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United Fidelity Bank logo
United Fidelity BankFt. Walton Beach, Florida
It's fun to work at a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration. The Digital Banking Center Representative position is a key operational role that manages customer relationships obtained through online account opening; providing friendly and efficient services to UFB Digital Banking customers. The incumbent will be responsible for managing and effectively answering inquiries related to online account opening, reviewing online account applications, monitor account relationships, and resolving problems by researching and troubleshooting issues via telephone, internet, or written correspondence. This position will also support other operational departments, such as the Call Center, in other facets during downtime. Essential Job Functions include, but are not limited to: Monitor, review and process online account opening applications for consumer and business deposit accounts. Provide exceptional phone service, email, chat and web correspondence to internet customers by responding efficiently and accurately, explaining possible solutions, and ensuring that customers feel supported and valued. Follow up with customers/applicants when necessary. Provide customer assistance/troubleshoot for Retail Online Banking, Mobile Banking, Debit Cards, and other electronic banking areas for Digital Banking Customers. Seize opportunities to forward customers to branch staff when the opportunities to upsell products arise. Monitor transaction exceptions (i.e. NSF), evaluate account activities, and consider risks associated with Internet-established customer relationships. Follow standard operating procedures. Perform duties related to the Bank Secrecy Act under the guidance of the BSA Officer. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. In accordance with the Americans with Disabilities Act, Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Skills and Abilities Required to Perform Essential Job Functions: Excellent interpersonal skills – always interacting professionally with callers, associates, executives & senior leaders. Outstanding written and verbal communication abilities. Must demonstrate strong analytical and problem-solving attributes. Advanced organization and time management skills. Proficiency in Microsoft Office Suite of products. Ability to work under high pressure, within short deadlines, while making sound judgement decisions. Possess a high degree of integrity when dealing with sensitive information. Energetic team player. Education, Experience and Qualifications: High School Graduate or General Education Degree (GED) required. Banking experience preferred. 2-3 years of customer service or bank operations experience required. 2-3 years of call center experience is a plus. Physical Requirements of Essential Job Functions: The associate is frequently required to sit and/or stand, communicate, reach and manipulate objects, tools or controls that are typical of an office/bank environment. Lifting items weighting up to 10 pounds on a consistent basis. Manual dexterity and coordination are required over 80% of the work period while operating equipment such as computers, phones, calculators, etc. Working Conditions: Typical office working environment. Typical desk job. Extended viewing of computer screens. Donning microphone headsets to manage customer calls. Periodic travel between locations may be required. Typically, 8:00am – 5:00pm CST, Monday – Friday. Must be able to work over-time and Saturdays if needed. The above statements are intended to describe the general nature and level of work performed by associates assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of the associate classified as such. Duties and responsibilities may be added or changed as deemed appropriate by management at any time therefore, they could differ from those outlined above. United Fidelity Bank is proud to be an Equal Opportunity/Affirmative Action employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law .

Posted 30+ days ago

First Bank & Trust logo
First Bank & TrustSan Francisco, South Dakota
Job Description: This person is responsible for providing critical administrative support to the Business /Commercial Bankers throughout the loan process . The Business Banking Specialist II will work closely with Bankers and internal departments on large and complex relationships to meet the team’s business development and client management goals. Qualifications: This person should have a n associate degree and 4 years of relevant experience, or the equivalent . Experience with complex lending administration and documentation is preferred . This person should exhibit knowledge of banking concepts, practices, and procedures, including a strong understanding of loan policy and guidelines. The ability to interact at a high level with customers, bankers, and other professionals is . Exceptional customer service, communication, attention to detail, and collaboration skills are necessary. Principal Responsibilities: A ssist Business/Commercial B ankers with loan and credit underwriting documentation including, but not limited to title work, appraisals, etc. Initiate and build complex loan documentation utilizing loan operating software and verify all details (orders, collateral, disclosures, etc.) of initial loan files are complete and accurate according to policies and procedures. Work closely with title company and insurance companies as needed. Act as a liaison between bankers and internal departments to coordinate client requests and resolve inquiries. Collaborate closely with internal related departments as loan progresses. Serve as a resource for any funding/post funding questions. Maintain knowledge around the complexity of transactions and related risks (credit, market, operational, legal, compliance, etc.). Follow established procedures and practices for processing business banking products from application to origination. Seek out opportunities to create efficiencies and share recommendations with manager . Perform additional banking services, including completing advances, initiating wire requests, lien releases, making advances/payments, and transfers as needed. Monitor in-process loan files for receipt of complete and accurate documentation for underwriting . Assist in p repar ing credit packages for submission to underwriting . Monitor all current business loan files and paid loan files to ensure proper maintenance according to established procedures. Monitor reports, provide loan payoffs, and release collateral. Assist in preparing annual reviews and work multiple discrepancy lists. Remain up to date on system, process, product, and regulatory changes. Attend all team meetings and training opportunities as deemed appropriate by the supervisor. Act in accordance with FBT policies and procedures as set forth in the employee handbook. Adhere to compliance procedures and participate in required compliance training. Compensation Grade Hourly Grade 5 First Bank & Trust is an Equal Opportunity, Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, or status as a protected veteran. Read our complete Equal Employment Opportunity Policy Statement . Applicants who would like to request reasonable accommodation to the application or interview process should call Human Resources at 800.843.1552 or email hr@bankeasy.com .

Posted 4 days ago

M logo
Mutual Bancorp and its SubsidiariesLeominster, Massachusetts
Salary Grade: 15 Summary: The Assistant Banking Center Manager (ABCM Float) supervises the staff at a Fidelity Banking Center. Responsible for monitoring performance and operations, ensuring the highest level of customer care for Bank customers. As a trusted financial advisor, the ABCM will advise and deliver a full range of financial services to customers to meet their financial goals. As a member of the retail management team, the ABCM will provide exceptional care and support to staff in achieving their professional goals. ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES: Oversees, supervises and mentors Banking Center staff for purposes of the day-to-day administration of job duties, including scheduling, communicating overall goals, operations, and coaching reinforcing principles and values. Monitors and decisions management reports. Develops a rapport with customers, greeting customers by name, possesses an understanding of account ownership types and authority, as well as, being responsive and timely with correspondence and problem resolution; all while displaying a caring attitude. Provides backup to the Banking Center Manager. Provides excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution in accordance with Bank policies and procedures. Performs banking transactions including processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer's check issuance and savings bond redemption. Fulfills all Banking Center opening and closing activities. Introduces and advises on the Bank's deposit and consumer loan products and services to proactively meet customer needs. Proficient in determining customers’ existing and prospective financial needs and identifies referrals to other business lines, e.g., Investment Services, Commercial Lending, Treasury Management, etc. Maintain a working knowledge of product and service offerings including consumer, business, deposit, lending, non-profit, retirement, digital banking, debit cards, etc. Confidently discuss customer lending opportunities and assists customers in preparing loan applications for home equity loan products and other consumer loans. Safeguards customer trust by upholding the duty of customer confidentiality. Complies with all required laws, regulations, policies, and procedures. Timely completion of all assigned learning activities. Proficient in vault custodian duties. Actively participate in Banking Center meetings and one-on-one coaching sessions. Participates/volunteers in community groups and events. Additional duties as assigned. EDUCATION & CERTIFICATIONS: Bachelor’s degree preferred, or combination of secondary education and four years of progressive retail banking experience Nationwide Mortgage Licensing System (NMLS) registration Notary Public commission Completion of Medallion signature guarantee training required KNOWLEDGE, SKILLS & ABILITIES: Three or more years supervisory experience and proven leadership capabilities required, including minimum of one year retail banking supervisory experience. Conversant in all Bank business lines Ability to independently complete and mentor others in transactions and all platform services, including transactions, account opening, consumer loan products, IRAs, trust accounts, etc. Ability to execute more complex account openings and transactions independently Ability to supervise staff at all levels Critical thinking, decision making and problem solving skills Demonstrated high level of judgement and decision making ability Demonstrated ability to fulfill the opening/closing activities of the Banking Center Prior customer relationship building experience Must have a supervisory aptitude Demonstrated management and leadership skills Must have cyber security awareness to protect the digital environment, the Bank, and customers COMPETENCIES: Managerial Courage Technology Savviness/Digital Enthusiast Financial Comprehension Adaptability and Flexibility Sales Aptitude Eager and Agile Learner

