 1 week ago

Ascent Managing Director Of Banking-logo
US BankSarasota, FL
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Works closely with the Ultra High Net Worth banking team to deliver credit management, deposit management, foreign exchange, and balance sheet management for all client relationships within the market. Provides strategic direction and leadership to pursue objectives, sustains profitability and growth, and creates and maintains cost-effective programs for unit(s). Reports directly to the Regional Managing Director. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. Basic Qualifications Bachelor's or Master's degree in Accounting, Finance or other related field Eight or more years of banking experience Three or more years of managerial experience Preferred Skills/Experience Expert knowledge of unit(s) and relation to industry Strong leadership abilities and strategic management skills Excellent presentation, verbal and written communication skills Strong analytical, decision-making and problem-solving skills Considerable tact, diplomacy and people skills If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $143,905.00 - $169,300.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 4 days ago

Managing Director - Technology Investment Banking-logo
England & CompanyWashington, DC
Position Summary   England & Company, an independent investment bank with offices in Houston, New York, Southern California, Washington, DC, and Singapore is seeking senior technology investment bankers with deep industry expertise and/or strong functional experience (M&A advisory, private placements, or financial restructuring) to join the firm as Managing Directors.   The ideal candidates will play a key role in: Developing new client relationships in targeted industry, geographic, or product sectors. Acting as strategic advisor to clients, enabling them to achieve their long-term goals. Identifying, originating, and executing M&A, capital raising, and other strategic transactions. Contributing to team development and participating in in cross-marketing with colleagues at the firm. Industry sectors of interest to the firm include: Business Services Consumer Products Energy & Energy Technology Healthcare Industrial Services & Technology Technology & Media England & Company ( www.englandco.com ) provides strategic advice on mergers and acquisitions, financial restructurings, and private financing transactions to middle-market companies throughout the United States and internationally. Investment banking activities are provided through England Securities, LLC (member FINRA / SIPC). The firm also participates in private equity and other principal finance activities through its England Capital Partners affiliate.   Requirements   We are looking for accomplished professionals with a proven track record of originating and executing middle-market investment banking transactions (typically $50m - $500m), individually generating advisory / transaction fees averaging over $3m annually.   Qualified candidates must have at least 10 years of directly relevant experience at a highly regarded investment banking firm and established relationships with key decision-makers (CEOs, CFOs, and PE & VC investors).   In addition to excellent professional credentials and experience working with middle-market companies, we will consider only those professionals who demonstrate unquestionable integrity, an entrepreneurial drive, and a collegial spirit. England is team-oriented; Managing Directors will be asked to collaborate with other MDs, especially on larger transactions, as well as provide insight and support on internal strategy discussions and overall firm operations.   This is a partner-track position.   Compensation & Benefits   The firm offers a base salary, a generous benefits package (health / dental / life insurance + 401k), and significant upside earning potential based on performance.   We thank all applicants and advise that only those selected for further consideration will be contacted. Please do not reach out to any England team members regarding this role.   England & Company is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to England, or any of its employees, via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of England, and no fee will be paid in the event the candidate is hired by England or any of its affiliates. Powered by JazzHR

