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Boots to Banking Personal Banker Ricmond VA-logo
Boots to Banking Personal Banker Ricmond VA
Wells Fargo BankRichmond, Virginia
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Wells Fargo has committed to hire military spouses/domestic partners of actively serving military personnel. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Ability to produce a copy of military orders including applicant Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship HHH Program Hires are expected to attend and participate in the Military Spouse Homefront Heroes Orientation and Onboarding Experience. Posting Location(s): Richmond VA Posting End Date: 1 Jul 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Posted 6 days ago

Wire Administration Banking Associate-logo
Wire Administration Banking Associate
MidFirst BankOklahoma City, Oklahoma
This position is part of the Wire Administration Department within our Bank Operations group. Wire Administration is primarily responsible for processing incoming and outgoing wire transfers. Other functions include handling cash management functions such as inventory management, forecasting, transportation and foreign banknote fulfillment. This role is crucial in ensuring the accuracy and efficiency of important financial transactions and supporting the bank's front line business units to deliver first class service to our customers. Hours for this position are Monday through Friday 9:00 am-6:00 pm CT and may vary during these hours based on the rotation of responsibilities. Additional hours may be required as needed. Position Requirements: At least 3 years banking experience preferred, but not required Consistently perform in a volume driven environment where workload fluctuates, but deadlines stay the same and services levels must be met Ability to communicate efficiently and effectively on the telephone and through email to internal customers, external customers and business partners Strong work ethic, critical thinking and problem solving skills with attention to detail Ability to escalate issues and concerns appropriately Ability to exercise discretion, judgment and independent decision-making while following procedural guidance Proficiency with standard computer software (MS Outlook, MS Excel) and ability to quickly learn and navigate job-specific software and web-based applications Maintain a high degree of reliability In addition, the position is expected to read, reference, interpret, and develop written departmental procedures, cross train on department tasks, make suggestions to correct or enhance existing processes, and take advantage of available opportunities to develop a deeper understanding of applicable regulations, operational compliance, and the banking industry to support career development and growth.

Posted 4 weeks ago

Business Banking Administration Manager (Business Lending)-logo
Business Banking Administration Manager (Business Lending)
Make Your MoveSalem, Massachusetts
Salem Five is a growing regional financial services organization with a rich history of over 160 years. As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers. This position requires the ability to work in the Salem, MA offices. New Hires will be eligible for a $1,500 sign-on bonus. Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families. Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we’re all about. JOB DUTIES AND RESPONSIBILITIES include, but are not limited to the following: Oversees the activities of a team of Business Banking operations personnel which includes Loan Assistants and Portfolio Managers and works closely with them day-to-day. Their collective activities include but are not limited to: Providing a superior service experience to clients and prospects. Providing administrative support to loan officers in the submission, validation, review, documentation, and submission of complete loan packages first to Underwriting, and later to Loan Servicing, for all new loan originations. Ensuring all loan conditions and compliance requirements are met for every new loan, modification, review, extension, risk rating change, etc. Working directly with third parties such as closing attorneys, appraisers, environmental companies and others, and managing related processes through to completion. Coordinating all loan fundings, advances, loan payments, and fee payments. Opening escrow deposit accounts when required as a condition of a loan; reconciling all accounts monthly. Performing annual reviews of large relationships and lines of credit; and performing exception reviews as necessary based on defined criteria; making recommendations of risk rating changes to Commercial Credit as necessary. Addressing maturing credit facilities and working closely with loan officers to renew them or take other actions. Working with Commercial Credit team and outside counsel as necessary to resolve workout credits. Addressing delinquent accounts through routine participation in weekly meetings and customer outreach. Attending Senior Loan Committee meetings as may be required. Partners with the Bank’s primary System Administrator for the loan origination system (Baker Hill’s NextGen platform) and functions as Business Banking’s ‘expert’ on system functionality. Is the department’s subject matter expert as it pertains to business processes and in the areas of system and custom document development work. Identifies and implements workflow efficiencies, performs testing in advance of new releases, and develops and delivers training to new employees (as needed) and on system enhancements as they are made available. Responsible for the group’s overall compliance with regulatory and policy requirements. Works closely with internal Compliance partners to stay abreast of impending changes and ensures implementation of any necessary adjustments to business processes. Routinely reviews available data to ensure adherence to all requirements, and ensures corrective action is taken to promptly resolve any issues identified. May be required to participate as a member of the Bank’s Compliance Committee. Manages vendor relationships associated with the Business Banking group, to include performance of annual Vendor Management Reviews. Assumes additional responsibilities as requested. LEADERSHIP RESPONSIBILITIES: Individual is required to lead a team of business banking operations support staff and is responsible for the overall direction and coordination of the team’s initiatives as well as the routine evaluation of the group’s personnel. S/he has management responsibilities in accordance with the organization’s policies and procedures and applicable laws. Responsibilities include, but are not limited to, interviewing, hiring, and training new employees; coaching and mentoring team members to foster professional development; planning, assigning, and directing work as necessary; writing and conducting performance assessments; applying Human Resource policies for routine aspects of management and as performance issues arise. EDUCATION and/or EXPERIENCE: Minimum of 5 years commercial lending experience in addition to a bachelor’s degree with a concentration in Finance or related business discipline, or combination of the above. Incumbent must be well versed in the technical aspects of commercial lending and business development; formal credit training is a plus but is not required. Prior managerial experience required. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee is required to stand, sit, use hands and fingers, speak, hear, and visually view information. The employee may periodically be asked to travel from location to location to meet with clients and/or participate in after-hours/off site business development and/or charitable events. Benefits/Incentives : Health Insurance, Dental, Vision, Flexible Spending Account, Health Savings Account, 401k Matching, Tuition Reimbursement, Employee Referral Program, Summer Family Outing, Annual Holiday Reception and more Salary Range : Competitive Base Ready to apply ? If this job sounds like a fit for you, then click on Apply / Apply Now in this posting. We look forward to talking with you. Qualified candidates may also submit a resume and application online at salemfive.com/careers or mail your resume to Human Resources, 210 Essex Street, Salem, MA 01970.