Posted 2 weeks ago

C logo
Convergint CareerKansas City, Missouri
Convergint is looking for a full-time, enthusiastic, results driven and forward-thinking Banking Service Technician to join our amazing culture. In this role, you will service and support existing customers by responding to service calls, carrying out Customer Support Programs and small projects business. As a Banking Service Technician, you are a part of a dynamic team that allows you to grow as Convergint grows. For information about how we use your personal information, please see our Colleague & Applicant Privacy Notice, available on convergint.com/careers. Who You Are You have a passion for providing world-class service to customers, colleagues and communities. You are a person of integrity with a commitment to growth, accountability and delivering results. You want to join an organization with a positive culture that embraces equal opportunity and allows everyone to be the best version of themselves at work and home. You want to grow with us and deliver results as an exceptional Banking Service Technician. Who We Are With 20-years of proven growth and exceptional performance, our mission is to be our customer’s best service provider. We realize the importance of diversity in achieving that goal. Our company was built upon a solid foundation of 10 Values and Beliefs which drive our unmatched culture, making us the #1 global, serviced-based systems integrator in the industry. We take great pride in protecting the lives and assets of our customers and their communities with the solutions we provide. What you’ll do with “Our Training and Your Experience” Convergint's greatest strength is our people! Every colleague is encouraged to participate in our Recruit Awesome People program, helping us grow Convergint by promoting our colleague-first culture and referring top talent to the Talent Acquisition Team and hiring managers. Installs, programs, tests, repairs, and services a variety of non-routine systems and equipment for drive-up, locksmith, and electronic projects, ATM/ TCR. Systems include but are not limited to all manufacturer's drive-up equipment (including remote drive-up), deal drawers, and audio and video equipment related to drive-up banking. Repairs or replaces damaged components of remote units. May also work on larger projects with greater complexity as needed. Troubleshoots, repairs, and replaces all components of remote, audio, and video equipment. May install, configure and support a variety of network systems and equipment for assigned projects. Performs preventative maintenance as needed. Acts as a mentor to less experienced staff by using technical knowledge, skills, and experience. Handles moderately complex installations for remote units such as alert systems. Installs new units with final connections, testing, and training. Responds to moderately complex customer service calls, scheduled maintenance calls, and emergency and after-hours service calls on a timely basis. Work assignments are varied, of moderate scope and complexity, and may require originality and ingenuity in some situations. Identifies potential project challenges, communicates to appropriate parties, and assists in the development and implementation of strategies to minimize deviations from estimated costs and project deadlines. Inspects completed work for conformance with specifications, requirements, and compliance with applicable manufacturers' specifications. Refers only to the most complex issues to higher levels. Estimates cost, time, and materials for replacement equipment. Cleans, maintains, adjusts, calibrates, and services equipment used in the performance of duties. Executes all work in accordance with State and local regulations, general best practices as well as company health and safety policies and procedures. Uses strong troubleshooting skills to isolate and fix problems in malfunctioning equipment or software systems. Acts as “our customer’s best service provider” at all times thereby ensuring Convergint is the customer’s first choice for service. Communicates with and works with the other team members consistently to improve overall operations of the Convergint Center, and company. May advise management regarding customer satisfaction, product performance, installation techniques, and standards as well as suggestions for product improvements. Keeps up to date and informed on all company policies. Presents a professional image of Convergint at all times in appearance and behavior. Performs other duties and responsibilities as requested or required. What You’ll Need Strong knowledge of drive up, locking and electronic systems specific to banking industry. Strong knowledge of Digital Video Recorders (DVR’s) and Network Video Recorders (NVR’s) connected to the remote system. Strong knowledge of mechanical and electrical systems. Customer Focus – Maintaining awareness of and seeking to meet of the needs and wants of the customer. Advanced communication skills both oral and written. Adaptability – Responds effectively to changes in situation or information. Company Benefits Convergint fosters a supportive, accessible, and inclusive environment in which all individuals are able to realize their maximum potential within the company. We offer a variety of programs and exceptional benefits: 10 Company Holidays and Paid Time Off starting at 13 days annually Fun & Laughter Day Off Medical, Dental & Vision Plan Life insurance & Disability Plan Wellness Program 401K Matching Plan Colleague Assistance Program Tuition reimbursement Competitive salary and compensation plan Vehicle reimbursement plan or company vehicle Corporate Social Responsibility Day Cell phone reimbursement (if applicable) Paid parental leave Requirements: Education: High School/GED or equivalent experience Minimum Experience: 3-5 years locksmiths, drive-up and electronic, ATM's/TCR. 3 years Banking Specialist experience within a commercial, industrial, or facilities operation setting Preferred Experience: (but not required): 3 years in 1 or more of the following industries: security, electronic, banking equipment Convergint is an Equal Opportunity Employer. Visit our Convergint careers site to learn more about the company and the exciting opportunities available.

Posted 2 weeks ago

Houlihan Lokey logo
Houlihan LokeyHouston, Texas

$175,000 - $200,000 / year

Business Unit: Corporate Finance Industry: Oil & Gas 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. Oil & Gas Houlihan Lokey’s Oil & Gas (O&G) Group is a recognized leader in providing a wide range of investment banking advisory services to companies and investors operating in the oil & gas industry. This dedicated team of financial and technical professionals focuses primarily on large, complex transactions in the oil & gas industry, including across the upstream, midstream, and downstream sectors as well as in molecule-related alternative energies. The O&G Group is comprised of a global team with dedicated industry bankers in Houston, Dallas, New York, London, Dubai, and Hong Kong and regularly works on cross-border deals. The O&G Group is a cross-product industry vertical. Responsibilities As an Associate, you will: Prepare, analyze, and help explain historical and projected financial information Create financial models and value companies and businesses Coordinate and perform business due diligence Prepare confidential information memoranda, management presentations, and marketing pitches Lead the planning and execution of marketing engagements Build relationships and maintain direct contact with clients and prospective clients, professional advisors, and other stakeholders Supervise and mentor junior staff Requirements / Qualifications The environment at Houlihan Lokey is results-driven and entrepreneurial. As such, it rewards top performers with substantial responsibility and interaction with senior-level professionals and clients. The following qualifications/skills are required: A strong academic track record 3-4 years of investment banking experience within either an M&A generalist or industry team (preferably Oil & Gas) A solid understanding of the sell-side M&A process, along with proven experience in successfully closing deals Fundamental understanding of financial valuation methodologies and applications Advanced financial modeling and analytical abilities; Strong NAV, DCF, and LBO modeling skills Strong qualitative and quantitative research skills Understanding of financial statements analysis with the ability to work through key assumptions, implicit caveats, and limitations Excellent verbal and written communication skills in English are essential Advanced knowledge of Excel Independent thinker and resourceful problem solver Strong work ethic, organizational skills, and ability to multitask Motivated and demonstrated ability to work cooperatively with all levels of staff in a rapidly changing, demanding, but ultimately rewarding environment Ability to work independently in a fast-paced environment 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-$200,000 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-114736

