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Transunion logo
TransunionChicago, IL

$126,700 - $190,000 / year

TransUnion's Job Applicant Privacy Notice Personal Information We Collect Your Privacy Choices What We'll Bring: At TransUnion, we have a welcoming and energetic environment that encourages collaboration and innovation. We are consistently exploring new technologies and tools to be agile. This environment allows our people to hone current skills and build new capabilities while discovering their genius. Come be a part of our team - you'll work with great people, pioneering products, and cutting-edge marketing technology. What You'll Bring: 10+ years in banking and/or consulting, with a strong background in analytics and strategic project leadership. Bachelor's degree in business, analytics, or a related discipline required. Proven ability to lead, mentor, and develop high-performing teams while managing multiple priorities with urgency and attention to detail. Strong relationship management skills, with excellent verbal and written communication, business acumen, and strategic thinking. Deep understanding of Financial Services across Cards, Retail, Lending, and Small Business, with the ability to translate complex data into actionable insights. Impact You'll Make: Lead and grow a team of high-performing analysts, fostering engagement and professional development across experience levels. Own client relationships, drive retention and growth, and deliver strategic analytics and consulting services aligned with client priorities. Responsible for revenue generation, pricing decisions, proposal development, and introducing new products and services to clients. Apply deep knowledge of Financial Services-including Cards, Retail Banking, Lending, and Small Business-to solve complex business challenges. Collaborate with senior leaders, gather Voice of Client insights, and lead strategic initiatives that support market development and client success. This role will act as a leader on the Argus Advisory Team and is responsible for leading relationships across multiple FIs. The associate will be responsible for managing day-to-day client relationships and for client development, consulting/advising clients on strategic business initiatives, managing large data analytics projects, and driving significant revenue for the Argus business. The associate is responsible for leading a team of analysts to help execute these projects and developing these more junior associates. This role will partner and collaborate with stakeholders across sales, finance, solutions, technology and FS vertical LOB. The associate also has frequent interaction with senior leadership at clients. #LI-KW1 Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law, including the Los Angeles County Fair Chance Ordinance for Employers, the San Francisco Fair Chance Ordinance, Fair Chance Initiative for Hiring Ordinance, and the California Fair Chance Act. Adherence to Company policies, sound judgment and trustworthiness, working safely, communicating respectfully, and safeguarding business operations, confidential and proprietary information, and the Company's reputation are also essential expectations of this position. This is a hybrid position and involves regular performance of job responsibilities virtually as well as in-person at an assigned TU office location for a minimum of two days a week. Benefits: TransUnion provides flexible benefits including flexible time off for exempt associates, paid time off for non-exempt associates, up to 12 paid holidays per year, health benefits (including medical, dental, and vision plan options and health spending accounts), mental health support, disability benefits, up to 12 weeks of paid parental leave, adoption assistance, fertility planning coverage, legal benefits, long-term care insurance, commuter benefits, tuition reimbursement, charity gift matching, employee stock purchase plan, 401(k) retirement savings with employer match, and access to TransUnion's Employee Resource Groups. Spousal, domestic partner, and other eligible dependent coverage is available on select health and welfare plans. We are committed to being a place where diversity is not only present, it is embraced. As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, genetic information, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law. Additionally, in accordance with Section 503 of the Rehabilitation Act of 1973 and the Vietnam Era Veterans' Readjustment Assistance Act of 1974, TransUnion takes affirmative action to employ and advance in employment qualified individuals with a disability and protected veterans in all levels of employment and develops annual affirmative action plans. Components of TransUnion's Affirmative Action Program for individuals with disabilities and protected veterans are available for review to any associate or applicant for employment upon request by contacting ERCoE@transunion.com. Pay Scale Information : The U.S. base salary range for this position is $126,700.00 - $190,000.00 annually. *The salary range for this position reflects a reasonable estimate of the range of compensation for this job. At TransUnion, actual compensation is based on careful consideration of additional factors such as (but not limited to) an individual's education, training, work experience, job-related skill set, location, and industry knowledge, as well as the scope and responsibilities of the position and market considerations. Regular, fulltime non-sales positions may be eligible to participate in TransUnion's annual bonus plan. Certain positions may be also eligible for long-term incentives and other payments based on applicable company guidance and plan documents. TransUnion's Internal Job Title: Sr Manager, Business Operations Company: TransUnion LLC

Posted 3 weeks ago

F logo
First Merchants CorporationUpper Arlington, OH
First Merchants Bank is seeking a Banking Center Manager to join our team! This position will focus on developing and implementing sales plans, coaching and developing their team, providing strong managerial leadership and direction to the banking center staff, and overseeing the operational soundness of the banking center. As part of this role you will: Oversee and inspect all operations and compliance of the banking center. Develop and implement an aggressive sales and marketing strategy to drive deposit, loan and partner referrals with new and existing client relationships. Regularly conduct outside sales calls to nurture and grow established relationships and grow market share for the banking center(s) through frequent participation in business development activities with existing business customers in the market area. Market all types of business and consumer banking functions including deposits, lending, Private Wealth, brokerage, merchant processing, treasury management, etc. Ensure banking center team and partners deliver upon Gold Standard for Service expectations. Promote an understanding of business deposit and lending products and expand relationships with new and existing clients through ongoing outside business calling activities. Open accounts and process loan applications for both consumer and business customers. Resolve customer inquiries, problems and complaints with scope of authority while proactively using service to sales techniques to provide solutions to customers for current financial needs. Create and foster a robust employee experience within the banking center. Implement effective Sales Management routines designed to coach, teach, train and inspect sales activities within the banking center(s). Conduct weekly sales and pipeline meetings, daily huddles, touch bases with direct reports. Complete formal and informal coaching conversations monthly focusing on sales and service behavioral observation and the associated production from those behaviors. Coach bankers to the effective use of the guided conversation and associated sales tactics to expand relationships and increase share of wallet. To be successful in this position, we require the following: High school diploma or equivalent (GED). A minimum of three (3) years of sales, management, banking, or related experience including serving in a lead or supervisory capacity. This position requires S.A.F.E Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Employees hired or transferring into this position will need to meet the qualification requirements within three (3) months of hire. Obtain Notary Public designation. The following would be a plus: Demonstrated ability to sell and cross-sell bank products and services. Consumer lending experience. Demonstrated ability to manage sales team to achieve threshold activity levels and performance goals. Bachelor's degree. First Merchants offers the following: Base Pay PLUS Bonuses Medical, Dental and Vision Insurance 401k Health Savings and Flexible Spending Accounts Vacation/Sick Time Paid Holidays Paid Parental Leave Tuition Reimbursement Additional Benefits A little about us: First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy. Our Vision is: To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders. Our Team: "We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging." Apply today to begin your career with us!

Posted 6 days ago

PwC logo
PwCTampa, FL

$77,000 - $202,000 / year

Industry/Sector Banking and Capital Markets Specialism Operations Management Level Senior Associate Job Description & Summary At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. As a business application consulting generalist at PwC, you will provide consulting services for a wide range of business applications. You will leverage a broad understanding of various software solutions to assist clients in optimising operational efficiency through analysis, implementation, training, and support. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Respond effectively to the diverse perspectives, needs, and feelings of others. Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems. Use critical thinking to break down complex concepts. Understand the broader objectives of your project or role and how your work fits into the overall strategy. Develop a deeper understanding of the business context and how it is changing. Use reflection to develop self awareness, enhance strengths and address development areas. Interpret data to inform insights and recommendations. Uphold 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 Business Application Consulting team you will leverage your knowledge to create and deliver innovative banking technology solutions. As a Senior Associate, you will manage components of technology modernization, guiding teams and clients through complex challenges while fostering collaboration and communication. This position provides an exciting opportunity to influence the future of banking technology and drive impactful change within the industry. Responsibilities Provide insights and recommendations for meaningful change Mentor team members to enhance their understanding of technology Navigate complex project requirements to achieve successful outcomes Uphold exceptional standards of quality and professionalism in deliverables What You Must Have Bachelor's Degree At least 3 years of experience What Sets You Apart Master's Degree preferred Certification(s) preferred: Certified SAFe Practice Consultant (SPC), Project Management Professional (PMP), Certified ScrumMaster (CSM), Agile Certified Practitioner (PMI-ACP), or equivalent Agile/Project Management certifications Demonstrating thorough knowledge of Bank Technology Modernization Influencing decision-making through transparent communication of risks, trade-offs, and progress, maintaining alignment with strategic business objectives and cost controls. Leveraging enterprise architecture and integration strategy Leading end-to-end delivery of multi-module ERP implementations (e.g., SAP S/4HANA, Oracle Cloud ERP, IBM Maximo) by orchestrating Agile Release Trains (ARTs) and cross-functional teams across Finance, Supply Chain, HR, and CRM domains Leading workshops and training programs to accelerate Agile fluency across ERP implementation teams and business units Writing and presenting cogently to diverse audiences Championing root cause analysis and Lean Six Sigma techniques to identify bottlenecks and optimize ERP release cycles, quality assurance, and user adoption Serving as a pivotal leader driving complex ERP transformation programs with embedded Agile frameworks, delivering business value at scale Driving iterative value delivery in high-stakes enterprise environments, balancing agile flexibility with ERP project governance and regulatory constraints Travel Requirements Up to 40% 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: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. 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 2 weeks ago