Posted 30+ days ago

Experienced Investment Banking Analyst (Chicago, Illinois)-logo
Experienced Investment Banking Analyst (Chicago, Illinois)
Robert W. Baird & Co.orporatedChicago, 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

Business Banking Relationship Manager-logo
Business Banking Relationship Manager
U.S. Bank National AssociationWalnut Creek, California
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Our Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They approach each and every day with a single purpose – to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. They will have access to an expansive set of products and solutions to better serve our business clients today and into the future. The responsibilities are as follows: Be the primary advisor for our business clients. Build, develop and manage new and existing relationships with business clients. Deliver financial expertise and client-centric solutions that build strong, long-term relationships. Assess and attend to clients' banking needs. Obtain and process client and account information. Educate clients on available deposit and loan products and services. Recommend financial solutions based on each client’s unique goals and needs. Bring new business clients to the bank through strong business development and prospecting. Have advanced knowledge of business credit analysis and underwriting. Basic Qualifications - Bachelor's degree, or equivalent work experience - Five to seven years of relevant experience Preferred Skills/Experience - Strong relationship management and business development abilities - Well-developed analytical and problem-solving skills - Basic knowledge of credit administration, analysis, and credit policy/procedure - Knowledge of cash flow management and business credit underwriting with commercial credit training preferred - Demonstrated understanding of basic financial accounting and analysis - Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank’s products - Ability to work effectively with individuals and groups across the company to manage customer relationships - Excellent presentation, verbal and written communication skills - Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts Location This role offers a hybrid/flexible schedule, which means there is an expectation to work onsite or be with customers three or more days a week and the flexibility to work outside the office location for the other days. If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants . Benefits: Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $117,725.00 - $138,500.00 - $152,350.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 3 weeks ago

Banking Specialist - Laredo, TX-logo
Banking Specialist - Laredo, TX
Convergint CareerLaredo, Texas
Convergint is looking for a full-Time, enthusiastic, results driven and forward thinking Security 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 project business. As a Security 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 Service Specialist. 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 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. Acts as “our customer’s best service provider” at all times thereby ensuring Convergint is the customer’s first choice for service. Respond to routine and some non-routine customer service calls, scheduled maintenance calls, and emergency and after-hours service calls on a timely basis; diagnose, troubleshoot, repair, replace defective parts and debug systems for routine problems; install projects as necessary. Use solid troubleshooting skills to isolate and fix problems in malfunctioning equipment or software. Identifies and resolves problems for many types of service calls including emergency and after-hours calls; analyzes repair requirements and provides customer with appropriate solutions; completes necessary repairs and replacements as needed; exercises judgment in selecting methods, techniques, and evaluation criterion for obtaining results. Completes accurate and detailed service reports for customer and Convergint in a timely manner to allow for accurate invoicing and job cost tracking. May provide custom systems integrations, detailed systems upgrade planning and execution, systems audits and consultation, and/or database management and manipulation. May install, configure, and support a variety of network systems and equipment for assigned projects. Executes all service calls in accordance with Federal, State and local regulations as well as company health and safety policies and procedures. Uses solid troubleshooting skills to isolate and fix problems in malfunctioning equipment or software. Communicates with and work with the other team members consistently to improve overall operations of the Convergint Technology Center, and company. Responsible for primarily performing preventative maintenance for installed systems that are typically less complex. Work closely with other specialists to cross-train on servicing existing customers by responding to service calls, carrying out Customer Support Programs and small projects business. Scope of work includes technical assistance, systems checkout of new and existing installations, troubleshooting and maintenance and repair routines associated with installed Security and the installation of small or less complex projects. Performs other duties and responsibilities as requested or required. What You’ll Need Developing exceptional customer focus and ability to work under pressure; ability to maintain awareness of, and seek to meet the needs and wants of the customer without being prompted. Developing technical skills and experience related to building automation systems, fire alarm systems, and/or electronic security systems. Ability to develop basic programming skills and proven ability to troubleshoot problems and look for solutions. Solid mechanical and electrical aptitude (e.g. works with a variety of hand and power tools such as drill, screwdriver, wire stripper, hacksaw, crimper). Proficient computer skills including familiarity with MS Office applications (Outlook, Word, Excel). 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): 0-3 years relevant 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.

Posted 2 weeks ago

Data Analyst, Banking-logo
Data Analyst, Banking
CurrentNew York City, NY
Data Analyst, Banking Current is a leading US-based fintech company dedicated to empowering individuals to achieve their financial goals. We're committed to providing innovative and accessible financial solutions, and data plays a crucial role in driving our success. We're looking for a talented and passionate Data Analyst to join our Banking team and help us leverage data to optimize our operations, enhance our products, and deliver exceptional customer experiences. ABOUT THE ROLE As a Data Analyst on the Banking team, you'll be at the forefront of shaping our understanding of customer behavior, banking product performance, and operational efficiency. You'll work closely with product managers, engineers, and other stakeholders to translate business questions into actionable insights. Your work will directly impact key decisions related to our banking products, features, and overall strategy. RESPONSIBILITIES Analyze large datasets to uncover trends, patterns, and improvement opportunities in banking products and services. Build and maintain dashboards and reports to track KPIs and deliver clear insights to stakeholders. Conduct discovery and deep-dive analyses to support data-driven decision-making. Partner with product managers and engineers to define and measure the success of features and initiatives. Design and evaluate experiments to optimize products and enhance customer experience. Monitor and analyze customer behavior across deposits, transactions, and other banking activities. Deliver actionable insights to leadership on emerging trends and innovation opportunities. Work with analytics and backend engineers to ensure accessible, accurate, and high-quality data. Communicate findings and recommendations effectively to both technical and non-technical audiences. Continuously improve data analysis processes and methodologies. Uphold data integrity, accuracy, and governance across analytics pipelines. Support production analytics and fraud response through participation in on-call rotations. This role has a base salary range of $130,000 - $175,000. Compensation is determined based on experience, skill level, and qualifications, which are assessed during the interview process. Current offers a competitive total rewards package which includes base salary, equity, and comprehensive benefits. REQUIREMENTS Bachelor's degree in a quantitative field such as Analytics, Statistics, Economics, Computer Science, or a related field. Experience as a data analyst for 3+ years, ideally in B2C, financial services, or technology. Strong proficiency in SQL and experience working with relational databases (e.g., Bigquery, Snowflake, Redshift, etc). Proficient in utilizing data visualization tools like Tableau, Looker, or other similar platforms. Excellent analytical and problem-solving skills with a strong attention to detail. Ability to communicate complex data insights clearly and effectively to both technical and non-technical audiences. Strong business acumen and the ability to translate business questions into data analysis plans. Experience with A/B testing and experimental design. Working experience with Python for data analysis. ADDITIONAL DESIRED SKILLS AND QUALIFICATIONS Familiarity with the fintech industry and banking products is a plus. Ability to thrive in a fast-paced, collaborative environment. Exposure to dimensional modeling concepts to power meaningful analytics. Experience building data pipelines in dbt. Familiarity with machine learning techniques and predictive analytics is a plus. Experience modeling data using dbt.