Posted 5 days ago

Northwest Bank logo
Northwest BankColumbus, Ohio
Job Description We are growing in Columbus! The Commercial Banking Market Executive is responsible for leading and coaching a team of relationship managers to grow portfolio of C&I banking relationships through the addition of new clients and the expansion of existing relationships. The Commercial Banking Market Executive will provide oversight, guidance, advice and support to relationship managers as needed to ensure adherence to corporate policy and risk parameters, appropriate loan structure/pricing, cross-sale penetration and prospect conversion. Essential Functions Develop new and expand existing commercial banking relationships and partnerships with branches, treasury management, trust and investments to promote additional business opportunities and profitability for Northwest Prospect actively and successfully bringing in new relationships to Northwest Achieve and exceed budget goals as assigned to Region Actively participate in community and professional networking events Develop meaningful “Centers of Influence” relationships Encourage clients and their employees to maintain their personal banking at Northwest Establish market sales and 1 on 1 coaching meetings to promote best practices and help win business Engage with various product partners on a regular basis to discuss cross sell opportunities and referrals to expand and deepen client relationships Work closely with Credit Administration, Loan Review, Special Assets, and Senior Management in providing feedback on the condition of loan portfolio Manage a commercial loan portfolio Develop close working relationship with Portfolio Management Team Leader and develop new and expand existing commercial banking relationships Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis Ensure noncredit clients have appropriate treasury management and other related commercial services and risk ratings are appropriate As required, collect on delinquent accounts Analyze financial statements and related credit material to assess risk on a continuous basis in conjunction with Portfolio Management Complete loan closings in conjunction with Portfolio Management Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management, compliance with Northwest policies and procedures, and compliance with Federal and State regulations Participate in continued sales, product and credit training Maintain a working knowledge of all treasury management services Complete all required Compliance training in a timely basis Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment Complete special projects as assigned Education, Experience and Skills Bachelor's Degree in Business, Accounting, Finance, Economics, or Marketing More than 15 years of commercial lending experience Experience managing a sales team Experience consistently delivering strong sales performance and exceeding goals Comprehensive knowledge and understanding of commercial lending, loan servicing, and credit and non-credit products Strong negotiating skills in terms, loan structure, and pricing. Commercial credit and sales training from a banking organization or equivalent preferred. #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Posted 30+ days ago

Royal Bank of Canada logo
Royal Bank of CanadaSan Francisco, California
Job Description 2027 Global Investment Banking Summer Analyst – San Francisco What is the opportunity? RBC Capital Markets is a premier investment bank that provides a focused set of products and services to corporations, institutional investors and governments around the world. With more than 7,100 professionals, we operate out of 70 offices in 15 countries across North America, the U.K., Europe, and the Asia-Pacific region. We work with clients in over 100 countries around the world to deliver the expertise and execution required to raise capital, access markets, mitigate risk and acquire or dispose of assets. We are consistently ranked among the largest global investment banks according to Bloomberg and Dealogic. RBC Capital Markets is part of a leading provider of financial services, Royal Bank of Canada (RBC). Operating since 1869, RBC is one of the top 15 largest banks in the world and the fifth largest in North America, as measured by market capitalization. With a strong capital base and consistent financial performance, RBC is among a small group of highly rated global banks. U.S. Summer Analyst Program Each year, we invite high-performing, rising college seniors to join our Global Investment Banking (GIB) platform for a 10-week U.S. Summer Analyst Program. The program offers Summer Analysts an opportunity to work alongside our investment bankers on a variety of live transactions as well as client- facing business development initiatives. What will you do? GIB provides a complete suite of strategic advisory services, as well as equity and debt capital raising capabilities for leading corporations, institutions and governments. RBC Capital Markets’ San Francisco office recruits for the following industry and product groups: Industry Group: Technology Product Group: Mergers and Acquisitions (M&A) As a GIB Summer Analyst you will spend your time: Developing and preserving complex financial models Creating pitch books and other client materials Generating and maintaining financial models and analysis Conducting research to analyze market trends Supporting live deals and major transactions What do you need to succeed? In selecting Sumer Analysts, we look for the following: Undergraduate students in their penultimate year of study at an accredited four-year college or university Excellent written & verbal communication skills Familiarity with computer applications such as MS Outlook, Word, and Excel Ability to manage multiple competing priorities and thrive in a fast-paced and challenging environment Value and possess strong competency in the following behaviors: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset Well-rounded set of interests and extra-curricular activities beyond academics What’s in it for you? We thrive on the challenge to be our best, think progressively, continue our growth, and deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our individual/collective potential, making a difference to our communities, and achieving success that is mutual. From this experience you would gain: A strong foundation in fundamental investment banking skills such as financial modeling and analysis, transaction execution and negotiation, and in-depth industry/product knowledge A better understanding of RBC’s products and services The support of a mentor (typically a full-time Analyst) An opportunity to network and discuss career opportunities through a number of social events The good faith expected salary for the above position is $110,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: · Drives RBC’s high-performance culture · Enables collective achievement of our strategic goals · Generates sustainable shareholder returns and above market shareholder value Inclusion and Equal Opportunity Employment RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request. Job Skills Additional Job Details Address: TWO EMBARCADERO CENTRE, 2 EMBARCADERO CENTER:SAN FRANCISCO City: San Francisco Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: Job Type: Student/Coop (Fixed Term) Pay Type: Salaried Posted Date: 2025-11-03 Application Deadline: 2026-01-30 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above I nclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com .