US Bank logo
US BankRancho Cucamonga, CA

$105,400 - $124,000 / year

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. This role includes a base salary, a competitive quarterly incentive plan, four weeks of vacation, and carries a Vice President title. The responsibilities are as follows: Bring new business clients to the bank through strong business development and prospecting. Be the primary advisor for our business clients. Build, develop, enrich 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. Educate clients on available deposit and loan products and services. Recommend financial solutions based on each client's unique goals and needs. Partner effectively with Treasury Management, Merchant Services and Business Banking Credit Card teams. Basic Qualifications Bachelor's degree, or equivalent work experience Five to seven years of relevant experience Preferred Skills/Experience Knowledge of local market Ideal candidate resides in the market Able to demonstrate principals of credit risk management Have "soft skills" to partner and collaborate across business lines Proven track record onboarding and retaining businesses with revenues $2.5MM to $25MM Proven track record of success meeting targets that are quantifiable and qualitative Location The role offers a hybrid/flexible schedule. If not prospecting and meeting with clients, there's an in-office expectation of 3 or more days per week with the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $105,400.00 - $124,000.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 30+ days ago

F logo
First Horizon Corp.Lafayette, LA
Location: On site listed in the job posting SUMMARY Provides supervision and support to the tellers to ensure that the staff provides maximum customer service in a professional manner. Monitor and train the transactional processing staff in supporting all bank marketing efforts and cross-sell products. Responsible for ensuring compliance of all policies and procedures affecting the day-to-day operations. Perform related duties as required to assist in achieving banking center goals. Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail environment, which include the duties and responsibilities described herein. ESSENTIAL DUTIES AND RESPONSIBILITIES Operational efficiency Oversee center cash operations including cashboxes, vault, ATM, and TCRs to ensure center cash is managed, balanced, and secured within the established limits following bank policy. Process client transactions accurately and efficiently and using sound judgment when providing approvals and overrides to safeguard against fraud and errors. Stay informed on operational updates and communicate critical policy, procedure, and compliance changes or alerts to the team. Manage access controls by ensuring proper dual control where applicable, and uphold secure handling of keys, combinations, and sensitive assets in accordance with bank procedures. Mitigate the bank's risk as outlined in the Compliance and risk management section below including assisting with cash audits and ensuring accurate record retention. Compliance and risk management Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. Lead the Operational Performance of the banking center through maintaining control over key risk areas of the center, including tellers' difference, operational losses, and audit control procedures, resolution of out-of-balance conditions, compliance, and quarterly and annual audit functions. Ensure all audit and security policies and procedures are followed during open hours and at banking center opening and closing. Control the inventory of cash, Official Checks and Personal Money Orders through dual control. Client experience Lead the Client Experience efforts of the banking center, including delivering excellent client experiences consistently and promptly resolve client issues effectively. Ensure an excellent overall client experience by assisting clients with select service needs. Responsible for ensuring proper control and maximum efficiency in transactional processing. Provide transactional processing support in order to keep client wait times to a minimum. Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Sales and service Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships. Explain product benefits, changes, restrictions, requirements, and any other relevant product information to clients, prospects, and associates. Team management Maintain workflow and handle scheduling the associates supporting financial transactions. Observe, coach, and lead the transactional processing team to ensure all strategic initiatives are executed effectively. Assist in evaluating employee performance and counseling when needed. Assist in determining and satisfying training needs and establish performance plans. Conduct meetings to develop a communication line to explain and institute new policies and to ensure continuous development of staff. Assist in conducting meetings to promote sales, product knowledge and client service Perform all other job related duties as assigned QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: High school diploma or GED required Bachelors degree preferred and 2-5 years of experience or equivalent combination of education and experience DeGarmo Behavioral Assessment Requirement All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position The assessment takes approximately 12-15 minutes to complete Assessment results must be submitted prior to having your application evaluated by Talent Acquisition About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Posted 30+ days ago

Home Trust Banking Partnership logo
Home Trust Banking PartnershipCharlotte, NC
Job Summary The Commercial Banking Associate supports Regional/Market Presidents, Commercial Relationship Managers, and commercial customers and prospects with all functions related to commercial loans, deposit services, online banking, and treasury management services to leverage Relationship Managers' (RM) abilities to develop and retain profitable customer relationships. This position encompasses coordination for deposit account opening and construction loan administration and will maintain and manage the Commercial Loan Process system for RMs they support. Key Responsibilities / Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Create and/or maintain electronic commercial relationship customer files Initiate and/or manage commercial relationship files in the Commercial Loan Process system (CLP) for prospects and applications, to ensure efficient movement through underwriting process Prepare and/or execute account maintenance changes to commercial relationship files including loans and deposit accounts. Coordinate deposit account opening, maintenance, online banking, and Treasury Management referrals by partnering with appropriate Treasury Management team members Collect and review all components of a loan file to verify accuracy including but not limited to CIP Borrower and Guarantors, Beneficial Ownership forms, OFAC searches, insurance policies, UCC lien searches, proper approval authority, and environmental collateral screens. Deepen the commercial relationship by identifying potential personal/consumer bank needs, including consumer and mortgage loans, IRAs, and certificates of deposit and referring to the appropriate team member Collaborate with Treasury Management on successful implementations and provide ongoing maintenance for customers. Assist Relationship Manager with the completion of the credit approval package and the appropriate components and actively review term sheets, commitment letters, and credit memos for content and accuracy. Support Commercial Relationship Managers with day-to-day portfolio management by clearing documentation exceptions, collecting financial requirements, and reviewing internal tracking reports Maintain confidentiality and security of sensitive information Adhere to all corporate policies and procedures, Federal and State regulations, and laws. Complete all mandatory annual compliance training. Follow all regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and OFAC to assist in the identification, detection and determent of money laundering and other unlawful activities, as well as regulations pertaining to lending and consumer compliance to include fair lending laws. Perform other duties and special projects as assigned. Job Requirements: Education: High school diploma or equivalent. Required: 0 to 2 years of commercial or business banking experience. Knowledge of bank products and services ideally in commercial lending Understanding of regulations and timing requirements for the Home Mortgage Disclosure Act, Flood Disaster Protection Act, ECOA, Appraisal Delivery, and Beneficial Ownership. Ability to process work accurately and effectively, to multitask in a high-paced working environment, and to handle confidential information in a professional manner. Manage prioritization of workflow for maximum efficiency (especially when supporting multiple RMs). Above average computer skills (Word, Excel, PowerPoint, Outlook), and proficient math and organizational skills. Ability to communicate in a positive and effective manner in one-on-one and small group meetings, and the ability to discuss commercial loan and deposit procedures with customers. Effective team member with demonstrated collaboration skills. Ability to think and act independently within the guidelines and limitations of bank policy and assigned personal authority. Preferred: Bachelor's degree in related business field. Familiarity with LaserPro Loan Documents. Previous experience in one or more of the following areas is: administrative, bookkeeping, teller, paralegal, and loan servicing. About HomeTrust Bank HomeTrust Bank, founded in 1926, is a North Carolina chartered, community-focused financial institution committed to providing value-added community banking through online/mobile channels and multiple locations in Virginia, North Carolina, South Carolina, Tennessee, and Georgia. Learn more at www.htb.com. Apply today to take your first steps towards joining this talented population of employees within a growing organization. Work Environment, Physical Requirements The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. HomeTrust Bank promotes an equal employment opportunity workplace which includes reasonable accommodation of qualified applicants and employees. This job operates in a professional office environment and routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. Physical activity requiring reaching, sifting, lifting to 25 lbs., finger dexterity, grasping, feeling, repetitive motions, talking and hearing are required. The employee will frequently communicate and must be able to exchange accurate information with others. The employee may need to move around their office to attend meetings and to access files, machinery, or other job-related tools. DISCLAIMER: HomeTrust Bank is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned. HomeTrust Bank values and promotes diversity and inclusion in every aspect of our business and at every level within the company. We recruit, hire, and promote employees based on their individual ability and experience and in accordance with Affirmative Action and Equal Employment Opportunity laws and regulations. Our policy is that we do not discriminate on the basis of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, pregnancy, marital status, status as a protected veteran, or any other status protected by federal, state, or local law.