Posted 3 weeks ago

B
BMO (Bank of Montreal)Virtual, IL
Application Deadline: 08/21/2025 Address: VIRTUAL27 - HomeRes- NE Job Family Group: Retail Banking Sales & Service Target Start Date: October 1, 2025 Location: 100% Remote Work Schedule (All hours are in Central Time Zone): M-F 10am-7pm CST; Required Days off Tues or Thurs; Rotating Saturday 8am-5pm CST Training Schedule: To be considered for the role, you must be able to attend up to 4 months of mandatory training. The training schedule is Monday- Friday, 8 am to 5 pm CST. Understands customer needs and provides small business banking sales and service to BMO customers or prospects. Advises customers on small business banking strategies and products (including credit cards) that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed. Handles inbound calls daily in a high-volume, fast-paced call center environment. Probes to understand customer needs and provide advice related to small business banking and credit card strategies that meet their objectives. Manages all transactional outcomes of customer calls or defers to appropriate internal business groups. Escalates complex or unresolved customer situations to senior managers as required. Performs any required documentation to ensure customer's requests are accurately processed. Maintains current knowledge of personal banking and small business industries, practices, and trends and integrates into customer conversations in a professional manner. Integrates marketing promotions and programs into customer conversations where appropriate. Maintains the confidentiality of customer and Bank information. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Completed high school education, or equivalent work experience. Minimum Banking experience 1.5years+ Call center experience is asset Knowledge of small business products. Specialized knowledge. Verbal & written communication skills- Good. Organization skills- Good. Collaboration & team skills- Good. Analytical and problem solving skills- Good. Salary: $41,714.00 - $69,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 4 days ago

Ascent Managing Director Of Banking-logo
US BankCharlotte, NC
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Works closely with the Ultra High Net Worth banking team to deliver credit management, deposit management, foreign exchange, and balance sheet management for all client relationships within the market. Provides strategic direction and leadership to pursue objectives, sustains profitability and growth, and creates and maintains cost-effective programs for unit(s). Reports directly to the Regional Managing Director. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. Basic Qualifications Bachelor's or Master's degree in Accounting, Finance or other related field Eight or more years of banking experience Three or more years of managerial experience Preferred Skills/Experience Expert knowledge of unit(s) and relation to industry Strong leadership abilities and strategic management skills Excellent presentation, verbal and written communication skills Strong analytical, decision-making and problem-solving skills Considerable tact, diplomacy and people skills If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $143,905.00 - $169,300.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 4 days ago

Business Banking Relationship Manager 4 - Pleasanton/Dublin-logo
US BankDublin, CA
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Our Business Banking Relationship Managers are the primary advisor for our business clients. They play a pivotal role in helping our business clients achieve their financial goals and do this by approaching each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. Our Relationship Managers have access to an expansive set of products and solutions to better serve our business clients today and into the future. Typically, our business clients include companies up to $25MM in annual revenue and are a mix of pure C&I as well as Developer & Investor Commercial Real Estate. Responsibilities include: Build, develop and manage both new & existing relationships. Deliver financial expertise and client-centric solutions that build strong, long-term relationships. Spend 60-70% of time on outside business development activities and growing their Centers of Influence network. Obtain credit approval of loans within assigned limits and manage both loan and portfolio credit quality. Provide appropriate credit structure recommendations to customers. Recommend appropriate bank products and services to both prospects & clients. Work closely with and provide appropriate referrals to internal partners and business units. Basic Qualifications Bachelor's degree, or equivalent work experience Seven or more years of relevant experience Preferred Skills/Experience Prior Commercial & Industrial experience Prior experience in Developer & Investor Commercial Real Estate Experience working with SBA clients and prospects Experience managing complex credit structures and loan requests larger than $2.5MM Experience working with operating companies up to $25MM in annual revenue Proven success developing new business and COIs Demonstrated knowledge of commercial credit and credit quality Agile and innovative approach to problem solving and decision making Excellent verbal and written communication and presentation skills Ability to work effectively with individuals and groups across the company to manage customer relationships Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts Location The role offers a hybrid/flexible schedule. If not prospecting and meeting with clients, there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. (This role will cover Pleasanton and Dublin, but will be aligned to the office in Walnut Creek) If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $132,260.00 - $155,600.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 4 days ago