Posted 1 day ago

Rutter logo
RutterNew York City, New York

$160,000 - $185,000 / year

About Rutter Rutter is the leading B2B2B unified API company , enabling fintechs and banks to seamlessly integrate with SMB financial data. Our platform powers the next generation of embedded finance by providing integrations across accounting, commerce, HRIS, CRM, banking, and more—helping fintech companies build financial products that save SMBs time and money. We are backed by a16z and work with industry leaders including Mercury, Parafin, Airwallex, Payoneer, a top 10 U.S. bank, and a top 3 digital payments processor. Our infrastructure supports some of the most innovative fintech and banking products in the market today and utilized by millions of SMB end users. We’re looking for a Senior Account Executive to join our sales team in our Flatiron, Manhattan office . You will be responsible for driving new business, managing the full sales cycle, and closing deals with fintechs, banks, and embedded finance platforms. You will work closely with product and engineering teams to help customers understand how Rutter’s API can enhance their underwriting, payments, and financial automation capabilities. Responsibilities Own the full sales cycle from prospecting to close, targeting fintechs, neobanks, and banks building SMB financial products. Engage with C-suite, risk leaders, product managers, and engineering teams to understand their needs and present Rutter’s solutions. Develop a deep understanding of how financial data—accounting, banking, commerce—improves underwriting models, payments automation, and financial workflows. Work closely with the GTM team to refine outreach, messaging, and lead qualification for high-intent prospects. Provide market insights and feedback to product and partnerships teams to help shape Rutter’s offerings. Negotiate contracts, structure partnerships, and manage legal and compliance discussions to close deals efficiently. Requirements 3+ years in a quota-carrying, full-cycle closing role in B2B SaaS, fintech, or API sales. Strong understanding of fintech infrastructure, underwriting models, payments automation, and financial data integrations. Experience selling to risk, credit, product, and engineering teams within financial institutions and fintech companies. Proven ability to manage complex sales cycles with multiple stakeholders and decision-makers. Data-driven and comfortable discussing API-based products, integrations, and technical workflows. Entrepreneurial mindset with the ability to work in a fast-paced, high-growth environment. Must be based in NYC and work in person at our Flatiron, Manhattan office. Compensation & Benefits OTE of $160K–$185K with uncapped commission and equity. High-impact role with direct influence on revenue growth and strategic fintech partnerships. Fast-growing market at the intersection of embedded finance, lending, and financial automation. Work alongside a top-tier team backed by a16z and leading fintech investors.

Posted 30+ days ago

United Fidelity Bank logo
United Fidelity BankEvansville, Indiana
It's fun to work at a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration. The Digital Banking Center Representative position is a key operational role that manages customer relationships obtained through online account opening; providing friendly and efficient services to UFB Digital Banking customers. The incumbent will be responsible for managing and effectively answering inquiries related to online account opening, reviewing online account applications, monitor account relationships, and resolving problems by researching and troubleshooting issues via telephone, internet, or written correspondence. This position will also support other operational departments, such as the Call Center, in other facets during downtime. Essential Job Functions include, but are not limited to: Monitor, review and process online account opening applications for consumer and business deposit accounts. Provide exceptional phone service, email, chat and web correspondence to internet customers by responding efficiently and accurately, explaining possible solutions, and ensuring that customers feel supported and valued. Follow up with customers/applicants when necessary. Provide customer assistance/troubleshoot for Retail Online Banking, Mobile Banking, Debit Cards, and other electronic banking areas for Digital Banking Customers. Seize opportunities to forward customers to branch staff when the opportunities to upsell products arise. Monitor transaction exceptions (i.e. NSF), evaluate account activities, and consider risks associated with Internet-established customer relationships. Follow standard operating procedures. Perform duties related to the Bank Secrecy Act under the guidance of the BSA Officer. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. In accordance with the Americans with Disabilities Act, Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Skills and Abilities Required to Perform Essential Job Functions: Excellent interpersonal skills – always interacting professionally with callers, associates, executives & senior leaders. Outstanding written and verbal communication abilities. Must demonstrate strong analytical and problem-solving attributes. Advanced organization and time management skills. Proficiency in Microsoft Office Suite of products. Ability to work under high pressure, within short deadlines, while making sound judgement decisions. Possess a high degree of integrity when dealing with sensitive information. Energetic team player. Education, Experience and Qualifications: High School Graduate or General Education Degree (GED) required. Banking experience preferred. 2-3 years of customer service or bank operations experience required. 2-3 years of call center experience is a plus. Physical Requirements of Essential Job Functions: The associate is frequently required to sit and/or stand, communicate, reach and manipulate objects, tools or controls that are typical of an office/bank environment. Lifting items weighting up to 10 pounds on a consistent basis. Manual dexterity and coordination are required over 80% of the work period while operating equipment such as computers, phones, calculators, etc. Working Conditions: Typical office working environment. Typical desk job. Extended viewing of computer screens. Donning microphone headsets to manage customer calls. Periodic travel between locations may be required. Typically, 8:00am – 5:00pm CST, Monday – Friday. Must be able to work over-time and Saturdays if needed. The above statements are intended to describe the general nature and level of work performed by associates assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of the associate classified as such. Duties and responsibilities may be added or changed as deemed appropriate by management at any time therefore, they could differ from those outlined above. United Fidelity Bank is proud to be an Equal Opportunity/Affirmative Action employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gen der identity or any other characteristic protected by law .

Posted 4 weeks ago

Huntington National Bank logo
Huntington National BankChicago, Illinois

$102,000 - $208,000 / year

Description Summary: The Regional Banking Relationship Manager Sr. is responsible for acquiring new business relationships to Huntington as well as maintaining and deepening business relationships with existing customers. This is done by providing insights and guidance to business owners. Depending on market assigned portfolio size recommended as 30 to 60 clients Target market is businesses with sales sizes $2 MM to $50 MM and credit exposures up to $25 MM. This role serves a senior level sales position within Regional Banking with heavy focus on business with greater than $25 MM in sales and functions as the back-up to the Market Manager while providing credit and mentoring guidance to junior colleagues. 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 loan transactions of the most 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 a book of existing business customers by providing insights and advice. Segment target markets are businesses between $2-$50 million in sales size with aggregate credit exposures up to $25million. 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 CAR 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 keyboards 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 junior Regional Banking colleagues on more complex credits . Performs other duties as assigned. Basic Qualifications: Bachelor’s degree or equivalent (4 year of education and Business Banking/ Commercial lending experience) 10+ years of Business Banking/Commercial Banking experience Preferred Qualifications: Well-versed in complex commercial credits with 10+ years Business Banking or Commercial sales experience Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $102,000.00 - $208,000.00 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 1 week ago

Baird logo
BairdChicago, Illinois
Investment Banking Analyst Baird is a leading global investment bank with more than 400 banking professionals in the U.S., Europe and Asia. We provide corporations, entrepreneurs, private equity and venture capital firms with in-depth market knowledge and extensive experience in merger and acquisition, restructuring, debt advisory and equity financing transactions. Since 2017, Baird has completed more than 700 advisory transactions, representing nearly $255 billion in transaction value, and nearly 500 financings, raising $195 billion. Committed to being a great workplace, Baird ranked No. 23 on the 2023 Fortune 100 Best Companies to Work For® list – its 20th consecutive year on the list. As an Investment Banking Analyst, you will: Play an integral role on investment banking teams, providing analytical support on mergers and acquisitions, public offerings and other financial advisory services for our clients. Assist in the preparation of company valuations, financial models, company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation. Develop your skills through broad exposure of working closely with both junior and senior bankers. What makes this great? Gain relevant experience in all areas of a transaction, from preparation of marketing materials to facilitation of due diligence. Unique culture that values diverse backgrounds and perspectives while emphasizing respectful teamwork and a strong sense of partnership. Achieve professional development and advance your career through lean deal teams which provide greater responsibility and daily interaction with senior bankers. What we look for: Candidates with experience working in a solution-focused environment who can hit the ground running. 12-24 months of full-time work experience (Investment banking preferred). Candidates must have a proven academic record and a passion for Finance. The ideal candidate will have: An enduring work ethic and track record of success. The ability to function equally well in both a team setting and on a self-directed basis. Excellent mathematical, writing, verbal and computer skills. SIE and Series 79 licensing preferred or the ability to quickly obtain. The Baird Difference In addition to a strong culture that is focused on health and well-being, our organization offers competitive total compensation packages and unique benefits including: Protected Friday night and Saturdays Periodic Sabbaticals during career Shareholder opportunities Mandatory paid time off (PTO) Robust 401k match and profit-sharing contribution Learn more about Baird’s unique additional benefits here #DI #LI-GIB2 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Posted 30+ days ago