Posted 30+ days ago

Seacoast National Bank logo
Seacoast National BankGainesville, FL
Location: This position can be located at any Seacoast Bank office within the state of Florida. Position Summary: The Consumer Product Manager is responsible for the strategic development, management, and performance of consumer banking products, including checking, savings, CDs, lending, money movement, and related services. This role drives product innovation, customer experience enhancements, and profitability through data-driven insights, market analysis, and cross-functional collaboration. Key Responsibilities: Product Strategy & Development Define and execute product strategies aligned with customer needs and business goals. Lead the development and launch of new consumer banking products and features. Monitor industry trends and competitor offerings to identify opportunities and risks. Portfolio Management Manage the lifecycle of consumer deposit products, ensuring competitiveness and compliance. Optimize pricing, features, and positioning to drive growth and retention. Analyze product performance metrics and recommend improvements. Customer Experience & Innovation Partner with UX, digital, and operations teams to enhance customer journeys. Champion customer feedback and insights to inform product decisions. Drive digital transformation initiatives within the consumer product suite. Product Quality Assurance Establish and maintain quality standards across all consumer banking products. Collaborate with operations and technology teams to ensure defect-free products Implement continuous improvement processes based on testing outcomes Monitor post-launch performance to proactively identify and resolve quality issues. Cross-Functional Leadership Collaborate with marketing, compliance, legal, finance, and technology teams. Develop go-to-market plans and support product campaigns. Ensure regulatory compliance and risk management across all product initiatives. Financial Performance Own product P&L, including revenue, cost, and profitability targets. Develop business cases for new initiatives and track ROI. Qualifications: Bachelor's degree in Business, Finance, Marketing, or related field required, (MBA preferred). 3+ years of experience in product management, preferably in consumer banking or financial services required. Strong understanding of retail banking products, customer behavior, and market dynamics. Proven ability to lead cross-functional teams and manage complex projects. Excellent analytical, communication, and strategic thinking skills. Experience with digital banking platforms and fintech partnerships is a plus. Preferred Skills: Familiarity with product development methodologies. Proficiency in data analysis tools (Tableau, SAS, etc.). Proficiency in Microsoft Office tool set (PowerPoint, Word, Excel). Knowledge of regulatory requirements impacting consumer banking. 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. #LI-PF1

Posted 30+ days ago

Credit Karma logo
Credit KarmaOakland, CA

$350,000 - $400,000 / year

Intuit Credit Karma is a mission-driven company, focused on championing financial progress for our more than 140 million members globally. While we're best known for pioneering free credit scores, our members turn to us for everything related to their financial goals, including identity monitoring, applying for credit cards, shopping for insurance and loans (car, home and personal) and savings accounts and checking accounts* - all for free. Credit Karma has grown significantly through the years: we now have more than 1,700 employees across our offices in Oakland, Charlotte, Culver City, San Diego, London, Bangalore, and New York City. Banking services provided by MVB Bank, Inc., Member FDIC Credit Karma is searching for a dynamic and strategic Head of Banking to lead our banking business. Our goal is to build a full-scale financial platform that champions financial progress for our 100M+ members. We want to help them improve their credit, pay off debt, and plan for the future by changing their relationship with money-empowering them to spend wisely, save for the future, and build wealth. As the Head of Banking, you'll be responsible for creating strategies and driving initiatives to grow the business. We're looking for a leader with deep experience in building and expanding new consumer banking propositions, including checking, savings, lending, and payments This is a cross-functional leadership role that requires high emotional intelligence and strong partnerships. You will work closely with Product, Engineering, Marketing, Operations and Financial Planning & Analysis, and you'll leverage relationships with other Intuit companies. What You'll Do: Connect the Credit Karma mission to our product strategy and vision. You'll create long- and short-term plans to grow the business, ensuring they align with the executive team and overall company goals. Drive passion and excitement within the team to help our members make intelligent financial decisions. Guide the Banking Operations experience across the business with Compliance and Legal Oversee and manage Risk and Fraud while maintaining a positive member experience Drive innovation in AI and stablecoins by setting the strategic vision and leading cross-functional execution to deliver scalable, compliant financial products that redefine payments and treasury operation. Effectively manage execution based on multiple factors, including partner expectations, member feedback, market conditions, and company priorities. Manage P&L and secure the resources needed to achieve business goals. Leverage your experience in multi-tiered organizations to build successful partnerships with stakeholders across Intuit. Lead and develop a cross-functional organization that is aligned with the business's goals. Who We're Looking For: 10+ years of leadership and operational experience in banking or neo-banking. An entrepreneurial spirit, test and learn mindset A track record of managing fast growth with high-performing cross-functional teams and business units. An MBA is preferred, and prior strategy consulting experience is a plus. What We'd Like to See: Experience managing banking operations, money movement and payment capabilities, and risk/fraud operations. Strong product knowledge, to drive best in class customer experiences Strong experience with Marketing to drive aggressive growth at scale Knowledge of running relationship rewards programs The ability to thrive in a matrixed, multi-vertical company, bringing out the best in teams across the organization. A strategic and creative mindset with a knack for transforming ideas into impactful business initiatives. Experience with analytical/data-driven customer segmentation and marketing. A background working with partners and structuring new agreements. A history of leading product-engineering teams to build and launch great products. Benefits at Credit Karma includes: Medical and Dental Coverage Retirement Plan Commuter Benefits Wellness perks Paid Time Off (Vacation, Sick, Baby Bonding, Cultural Observance, & More) Education Perks Paid Gift Week in December Pay Transparency Notice: Credit Karma's mission of championing financial progress for all starts from within. That's why we implemented role-based compensation, which ensures people who are in the same role receive the same pay with variations for geographic location only. It's all part of a more comprehensive DEI strategy that helps level the playing field. The base salary range for this role is $350,000 - $400,000, plus equity and benefits. Equal Employment Opportunity: Credit Karma is proud to be an Equal Employment Opportunity Employer. We welcome all candidates without regard to race, color, religion, age, marital status, sex (including pregnancy, childbirth, or related medical condition), sexual orientation, gender identity or gender expression, national origin, veteran or military status, disability (physical or mental), genetic information or other protected characteristic. We prohibit discrimination of any kind and operate in compliance with applicable fair chance laws. Credit Karma is also committed to a diverse and inclusive work environment because it is the right thing to do. We believe that such an environment advances long-term professional growth, creates a robust business, and supports our mission of championing financial progress for everyone. We offer generous benefits and perks with a single eye to nourishing an inclusive environment that recognizes the contributions of all and fosters diversity by supporting our internal Employee Resource Groups. We've worked hard to build an intensely collaborative and creative environment, a diverse and inclusive employee culture, and the opportunity for professional growth. As part of the Credit Karma team, your voice will be heard, your contributions will matter, and your unique background and experiences will be celebrated. Privacy Policies: Credit Karma is strongly committed to protecting personal data. Please take a look below to review our privacy policies: US Job Applicant Privacy Notice UK Job Applicant Privacy Notice India Job Applicant Privacy Notice