B
BMO (Bank of Montreal)Boca Raton, FL
Application Deadline: 08/28/2025 Address: 531 West Morse Boulevard Job Family Group: Commercial Sales & Service BMO is looking for candidates at various career levels (AVP, VP, or Director) interested in joining a high-performing and fast-growing portfolio management team supporting BMO's Florida Diversified Middle Market team. Individuals will be involved in new money originations, supporting existing clients relationships, and ongoing portfolio risk management. Individuals can be located in Tampa, Winter Park (Orlando), or Boca Raton, FL and will support efforts across the state. Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures. Leads and executes business development plans to that business goals are achieved or exceeded. Improves service levels, improve client satisfaction and loyalty scores by identifying and providing recommendations for process improvement. Provides strategic input into business decisions as a trusted advisor. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals. Develops the business case by identifying needs, analysing potential options and assessing expected return on investment. Partners with internal stakeholder to develop consistent and appropriate customer presentations, craft detailed correspondence, presentations and proposals. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Provides direction on the creation of comprehensive credit structures to meet the transactional needs of clients. Collaborates with internal stakeholders to generate ideas, identify client solutions and pursue marketing efforts. Provides accurate financial analysis and risk assessment of new and existing customers. Partners with internal stakeholders for accurate, detailed client information. Develops credit information to make lending decisions on new, renewal and extension loans. Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients. Prepares summary, present facts and offer opinions concerning credit worthiness. Minimizes BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions. Provides input into the planning and implementation of operational programs. Builds effective relationships with internal/external stakeholders. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills- In-depth / Expert. Analytical and problem solving skills- In-depth / Expert. Influence skills- In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration- In-depth / Expert. Able to manage ambiguity. Data driven decision making- In-depth / Expert. Salary: $122,400.00 - $228,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 4 days ago

Technical Sales Specialist- Power & Load Banking, East-logo
Herc Rentals Inc.Manassas, VA
If you are currently an employee of Herc Rentals, please apply using this link: Herc Employee Career Portal Founded in 1965, Herc Rentals is one of the leading equipment rental suppliers in North America with 2024 total revenues reaching approximately $3.6 billion. Herc Rentals' parent company, known as Herc Holdings Inc., listed on the New York Stock Exchange on July 1, 2016, under the symbol "HRI." Herc Rentals serves customers through approximately 620+ locations and has about 10,200 employees in North America as of June 30, 2025. Job Purpose Working seamlessly with the sales team, the Technical Sales Specialist will support sales efforts in order todemonstrate value in Herc Rentals technical solutions capabilities. The role will contribute to both internal andexternal technical sales efforts including sales campaigns and product demonstrations. The Technical SalesSpecialist a subject matter expert, technically savvy in ProSolutions equipment categories and customer solutiondesigns. The Technical Sales Specialist has deep appreciation of the sales cycle and is highly skilled in both verbaland written communications along with public speaking. What you will do... Proactively drive revenue within assigned portfolio of target accounts and mission critical projects Assisting sales reps with technical sales opportunities by developing ideal target prospect lists,accompanying reps on sales