Posted 30+ days ago

Oliver Wyman - Financial Services | Banking - Associate & Engagement Manager (M/F/D) - Milan-logo
Oliver Wyman - Financial Services | Banking - Associate & Engagement Manager (M/F/D) - Milan
Clark InsuranceMilan, TN
Company: Oliver Wyman Description: Financial Services | Banking - Associate & Engagement Manager (m/f/d) - Milan WHO WE ARE Oliver Wyman is shaping the future of the financial services industry by helping the world's top financial institutions address their most significant issues. We have an unparalleled understanding of the evolving market structures, economics, and strategic and regulatory trends across all segments of the financial services sector. Our distinct approach is characterized by deep specialization and rigorous fact-based analysis. We continuously strive to be the trusted advisor for financial sector leaders, supporting them on their most critical and complex problems and delivering impact and transformations for them. Our portfolio of clients ranges from the top regional banks to investors, capital markets, insurers, central banks, and ministries of finance. Widely recognized as influential thought-leaders, we draw on a deep understanding of our clients' businesses and our own in-depth industry knowledge to develop sustainable strategies and cutting-edge policies for the top companies and governments in the region, working closely with senior executives and top leaders of regional governments. Our team is seeking extraordinary individuals with deep expertise to support our continued expansion in this sector, which is experiencing significant growth. WHAT YOU WILL DO Experienced professionals bring us the know-how to make lasting change for our clients and our company. We position ourselves as a pure player in strategy consulting. We provide deep industry- and discipline-specific knowledge and expertise, which amplifies our impact and helps us shape the future for our clients. Oliver Wyman is a diverse, entrepreneurial, non-competitive partnership of individuals who like to pursue new opportunities or build a unique franchise doing what they do best in a collegial, fun environment. ASSOCIATES will break down complex problems into discrete tasks, identifying the key aspects of a problem and directing the focus of junior consultants to those elements. You will effectively plan and execute analysis as well as identify the core issues in complex analyses in order to be able to craft suitable recommendations. You will work side by side with clients and your project team members to move projects forward and manage small teams to get the work done. Clients and colleagues look to Associates for unique insight into the subject area which they have chosen. ENGAGEMENT MANAGERS are the on-scene leaders who run our projects day to day. You will lead the team through an efficient and effective problem-solving process from initial thought process through convergence on a solution. You will ensure that recommendations are correct, practical, sensible, relevant and cohesive. It's a role that demands thought leadership at the strategic level - and command of all the technical and operational details of execution. You will need great communication skills and the ability to forge strong relationships. WHAT YOU WILL BRING Just as every client project is different, so we recognize and value the diversity of backgrounds and skillsets for successful candidates. We are seeking high-caliber individuals who want to join our winning team. Preference will be given to candidates with: 4-10 years of relevant experience, ideally with a top-tier strategy consulting firm (or similar organization) In-depth knowledge of the sector Strong analytical and synthesis skills and ability to conduct and leverage sophisticated analyses to identify trends, draw conclusions and present recommendations Outstanding written and verbal communication skills in both formal and informal settings Fluency in English and Italian is required An undergraduate or advanced degree from a top academic program Willingness to travel Know how to take the initiative, seeking out opportunities to learn new skills and put the ones you've already got to good use Not just intelligence, but creativity too: you'll be ready to come up with novel ideas to solve our clients' biggest problems Have an aptitude for analytical work, like sniffing out clues in massive data sets or hunting down the key issues in a hugely complex challenge A willingness to work fluidly and respectfully with our incredibly talented team WHY WORK AT OLIVER WYMAN? Working as part of our global, entrepreneurial company, you will do meaningful work from day one. We are looking for individuals who challenge the norm, and constantly strive to build something new for the firm and the world around us. At Oliver Wyman, there's no "one size fits all" - we hire exceptional people and help them thrive through a built-in support network, flexible career paths, and no artificial barriers to advancement. We have a collaborative, supportive and impactful team environment - we want you to bring your authentic self and enjoy working alongside diverse and down-to-earth colleagues who do serious work, but don't take themselves too seriously. Our Oliver Wyman Values We create breakthroughs to achieve the amazing Be brave We stand behind our beliefs while exploring what drives them. We stand up for what is right and persevere through difficulty. We venture into the unknown, staying open to our greatest possibilities. Lead with heart We build relationships with clients and colleagues that last, grounded in transparency, authenticity, and trust. We love what we do and have fun while we do it. And we combine this passion with rigor and skill to drive sustainable performance. Strive for breakthroughs We bring deep expertise and profound curiosity to the pursuit of ambitious ideas and uncommon insights. We ask bigger questions, seek diverse perspectives, and challenge ourselves to find the most powerful and sustainable solutions. Work as one We succeed as a unified team of colleagues and clients, achieving together what separately would be beyond our reach. We care for and develop one another. We learn from differences, overcome divisions, and celebrate our shared achievements. Own our impact We act as entrepreneurs and stewards of the firm. We own the journey, acting with integrity at every step. And we own our impact, holding ourselves to the highest standards to deliver stronger results for our clients, better opportunities for each other and lasting change for society. You can find out more about our values here Balanced lives We value people whose lives balance work and non-work activities because we believe they are both more interesting colleagues and are able to make better contributions to the Firm. We push ourselves hard to deliver excellence, but we also work to extract the maximum benefit from the flexibility of a project-based business. We provide the ability to take career breaks for personal or family reasons. We fundamentally value each other's time and are sensitive to how it is used. We are an output not input-based culture, have respect for people's personal decisions, and believe that one's workload must be sustainable. We seek balance for ourselves and our colleagues. ABOUT OLIVER WYMAN Oliver Wyman is a global leader in management consulting. With offices in more than 70 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. The firm has more than 6,000 professionals around the world who work with clients to optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman is a business of Marsh McLennan [NYSE: MMC]. For more information, visit www.oliverwyman.com. Follow Oliver Wyman on Twitter @OliverWyman. HOW TO APPLY If you like what you've read, we'd love to hear from you. If you'd like to learn more about the firm during your application process, please visit https://www.oliverwyman.com/careers/apply.html Oliver Wyman is an equal opportunity employer. Our commitment to diversity is genuine, deep and growing. We're not perfect yet, but we're working hard right now to make our teams balanced, representative and diverse.