Posted 30+ days ago

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Wintrust Financial Corp.Chicago, IL
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol "WTFC." Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 12 years) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and annual discretionary bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company matches and tuition reimbursement to name a few Family-friendly work hours Promote from within culture The Senior Portfolio Manager supports the Middle Market Commercial Banking team, analyzing commercial business financial statements ranging from $10MM to $500M in revenue and calculating critical credit metrics such as cash flow, leverage, working capital, and collateral coverage. In this role, you will be the point of contact for client relations and maintain a high level of client responsiveness. What You'll Do Manage an assigned portfolio of commercial customers in partnership with the relationship manager Provide support and oversight of reporting for portfolio management (delinquency, problem loans, exceptions, tickler tracking, etc.) as designated by the CCO Coordinate collection and review of financial statements, tax returns, covenant compliance certificates, and/or borrowing bases to comply with customers' reporting requirements Monitor assigned portfolio for early warning signs of financial weakness or other risks and work with borrowers to develop and execute an appropriate plan to mitigate risk and/or transfer to Special Assets Group Prepare credit packages for annual reviews, renewals, loan requests, portfolio reviews and criticized asset reviews Structure and underwrite complex commercial loan transactions in an assigned portfolio and new business transactions Provide credit recommendations to the appropriate level of credit administration Review and negotiate loan documentation in consultation with legal counsel and ensure renewals and modifications are properly closed Serve as contact for, provide support of and responses to internal audits, loan review, compliance reviews and regulatory exams for the bank Comply with all bank policies and procedures as well as applicable state and federal regulations Qualifications Bachelor's degree in business administration, finance, accounting, or related discipline Minimum 7 years' commercial credit experience including experience in one of the following sectors: corporate banking, middle market or CRE; leveraged lending experience preferred Thorough understanding of risk management and credit mitigants Knowledge risk ratings analysis, corporate finance and/or research Strong analytical and financial modeling abilities Exceptional verbal and written communication skills Strong interpersonal skills with a proven ability establishing client relationships Proficiency using Microsoft Office products including advanced Excel modeling skills Familiarity with Moody's analytics Benefits Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance Compensation The estimated salary range for this role is $98,000-$150,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience. #LI-AC1 From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

Posted 30+ days ago

CNB Bank logo
CNB BankAllentown, PA
Description Commercial Banking Team Leads are role models that exemplify our organization's core values. They provide outstanding personalized service to our clients while following our bank philosophies: See It, Own It, Solve It and Find a Way to Say Yes. Below is a list of essential job functions. Additional responsibilities may be assigned in the position. LEADERSHIP Possesses and displays a positive attitude in managing change, working and communicating consistently with others, and leading by adhering to policies, procedures, and client service standards. Ensures compliance with bank policies and procedures and consistently submits accurate and detailed loan documentation. Successfully leads team to meet or exceed established goals through delegation, ongoing education, and effective personnel management! FOSTER OUR CULTURE Displays a strong support of management and dedication to the organization. Maintains a professional and ethical image in appearance, communication, and action. Acts as a role model for the team, organization, and community and volunteers in professional organizations and local market events. PROVIDE ENHANCED CLIENT SERVICE Collaborates with team members and business partners to effectively work referrals and deepen client wallet share through client acquisition. Market the organization by bringing awareness to the bank with every opportunity focusing on relationship development and community involvement. Responds and manages client inquiries and concerns and resolves client issues in a timely manner. BUSINESS DEVELOPMENT Responsible for originating new commercial loans within the target market by maintaining a strong pipeline of prospects through encouraging business relationships and continued community involvement and outreach. Seeks opportunities to present commercial options, including CRA bank initiatives, to relaters, builders, businesses, and other centers of influence. PROFESSIONAL DEVELOPMENT Possesses an up-to-date solid understanding of all commercial lending and the various techniques and skills vital to perform duties. Responsible for submitting quality loan applications and meeting credit underwriting guidelines. Invests in staff to actively develop them long term. Strives for outstanding performance and demonstrates the ability to learn and retain material. Continues professional development by voluntarily participating in the PBA/OBL/NYBA and/or BAI e-learning elective courses as well as remaining abreast of industry trends. Requirements QUALIFICATIONS, EDUCATION, AND EXPERIENCE To perform this job successfully, an individual is required to perform each crucial job requirement satisfactorily and a skills inventory is listed below. Bachelor's degree (B.A.) from four-year college or university; Ten years or more of related experience and/or training; or equivalent combination and experience. Position level will be commensurate with knowledge, experience and education. A background screening will be conducted. LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively. TECHNOLOGY SKILLS: Ability to use telephone systems and possess good digital literacy including email, internet and intranet use. Prior experience or the ability to learn core systems and any other computer programs pertinent to performing job duties. MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve exciting problems involving several variables in a standardized situation. PHYSICAL DEMANDS AND WORK ENVIRONMENT: Representative of those that must be met by an employee to successfully perform the essential functions of this job. This position operates in a professional office environment with considerable time spent at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and human interactions. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite. BENEFITS Medical, Dental, Vision & Life Insurance 401K with company match and profit-sharing program Paid Time Off & Recognized Holidays Leave policies Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet) Employee Assistance Program Employee Health & Wellness Program Special Loan and Deposit Rates Gradifi Student Loan Paydown Plan Rewards & Recognition Programs and much more! Eligibility requirements apply. CNB Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion. https://mandatoryview.com/?LicenceId=5a7398f0-7edb-4cb7-a02b-518dcfa222fa&ProductType=IntranetLicense&SubType=PG

Posted 30+ days ago

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First Horizon Corp.Chattanooga, TN
Location: On site at location listed in job posting. Summary If you're a natural leader and want to lead a team at a strong company with exceptional support, then you'll want to be one of our banking center managers! You will immerse yourself in the community, build and maintain client relationships, and oversee all banking center functions to lead your team's success. Key Responsibilities Include Business development of market area through proactive sales calls and networking to meet or exceed all consumer and business loans, deposits and fee income goals. Involvement in the local market/community through civic organizations or community groups. Ensure that personnel are trained and motivated to attain high quality customer service standards and profit goals through proactive sales. In conjunction with support groups such as retail administration for retail branch managers, develop, identify and implement activities within the branch market area. Ensure that appropriate staffing is maintained at all times to provide high quality customer service levels. Regularly monitor the efficiencies of production standards. Ensure that regulatory compliance standards are met. Responsible for controlling operational and administrative expenses. Responsible for resolving all customer service problems. Responsible for representing the company in a professional manner at all civic and community affairs. Qualifications Include Bachelor's degree 5+ years of retail banking experience 1-2 years related experience or an equivalent combination of education and experience Experience with Microsoft Word, Excel, and Outlook As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements DeGarmo Behavioral Assessment Requirement All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position The assessment takes approximately 12-15 minutes to complete Assessment results must be submitted prior to having your application evaluated by Talent Acquisition About Us First Horizon is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. With $81.7 billion in assets as of December 31, 2023, we serve clients through a team of approximately ~7,300 associates and ~418 banking centers throughout the southeastern United States. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Corporate Diversity Commitment: We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do. Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Posted 1 week ago

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Old Second National BankBolingbrook, Illinois, United States; Oakbrook Terrace, Illinois, United St, IL