calls and job walks Develop relationships with key customer accounts, using action selling to define the need behind the needand developing effective sales penetration plans to drive profitable revenue Demonstrate solution value and Herc credibility to deliver the most effective solutions, acting as a customeradvocate to identify additional sales opportunities Develop and transfer the scope of technical projects to service delivery teams for improved quality,efficiency, and customer experience Assist in the development of sales proposals, providing technical input into RFP and project proposals anddevelop single line drawings and or other technical documents as needed Create and deliver power point presentations for both internal and external technical and educationalpresentations Proactively attend internal sales meetings to identify potential sales targets, utilize Salesforce to trackperformance of opportunities. Understand market needs to develop and recommend new equipment line suggestions to meet futurecustomer needs Deliver technical content for targeted sales campaigns, consult on technical aspects of sales, operations,safety and training. Requirements High school or GED required Bachelor's degree preferred Proven track record (10+ yrs.) in the equipment sales and or rental industry, and/or pump,power, or climate control industry Prior direct involvement in operations and fleet management as well as sales leadership,territory development, subordinate coaching, training, and mentoring Highly skilled in both verbal and written communications along with public speaking. Advanced financial and business acumen in the equipment sales or rental industry Skills Ability to negotiate effectively Ability to solve complex & technical problems in tough operational environments. Work withthe operational team to formulate a detailed execution plan as part of the sales solution Effectiveness- Target ideal customers for Herc Rentals ProSolutions with specific technicalapplications that solve pain points for customers in a targeted sales segment approach Efficiency- Streamline efforts into qualifying opportunities. Be the lead in the sales process &expert in formulating & presenting a solution to our customers. Presentation Etiquette Proactively work across the organization with the Herc+, ProSolutions & Classic sales teamto uncover new opportunities & further develop ideal customer relationships Proposal Design Solution Selling Strong knowledge of technology Req #: 64034 Pay Range: $120k - $140k plus bonus and vehicle Please be advised that the actual salary offered for any position is subject to the company's sole discretion and may be influenced by various factors, including but not limited to the candidate's qualifications, experience, location, and overall fit for the role. Herc Rentals values its employees and provides excellent compensation and benefits packages which are not limited to the following. Keeping you healthy Medical, Dental, and Vision Coverage Life and disability insurance Flex spending and health savings accounts Virtual Health Visits 24 Hour Nurse Line Healthy Pregnancy Program Tobacco Cessation Program Weight Loss Program Building Your Financial Future 401(k) plan with company match Employee Stock Purchase Program Life & Work Harmony Paid Time Off (Holidays, Vacations, Sick Days) Paid parental leave. Military leave & support for those in the National Guard and Reserves Employee Assistance Program (EAP) Adoption Assistance Reimbursement Program Tuition Reimbursement Program Auto & Home Insurance Discounts Protecting You & Your Family Company Paid Life Insurance Supplemental Life Insurance Accidental Death & Dismemberment Insurance Company Paid Disability Insurance Supplemental Disability Insurance Group Legal Plan Critical Illness Insurance Accident Insurance Herc does not discriminate in employment based on the basis of race, creed, color, religion, sex, age, disability, national origin, marital status, sexual orientation, citizenship status, political affiliation, parental status, military service, or other non-merit factors. #Appcast