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L&N Federal Credit UnionWilliamsburg, Kentucky
Summary Reporting to the Assistant Branch Manager, this full-time, non-exempt hourly position works to develop deeper relationships with new and existing members of the credit union. This position will offer solutions to member needs by offering a variety of account and loan options. Essential Functions & Responsibilities 1. Provide information concerning services to new and existing members related to accounts, consumer loans, auto loans, and mortgage loans. 2. Responsible for opening new member service accounts and resolving any questions or problems in regards to member service issues while looking for cross‑sell opportunities to better service the members. 3. Effectively follow all onboarding procedures with all new members. 4. Stay informed on all credit union promotions of new products or services. 5. Conduct member service interactions consistent with the standards detailed in our Managing Service Excellence program. 6. Adhere to Bank Secrecy Act and security procedures of the credit union. 7. Provide product knowledge to members and be prepared to compare with the competition. 8. Keep abreast of federal regulations and stay in compliance with all laws. 9. Cooperate and work together as a team with coworkers, maintain a neat work area, and perform other duties as required by management. 10. To practice confidentiality where appropriate in all employee, member and credit union affairs. 11. Will be required to be able to operate a cash drawer and balance it. 12. Assist Member Service Representative/Teller when possible to offer members prompt service. Qualifications and Certifications A high school education or GED required. Associate’s Degree or higher preferred. 1 year to 3 years of similar or related experience required.

Posted 2 weeks ago

Airwallex logo
AirwallexSan Francisco, California
About Airwallex Airwallex is the only unified payments and financial platform for global businesses. Powered by our unique combination of proprietary infrastructure and software, we empower over 200,000 businesses worldwide – including Brex, Rippling, Navan, Qantas, SHEIN and many more – with fully integrated solutions to manage everything from business accounts, payments, spend management and treasury, to embedded finance at a global scale. Proudly founded in Melbourne, we have a team of over 2,000 of the brightest and most innovative people in tech across 26 offices around the globe. Valued at US$8 billion and backed by world-leading investors including T. Rowe Price, Visa, Mastercard, Robinhood Ventures, Sequoia, Salesforce Ventures, DST Global, and Lone Pine Capital, Airwallex is leading the charge in building the global payments and financial platform of the future. If you’re ready to do the most ambitious work of your career, join us. Attributes We Value We hire successful builders with founder-like energy who want real impact, accelerated learning, and true ownership. You bring strong role-related expertise and sharp thinking, and you’re motivated by our mission and operating principles . You move fast with good judgment, dig deep with curiosity, and make decisions from first principles, balancing speed and rigor. You're humble and collaborative; turn zero‑to‑one ideas into real products, and you “get stuff done” end-to-end. You use AI to work smarter and solve problems faster. Here, you’ll tackle complex, high‑visibility problems with exceptional teammates and grow your career as we build the future of global banking. If that sounds like you, let’s build what’s next. Attributes We Value We hire successful builders with founder-like energy who want real impact, accelerated learning, and true ownership. You bring strong role-related expertise and sharp thinking, and you’re motivated by our mission and operating principles . You move fast with good judgment, dig deep with curiosity, and make decisions from first principles, balancing speed and rigor. You're humble and collaborative; turn zero‑to‑one ideas into real products, and you “get stuff done” end-to-end. You use AI to work smarter and solve problems faster. Here, you’ll tackle complex, high‑visibility problems with exceptional teammates and grow your career as we build the future of global banking. If that sounds like you, let’s build what’s next. About the team The Core Banking Platform team plays a vital role in Airwallex's global operations. It is responsible for enabling client wallet transactions and maintaining the financial accuracy of client ledgers, which in turn ensures a seamless client wallet experience and accurate financial reporting for clients. Primarily based in Singapore, Our focused team is responsible for developing a robust, high-performance distributed multi-currency wallet platform. This platform encompasses financial transaction execution, recording, and reporting. It is critical for supporting the ongoing expansion of Airwallex offerings, including global transfers, payments and acquiring, card issuing, and lending. As a dynamic group of engineers, we not only build impactful platforms and products but also develop tools and processes to enhance our efficiency and effectiveness. What you’ll do Lead and Mentor: Guide and support a team of talented engineers, fostering a collaborative and high-performing work environment that encourages innovation and growth. Hands-On Technical Leadership: Actively engage in the development process, providing hands-on guidance and taking responsibility for presenting and defending technical designs and decisions. Develop Cutting-edge Solutions: Lead the development of a transaction engine focused on scalability, financial accuracy, and adaptability. Build and maintain a distributed multi-currency wallet platform, providing precise financial oversight for client ledgers. Collaborate across teams with product and other engineer teams to ensure alignment between technical solutions and business objectives. Innovate productivity-enhancing tools and processes, exploring AI opportunities to continually improve our engineering practices and system observabilities. Thrive in a collaborative, energetic team environment that encourages innovation and continuous learning. Who you are Experienced in Distributed Systems: You have a strong foundation in designing and implementing distributed systems, with hands-on experience in backend development and database technologies. Strong Communicator: You effectively convey technical concepts to both technical and non-technical stakeholders, ensuring clarity and understanding. Collaborative and Inclusive: You foster a team environment that values diverse perspectives and promotes continuous learning. Analytical and Strategic: You leverage data to drive decisions, aligning engineering efforts with business objectives for optimal outcomes. Proactive and Resourceful: You take initiative and skillfully navigate complex technical challenges to deliver impactful results. Meticulous and Accuracy-Driven: You prioritize financial correctness and have an eye for detail, ensuring reliability in client ledgers and transactions. Curious Learner: You're eager to explore new tools and technologies, including AI, to innovate and enhance your technical expertise. Minimum qualifications: 7+ years of software engineering experience, with a focus on solving availability & consistency challenges across mission-critical, distributed systems 2+ years of experience managing and mentoring a team of developers Solid understanding of accounting concepts (ledger, financial transactions) & experience working in a financial domain Preferred qualifications: Strong cloud experience GCP (preferred) or AWS (EC2, RDS, ELB, CloudFront, etc.) with docker and Kubernetes Hands-on experience with event-driven architectures Experience developing and maintaining automated tests and quality control processes Experience integrating with observability tooling such as Splunk, NewRelic, Prometheus, Grafana Applicant Safety Policy: Fraud and Third-Party Recruiters To protect you from recruitment scams, please be aware that Airwallex will not ask for bank details, sensitive ID numbers (i.e. passport), or any form of payment during the application or interview process. All official communication will come from an @ airwallex.com email address. Please apply only through careers.airwallex.com or our official LinkedIn page. Airwallex does not accept unsolicited resumes from search firms/recruiters. Airwallex will not pay any fees to search firms/recruiters if a candidate is submitted by a search firm/recruiter unless an agreement has been entered into with respect to specific open position(s). Search firms/recruiters submitting resumes to Airwallex on an unsolicited basis shall be deemed to accept this condition, regardless of any other provision to the contrary. Equal opportunity Airwallex is proud to be an equal opportunity employer. We value diversity and anyone seeking employment at Airwallex is considered based on merit, qualifications, competence and talent. We don’t regard color, religion, race, national origin, sexual orientation, ancestry, citizenship, sex, marital or family status, disability, gender, or any other legally protected status when making our hiring decisions. If you have a disability or special need that requires accommodation, please let us know.