$86,000 - $115,000 / year

Who We Are At Old Second, you're first! For more than 150 years, Old Second has consistently put businesses and individuals throughout the Chicago area first, and we're only getting started. With great employees we've grown from a single location in the back of a general store to 50 locations and over $6 billion dollars in assets. At Old Second we embrace values that foster an environment of community and growth. Recently, we've been voted a Forbes Best-In-State Bank for Illinois by our customers. Be a part of something big as we continue our growth story together! Position Overview This position is responsible for growing and retaining profitable relationships within Community Banking through Middle Market segments, i.e., companies with annual revenues up to $50 million. This is accomplished by focusing on the delivery of value-added financial solutions to clients and prospects that will help them reach their goals and maximize the Bank's revenues over the life of the relationship. Incumbents at this level are expected to manage a portfolio of $25 million+ and prospect for loans up to $20 million range. Incumbents are expected to grow their book of business with an emphasis on holistic client relationships that includes lending, deposit and cross sale opportunities. The lending goals are generalist including C&I and Commercial Estate Loans. Incumbents at the AVP level are expected to book a minimum of $4-$8 million, and at the VP level to book $5-$10 million in loans. Essential Job Functions Builds relationships with customers and prospects to thoroughly evaluate their commercial banking needs. Major focus will be lending with additional emphasis on cross-selling Cash Management products, Retail Banking and Mortgage products, and Wealth Management services. Closely assesses business opportunities to ensure that the potential business follows prescribed profitability standards. Creates and executes comprehensive business/calling/prospecting plan to maximize business opportunities and relationships. As a seasoned lender, incumbent is expected to prospect for solid credits and relationships in markets that are inside and outside the Bank's historical footprint. Responsible for expanding Centers of Influence base via ongoing, results-oriented community networking. Builds internal relationships with non-Commercial business unit representatives by inviting them out on appropriate client calls and working collaboratively to meet the banking needs of middle market customers. May partner with manager to coach/mentor more junior lenders. Minimum Requirements- AVP Level Undergraduate degree in Business or related field and three or more years of experience in a commercial banking role with a proven track record of successful business deals that feature total relationships; or equivalent combination of education and experience. Minimum Requirements- VP Level Undergraduate degree in Business or related field and five or more years of experience in a commercial banking role with a proven track record of successful business deals that feature total relationships; or equivalent combination of education and experience. Competencies Proven relationship management skill and the ability to establish rapport with business owners. Quantifiable credit skills and a proven sense of discernment about credit quality. The ability to comprehensively understand the banking/financial needs of current and prospective customers. Ability to develop comprehensive, results-oriented business plans that emphasize calling, prospecting and customer retention. Excellent written and verbal communication skills as well as strong listening skills. This job description is not intended to be all-inclusive. Employee may perform other duties as assigned to meet the ongoing needs of the organization. Note: Job levels and hiring decisions are based upon both the business needs of the department and the qualifications of the incumbent. In some cases, an incumbent may meet the requirements the senior level but may be hired in at a lower level based upon business needs and staffing dynamics. __ Location Details : Incumbent may work at any of these onsite locations: Wheaton, Bolingbrook, St. Charles or Oakbrook This position is considered a hybrid role. With management approval, an incumbent may work a combination of remote and onsite work to perform the regular responsibilities of the role. Actual schedule requirements may vary based upon business needs. Compensation & Benefits AVP Level Base pay: $86,000 - $115,000 Officer Bonus Eligible: Eligible to participate in the Annual Officer Incentive plan with a target bonus up to 40% of base salary based various performance components. VP Level Base Pay: $108,000 - $147,500 Benefits: How We Support You- Old Second Thanks for considering Old Second!

Posted 30+ days ago

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First Horizon Corp.Orlando, FL
Location: On site in Memphis, TN, Charlotte, NC, Raleigh, NC, Orlando, FL, Miami, FL, Lafayette, LA, New Orleans, LA, Dallas, TX. Reports To: Head of Strategic Initiatives, Consumer Banking About the Role As a Data Integration Senior Analyst at First Horizon, you will serve as a strategic partner to Consumer and Small Business Banking leadership, driving data-informed decision-making through robust integration and analysis. You will lead efforts to collect, validate, and synthesize performance data across the bank into scalable, centralized systems that power scorecards, dashboards, and key metrics. Your expertise in geographic information systems (GIS) will be instrumental in advancing geospatial analytics and supporting the rollout of new GIS tools. This role requires a strong command of data architecture, visualization, and cross-functional collaboration to deliver actionable insights that shape strategic initiatives. Responsibilities Lead the design and maintenance of scalable data integration workflows to support performance reporting across Consumer Banking. Partner with cross-functional teams to identify and resolve data gaps, inconsistencies, and quality issues. Oversee the collection and analysis of external market data, including branch footprint and competitive intelligence across First Horizon's 12-state network. Collaborate with retail, business banking, analytics, and strategy teams to ensure timely and accurate data delivery. Develop and maintain documentation of data sources, methodologies, and update schedules to ensure transparency and repeatability. Produce high-impact reports and dashboards for senior leadership, including ad-hoc analysis to support strategic decisions. Champion data governance and integrity standards across all integration efforts. Contribute to the development and implementation of advanced GIS tools and spatial analytics capabilities. Qualifications: Bachelor's degree in Business, Finance, Economics, Data Science, Environmental Sciences, or related field; equivalent experience considered. 4+ years of experience in data integration, analytics, or operations, with increasing responsibility. Proven ability to architect and manage centralized databases and data pipelines for performance reporting. Advanced experience with GIS tools and spatial data analysis, including mapping and geospatial insights. Proficiency in Excel and data visualization platforms (Power BI, Tableau, GIS Insights). Strong scripting skills (SQL, Python) for data transformation, automation, and analysis. Excellent communication and stakeholder engagement skills, with a track record of cross-functional collaboration. Deep interest in banking strategy, branch networks, and market dynamics. Why Join First Horizon? You'll have an opportunity to make a visible impact alongside high-performing associates, help drive strategic change, and develop your skills in a collaborative environment. If you're proactive, curious, and thrive on turning information into action, we would love for you to apply. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Posted 3 weeks ago

Park National Bank logo
Park National BankColumbus, OH
Floating requirement is temporary until permanent placement* Role not eligible for sponsorship* RESPONSIBILITIES Demonstrate understanding of retail banking initiatives and strategies through consultative relationship management with leadership, with some supervision; lead all aspects of retail sales and service for the banking center and market area. Interview and select candidates for openings, set goals for associates, assign tasks/duties, conduct on-the-job training, develop associates' skills and encourage growth, prepare disciplinary write-ups as appropriate, prepare and conduct performance reviews and make recommendations for salary adjustments, approve timecards for FTEs and other duties associated with managing a staff Develop and promote a work environment that actively encourages Park's Promises and Serving More bank philosophy; including ensuring customer issues are resolved professionally and timely; supporting associates to take ownership of customer issues and work with them in providing care; manage difficult situations. Provide leadership through effective, monthly goals communication and mentoring; share retail goals and objectives and link banking center efforts to support the retail line of business during branch meetings and individual coaching sessions with direct reports. Develop associates skills and abilities by actively providing direction and support; utilize Retail Training courses and other opportunities through Learning and Development. Utilize Contact Management and the Bank's Customer Relationship Management (CRM) module to establish and retain key customer relationships through active portfolio management. Develop relationship through various channels and facilitate referrals to other Lines of Business and subject matter experts. Be an active member in a team of associates serving the customer. Serves as a communication link between all departments and Leadership to ensure the Banking Center Team is informed and understands directives, bank financial performance, initiatives and other pertinent information. Responsible for Deposit Account origination (acquisition and retention), including, but not limited to Retail Deposit Accounts, Digital Products and Services, small business deposit accounts. Originate or refer Consumer Loans. Expectation to frequently attend market area community events and volunteer time and talents while representing the bank. Expectation to travel to regional and corporate headquarters (Newark) or out of State (minimal and preplanned) for retail meetings and training opportunities. Additional travel may be necessary between branches in market for various reasons. Maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks Deliver a consistent, high level of service within our Serving More standards Other duties as assigned COMPETENCIES Interpersonal/Customer Service Skills Written and verbal communication Ability to understand and follow directions Adaptable to change Basic computer skills Leadership/Management Skills Ability to influence others Ability to build collaborative relationships Ability to develop or mentor others Able to Multi-Task or Juggle Priorities Problem/Situation Analysis Strategic planning and decision making EDUCATION - CERTIFICATIONS - WORK EXPERIENCE High School Diploma or Equivalent Required 2-3 years of Supervisory Experience preferred 1-2 years of Retail Banking Experience preferred SCHEDULE The expectation is to travel between the Columbus Region Offices for coverage as needed. Operating hours may vary by location. The branches expected to cover are: Morse Rd, Gender Rd, Worthington and Columbus. The temporary home office for this position will be Morse Rd. Working hours expected to be flexible in are Monday through Friday 9:00am- 5:00pm and Saturday 9:00am- 12:00pm. Expected number of Saturday shifts per month is 2. Some community and other events may require evening working hours on occasion. This position is salary exempt and full-time. The expected hours for full-time salary exempt positions is 44-48 per week. A minimum of 40 hours is required. Please note that the floating expectation of this position is temporary until a permanent BCM position comes open at a set office.