Posted 3 weeks ago

C
Cinter CareerNew York, NY
▶︎ Job Details   ・Job Title: Systems Analyst / Banking ・Client: IT Services ・Working Location: NY 10022 ・Working style: Hybrid ・Employment Type: Permanent/Full-time ・Salary: 77-94K per yr + Full Benefit ・Benefit: Full Benefit (Insurance, PTO, 401K) ・Visa Support: Yes ・Language: English ▶︎Key Responsibilities:  This position will be responsible for System Implementation and Operational Support for a Japanese Bank in the U.S. Solving software requirements by analyzing, creating, designing, modifying, and maintaining Application Systems to meet user needs Contributing to Team Effort and communicating with related parties   The right candidate will possess: Understanding of SDLC (Software Development Life Cycle) Business knowledge of the banking industry, as well as development skills and experience in the banking industry Agile Development and experiences   ▶︎Required Qualifications & Skills:   Bachelor’s degree in computer science or related field. Minimum of 5 years of experience with system application implementation for the banking industry Analytical skills with regard to requirements analysis, maintenance, and troubleshooting. Strong English communication skills, both written and verbal. Powered by JazzHR

Posted 3 weeks ago

Managing Director - Healthcare Investment Banking-logo
England & CompanyNew York, NY
Position Summary England & Company, an independent investment bank with offices in Houston, New York, Southern California, Washington, DC, and Singapore is seeking senior healthcare investment bankers with deep industry expertise and/or strong functional experience (M&A advisory, private placements, or financial restructuring) to join the firm as Managing Directors. Our Healthcare Investment Banking team provides a comprehensive range of advisory services to high-growth companies with a current emphasis on Healthcare Services and MedTech, and we are seeking to expand our practice with senior bankers focused on Healthcare Services, HealthTech, and Biopharma. Successful candidates will work in partnership with other senior healthcare bankers to provide coordinated and collaborative coverage of the healthcare industry. Each successful candidate will play a key role in: Developing new client relationships in the targeted sector. Acting as strategic advisor to clients, enabling them to achieve their long-term goals. Identifying, originating, and executing M&A, capital raising, and other strategic transactions. Contributing to team development and participating in in cross-marketing with colleagues at the firm. Preference is for candidates based in one of our existing office locations, however we are open to other locations based upon the strength of the candidate. Requirements We are looking for accomplished professionals with proven track records of originating and executing middle-market investment banking transactions (typically $50m - $500m), individually generating advisory / transaction fees averaging over $3m annually. Qualified candidates must have at least 10 years of directly relevant experience at a highly regarded investment banking firm and established relationships with key decision-makers (CEOs, CFOs, and PE & VC investors) in the target sector. In addition to excellent professional credentials and experience working with healthcare companies, we will consider only those professionals who demonstrate unquestionable integrity, an entrepreneurial drive, and a collegial spirit. England is team-oriented; Managing Directors will be asked to collaborate with other MDs, especially on larger or more complex transactions, as well as provide insight and support on internal strategy discussions and overall firm operations. This is a partner-track position. Compensation & Benefits The firm offers a base salary, a generous benefits package (health / dental / life insurance + 401k), and significant upside earning potential based on performance. We thank all applicants and advise that only those selected for further consideration will be contacted. Please do not reach out to any England team members regarding this role. England & Company is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to England or any of its employees via email, the Internet, or directly without a valid written search agreement will be deemed the sole property of England, and no fee will be paid in the event the candidate is hired by England or any of its affiliates. Powered by JazzHR

Posted 3 weeks ago

Business Banking Relationship Manager 4 - Pleasanton/Dublin-logo
US BankPleasanton, CA
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Our Business Banking Relationship Managers are the primary advisor for our business clients. They play a pivotal role in helping our business clients achieve their financial goals and do this by approaching each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. Our Relationship Managers have access to an expansive set of products and solutions to better serve our business clients today and into the future. Typically, our business clients include companies up to $25MM in annual revenue and are a mix of pure C&I as well as Developer & Investor Commercial Real Estate. Responsibilities include: Build, develop and manage both new & existing relationships. Deliver financial expertise and client-centric solutions that build strong, long-term relationships. Spend 60-70% of time on outside business development activities and growing their Centers of Influence network. Obtain credit approval of loans within assigned limits and manage both loan and portfolio credit quality. Provide appropriate credit structure recommendations to customers. Recommend appropriate bank products and services to both prospects & clients. Work closely with and provide appropriate referrals to internal partners and business units. Basic Qualifications Bachelor's degree, or equivalent work experience Seven or more years of relevant experience Preferred Skills/Experience Prior Commercial & Industrial experience Prior experience in Developer & Investor Commercial Real Estate Experience working with SBA clients and prospects Experience managing complex credit structures and loan requests larger than $2.5MM Experience working with operating companies up to $25MM in annual revenue Proven success developing new business and COIs Demonstrated knowledge of commercial credit and credit quality Agile and innovative approach to problem solving and decision making Excellent verbal and written communication and presentation skills Ability to work effectively with individuals and groups across the company to manage customer relationships Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts Location The role offers a hybrid/flexible schedule. If not prospecting and meeting with clients, there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. (This role will cover Pleasanton and Dublin, but will be aligned to the office in Walnut Creek) If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $132,260.00 - $155,600.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 4 days ago