Posted 30+ days ago

Product Manager, Banking-logo
Product Manager, Banking
RobinhoodBellevue, WA
Join a leading fintech company that's democratizing finance for all. Robinhood Markets was founded on a simple idea: that our financial markets should be accessible to all. With customers at the heart of our decisions, Robinhood and its subsidiaries and affiliates are lowering barriers and providing greater access to financial information. Together, we are building products and services that help create a financial system everyone can participate in. With growth as the top priority... The business is seeking curious, growth-minded thinkers to help shape our vision, structures and systems; playing a key-role as we launch into our ambitious future. If you're invigorated by our mission, values, and drive to change the world - we'd love to have you apply. About the team + role Robinhood's Money team is building the next generation of money products for all Americans, starting with jaw-dropping Credit Cards. Our team members drive never-before-seen products and features from concept to launch to hyperscale. As a Product Manager, you will focus on product led growth, marketing and cross-sell for all money products, specifically Banking, etc. You will be at the core of shaping the future of our Banking product to supercharge customer operations, ultimately helping drive best-in-class customer experience. The role is located in the office location(s) listed on this job description which will align with our in-office working environment. Please connect with your recruiter for more information regarding our in-office philosophy and expectations. What you'll do Lead a team of engineers, designers, researchers, data scientists and marketers to better understand our customers and their most pressing needs Establishing a product vision and shared set of priorities across the team and the company, which meet the most important needs of our customers Work with cross functional stakeholders such as legal, compliance, operations, finance etc to ensure products are built the right way Deliver products are delivered on time with an extremely high quality bar Launch delightful trendsetting consumer experiences What you bring Bachelor's, Master's, or equivalent experience At least five years of product management experience building high-quality consumer products Experience in a growth product management role Superb product and business sense Excellent analytical and communication skills Delight in bringing innovation and impact to customers, particularly in complex and dynamic environments Experience in fintech products is a plus but is not required What we offer Market competitive and pay equity-focused compensation structure 100% paid health insurance for employees with 90% coverage for dependents Annual lifestyle wallet for personal wellness, learning and development, and more! Lifetime maximum benefit for family forming and fertility benefits Dedicated mental health support for employees and eligible dependents Generous time away including company holidays, paid time off, sick time, parental leave, and more! Lively office environment with catered meals, fully stocked kitchens, and geo-specific commuter benefits We use Covey as part of our hiring and / or promotional process for jobs in NYC and certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on September 19, 2024. Please see the independent bias audit report covering our use of Covey here. Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. This role is also eligible to participate in a Robinhood bonus plan and Robinhood's equity plan. For other locations not listed, compensation can be discussed with your recruiter during the interview process. Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC) $166,000-$195,000 USD Zone 2 (Denver, CO; Westlake, TX; Chicago, IL) $146,000-$172,000 USD Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL) $129,000-$152,000 USD Click here to learn more about available Benefits, which vary by region and Robinhood entity. We're looking for more growth-minded and collaborative people to be a part of our journey in democratizing finance for all. If you're ready to give 100% in helping us achieve our mission-we'd love to have you apply even if you feel unsure about whether you meet every single requirement in this posting. At Robinhood, we're looking for people invigorated by our mission, values, and drive to change the world, not just those who simply check off all the boxes. Robinhood embraces a diversity of backgrounds and experiences and provides equal opportunity for all applicants and employees. We are dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better our work (and work environment) will be for everyone. Additionally, Robinhood provides reasonable accommodations for candidates on request and respects applicants' privacy rights. Please review the specific Robinhood Privacy Policy applicable to the country where you are applying.

Posted 2 weeks ago

Business Banking Underwriter II-logo
Business Banking Underwriter II
Huntington Bancshares IncCharlotte, NC
Description Summary: The Business Banking Underwriter II is responsible for underwriting Business Banking loans to determine credit worthiness and compliance with Bank lending policy. Duties and Responsibilities: Supports Business Banking production by maintaining an individual pipeline of work. Reviews all financial and credit application information to make sound credit decisions. Credits would typically include those with moderate complexity and customer exposure up to $2,500M. Utilizes single approval authority up to $2MM. Appropriately assess risk profile of borrower. Tasks as needed to support the line of business and job family Performs other duties as assigned. Basic Qualifications: Bachelors degree 3+years' experience with business or commercial underwriting in a centralized lending environment Preferred Qualifications: Bachelors degree in Business related field Ability to underwrite credit exposures in excess of $1MM Proficient use of Microsoft Office and other internet resources Excellence in customer service, highly motivated, focused and goal oriented Excellent written and verbal communication skills, including grammar and demeanor Strong organizational skills with attention to detail, planning and follow-up Ability to work independently on multiple tasks without compromising quality Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $57,000 - $113,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 30+ days ago