Posted 30+ days ago

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Texas Capital Bancshares, Inc.Dallas, TX
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com. Brief Overview of Position Reporting to Chief Compliance Officer (CCO) for TCBI Securities, Inc., the Director of Compliance assists the CCO with the design, development, delivery and maintenance of the investment bank's overall compliance program and acts as an independent compliance partner to the business divisions within the investment bank including sales and trading, M&A advisory, capital markets, municipal finance, swaps/derivatives/FX, equity research and operations. As a senior member of the Investment Bank's compliance team, the Director of Compliance Officer will be actively engaged with multiple businesses lines to provide compliance advice, monitoring and oversight of the firm's compliance program. This position is an on-premises role at the firm's Dallas, Texas headquarters. Responsibilities Design, develop, execute and oversee an effective Compliance Program by enabling the identification, operationalization, and communication of applicable federal and state regulations Foster an understanding of associated risks across the entire organization and implementation of suitable risk mitigation strategies Oversee the design and effectiveness of the business (first-line) and independent risk management (second-line) controls to mitigate compliance risks Act as a trusted advisor, provide advice and guidance to senior management on the implications of compliance trends and issues affecting the firm and partner with senior management to implement the firm's compliance program. Provide guidance to the relevant business (first-line) and independent risk management (second-line) concerning suggested policies, procedures, practices and controls Update/synchronize the firm's written policies, procedures and documents including the written supervisory procedures, compliance manual, code of conduct and operational process documents, and participate in testing same. Prepare Firm Element Continuing Education content and deliver to Associated Persons and track staff compliance with Regulatory and Firm Element training requirements. Research applicable new rules or rule changes and implementing policies, procedures or other controls necessary to comply with the rules. Manage a team of subject matter experts from time to time Drive and influence compliance enhancements at all levels of the business consistent with the enterprise's risk profile Act as a key liaison during regulatory exams, internal audits, and independent testing Assist in the execution of and act as key advisor for the firm's Regulatory Compliance Risk Assessments Design and deliver management reporting on KRIs, KPIs, and any significant developments within the COI Program Prepare and deliver FINRA Firm Element Continuing Education training Maintain knowledge of applicable rule changes and latest industry guidelines and best practices Manage departmental expenses and annual budget Recruit, train, and retain talent within the department Demonstrate sound judgement and leadership in a fast-paced, dynamic, collaborative, and transformative environment Manage and execute multiple complex projects within the required timelines Qualifications Bachelor's degree (preferred in Finance, Accounting, Business, or Analytics, Computer Science); or equivalent combination of education, training, experience Possess a minimum ten (10) years of experience in the financial services industry, specifically, within a broker/dealer operating as an affiliate, subsidiary or division of a bank and/or RIA. Have Knowledge of financial products and services offered by investment bank, particularly FX, swaps and other OTC derivatives, and be a subject matter expert in applicable federal and state securities laws, rules regulations, and those of relevant SROs. Hold Series 3, 7, 9/10, 24, 53, 57 and/or JD a plus. Possess excellent oral and written communication, the ability to influence all levels of management and external partners, skills with the ability to dispassionately manage challenging and/or confrontational interaction with firm personnel, clients and regulators. Be Team-orientated, while able to complete tasks independently. Possess experience with equity sales and trading surveillance, market manipulation, trade reporting and responding to related regulatory inquiries. Be Motivated, diligent, conscientious, highly organized, detail-oriented and able to drive tasks to completion. Hold a bachelor's degree in finance, economics, accounting, business administration a plus. Be Self-motivated, well organized, and detail-oriented so as to handle complex and concurrent assignments High degree of integrity, strong work ethic, and an ability to work independently while leading a team of compliance professionals Possess Problem-solving skills, with a strong analytical and data-driven work style The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 30+ days ago

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BMO (Bank of Montreal)Atlanta, GA

$164,400 - $285,600 / year

Application Deadline: 01/08/2026 Address: 1230 Peachtree Street Job Family Group: Commercial Sales & Service Leads an assigned Commercial Banking sales team, in support of a segment or region to drive financial profitability and region/segment sales. Oversees portfolio, risk, operational and market management for the specified industry segment or region, across a broad range of Bank products and services including lending, cash management and advisory services, providing a consistent, focused approach in the retention and expansion of our market share. The role contributes to and influences the overall strategic direction of the Commercial Banking Line of Business. They assist with the development, prioritization and implementation of business, technology, sales and service, and people strategies and plans to optimize channel delivery and enhance the customer experience. The incumbent maintains an ongoing current awareness of industry opportunities and unique risks to maintain a consistent acceptable overall risk profile. Builds and maintains an extensive network in the marketplace of professional contacts, including lawyers, accountants, consultants and investors who view them as a 'Trusted Advisor' who, when engaged, will enhance their efforts and reputations. This role makes credit decisions / recommendations in accordance with sound credit-granting principles and is accountable to ensure compliance with all credit and non-credit Bank and regulatory policies and guidelines. Contributes to setting the overall strategic direction (3-5-year timeframe) providing insight/expertise on the specified segment or region sales/revenue/profitability. Develops and executes operational strategies and plans to achieve business objectives within the segment or region, tracking progress to plans, and developing, communicating, delegating and actively participating in the implementation of actions necessary to correct internal and external issues affecting the ability of Commercial Banking to meet annual business plan goals. Provides reliable forecasts and escalates significant issues as appropriate. Maintains detailed knowledge of longer-term prospects of the industries to focus strategies in their assigned segment or region. Assesses both the competition and market opportunities on a regular basis to identify strengths, opportunities, weaknesses, and threats and create plans to address. Makes recommendations to Commercial Banking leadership team as appropriate. Ensures targeted market plans are conceived and executed to support growth and achievement of business objectives. Plans will be at the Team and Individual level and compatible with Commercial Banking strategies and objectives. Ensures the effective delivery of sales initiatives and programs by establishing the sales and service context and setting direction for subordinates, providing relevant information, establishing goals, and setting limits. Reviews and monitors sales performance against plan and standards to identify and address gaps, issues and best practices. Works effectively with Commercial Banking colleagues and other Banking Group partners, focused on One Client leadership to ensure deal teams and strong working relationships effectively leverage sales and referral opportunities to address the customers' full financial needs, improve share of wallet, acquire new customers, retain existing customers and provide the full Commercial Banking offering to customers Improves customer service levels by role modeling desired customer service behaviours, visibly participate in the customer issue resolution process, and monitor adherence to customer service standards. Leverages BMO brand and the Commercial Banking offering through delivering and managing the defined customer experience and value proposition. Contributes personally to the Bank's business objectives through direct market intervention by way of joint sales calls, establishing a personal referral network and a variety of business development activities. Establishes and enhances the Bank's profile in the community by participating in worthwhile business and community activities and seeking out and creating opportunities to promote the products and services of all Banking Groups, but particularly the Commercial Banking sales offering. Represents the Bank in the business community (customers, industry associations, government, etc.) and plays an active governance role on community boards, as required. Establishes and fosters a positive relationship with members of the local media (consistent with Corporate Communication protocols) to ensure that the bank receives favourable coverage. Ensures all new business conforms with Bank Policies and other guidelines. Exercises discretionary lending limits to approve quality deals that exceed subordinate's discretionary limits. Manages commercial lending risk and minimizes losses by ensuring that subordinates' credit submissions are in conformity with Bank Policies & Procedures. Monitors external environment for changing prospects and demographics of the specified segment to ensure that emerging risks in the portfolio are identified and marketing efforts are directed to industries with acceptable risk profiles. Provides guidance to the sales team in structuring and pricing sophisticated solutions for the Bank's clients. This includes credit quality, industry expertise and yield on transactions held by the Bank. Ensures ongoing effective controls are in place to maintain an acceptable stable risk profile in the portfolio. Within the mandate of this role, promotes and supports the Bank's risk culture including ensuring employees understand their accountabilities for risk-taking activities, promoting an environment of open communication and effective challenge, and establishing the "tone from the top" through leading by example. Complies with the Bank's Risk Appetite framework and ensures risk-taking activities remain within agreed limits and comply with all regulatory requirements. Role models driving simplicity and productivity enhancements for optimization across groups driving continuous improvement on key measures. Activates our winning culture, aligned with Purpose. Ignites engagement by aligning our culture to our strategy and fueling exceptional execution. Fosters an inclusive environment for all employees by eliminating barriers to inclusion. Develops leaders, plans for succession, and fosters a high-performance culture. Drives top talent acquisition and retention, developing organizational capabilities to drive competitive advantage. Leads and mentors a team with diverse risk and business experience, skills, and orientation. Leads, promotes, and reinforces the Bank's Ambition; personally, role models One Bank leadership; drives sustainable improvements in customer loyalty and business growth; adheres and supports enterprise customer experience and brand standards. Qualifications: Post secondary education or equivalent work experience 10 - 15 + years experience in sales and a demonstrated history of successful business development activities including ability to network in external markets Credit Qualified with Unilateral discretionary Limits Sales Management experience In-depth knowledge of Commercial products and services Strategic thinker who, at the same time, can implement strategy and achieve results Experience in strategic market analysis Broad knowledge and experience with the Bank's credit and risk management standards and their application to a high-risk lending activity - Ability to obtain discretionary limits Sales and Relationship Management experience dealing with sophisticated clients at senior levels Understanding of regional environment/key market segments to provide team with a current and longer-term perspective In-depth knowledge of commercial/corporate banking products and services Business Planning experience including strategic planning Experience developing and leading a large, diverse team Complex negotiation, planning, decision-making abilities Strong Analytical and problem-solving skills Salary: $164,400.00 - $285,600.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 2 weeks ago

