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

Auto-apply to these banking jobs

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

Portfolio Manager - Commercial Banking Underwriter-logo
Portfolio Manager - Commercial Banking Underwriter
Canadian Imperial Bank of CommerceChicago, IL
We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What you'll be doing You will join CIBC's Commercial Banking team to provide support to account teams through client acquisition, relationship management and credit management processes as well as providing transactional support for client specific financing solutions. This role will prepare you for a rewarding career as a Relationship Manager, Commercial Banking and strategic partner to some of Canada's leading companies. You will be committed to delivering on flexible business solutions, dedicated business expertise and timely business advice to help clients realize their goals. How you'll succeed Business development support- Assist Relationship Managers, Commercial Banking in coordinating activities through the sales cycle and liaising with other units of CIBC as necessary. Assist with the execution of business development initiatives and contribute to the achievement of growth targets by identifying business opportunities and developing financing solutions to meet the needs of the client. Research & evaluation- Assist in evaluating business growth opportunities through comprehensive industry, client and prospect research. Prepare analyses in support of credit submissions including structuring and documentation. Client experience- Proactively assess your clients' needs and propose solutions to meet those needs. Interact with assigned clients to facilitate prompt responses to questions, enquiries or issues in order to provide "best in class" service. Apply acquired industry/company knowledge to the development of client/prospect proposals for financial and strategic solutions to meet client needs. Who you are You can demonstrate experience in financial statements and accounting principles including valuation techniques and cash flow analysis. You have a degree/diploma in Business, Finance, Accounting, or related field. You give meaning to data. You enjoy investigating complex problems and making sense of information. You communicate detailed information in a meaningful way. You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results. You embrace and champion change. You'll continuously evolve your thinking and the way you work in order to deliver your best. You're driven by collective success. You know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life. Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability. At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $80,000.00 - $120,000.00 for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members. California residents - your privacy rights regarding your actual or prospective employment #LI-TA What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. Subject to plan and program terms and conditions What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location IL-120 S LaSalle St Employment Type Regular Weekly Hours 40 Skills Business Development, Client Service, Competitive Intelligence (CI), Customer Retentions, Investment Research, New Business Acquisition, People Management, Promotional Activities, Relationship Management

Posted 2 weeks ago

Commercial Banking Center Manager-logo
Commercial Banking Center Manager
Banner BankBellingham, WA
More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years. With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Commercial Banking Center Manager, you will provide leadership, organization, planning, and direction for a team of Commercial Relationship Managers and support staff. Drive business development efforts in the business market. Manage the largest and most complex credits, typically those requiring monitoring and control. In this role you'll have the opportunity to: Develop and direct the sales, marketing, public relations, and business development plan for the Commercial Banking Center. Effectively manage focused business development processes for goal achievement, including strategies for acquiring, retaining, and growing select clients. Monitor and control large and complex credits. Effectively lend to a wide range of industries and loan types. Generate commercial loans and deposits. Monitor all credits through periodic reviews and analysis. Develop and lead commercial lending team to build profitable relationships with business customers. Ensure staff provides exceptional customer service and proactively sells bank products based on customer needs. Responsible for creating a positive work environment, establishing high standards for work quality, and providing opportunities for career growth and job satisfaction in order to develop and retain a highly trained and motivated staff. Develop and manage income and expense budget for the Commercial Banking Center. Responsible for resolving customer issues with satisfactory results. Develop strong and effective working relationships outside of the team. Responsible for creating awareness of the bank and its services through community activity. Responsible for complying with, and ensure staff follows, policies, procedures, security requirements, and government regulations. Education & Certifications Bachelor's Degree: Accounting, Business, Economics, Law, Computer Science or other related field required (an equivalent combination of education and experience may be considered) Experience 8 or more years of experience in all phases of commercial lending in the local market Knowledge, Skills and Abilities Proven leadership, team building, training, coaching, and management skills with the demonstrated ability to mentor, motivate, and drive change. Experience with developing high performing teams. Possess excellent credit skills and proven ability to effectively manage credit needs for the portfolio, including arranging, structuring, and decision complex credits. Demonstrated ability to underwrite, structure, monitor, and control loans for a wide range of industries and loan types. Possess an in-depth knowledge of accounting principles and budgeting. Advanced sales, negotiation, analytical, problem solving, collaboration, communication, and interpersonal skills with a proven ability to develop and manage business relationships. Proficient in MS Office products, including Word, Outlook, and Excel. Knowledge of federal and state laws and regulations relating to commercial lending. In-depth knowledge of management and supervisory principles, policies, and legal requirements. Compensation & Benefits Targeted starting salary range (based on experience): $155,062 - $209,790 Incentive and commission compensation may be awarded for eligible roles Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life Paid vacation time, sick time and 11 company paid holidays 401k (with up to 4% match) Tuition reimbursement Get more information at: Employee Benefits | Banner Bank Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings. Resumes submitted to any Banner Bank employee by a third-party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.