Fraud Investigator, Banking-logo
Fraud Investigator, Banking
RobinhoodChicago, IL
Join a leading fintech company that's democratizing finance for all. Robinhood Markets was founded on a simple idea: that our financial markets should be accessible to all. With customers at the heart of our decisions, Robinhood and its subsidiaries and affiliates are lowering barriers and providing greater access to financial information. Together, we are building products and services that help create a financial system everyone can participate in. With growth as the top priority... The business is seeking curious, growth-minded thinkers to help shape our vision, structures and systems; playing a key-role as we launch into our ambitious future. If you're invigorated by our mission, values, and drive to change the world - we'd love to have you apply. About the team + role Our mission is to safeguard the company's assets and our customer's accounts by relentlessly detecting and investigating fraudulent activities, ensuring the integrity and security of our Bank product. We champion the prevention and detection of fraud, ensuring the highest standards of security and integrity. As a Bank Fraud Investigator, you will be responsible for investigating suspected fraudulent activities within the banking products. You will work closely with various departments to identify, prevent and resolve fraudulent activities involving accounts, transactions and other financial products. The role is located in the office location(s) listed on this job description which will align with our in-office working environment. Please connect with your recruiter for more information regarding our in-office philosophy and expectations. What you'll do Investigate suspicious activities, including debit card fraud, identity theft, ATO, wire transfer fraud, and check fraud Analyze financial data and transaction records to identify irregularities or patterns of fraud Collaborate with internal departments (Compliance, Risk, Legal etc) to resolve fraud-related issues and escalate when necessary Conduct outbound contact with customers or third parties for interviews to gather information and evidence Maintain up-to-date knowledge of Fraud schemes, regulations, and best practices to ensure effective prevention and response Ensure compliance with all regulatory and legal requirements regarding fraud investigations Clearly and timely communicate with customers to provide an exemplary customer experience What you bring Proven experience in fraud investigation, financial analysis, or a related role (1-2 years) Strong analytical and problem-solving skills with attention to detail Knowledge of banking operations, regulations, and fraud prevention techniques Ability to communicate clearly and effectively (written and verbal) with customers and internal teams Ability to work independently and handle sensitive information with confidentiality and professionalism Preferred qualifications: Certified in fraud examination (CFE) or a related credential, AML knowledge What we offer Market competitive and pay equity-focused compensation structure 100% paid health insurance for employees with 90% coverage for dependents Annual lifestyle wallet for personal wellness, learning and development, and more! Lifetime maximum benefit for family forming and fertility benefits Dedicated mental health support for employees and eligible dependents Generous time away including company holidays, paid time off, sick time, parental leave, and more! Lively office environment with catered meals, fully stocked kitchens, and geo-specific commuter benefits Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected hourly range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. This role is also eligible to participate in a Robinhood bonus plan. Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC) $23-$27 USD Zone 2 (Denver, CO; Westlake, TX; Chicago, IL) $23-$27 USD Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL) $22.10-$26 USD Click here to learn more about available Benefits, which vary by region and Robinhood entity. We're looking for more growth-minded and collaborative people to be a part of our journey in democratizing finance for all. If you're ready to give 100% in helping us achieve our mission-we'd love to have you apply even if you feel unsure about whether you meet every single requirement in this posting. At Robinhood, we're looking for people invigorated by our mission, values, and drive to change the world, not just those who simply check off all the boxes. Robinhood embraces a diversity of backgrounds and experiences and provides equal opportunity for all applicants and employees. We are dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better our work (and work environment) will be for everyone. Additionally, Robinhood provides reasonable accommodations for candidates on request and respects applicants' privacy rights. Please review the specific Robinhood Privacy Policy applicable to the country where you are applying.

Posted 2 weeks ago

Banking Payments Transformation Consultant - Senior Manager-logo
Banking Payments Transformation Consultant - Senior Manager
PwCAtlanta, GA
Industry/Sector FS X-Sector Specialism Operations Management Level Senior Manager Job Description & Summary At PwC, our people in operations consulting specialise in providing consulting services on optimising operational efficiency and effectiveness. These individuals analyse client needs, develop operational strategies, and offer guidance and support to help clients streamline processes, improve productivity, and drive business performance. As an operations consulting generalist at PwC, you will possess a broad understanding of various aspects of operations consulting. You will provide comprehensive guidance and support to clients in optimising operational efficiency and effectiveness. Working in this area, you will analyse client needs, develop operational solutions, and offer recommendations tailored to specific business requirements. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Operations Consulting team you drive client implementation efforts involving payment systems and transaction processing. As a Senior Manager, you serve as a strategic advisor, utilizing your specialized knowledge and technical acumen to deliver quality results and provide strategic input into the firm's business strategies. You manage consulting resources, lead project management workstreams, and employ creative problem-solving abilities to thrive in intensive delivery settings. Responsibilities Direct client implementation efforts focusing on payment systems and transaction processing Apply creative problem-solving skills in demanding delivery environments Leverage specialized knowledge and technical proficiency to achieve quality results Facilitate strategic input into the firm's business strategies Cultivate teams through impactful leadership Maintain adherence to the firm's code of ethics and professional standards What You Must Have Bachelor's Degree 7 years of experience What Sets You Apart Master's Degree preferred Proficiency in product and software delivery lifecycle Driving client implementation efforts in payment systems In-depth understanding of the Payments ecosystem Specialized knowledge in consumer or commercial payments Experience managing consulting resources in financial services Leading project management workstreams and teams Exceptional writing and communication skills Entrepreneurial ambition to enhance client contexts Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $130,000 - $256,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 1 week ago