H logo
Home Bancshares, Inc.Clearwater, FL
GENERAL DESCRIPTION OF POSITION The Association Banking Lockbox Specialist I processes lockbox payments, ACH requests, coupon order requests, and various other lockbox requests. This position resolves and works with management with lockbox payment processing, document scanning, and document committing problems. ESSENTIAL DUTIES AND RESPONSIBILITIES Perform lockbox payment processing functions, including opening mail and preparing lockbox payments prior to processing. This duty is performed daily. Assist staff with questions, provide training, document scanning, and document committing. This duty is performed daily. Resolve and/or work with supervisor with any problems pertaining to lockbox payment processing, document scanning, and document committing. This duty is performed as needed. Perform Payment Remittance functions to provide customers with daily lockbox payment activity. This duty is performed daily. Process ACH customer requests, ACH payment files, ACH returns and ACH NOCs. This duty is performed daily. Process Coupon Document Order Requests, including reviewing Excel and data files for importing and printing. This duty is performed daily. Process and verify various customer lockbox requests and maintain data in bankÏ¿½s core processing systems. This duty is performed daily. Assist customer calls and support customer with requests, questions, problems, and eCLASS processes and functionality. This duty is performed daily. Follow written and verbal department procedures. Alert department supervisor of any written procedure changes for updates. This duty is performed daily. Perform functions or assist with special projects as assigned by supervisor. This duty is performed as needed. The ability to work in a constant state of alertness and in a safe manner. This duty is performed daily. Completes required BSA/AML training and other compliance training as assigned. This duty is performed as needed. Perform any other related duties as required or assigned. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. EDUCATION AND EXPERIENCE High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc, plus 12 to 18 months related experience and/or training, or equivalent combination of education and experience. COMMUNICATION SKILLS Ability to read a limited number of words and recognize similarities and differences between words and between series of numbers; Ability to write and speak simple sentences as a means for basic communication. Ability to read and understand simple instructions, short correspondence, notes, letters and memos; Ability to write simple correspondence. Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization. MATHEMATICAL SKILLS Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to prepare and interpret bar graphs. CRITICAL THINKING SKILLS Ability to utilize common sense understanding in order to carry out written, oral or diagrammed instructions. Ability to deal with problems involving several known variables in situations of a routine nature. REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS Not indicated. PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS Not indicated. SOFTWARE SKILLS REQUIRED Advanced: 10-Key, Alphanumeric Data Entry, Word Processing/Typing Intermediate: Spreadsheet Basic: Accounting, Contact Management, Database WORKING CONDITIONS Disagreeable working conditions. Exposed to several of the elements in degree 2, which are present continuously enough to make the conditions disagreeable. May involve heavy travel and/or work is in the evening during the night hours. ENVIRONMENTAL CONDITIONS The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the functions of this job, the employee is regularly exposed to vibration; frequently exposed to work near moving mechanical parts; and occasionally exposed to work in high, precarious places, fumes or airborne particles, outdoor weather conditions, extreme cold, risk of electrical shock. The noise level in the work environment is usually loud. PHYSICAL ACTIVITIES The following physical activities 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 and expectations. Moderate diversity, moderately physical. Work activities which allow for a moderate amount of diversity in the performance of tasks which requires somewhat diversified physical demands of the employee. While performing the functions of this job, the employee is continuously required to use hands to finger, handle, or feel, reach with hands and arms; regularly required to sit, talk or hear; frequently required to stand, walk; and occasionally required to climb or balance, stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds; frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision. ADDITIONAL INFORMATION Employee must be flexible in scheduled hours, some overtime may be required

Posted 30+ days ago

W logo
Wintrust Financial Corp.Oak Lawn, IL

$85,000 - $132,000 / year

Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol "WTFC." Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and annual discretionary bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company matches and tuition reimbursement to name a few Family-friendly work hours Promote from within culture The Business Banking Relationship Manager is responsible for acquisition, retention, and expansion of new and existing loan, deposit, and treasury relationships. This role provides exceptional customer service by taking ownership of the customer experience. What You'll Do Responsible for annual goals tied to loan and deposit volume, cross-sales, call planning/prospecting, and fee income generation Grow and manage customer relationships with businesses that generally have up to $25M in revenue Nurture and develop existing portfolio by assessing and meeting client's business and personal needs Negotiate proper loan structure and effectively cross sell products Maintain properly documented files and manage renewals and collection efforts on past dues and defaulted loans Build and manage a professional network of COI's and referral sources Maintain a stable network of prospective customers with a consistent approach to calling Qualifications Bachelor's degree in business, finance, accounting, or related field Completion of formal credit training program preferred but not required Minimum 5 year's commercial credit and lending experience combined Prior B2B, small business banking, or consultative outside sales experience within the financial services industry Exceptional oral and written communications skills Strong interpersonal skills with a proven ability establishing client relationships Excellent organizational skills with the ability to proactively manage and prioritize workflow Benefits Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance Compensation The estimated salary range for this role is $85,000 - $132,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience. #LI-AC1 From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

Posted 2 weeks ago

Wells Fargo Bank logo
Wells Fargo BankNew York, New York

$185,000 - $300,000 / year

The Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. Learn more about the career areas and lines of business at wellsfargojobs.com . About this role: Wells Fargo is seeking a Lead Investment Banker, Vice President to join the Technology, Media, and Telecommunications (TMT) Group. In this role, you will: Lead complex initiatives and independently manage client relationships, including origination, structuring, and execution of Corporate and Investment Banking products and services Drive strategic planning and deliver comprehensive solutions in M&A across public and private clients, and Capital Markets Analyze and resolve multi-faceted business and operational challenges, making decisions that influence cross-functional teams and advance new initiatives Apply deep knowledge of products, markets, and clients—ideally with familiarity in industrial services—while ensuring compliance and precision in execution Demonstrate strong organizational skills, attention to detail, and the ability to manage multiple projects in a fast-paced environment, while mentoring peers and fostering collaboration Required Qualifications 5+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications A BS/BA degree or higher Data Centers Investment Banking experience Excellent verbal, written, and interpersonal communication skills A Master's degree or higher in accounting, finance, or economics Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment Knowledge and understanding of business development: business vision, strategies, and goals Knowledge and understanding of capital markets: deal execution process and standards Excellent verbal, written, and interpersonal communication skills Job Expectations Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Ability to travel up to 50% of the time Posting Locations: 500 West 33rd St.- New York, New York 10001 New York Pay Range: $250,000-$250,000 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $185,000.00 - $300,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits- Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 22 Jan 2026 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. 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 1 day ago