B
BMO (Bank of Montreal)Sacramento, CA
Application Deadline: 09/18/2025 Address: 4400 MacArthur Blvd. Job Family Group: Commercial Sales & Service BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. Ideal candidate will facilitate growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies. Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviors in all that they do. Ensures alignment between values and behavior that fosters diversity and inclusion. Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Attracts, retains, and enables the career development of top talent. Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. Generates significant revenue for the bank over a sustained period of time and recognizes revenue opportunities to cross-sell bank products for all areas of the Bank. Leads the deal team in executing pitches to prospective clients with efforts to maximize sector penetration and returns. Delivers highly reliable activities in instituting cross-selling initiatives to clients across all areas of the firm and transitioning them into sales. Provides deal structuring expertise and additional expertise as knowledge base and needs dictate. Negotiates transactions with clients on highly complex matters. Identifies issues, gaps and process improvements through open communication both internally and with other bank areas, and through the monitoring of productivity against benchmarks Collaborates to generate ideas, identify client solutions, pursue sector marketing efforts, cover clients, and deliver timely solutions. Oversees documentation and ongoing monitoring of asset and client performance. Obtains credit concurrence and coordinates pricing approval as client advocate. Actively works with specialists as needed to support successful syndication and sales. Reinforces sales process and client experience, identifies gaps, issues and best practices. Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives. Develops an expert understanding of business/group challenges. May consult to or serve on various committees and task forces. Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals. Helps determine business priorities and best sequence for execution of business/group strategy. Ensures alignment between stakeholders. Defines business requirements for analytics & reporting to ensure data insights inform business decision making. Leads the development of the communication strategy focusing on positively influencing or changing behaviour. Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour. Determines and deploys equipment, processes and human resources, and optimize the allocation of resources. Develops, implements and reviews a plan to complete all assigned tasks in a timely manner to acceptable quality standards and in accordance with bank guidelines. Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements. Gathers data to advance sale process and completes all required documentation. Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action. Tracks implementation requests to keep the process on track with timelines. Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback. Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes. Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs. Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met. Maintains current client information on Bank system/files to ensure client history is accurate and complete. Ensures accurate billing to clients. Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO. Influences how teams/groups work together. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems. Communicates abstract concepts in simple terms. Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives. Anticipates trends and responds by implementing appropriate changes. Broader work or accountabilities may be assigned as needed. Qualifications: Typically 9+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. This position requires Credit Qualification. The incumbent must possess an in-depth level of Credit knowledge and skills and an in-depth level of Portfolio Management knowledge and skills according to the standards established within the Credit Qualification Process Policies & Procedures. An undergraduate degree. Focal areas of finance, economics, or accounting preferred. CPA or MBA or equivalent experience in finance, accounting and business law. 15+ years of relevant experience in negotiating and structuring financial transactions. Minimum of 15 years in financial services industry experience in a corporate lending environment with solid achievements in developing business. Formal credit training and prior lending authority. Seasoned expert with extensive industry knowledge. Technical leader viewed as a thought leader for innovation. Verbal & written communication skills- Expert. Analytical and problem solving skills- Expert. Influence skills- Expert. Collaboration & team skills; with a focus on cross-group collaboration- Expert. Able to manage ambiguity. Data driven decision making- Expert. Salary: $164,400.00 - $285,600.00 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 4 days ago