Posted 3 days ago

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

Posted 30+ days ago

CrossCountry Consulting logo
CrossCountry ConsultingNew York, NY

$107,000 - $236,000 / year

From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here . By joining our rapidly growing Business Transformation practice you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery. What You'll Do: Assess and enhance our clients' banking and capital markets businesses by modernizing their operating model, processes, and architecture to address emerging business priorities, regulatory changes, and long-term business outlook adjustments Collaborate across our clients’ front, middle, and back offices as well as corporate functions or at the industry level, to drive performance improvement Participate in process improvement, process automation, and operating model design, as well as data management and model optimization Manage expansive transformation programs impacting front-to-back with multiple workstreams, identifying risks, managing clients’ expectations, and ensuring program execution within deadlines and budget Collaborate with team members to analyze, evaluate, and enhance our clients’ banking and capital markets businesses, including processes, governance, data, and technologies Create system test plans and conduct testing leveraging testing tools such as JIRA Conduct current state/future state gap analysis for individual business areas Develop comprehensive report specifications, including data fields, data sources, and any necessary formulas or algorithms, to produce insightful reports Assist clients in defining and conducting user acceptance tests, ensuring the system functionality meets user requirements and expectations Drive project management activities including status reporting or maintain RAID logs, and conduct scrum meetings for defect/development management Mentor team members by coaching colleagues, providing regular ongoing feedback and annual performance reviews, and assisting project teams in resolving multi-faceted issues What You'll Bring: 5+ years of relevant experience in professional services management consulting Familiarity with a range of financial products, including lending, finance, derivatives, equities, and fixed income, foreign exchange, and commodities Strong knowledge of various industries, encompassing investment banking, commercial banking, broker-dealers, custody, fund administration, and investment management Demonstrated expertise in banking and capital markets, covering the trade and client lifecycle, and familiarity with typical systems and downstream processes (Risk, Finance, Compliance, etc.) Background in one or more of the following areas: operations improvement, business process improvement, data management, business analysis, change management, program/project management, and/or regulatory compliance Experience mentoring and developing junior team members and helping project teams resolve multi-faceted issues Qualifications: Bachelor’s degree in, Business, Finance, Information Systems, Information Technology, or other technical discipline #LI-JF1 #LI-Hybrid For applicants located in New York, CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to, skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $107,000 - $236,000 per year + annual bonus + additional benefits. Benefits Summary The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: https://www.crosscountry-consulting.com/careers/benefits/ . Equal Employment Opportunity (EEO) CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive, diverse, and inclusive workplace. As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, pregnancy, genetics, sexual orientation, protected veteran status, gender identity or expression or any other characteristic protected by federal, state or local laws. This policy also complies with pay transparency and labor laws and applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Posted 30+ days ago

D.A. Davidson logo
D.A. DavidsonPortland, OR

$105,000 - $115,000 / year

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

Posted 30+ days ago

Crowe logo
CroweLos Angeles, New York

$106,500 - $267,500 / year

Your Journey at Crowe Starts Here: At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you’re trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That’s why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry. Job Description: Crowe has expanded its service offerings and we are hiring for our Financial Institutions Tax Services team as a result. Our Financial Institutions practice delivers tax solutions to a variety of clients in the banking, fintech, and digital currency space. We are adding talented team members to our 70+ department with corporate tax and ASC 740 (income tax provision) experience as we continue to expand our service offerings and deliver high quality service to our clients. If you value the challenge and opportunity to work with a high performing group then this is the position for you! As a Senior Manager in our Financial Institutions Tax practice, you will have the opportunity to: Prepare and review corporate income tax provisions under ASC 740 Review and/or prepare corporate tax returns Conduct tax research and provide guidance and consultation to clients Identify and implement tax planning and tax savings strategies Collaborate and engage in large projects Manage and foster existing client tax relationships through client deliverables and a hands-on consultative approach Mentor and develop interns, staff, and senior staff while promoting a highly interactive team environment Manage multiple engagements at once Qualifications: Previous experience with C-Corp taxation, tax provision experience, ASC 740 (FAS 109) required Previous banking experience required Bachelor’s degree in Accounting required CPA license or EA required A minimum of seven (7) years' experience in public accounting or corporate/public blend especially from a large CPA firm Ability to grow strong client relationships Strong written and verbal communication skills Excellent project management and time management skills Tax research skills We expect the candidate to uphold Crowe’s values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $106,500.00 - $267,500.00 per year. Our Benefits: Your exceptional people experience starts here. At Crowe, we know that great people are what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you! How You Can Grow: We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper! More about Crowe: Crowe (www.crowe.com) is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world. Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, genetics, national origin, disability or protected veteran status, or any other characteristic protected by federal, state or local laws. Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge. Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.