Customer Service Representative III (Part-Time 20 Hours/Week), Retail Banking (Point Loma - San Diego, CA)-logo
Customer Service Representative III (Part-Time 20 Hours/Week), Retail Banking (Point Loma - San Diego, CA)
HomeStreet, IncSan Diego, CA
Salary Range: $20.14 - $28.17 (Depending on knowledge, skills, abilities and location. Certain level jobs may be eligible for bonus, commission, and/or equity awards.) Posting Date: June 2, 2025 This job will be open and accepting applications for a minimum of three days from the date it was posted. Benefits* worth writing home about: Medical, dental, and vision coverage for employees and their families Life, disability and family Leave 401(k) and Roth 401(k) with employer match Wellness program, employee assistance program, "Commute Trip Reduction" (CTR) and various employee discounts Generous vacation, sick leave, 11 paid holidays, and 16 hours of paid leave every year for community service work Free employee checking account and employee home loan discounts For eligible employees averaging 20 or more hours per week. EO/AA Employer including Vets and Disabled. Qualified applicants with arrest and conviction records will be considered in accordance with legal requirements. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy. California applicants may click this link Fair Chance Ordinance for Los Angeles County to see additional information. Job Description Summary: POSITION SUMMARY: This position is responsible for acquisition, retention and expansion of new and existing customer relationships. The Sr. CSR provides exceptional customer service by taking ownership of the customer experience from introducing the customer to HomeStreet Bank through profiling the customer, assessing their banking and borrowing needs, and recommending appropriate products based on a thorough knowledge of HomeStreet products and services. Provide a variety of teller services such as handling deposits, withdrawals, and maintaining accounts. Perform processing tasks such as making automatic transfers, updating records and balancing. At all times, provide superior customer service. Job Details: PRIMARY FUNCTIONS: New Accounts/Sales Activities Effectively interviews and profiles customers in order to recommend appropriate banking products and services. Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience. Processes complex transactions such as changing account ownership, living trusts, guardianship accounts, and estate assignments. Originates consumer loans, acting as customer advocate to ensure prompt processing of consumer loans. Opens and closes customer accounts including checking, savings, money markets, certificates of deposit, and IRAs. Where appropriate, actively takes advantage of all sales opportunities, cross-selling bank products and services to new and existing customers, ensuring recommended products meet needs of customer. Makes referrals to other business units for non-banking products. Participates in sales programs to generate new customers. Must sell financial products and services to meet referral goals and performance evaluation/personal goals. Maintains thorough knowledge of bank products and services. Service Activities Sets an example for the CSR staff in the area of customer service and customer advocacy. Actively listens to customers, and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact and diplomacy. Supports branch lobby management. Consistently demonstrates proficiency in providing exceptional customer service utilizing the STAR (Seamless, Trustworthy, Attentive, and Resourceful) qualities either in person or on the telephone. Resolves difficult situations using the HEAL guidelines of Hearing out the customer, Easing the tension, Acting to improve the situation, and Leaving a positive impression. Looks for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectation that makes them feel special. Participates in two community events per year. Teller Activities Performs daily teller services such as processing deposits, withdrawals, holds, loan payments, traveler's checks purchases, stop payments, telephone transfers, direct deposits, cash advances, sight drafts, verifications of deposit, ATM card requests, wire transfers and other related matters. Balances cash drawer independently, maintains cash over and short record within HomeStreet's compliance policy. May be assigned the control of the vault cash. Follows guidelines to maintain limits, meet cash shipment requirements, and balance daily. Effectively performs project responsibilities as assigned such as processing and balancing ATM, balancing travelers' checks, daily branch balancing, Customer Information System input, branch supply orders, and monthly branch report generation. Effectively assist other CSRs in the completion of work assignments and balancing. Operational Activities Participates in branch audit functions. Follows HomeStreet's policies and procedures and meet regulatory requirements. Performs all other duties as required. QUALIFICATIONS: Minimum of 3 years job experience as a CSR/New Accounts Representative or equivalent, plus demonstrated ability in an operations area related to Bank or retail operations. Technical skills and experience to operate teller software, Word, Excel, and other bank-related computer programs. Strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner. Must be a self-starter, dependable, able to work within deadlines under pressure. Must possess excellent judgment, and the ability to accept responsibility and handle confidential information. Ability to work quickly and accurately, to analyze information and make decisions. Excellent written and oral communication skills are required. High school diploma or equivalent. PHYSICAL CONSIDERATIONS: Requires ability to operate teller and office equipment including computers, adding machines, telephones, typewriters, copy machines, fax machines, electronic credit card authorization terminals, and security devices. Requires physical exertion of up to 10 pounds of force occasionally (1/3 of the time) and a negligible amount of force frequently (up to 2/3 of the time) to lift, carry, push, pull or otherwise move self or objects. Frequent (up to 1/2 of the time) sitting. Walking, standing, bending and reaching occasionally and for brief periods of time. This Position Description may not be limited to the Functions and Requirements as outlined, now or in the future. For example, changes in corporate needs, position demands, or individual performance may result in changes to the Functions or Requirements of this position. Area: Customer Service (Sales)

Posted 1 week ago

Mortgage Banking Representative-logo
Mortgage Banking Representative
First National Bank (Fnb Corp.)Pittsburgh, PA
Primary Office Location: 626 Washington Place. Pittsburgh, Pennsylvania. 15219. Join our team. Make a difference - for us and for your future. Position Title: Mortgage Banking Representative- Centralized Sales Business Unit: Mortgage Administration Reports To: Manager of Mortgage Banking- Centralized Sales P osition Overview: This position is primarily responsible for originating residential mortgage loans through e-delivery channels from internal and external referral sources. The incumbent is responsible for building and maintaining strong internal referral relationships, counseling mortgage customers around solutions to their lending needs, providing excellent customer service, supporting all key channel initiatives and sales activities such as cross-sell initiatives, lead management, customer satisfaction results and loan quality and for meeting or exceeding personal production and strategic activity goals. Primary Responsibilities: Builds relationships with internal referral sources and effectively manages leads in order to achieve expected performance goals. Counsels customers on lending options and solutions to meet their needs. Supports and facilitates key Bank partnerships. Provides excellent service and supports an outstanding e-delivery customer mortgage experience. Effectively manages loan pipeline to meet key milestones such as delivering initial documentation, closing dates, rate expiration dates, pricing and compliance related expectations. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: High School or GED Minimum Years Experience: 3 Special Skills: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Ability to use general office equipment Ability to use a personal computer and job-related software MS Word- Basic Level MS Excel- Basic Level MS PowerPoint- Basic Level BS or BA degree preferred. Experience with Easylender, Uni-form and Genesis Special Licenses and Certificates: Must possess a Nationwide Mortgage Licensing System and Registry identifier. Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Posted 30+ days ago

Consumer And Regional Banking Credit Risk Executive-logo
Consumer And Regional Banking Credit Risk Executive
Huntington Bancshares IncDetroit, MI
Description Summary: The Consumer & Business Banking Credit Executive leads and directs the Consumer and Business Banking (CBB) Credit Portfolio Management across all CBB Business Segments. Location: Columbus, OH - Detroit, MI - Chicago, IL - Minneapolis, MN - Charlotte, NC Work Arrangements: In Office Duties & Responsibilities: Responsible for the Segment's Front-End Guidance, credit underwriting guidelines, portfolio management and credit oversight. Drives credit oversight, stress testing, risk identification, trends, concentrations, etc. Manages portfolio reviews and acts as regulatory liaison for the segment; Responsible for ensuring credit review findings are remediated and provides other credit related leadership as needed. Designs "future state" credit management reporting tools and resources and drives culture of business line ownership of credit and risk management; Partners with Credit Administration on various infrastructure credit and portfolio related needs including but not limited to: training & development, tools and resources, processes and procedures, business risk, etc. Cultivates strong partnerships with Credit Administration, SAD, Credit Review and Segment Risk Officer on portfolio matters; Identifies training and development gaps across the Segment and collaborates with Training/Development to shape credit related training needs. Also responsible for helping business units design, implement and execute credit readiness plans. Credit Risk Modeling: covers both retail products such as residential mortgage, home equity loans, home equity line of credit, indirect auto loans and credit cards Model Risk Management (MRM): stay abreast of emerging modeling techniques and evolving regulatory expectations, develop validation approaches, and incorporate them into model risk practices as appropriate. Knowledge of 2021 Interagency Statement on Model Risk Management for Bank Systems Supporting Bank Secrecy Act/Anti-Money Laundering Compliance Performs other duties as assigned. Basic Qualifications: Bachelors degree Minimum of 7 years related experience 5+ years of managerial experience Preferred Qualifications: Deep knowledge of the managed sub-function Solid knowledge of the overall departmental function #LI-CB1 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: $170,000-$350,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 3 weeks ago