1
16 MS & Co.New York, New York
We are seeking a Product Lead to create, manage, and drive adoption of technology tools within the Investment Banking Division. The ideal candidate will have extensive experience in managing products through their full life cycle, a deep understanding of financial services, strong technology and project management skills, a passion for innovation and problem solving, and the ability to internally market products effectively. Key Responsibilities: • Product management: Oversee the entire product life cycle including collection of requirements, feasibility studies, design, development, validation, pilot, and production. Ability to handle multiple project priorities simultaneously. • Product development: Gain a deep understanding of business stakeholder requirements and collaborate with IT to translate into best-in-class products. Be customer-obsessed with designing the most end-user friendly tools that enable bankers to be more effective and efficient in their work. Collaborate with IT teams to address roadblocks and manage projects to meet aggressive deliverable deadlines. • Adoption: Market products to bankers to maximize ROI of development efforts. Train bankers on how to extract the most value from these tools. Success is measured by tool adoption and the benefits they bring to the organization. • Collaboration: Work closely with IT, Strats, Bankers, Risk, Compliance, Legal, Senior Management. Be the center of gravity for products and closely communicate product objectives and status to partners within and outside of the Investment Banking/Global Capital Markets division. Build and maintain relationships with delivery partners across functions. • Vendor engagement: Look for opportunities to integrate external technology and data into products for faster time to market and enhanced capabilities. • Innovation: Stay up to date with latest technology advancements to continuously improve existing systems and incorporate new innovations such as AI. • Continuous improvement: Monitor quality and proactively request feedback to drive continuous improvement of products. Extract insights from junior and senior bankers to deliver fine-tuned products. Qualifications: • Bachelor’s degree in Finance/Economics, Computer Science/Engineering, or similar field. • 7+ years of work experience in financial services, consulting, or technology, with investment banking experience highly desirable. • Knowledge of investment banking workflows -- such as capital markets and M&A -- and corporate finance highly preferred. • Experience with software development or software product/project management a plus. • Excellent problem-solving skills, with the ability to work under tight deadlines and manage multiple priorities. • Autonomous, self-starter with ability to think strategically and also roll up sleeves to execute. • Strong communication skills with collaborative mindset. • Strong work ethic and a positive attitude. Highly responsive and communicative. Investment Banking is a client services industry and our clients need our advice and expertise around the clock. • Inquisitive, feedback-oriented, adaptive, hungry, and results-oriented. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. Expected base pay rates for the role will be between 145,000 and 250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 1 week ago

Investment Banking Associate | Business Services-logo
Houlihan LokeyAtlanta, Georgia
Business Unit: Corporate Finance Industry: Business Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Business Services Houlihan Lokey’s Business Services Group offers M&A advisory, capital raising, valuation, and corporate restructurings to public and private companies. We work with companies providing professional and technology-related services across a number of end markets and regularly collaborate with other Houlihan Lokey industry and product groups to bring the highest level of knowledge, services, and relationships to our clients. The Business Services team has a strong focus on Marketing Services, Human Capital Management Services, and IT Services in the Atlanta office. Job Description Associates are primarily responsible for the creation and oversight of financial models, marketing materials, internal and external presentations, as well as performing research and various analyses in support of new business generation and the execution of M&A transactions. Associates are afforded meaningful responsibility and are generally members of four-person deal teams, comprising a Managing Director, Vice President, Associate, and Financial Analyst. The Business Services team has a particularly strong sector focus in Marketing Services and IT Services in our Atlanta office. As part of our team, you will: Prepare, analyze, and explain historical and projected financial information Coordinate and perform business due diligence and execute M&A transactions Prepare marketing materials, confidential information presentations, management presentations, and other presentations as needed Perform valuation and ad hoc financial analyses Assist in the marketing and execution of existing engagements Build relationships and maintain direct contact with clients, prospective clients, and professional advisors Communicate effectively with all members of the team, including the supervision and mentoring of junior staff members The environment at Houlihan Lokey is both collegial and entrepreneurial. Teamwork is essential to the firm’s success. At the same time, creativity and new ideas are encouraged. Associates are given substantial responsibility and are encouraged to help us grow our business. Basic Qualifications Advanced knowledge of accounting and finance Undergraduate degree 3+ years of Investment Banking experience Strong analytical/technical and qualitative abilities Preferred Qualifications Excellent verbal and written communication skills Strong financial and computer skills (Excel, Word and PowerPoint) Excellent public speaking and presentation skills Ability to work in a fast-paced environment, managing multiple project deliverables simultaneously Extensive operational financial modeling and valuation experience Hands-on M&A experience Transaction experience in Business Services is a plus Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation . The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $175,000.00-$225,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. 