Posted 30+ days ago

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Convergint CareerFort Lee, New Jersey
Convergint is looking for a full-time, enthusiastic, results-driven, and forward-thinking Banking Service Technician to join our amazing culture. In this role, you will troubleshoot, repair, and perform preventive maintenance on banking security equipment including security camera, access control, and alarm systems, banking drive-up equipment, vaults, safe deposit boxes, ATMs and more. Must have effective verbal, written, and interpersonal communication skills. As a Banking Service Technician, you are part of a dynamic team that allows you to grow as Convergint grows. For information about how we use your personal information, please see our Colleague & Applicant Privacy Notice, available on convergint.com/careers. Who You Are You have a passion for providing world-class service to customers, colleagues, and communities. You are a person of integrity with a commitment to growth, accountability, and delivering results. You want to join an organization with a positive culture that embraces equal opportunity and allows everyone to be the best version of themselves at work and home. You want to grow with us and deliver results as an exceptional Banking Service Technician. Who We Are With 20 years of proven growth and exceptional performance, our mission is to be our customer’s best service provider. We realize the importance of diversity in achieving that goal. Our company was built upon a solid foundation of 10 Values and Beliefs which drive our unmatched culture, making us the #1 global, serviced-based systems integrator in the industry. We take great pride in protecting the lives and assets of our customers and their communities with the solutions we provide. What you’ll do with “Our Training and Your Experience” Convergint's greatest strength is our people! Every colleague is encouraged to participate in our Recruit Awesome People program, helping us grow Convergint by promoting our colleague-first culture and referring top talent to the Talent Acquisition Team and hiring managers. The Banking Service Technician is expected to be skilled in at least one of the three areas of specialization: locksmiths, drive-up and electronic security. Installs equipment and services/supports existing customers by responding to service calls. Drive-up Specialists install, repair, rebuild, and service remote drive-up systems, audio, and video equipment. Locksmiths handle a variety of locking mechanisms from basic drawer locks to more complex locking devices such as vaults, secure keyways, and other systems unique to the banking industry. Electronics Specialists provide support for a variety of electrical and electronics projects. Installs, programs, tests, repairs, and services a variety of non-routine systems and equipment for drive-up, locksmith, and electronic projects. Systems include but are not limited to all manufacturer drive-up equipment (including remote drive-up), deal drawers, and audio and video equipment related to drive-up banking. Repairs or replaces damaged components of remote units. Troubleshoots, repairs, and replaces all components of remote, audio, and video equipment. May install, configure, and support a variety of network systems and equipment for assigned projects. Performs preventative maintenance as needed. Acts as a mentor to less experienced staff by using technical knowledge, skills, and experience. Handles moderately complex installations for remote units such as alert systems. Installs new units with final connections, testing, and training. Responds to moderately complex customer service calls, scheduled maintenance calls, and emergency and after-hours service calls on a timely basis. Work assignments are varied, of moderate scope and complexity, and may require originality and ingenuity in some situations. Identifies potential project challenges, communicates to appropriate parties, and assists in the development and implementation of strategies to minimize deviations from estimated costs and project deadlines. Inspects completed work for conformance with specifications, requirements, and compliance with applicable manufacturer's specifications. Refers only to the most complex issues to higher levels. Estimates cost, time, and materials for replacement equipment. Cleans, maintains, adjusts, calibrates, and services equipment used in the performance of duties. Executes all work in accordance with State and local regulations, general best practices as well as company health and safety policies and procedures. Uses strong troubleshooting skills to isolate and fix problems in malfunctioning equipment or software systems. Acts as “our customer’s best service provider” at all times thereby ensuring Convergint is the customer’s first choice for service. Communicates with and works with the other team members consistently to improve overall operations of the Convergint Center, and company. May advise management regarding customer satisfaction, product performance, installation techniques, and standards as well as suggestions for product improvements. Keeps up-to-date and informed on all company policies. Presents a professional image of Convergint at all times in appearance and behavior. Performs other duties and responsibilities as requested or required. What You’ll Need Working knowledge of drive-up, locking, and electronic systems specific to the banking industry. Basic knowledge of Digital Video Recorders (DVRs) and Network Video Recorders (NVRs) connected to the remote system. Solid knowledge of mechanical and electrical systems. Customer Focus – Maintaining awareness of and seeking to meet the needs and wants of the customer. Strong communication skills both oral and written. Adaptability – Responds effectively to changes in situations or information. Company Benefits Convergint fosters a supportive, accessible, and inclusive environment in which all individuals are able to realize their maximum potential within the company. We offer a variety of programs and exceptional benefits: 10 Company Holidays and Paid Time Off starting at 13 days annually Fun & Laughter Day Off Medical, Dental & Vision Plan Life insurance & Disability Plan Wellness Program 401K Matching Plan Colleague Assistance Program Tuition reimbursement Competitive salary and compensation plan Vehicle reimbursement plan or company vehicle Corporate Social Responsibility Day Cell phone reimbursement (if applicable) Paid parental leave Requirements: Education: High School/GED or equivalent experience Preferred Experience: (but not required): Technical diploma and/or equivalent trade experience (e.g. Electrician) 1 year of previous technician experience within a commercial, industrial, or facilities operation setting. Experience in 1 or more of the following industries: electronic, fire alarm & life safety, and/or building automation. Convergint is an Equal Opportunity Employer. Visit our Convergint careers site to learn more about the company and the exciting opportunities available. Please note that this job posting includes salary information for the assigned target market range within the primary geographic region the requisition is posted. If the position is posted in multiple locations or is a remote position, the salary range may vary. Individual pay rates will, of course, vary depending on the job, department, and location, as well as the individual skills, experience, certifications, specific licenses, and education of the applicant.

Posted 3 weeks ago

Candescent logo
CandescentAtlanta, Georgia
Candescent is the leading cloud-based digital banking solutions provider for financial institutions. We are transforming digital banking with intelligent, cloud-powered solutions that connect account opening, digital banking, and branch experiences for financial institutions. Our advanced technology and developer tools enable seamless, differentiated customer journeys that elevate trust, service, and innovation. Success here requires flexibility in a fast-paced environment, a client-first mindset, and a commitment to delivering consistent, reliable results as part of a performance-driven, values-led team. With team members around the world, Candescent is an equal opportunity employer. About Candescent Candescent is a modern, API-first digital banking platform serving over 1,300 banks and credit unions, reaching more than 30 million users. Recently carved out from the digital NCR Voyix and now backed by Veritas Capital and Canapi Ventures, Candescent delivers cloud-native digital banking solutions across onboarding, money movement, fraud, CRM, and branch experience. Its open, extensible platform powers secure, scalable innovation across consumer and business banking. Role Overview Candescent is in a mission to be the leading intelligent omnichannel platform for banks and credit unions of all sizes. The product strategy focuses on creating leading experiences powered by common platform capabilities. As Head of Digital Product – Consumer & Business Banking, you’ll be responsible for delivering industry-leading digital experiences that drive acquisition, engagement, servicing, and loyalty for both retail and business banking customers. You will own the end-to-end product vision, roadmap, and execution across digital journeys and features used by millions of banking customers daily. You’ll lead a team of 25 product managers across 21 teams focused on customer-facing innovation—partnering with platform teams to bring powerful, user-centric solutions to life. Key Responsibilities 1. Product Vision & Strategy Define the product strategy and roadmap for digital banking experiences for consumers, small businesses, and commercial users that takes Candescent to first an industry leadership position and then strives to be a leader among the top banks Prioritize features and experiences that drive measurable outcomes: digital adoption, deposit & loan growth, engagement, retention, satisfaction. 2. Customer Experience Leadership Candescent want to be known as a leader design and customer led experience Champion seamless, intuitive, secure digital experiences across channels (mobile, web, embedded and agentic). Guide design direction in partnership with UX to ensure accessibility, personalization, and emotional engagement. Drive continuous discovery and user testing across personas and institutions. 3. Core Journeys Ownership Lead digital innovation across core banking journeys including: DIY service features for anything and everything Dashboards and money movement Spend management and alerts Bill pay, transfers, external account linking Business accounts receivables, accounts payable and cash flow Embedded onboarding, cross-sell, and servicing 4. Partnering Across the Ecosystem Work closely with Engineering, Agile, Design, Product Ops, and Marketing to ensure launch-readiness, internal alignment, and scalability. Collaborate with financial institutions, customer success, and implementation teams to gather feedback and prioritize product enhancements. Coordinate with the Platform and Integration teams to deliver robust, compliant, and secure features. 5. Commercial Readiness & Success Support packaging and positioning of retail and business banking modules. Collaborate with Sales, Marketing, and Pricing teams to ensure product-market fit and differentiated messaging. 6. Team Leadership Lead, mentor, and grow a team of product managers and leads aligned by customer type and product area. Foster a culture of empathy, velocity, cross-functional collaboration, and outcome-driven product development. About You 15+ years of experience in digital product management, ideally in fintech, banking, or high-scale SaaS. Proven leadership in building and scaling B2C and/or B2B digital platforms, with a passion for elegant, secure, and compliant user experiences. Deep understanding of banking workflows, regulatory considerations, and the needs of both consumers and business customers. Adept at working with platform teams to translate capabilities (AI, APIs, integrations) into customer value. Strong product instincts combined with data literacy, structured problem-solving, and user empathy. Experienced in building high-performing product teams in complex environments. Why Join Us Lead the digital experiences that directly touch millions of users across hundreds of community and regional banks. Operate in a product-first culture, with a modern tech stack, strong executive backing, and scale-ready architecture. Influence the next chapter of digital banking transformation at the intersection of innovation, trust, and community banking. Collaborate with a talented, mission-driven team committed to building exceptional financial experiences. Statement to Third Party Agencies To ALL recruitment agencies: Candescent only accepts resumes from agencies on the preferred supplier list. Please do not forward resumes to our applicant tracking system, Candescent employees, or any Candescent facility. Candescent is not responsible for any fees or charges associated with unsolicited resumes.