Investment Banking Analyst, Capital Markets - New York City-logo
Investment Banking Analyst, Capital Markets - New York City
MoelisNew York, NY
We are passionate about our business and our culture, and are seeking individuals with that same drive. Job Description Our Capital Markets Advisory Group structures and executes customized financing solutions and advises clients on all aspects of public and private debt and equity transactions. Financing solutions for our clients address a broad range of uses, including buyouts, growth capital, platform formation, refinancings, restructurings, recapitalizations, and project financing. In IPOs, we provide guidance on preparation, advice on key decisions and manage the syndicate banks. Our independence and objectivity, coupled with our direct and long-standing institutional buy-side relationships, inform our market views and strengthen the quality of our execution, leading to successful transactions for our clients. Debt products include ABL, term loans, DIP/exit financing, investment grade, high yield, mezzanine and unitranche. Equity products include structured equity, platform company financing, private investments in public equity (PIPEs), corporate and portfolio recapitalizations, IPO advisory and public company and Board of Directors advisory. The Group engages in direct dialogue with a wide range of institutional investors, including private equity, venture capital, hedge funds, alternative asset managers, bank and non-bank lenders, sovereign and pension funds and family offices. Primary responsibilities include: Work as instrumental part of the firm's dedicated Capital Markets team to execute a full range of financial and strategic debt and equity transactions across both private and public advisory mandates Assess a company's optimal capitalization and sources of incremental capital Perform valuation and capital structure analyses Construct financial models to forecast and analyze pro forma effects of transaction structures Participate in client meetings and conduct due diligence sessions Prepare company marketing materials, and accompany management teams on investor roadshows Participate in deal structuring and negotiation (including qualitative and quantitative analysis and presentation of alternatives) and legal documentation Develop relationships and knowledge of buy-side investor universe Draft group presentations and capital market updates Qualifications: Undergraduate degree preferably in a business-related discipline At least one year relevant Investment Banking experience Knowledge of business, economics and/or finance through education or experience Strong technical/computer skills (Excel, Word, PowerPoint, relevant market data services) Strong analytical, quantitative and organizational skills Excellent written and oral communication Client oriented approach Expected Salary Range: $110,000-$135,000 We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

Posted 2 weeks ago

Assistant Banking Center Manager - Lake City-logo
Assistant Banking Center Manager - Lake City
Seacoast National BankLake City, FL
JOB SUMMARY: An Assistant Manager is responsible to assist in developing and implementing strategies focused on branch profitability and performance. Additionally, the position is expected to help lead and develop the branch team and is responsible for maximizing branch performance under the guidance of the Banking Center Manager. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity. ESSENTIAL DUTIES AND RESPONSIBILITIES: Leadership Assess and coach branch team in conjunction with the Banking Center Manager while providing constructive feedback to increase overall effectiveness and ensure accountability. Expected to conduct regular coaching sessions in addition to BCM coaching. Responsible for assisting the BCM in all aspects of branch team regarding employment, training, scheduling, and associate relations. Perform as primary liaison for complex, escalated situations. Fulfill talent management accountabilities including succession planning, attracting, and retaining top talent, and continuously developing strong bench strength. Develop trusting & cooperative working relationships with customers and associates. Maintain a positive working environment by building team morale and providing ongoing recognition. Create brand awareness at community, charitable and civic events as a bank ambassador. Proactively seek continuing education opportunities to enhance leadership skills. Be highly proficient and lead Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes. Performance Management Consistent execution support of the Community Bank playbook to ensure overall success of the branch. Foster and drive activities leading to opportunities for consumer loan growth. Work with staff to foster true needs-based customer conversations through Relationship Builder coaching and observations. Develop and maintain a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals. Develop and maintain partnerships with internal line of business leaders. Compile data and prepare various branch reports and other management reports as assigned. Able to balance business needs with customer requests while managing potential risk to the bank. Operations Partnership with BSA to ensure branch adherence to AML/BSA requirements (Customer Identification Program, Account Opening Customer Due Diligence, ongoing profiling requirements, Enhanced Due Diligence, OFAC, Suspect Activity Form, etc.), operational procedures, audit procedures, dual control, security, Business Continuity, and all other regulated banking requirements; communicate any updates to associates. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the customer when offering additional products and services. Ensure all safety and security procedures are followed. Serves as the primary branch security contact and business continuity leader. Function in any capacity within the branch as needed up to and including Teller, Client Advisor and Branch Support Coordinator roles. Assist customers with notary, signature guarantee and or medallion. Responsible for KYC Memo and RFI accountabilities. Adheres to Seacoast Bank's Code of Conduct. Business Development/Credit Acumen Ability to source Treasury Management solutions and services and small business lending needs. Responsible for a comprehensive understanding of all consumer products and services with a strong emphasis on consumer lending. Demonstrate an extensive knowledge of small business deposit and working knowledge of lending products and services. EDUCATION and/or EXPERIENCE: High School Diploma or equivalent required. College degree or 5+ years in retail sales and/or financial services experience required. Proficient in all consumer lending products and maintain an active NMLS registration status. Demonstrate excellent communication (written and verbal) and interpersonal skills. PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software. Able to proactively lead, manage, motivate, and coach associates to produce desired results. 2+ years Consumer Lending experience required. 2+ years Business Development experience preferred. 2+ years of previous supervisory experience preferred. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.