C logo
Commercial Bank (Michigan)Grand Rapids, MI
Apply Job Type Full-time Description Summary of Duties Provides effective management, of assigned branch office(s) to meet established performance objectives with regard to branch profitability and oversees all CSR related functions as well as CSR staff management. Implements policy, ensures proper security controls, assures conformance with compliance, and has total knowledge of products, services, policies, procedures and systems, practices excellent customer service skills and exercises managerial authority as a team leader. May have lending authority / goals. Calls on and corresponds with local businesses to generate loan and deposit business. Essential Duties and Responsibilities Included but are not limited to: Manages a team responsible for the daily deposit functions within the branch. Maintains and ensures the optimal departmental workflow to achieve corporate and departmental goals. Prepares work schedules and assigns duties to personnel to ensure efficient operation of the branch. Conducts staff meetings of department personnel, or confers with subordinate personnel to discuss departmental problems, regulatory updates, or to explain procedural changes or practices. Develops CSR staff and ensures that the team's service behaviors contribute to the bank's overall success. Re-engineers CSR tasks to maximize efficiencies and manages workflow capacity for effective utilization of resources. Monitors areas of responsibility and implements effective goals and tools to measure success for driving the team effectively. Identifies and addresses systemic issues and takes the appropriate actions to remedy exceptions. Supports efforts to increase revenue, manages expenses and initiates cost reduction programs. Stays abreast of industry trends by attending seminars, training sessions and workshops as necessary to develop and ensure compliance with banking regulations, federal and state regulations, and standards for financial institutions. Ensures that the front line is functioning as efficiently as possible, and the operational procedures are streamlined and efficient. Communicates business and departmental objectives to the team ensuring they remain well informed of business activities and of their required contributions to goals. Establishes standards, applicable goals and maintains accountability. Develops an effective network of communication within the CSR team and with key working departments to ensure shared knowledge and understanding of business activities. Depending on location and market demand, this Manager position will involve a variety of Treasury Support responsibilities. Key duties include providing support for online services and account management, with a focus on retaining and attracting Treasury Management clients. Managerial Responsibilities Included but not limited to: Carries out management responsibilities in accordance with the organization's policies and procedures. Appraises performance, rewards, and disciplines CSR staff, addresses and resolves complaints from customers. Conducts interviewing of job applicants, hiring and termination decisions and coordinates the training and development of the CSR staff. Manages employee time records and approval of paid time off. Provides direction for career development. Other Functions Familiar with and abides by all bank regulations including but not limited to BSA and OFAC. Adhere and comply with all Bank Policies. Other duties as assigned. Requirements To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Education/Certification/Licensing: High School Diploma/GED required. Advanced education in accounting, business administration or related field preferred. Experience: Minimum requirement of 3 years banking or related experience required. At least 1 year of prior supervisory/management experience required. Other Requirements: Good understanding of the core banking system, Word, Excel, Outlook Good understanding of bank policies and procedures. Ability to identify priorities and meet deadlines. Ability to multitask. Requires team-building skills. Excellent written, verbal, interpersonal, and problem-solving skills; ability to communicate effectively and project a professional image. This position may require Saturday hours. Equipment Used PC, laser printer, calculator, copy machine, fax machine, DL scanner, check encoder, mobile devices such as iPad and iPhone or similar. Software Used Word, Excel, PowerPoint, Publisher, Adobe Reader, Core Banking System, Outlook, Horizon XE, FIS Image Centre, BAI Learning & Development and various other financial institution platform systems. Physical Demands While performing the duties of this job, the employee is frequently required to work in front of a computer for extended periods of hours; use hands to finger, handle, or feel and talk or hear. Must be able to travel from location to location throughout the office and to other bank offices, clients, and outside meetings. The employee is occasionally required to reach with hands and arms; stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, color vision, depth perception and ability to adjust focus. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. In-person work is required however telework exceptions may be applicable. Regular and prompt attendance is required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job operates in a professional office setting with low to moderate noise level work environment; and, at times in various other environments of the clients they meet with. Equal Employment Opportunity & ADA Compliance: Commercial Bank provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Equal employment opportunity applies to all terms and conditions of employment including hiring, placement, promotion, termination, layoff, recall, transfer, leave of absence, compensation, and training. To ensure equal employment opportunities to qualified individuals with a disability, Commercial Bank will make reasonable accommodations for the known disability of an otherwise qualified individual, unless undue hardship on the operation of the organization would result. We support and promote equal employment opportunity, human dignity, and racial, ethnic, and cultural diversity by taking positive steps to eliminate barriers that may exist in hiring and in employment practices. Discrimination of any type will not be tolerated.

Posted 3 weeks ago

Transunion logo

Senior Manager - Banking & Payments Consulting

TransunionChicago, IL

$126,700 - $190,000 / year

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Job Description

TransUnion's Job Applicant Privacy Notice

Personal Information We Collect

Your Privacy Choices

What We'll Bring:

At TransUnion, we have a welcoming and energetic environment that encourages collaboration and innovation. We are consistently exploring new technologies and tools to be agile. This environment allows our people to hone current skills and build new capabilities while discovering their genius.

Come be a part of our team - you'll work with great people, pioneering products, and cutting-edge marketing technology.

What You'll Bring:

  • 10+ years in banking and/or consulting, with a strong background in analytics and strategic project leadership.
  • Bachelor's degree in business, analytics, or a related discipline required.
  • Proven ability to lead, mentor, and develop high-performing teams while managing multiple priorities with urgency and attention to detail.
  • Strong relationship management skills, with excellent verbal and written communication, business acumen, and strategic thinking.
  • Deep understanding of Financial Services across Cards, Retail, Lending, and Small Business, with the ability to translate complex data into actionable insights.

Impact You'll Make:

  • Lead and grow a team of high-performing analysts, fostering engagement and professional development across experience levels.
  • Own client relationships, drive retention and growth, and deliver strategic analytics and consulting services aligned with client priorities.
  • Responsible for revenue generation, pricing decisions, proposal development, and introducing new products and services to clients.
  • Apply deep knowledge of Financial Services-including Cards, Retail Banking, Lending, and Small Business-to solve complex business challenges.
  • Collaborate with senior leaders, gather Voice of Client insights, and lead strategic initiatives that support market development and client success.

This role will act as a leader on the Argus Advisory Team and is responsible for leading relationships across multiple FIs. The associate will be responsible for managing day-to-day client relationships and for client development, consulting/advising clients on strategic business initiatives, managing large data analytics projects, and driving significant revenue for the Argus business. The associate is responsible for leading a team of analysts to help execute these projects and developing these more junior associates. This role will partner and collaborate with stakeholders across sales, finance, solutions, technology and FS vertical LOB. The associate also has frequent interaction with senior leadership at clients.

#LI-KW1

Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law, including the Los Angeles County Fair Chance Ordinance for Employers, the San Francisco Fair Chance Ordinance, Fair Chance Initiative for Hiring Ordinance, and the California Fair Chance Act.

Adherence to Company policies, sound judgment and trustworthiness, working safely, communicating respectfully, and safeguarding business operations, confidential and proprietary information, and the Company's reputation are also essential expectations of this position.

This is a hybrid position and involves regular performance of job responsibilities virtually as well as in-person at an assigned TU office location for a minimum of two days a week.

Benefits:

TransUnion provides flexible benefits including flexible time off for exempt associates, paid time off for non-exempt associates, up to 12 paid holidays per year, health benefits (including medical, dental, and vision plan options and health spending accounts), mental health support, disability benefits, up to 12 weeks of paid parental leave, adoption assistance, fertility planning coverage, legal benefits, long-term care insurance, commuter benefits, tuition reimbursement, charity gift matching, employee stock purchase plan, 401(k) retirement savings with employer match, and access to TransUnion's Employee Resource Groups. Spousal, domestic partner, and other eligible dependent coverage is available on select health and welfare plans.

We are committed to being a place where diversity is not only present, it is embraced. As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, genetic information, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law. Additionally, in accordance with Section 503 of the Rehabilitation Act of 1973 and the Vietnam Era Veterans' Readjustment Assistance Act of 1974, TransUnion takes affirmative action to employ and advance in employment qualified individuals with a disability and protected veterans in all levels of employment and develops annual affirmative action plans. Components of TransUnion's Affirmative Action Program for individuals with disabilities and protected veterans are available for review to any associate or applicant for employment upon request by contacting ERCoE@transunion.com.

Pay Scale Information :

The U.S. base salary range for this position is $126,700.00 - $190,000.00 annually. *The salary range for this position reflects a reasonable estimate of the range of compensation for this job. At TransUnion, actual compensation is based on careful consideration of additional factors such as (but not limited to) an individual's education, training, work experience, job-related skill set, location, and industry knowledge, as well as the scope and responsibilities of the position and market considerations.

Regular, fulltime non-sales positions may be eligible to participate in TransUnion's annual bonus plan. Certain positions may be also eligible for long-term incentives and other payments based on applicable company guidance and plan documents.

TransUnion's Internal Job Title:

Sr Manager, Business Operations

Company:

TransUnion LLC

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