Posted 3 weeks ago

Southstate Bank logo
Southstate BankHuntsville, Alabama
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! SUMMARY/OBJECTIVES It is the responsibility of the Premier Private Banker Team Leader to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. Responsible for the overall management of a Private Banking sales team to maximize and grow full-service banking relationships with high-net-worth customers. Oversees a portfolio of highly complex Private Banking accounts for South State Bank. Champions the Private Banking team’s consultative approach to providing customers with advisory services, pragmatic solutions, and strong client support that meet the needs of client and South State Bank. Guides Private Bankers in prospecting of new relationships and expansion of existing relationships. Provides credit assistance that supports Private Banking business development efforts. Responsible for coaching and developing staff, performance management, change management, employee relations and staffing. Fosters a collaborative network between Private Bankers and other lines of business within a specific geographic region. ESSENTIAL FUNCTIONS Guides and develops the ongoing sales activities of a team of Private Bankers to achieve internal performance goals for revenue growth and overall sales (Loans & Deposits) growth. Develops sales strategies to achieve revenue growth goals. Collaborate with market leaders and COI’s to positively impact the development of sales leads. Manage full-service banking relationships with high-net-worth customers and oversee a portfolio of highly complex accounts. Consult with prospects and clients regarding financial needs; recommend products and services including credit structures, prepares loan packages for credit review and underwriting, opens and services accounts within authorized limits and ensures records/files are maintained within policy/guidelines. Cross-sells Retail, Trust, and Treasury Management services such as credit cards, personal trusts, and investment, financial, and estate planning services. Analyze financial, tax and credit needs of customers, monitor customers changing needs and recommends strategies that utilize company products/services. Determine staffing requirements for Private Banking team. Oversight of selection, development, and management of staff; direct training and development of staff to maximize use of strengths and abilities. Provide feedback as needed, as well as formal written performance and salary reviews on at least an annual basis. Evaluates results and assists in developing programs for improvement. Represents the Bank, actively endorsing its products and services, making appropriate referrals as necessary and providing leadership in key community activities. Assist with managing transaction/operational risk by identifying trends, reviewing management reports, and working with Credit and Operations partners to maintain compliance and credit quality. Provide subject matter expertise to internal bank staff as required. Assist with other projects as required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Qualifications, Education, and Certification Requirements Education : Bachelor’s degree or equivalent experience Experience : 7-10 years banking experience; a minimum of 5 years related experience (Corporate, Mortgage, or Private Banking experience). FINRA Series 7, 63 or 66 licenses not required unless participating in securities and brokerage activities. Skills : Excellent written/oral communications skills; Strategic thinker, with excellent leadership skills and the ability to work tactically when necessary. Collaborative approach to management. Excellent organization, sales, execution, and delivery skills. Must be able to multi-task with frequent interruptions, be comfortable in a fast-paced, changing environment, and manage multiple projects to conclusion on time. Thorough knowledge of state, federal, and regulatory guidelines. Proven success in problem analysis and resolution. Expertise with financial analysis. Strong attention to detail and accuracy. High level of expertise with MS Office suite. Ability to develop rapport easily with clients, peers, and partners. Ability to exercise independent judgment and decision making, initiative and tact in dealing with bank staff and customers. Knowledge : Knowledge of bank operating systems and Private Banking practices and products. Previous experience with analysis of Private Banking relationships, strategic sales planning and client issue resolution is required. TRAINING REQUIREMENTS/CLASSES Required annual compliance training, New Employee Orientation PHYSICAL DEMANDS Must be able to effectively access and interpret information on computer screens, documents, reports and identify customers. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk. WORK ENVIRONMENT This position is in a private office. Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered. TRAVEL Travel may be required to come to meetings as needed. Work Location: 415 Meridian St N Huntsville, Alabama 35801 Equal Opportunity Employer, including disabled/veterans.

Posted 1 week ago

United Fidelity Bank logo

Digital Banking Center Representative

United Fidelity BankFt. Walton Beach, Florida

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Job Description

It's fun to work at a company where people truly BELIEVE in what they're doing!We're committed to bringing passion and customer focus to the business.

Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

The Digital Banking Center Representative position is a key operational role that manages customer relationships obtained through online account opening; providing friendly and efficient services to UFB Digital Banking customers. The incumbent will be responsible for managing and effectively answering inquiries related to online account opening, reviewing online account applications, monitor account relationships, and resolving problems by researching and troubleshooting issues via telephone, internet, or written correspondence. This position will also support other operational departments, such as the Call Center, in other facets during downtime.

Essential Job Functions include, but are not limited to:

  • Monitor, review and process online account opening applications for consumer and business deposit accounts.
  • Provide exceptional phone service, email, chat and web correspondence to internet customers by responding efficiently and accurately, explaining possible solutions, and ensuring that customers feel supported and valued.
  • Follow up with customers/applicants when necessary.
  • Provide customer assistance/troubleshoot for Retail Online Banking, Mobile Banking, Debit Cards, and other electronic banking areas for Digital Banking Customers.
  • Seize opportunities to forward customers to branch staff when the opportunities to upsell products arise.
  • Monitor transaction exceptions (i.e. NSF), evaluate account activities, and consider risks associated with Internet-established customer relationships.
  • Follow standard operating procedures.
  • Perform duties related to the Bank Secrecy Act under the guidance of the BSA Officer.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. In accordance with the Americans with Disabilities Act, Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Skills and Abilities Required to Perform Essential Job Functions:

  • Excellent interpersonal skills – always interacting professionally with callers, associates, executives & senior leaders.
  • Outstanding written and verbal communication abilities.
  • Must demonstrate strong analytical and problem-solving attributes.
  • Advanced organization and time management skills.
  • Proficiency in Microsoft Office Suite of products.
  • Ability to work under high pressure, within short deadlines, while making sound judgement decisions.
  • Possess a high degree of integrity when dealing with sensitive information.
  • Energetic team player.

Education, Experienceand Qualifications:

  • High School Graduate or General Education Degree (GED) required.
  • Banking experience preferred.
  • 2-3 years of customer service or bank operations experience required.
  • 2-3 years of call center experience is a plus.

Physical Requirements of Essential Job Functions:

The associate is frequently required to sit and/or stand, communicate, reach and manipulate objects, tools or controls that are typical of an office/bank environment. Lifting items weighting up to 10 pounds on a consistent basis. Manual dexterity and coordination are required over 80% of the work period while operating equipment such as computers, phones, calculators, etc.

Working Conditions:

  • Typical office working environment.
  • Typical desk job.
  • Extended viewing of computer screens.
  • Donning microphone headsets to manage customer calls.
  • Periodic travel between locations may be required.
  • Typically, 8:00am – 5:00pm CST, Monday – Friday.
  • Must be able to work over-time and Saturdays if needed.

The above statements are intended to describe the general nature and level of work performed by associates assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of the associate classified as such. Duties and responsibilities may be added or changed as deemed appropriate by management at any time therefore, they could differ from those outlined above.

United Fidelity Bank is proud to be an Equal Opportunity/Affirmative Action employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.

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