Posted 1 week ago

Business Banking Underwriter II-logo
Business Banking Underwriter II
Huntington Bancshares IncDetroit, MI
Description Summary: The Business Banking Underwriter II is responsible for underwriting Business Banking loans to determine credit worthiness and compliance with Bank lending policy. Duties and Responsibilities: Supports Business Banking production by maintaining an individual pipeline of work. Reviews all financial and credit application information to make sound credit decisions. Credits would typically include those with moderate complexity and customer exposure up to $2,500M. Utilizes single approval authority up to $2MM. Appropriately assess risk profile of borrower. Tasks as needed to support the line of business and job family Performs other duties as assigned. Basic Qualifications: Bachelors degree 3+years' experience with business or commercial underwriting in a centralized lending environment Preferred Qualifications: Bachelors degree in Business related field Ability to underwrite credit exposures in excess of $1MM Proficient use of Microsoft Office and other internet resources Excellence in customer service, highly motivated, focused and goal oriented Excellent written and verbal communication skills, including grammar and demeanor Strong organizational skills with attention to detail, planning and follow-up Ability to work independently on multiple tasks without compromising quality Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $57,000 - $113,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 30+ days ago

Customer Remediation Data Analyst - Consumer & Business Banking Risk-logo
Customer Remediation Data Analyst - Consumer & Business Banking Risk
US BankMinneapolis, MN
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Summary The Customer Remediation Data Analyst in Consumer & Business Banking Risk will participate in projects that require research, data compilation and analysis to ensure compliance with the bank's Customer Remediation Policy. The analyst should have experience and a thorough understanding of bank systems/products, e.g. Demand Deposit Accounts (DDAs), CIS and MSP. Responsibilities will include, but are not limited to, the following: Customer Remediation Support: The Consumer & Business Banking (CBB) Risk Data Team supports issue and business line management with research, data analysis, documentation, and execution Credible Challenge: The CBB Risk Data Team accepts ownership of the data used within all CBB customer remediation events. This includes confirmation to front line systems for any data created internally or obtained from an external source and verification of any component required during validation. Maintain awareness of bank, regulatory, and industry changes and trends Responsibilities may also include contributing to CBB Risk Data Team projects or project implementation Perform other duties as assigned REQUIRED 6+ years of applicable experience Bachelor's degree, or equivalent work experience Preferred Skills/Experience SQL/SAS coding experience Six years of experience with bank systems/products Six years in a reporting, analytics, or technology environment Strong problem-solving, process facilitation, project management, and analytical skills Excellent interpersonal, written, and verbal communication skills Considerable knowledge of applicable laws, regulations, financial services, and regulatory trends that impact CBB Advanced understanding of CBB operations, products, services, systems, and associated risks/controls Advanced Excel computer skills and database knowledge Experience with SharePoint or TEAMS Comfortable working in a team environment with layers of required review/approval Ability to work in a fast-paced environment with large workloads This position offers a hybrid/flexible schedule which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $105,400.00 - $124,000.00 - $136,400.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 30+ days ago

Investment Banking Associate - Asset Backed Securitization-logo
Investment Banking Associate - Asset Backed Securitization
Keybank National AssociationNew York, NY
Location: 1301 Avenue of the Americas- New York, New York 10019 Investment Banking Associate- Asset Backed Securitization New York City Job Description KeyBanc Capital Markets is seeking a full-time investment banking Associate to support the Asset Backed Securitization (ABS) Group in New York City. About the Job Associates in KBCM act as the primary day-to-day leaders for analytical support, including financial statement analysis; industry research; transaction surveillance and the preparation of various presentations, spreadsheets and documents including descriptive memoranda, management presentations, and new business. This individual will help to model and structure ABS transactions in a variety of consumer and commercial asset classes, including equipment leasing, venture debt, solar and consumer loans such as home improvement, recreational vehicles, marine and solar. This will include daily interactions with other bankers and clients, institutional investors, rating agencies, attorneys and accountants. Associates interact daily with other bankers and clients, institutional investors, rating agencies, attorneys and accountants. Associates help manage transactions and interface directly in the transaction process. They play a central role in coordinating the activities of all team members. Essential Job Functions Work with ABS investment bankers and product partners on all aspects of term securitizations and other capital raising opportunities Help the ABS group support credit providers at Key that lend to prospects/clients Generate ideas about structural adjustments that further optimize transactions Run collateral stratifications Generate ideas and analytical materials in support of new client meetings Create PowerPoint presentations, Excel spreadsheets and other materials for client, rating agency, investor or internal use Maintain tracking spreadsheets on previously closed deals, monitor secondary trading trends and compile and maintain data on comparable structured finance transactions Required Qualifications Preferred Associates have 2 + years of relevant full-time work experience Highly motivated and talented individual with the desire for a career in Investment Banking or Capital Markets Strong PowerPoint & Excel skills Proven ability to succinctly express ideas Demonstrated interest in corporate finance, investment banking, accounting, and financial markets Strong academic track record with coursework completed in the areas of Economics, Accounting and Finance Proven research skills Strong team player with a positive "can-do" attitude and desire to be part of a close-knit group operating in an intensive and challenging work environment COMPENSATION AND BENEFITS This position is eligible to earn a base salary of $175,000 annually depending on location and job-related factors such as level of experience, education, licenses, and certifications. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 07/01/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

Posted 30+ days ago

Wells Fargo Bank logo
Boots to Banking Personal Banker Ricmond VA
Wells Fargo BankRichmond, Virginia
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Job Description

Why Wells Fargo:

Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!

About this role:

Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. 

Wells Fargo has committed to hire military spouses/domestic partners of actively serving military personnel.

Learn more about the career areas and business divisions at wellsfargojobs.com.

In this role you will:

  • Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
  • Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
  • Receive direction from managers and exercise judgement within defined policies and procedures
  • Develop understanding of bank products and services to connect to customers' needs
  • Interact with customers to demonstrate care and build relationships
  • Provide appropriate options for bank products and services to customer
  • Refer customers' financial needs to other bankers and partners as needed
  • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

  • 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Ability to produce a copy of military orders including applicant

Desired Qualifications:

  • Customer service focus with experience handling complex transactions across multiple systems
  • Experience proactively engaging with customers through outreach via phone or email
  • Ability to educate and connect customer to technology and share the value of mobile banking options
  • Ability to help customers succeed financially by offering introductions to additional team members as appropriate
  • Experience working with others on a team to meet customer needs
  • Experience fostering and developing strong customer relationships
  • Ability to build strong relationships with internal partners
  • Ability to follow policies, procedures, and regulations
  • Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
  • Ability to interact with integrity and professionalism with customers and team members
  • Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
  • Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
  • Support customers and employees in resolving or escalating concerns or complaints

Job Expectations:

  • Ability to work a schedule that may include most Saturdays
  • Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
  • This position is not eligible for Visa sponsorship
  • HHH Program Hires are expected to attend and participate in the Military Spouse Homefront Heroes Orientation and Onboarding Experience.

Posting Location(s):

  • Richmond VA

Posting End Date: 

1 Jul 2025

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

 

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.