#LI-115314

Posted 3 weeks ago

Mechanics Bank logo

Business Banking Loan Specialist

Mechanics BankRoseville, CA

Automate your job search with Sonara.

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

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

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

pay-wall

Job Description

Mechanics Bank is currently searching for a Business Banking Loan Specialist to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site at our Roseville, Walnut Creek or San Francisco Bay Area locations.

Participates on a team led by the Loan Administration Manager to support the Business Banking Relationship Managers, as assigned, to provide sales, administrative process, and relationship management support. The incumbent will assist with direct and proactive client outreach and collaboration with the Business Banking team to identify additional opportunities within the client relationship. Time will be spent managing the process and completion of loan packages from application through funding to ensure expeditious processing and client experience. In addition, the remaining time will be spent functioning as a central point of contact for internal business partners and clients, supporting Bank processes, products and services, and loan processes in order to deepen client relationships and ensure a positive total experience.

What you will be doing:

  • Manages and coordinates loan process, from initial engagement through post-funding. Works directly with Relationship Manager, Processing team, Underwriters, Credit Administration, Loan Services, as well as third-party processors to ensure compliance and resolve issues. Responsible for ensuring Underwriting guidelines, compliance requirements and regulatory requirements are met.

  • Contacts customer and third party processors as necessary to obtain required information and/or documentation and assists with resolving clientbased needs pertaining to transactions. Including but not limited to collecting, organizing and reviewing Appraisal Reports, Environmental Reports, Preliminary Title Reports, Financial Statements and Tax Returns, Insurance, Loan Package, CIP, and Legal Documentation. Ensures that all required activities are met within established timeframes.

  • Responsible for assisting assigned Relationship Managers with an existing portfolio of business clients, including the outreach and review of transactions for opportunities to expand current/existing portfolio.

  • Requests and monitors receipt of financial reporting requirements to meet the need of required covenants maintained in a tickler system. Review and analyze financials for completeness prior to submitting to Underwriting Team for review. Review changes in ownership, and ensure the banks loan package is completed and is accurate according to the financials received.

  • Additional duties may include but are not limited to: Facilitates the collection of fees; Responsible for reporting efforts to clear delinquent and past due/matured loans; Orders payoff demands as needed; Assist Relationship Manager with performing Site Visits, and assisting with Loan Signings as needed; Organizes and uploads documents into Bank systems; Communicates with client about covenant defaults as required.

Who you are:

  • High school diploma or GED required.

  • 5 years of experience in the following Must have current knowledge of Business Lending Experience with commercial/business lending policies, practices and applicable banking/government regulations.

  • MS Office Suite applications systems; lending-related systems.

  • Possess excellent human relations, communications and business writing skills.

  • Ability to work effectively without direct supervision.

  • Possess effective time management and organizational skills.

  • Demonstrates teamwork in facilitating workflow.

  • High level of cooperation with others and is responsive to the Bank's needs.

  • Exemplary motivation, enthusiasm, professionalism and team skills.

  • Demonstrates excellent customer service skills.

  • Ability to cope with pressure resulting from meeting required deadlines, reporting requirements and training responsibilities.

  • Exhibit high degree of professionalism and confidentiality in handling and having access to sensitive information.

  • Ability to travel between bank and customer locations and/or commute for training purposes.

  • Commercial/Business lending experience in a similar environment.

  • Valid Driver's License required or available transportation.

  • Willing to embrace client outreach and consultative sales practices.

  • Thorough knowledge of Bank operational policies and procedures, compliance regulations, and Bank product and services.

  • The ability to effectively resolve employee and customer relations issues.

#LI-AS1

Salary Range: $68,640 - 85,000 annually

Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.

  • Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.

  • Please view Equal Employment Opportunity Posters provided by OFCCP here.

  • To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit

California Privacy Policy for Prospective Employees | Mechanics Bank

Automate your job search with Sonara.

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

pay-wall