Posted 2 weeks ago

Assistant Banking Center Manager - Martha's Vineyard-logo
Assistant Banking Center Manager - Martha's Vineyard
Cape Cod Five Cents SavingsVineyard Haven, MA
SUMMARY: The Assistant Banking Center Manager (ABCM) supervises the staff at a Cape Cod 5 Banking Center. Responsible for monitoring performance and operations, ensuring the highest level of customer care for Bank customers. As a trusted financial advisor, the ABCM will advise and deliver a full range of financial services to customers to meet their financial goals. As a member of the retail management team, the ABCM will provide exceptional care and support to staff in achieving their professional goals. ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES: Oversees, supervises and mentors Banking Center staff for purposes of the day-to-day administration of job duties, including scheduling, communicating overall goals, operations, and coaching reinforcing principles and values. Monitors and decisions management reports. Develops a rapport with customers, greeting customers by name, possesses an understanding of account ownership types and authority, as well as being responsive and timely with correspondence and problem resolution; all while displaying a caring attitude (GUEST philosophy). Provides backup to the Banking Center Manager. Provides excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution in accordance with Bank policies and procedures. Performs banking transactions including processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer's check issuance and savings bond redemption. Fulfills all Banking Center opening and closing activities. Introduces and advises on the Bank's deposit and consumer loan products and services to proactively meet customer needs. Proficient in determining customers' existing and prospective financial needs and identifies referrals to other business lines, e.g., Investment Services, TAM, Commercial Lending, Treasury Management, etc. Maintain a working knowledge of product and service offerings including consumer, business, deposit, lending, non-profit, retirement, digital banking, debit cards, etc. Confidently discuss customer lending opportunities and assists customers in preparing loan applications for home equity loan products and other consumer loans. Safeguards customer trust by upholding the duty of customer confidentiality. Complies with all required laws, regulations, policies, and procedures. Timely completion of all assigned learning activities. Proficient in vault custodian duties. Actively participate in Banking Center meetings and one-on-one coaching sessions. Participates/volunteers in community groups and events. Additional duties as assigned. EDUCATION & CERTIFICATIONS: Bachelor's degree preferred, or combination of secondary education and four years of progressive retail banking experience Nationwide Mortgage Licensing System (NMLS) registration Notary Public commission Completion of Medallion signature guarantee training required KNOWLEDGE, SKILLS & ABILITIES: Three or more years supervisory experience and proven leadership capabilities required, including minimum of one year retail banking supervisory experience (e.g., Relationship Banker III or above). Conversant in all Bank business lines Ability to independently complete and mentor others in transactions and all platform services, including transactions, account opening, consumer loan products, IRAs, trust accounts, etc. Ability to execute more complex account openings and transactions independently Ability to supervise staff at the RBI-IV levels Critical thinking, decision making and problem solving skills Demonstrated high level of judgement and decision making ability Demonstrated ability to fulfill the opening/closing activities of the Banking Center Prior customer relationship building experience Must have a supervisory aptitude Demonstrated management and leadership skills Must have cyber security awareness to protect the digital environment, the Bank, and customers COMPETENCIES: Managerial Courage Technology Savviness/Digital Enthusiast Financial Comprehension Adaptability and Flexibility Sales Aptitude Eager and Agile Learner

Posted 1 week ago

Banking & Capital Markets Tax Manager-logo
Banking & Capital Markets Tax Manager
PwCMelville, NY
Industry/Sector Banking and Capital Markets Specialism Industry Tax Practice Management Level Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. Additional Responsibilities: We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs. Custom Orgs: Global LoS: Tax Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Required Fields of Study: Accounting Minimum Years of Experience: 4 year(s) Certification(s) Required: CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates extensive abilities and/or a proven record of success in dealing with tax issues facing multinational US companies or publicly traded entities, especially in the areas of tax consulting and tax reporting and compliance. Demonstrates extensive abilities and/or a proven record of success as a tax technical professional, researching business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Demonstrates extensive abilities and/or a proven record of success with automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Demonstrates extensive abilities and/or a proven record of success in pricing, client value and the negotiation process, including reviewing contracts and finding opportunities to introduce new pricing options.Demonstrates extensiveabilities and/or a proven record of success in identifying and addressing client needs: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Participating in client discussions and meetings actively; Communicating a broad range of Firm services; and, Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Demonstrates extensive abilities and/or a proven record of success in: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Participating in client discussions and meetings actively; Communicating a broad range of Firm services; and, Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Executing corporate planning and compliance, as well as tax accounting and financial reporting, including tax provision preparation, audit and review with the ability to utilize ASC 740 techniques; Demonstrating some technical skills working with tax tools and resources including tax provision and compliance software such as Corptax, OneSource, or other similar platforms; and, Using research methods including but not limited to Westlaw, RIA and CCH. Demonstrates extensive abilities and/or a proven record of success as a team leader: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Participating in client discussions and meetings actively; Communicating a broad range of Firm services; and, Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Executing corporate planning and compliance, as well as tax accounting and financial reporting, including tax provision preparation, audit and review with the ability to utilize ASC 740 techniques; Demonstrating some technical skills working with tax tools and resources including tax provision and compliance software such as Corptax, OneSource, or other similar platforms; and, Using research methods including but not limited to Westlaw, RIA and CCH. Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; and, Providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues. PwC Financial Technology ("FinTech") practice, servicing start-ups, financial services and technology companies with innovative products and offerings, is expanding rapidly with exciting opportunities. Our FinTech dedicated team is looking for a candidate to work closely on clients with the latest technologies and platforms in lending, digital banking, payments, crypto and blockchain, insurance and real estate.We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Travel Requirements Up to 20% 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: $98,300 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 4 days ago

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

Posted 1 week ago

Strategy& - Enterprise Strategy & Value - Banking And Capital Markets - Senior Manager-logo
Strategy& - Enterprise Strategy & Value - Banking And Capital Markets - Senior Manager
PwCDallas, TX
Industry/Sector FS X-Sector Specialism Corporate and Business Strategy Management Level Senior Manager Job Description & Summary At PwC, our people in strategy consulting focus on providing strategic guidance and insights to organisations. They analyse market trends, assess business performance, and develop recommendations to help clients achieve their goals. These individuals work closely with clients to identify opportunities for growth, optimise operations, and enhance overall business performance. As a corporate and business strategy consultant at PwC, you will analyse client needs, provide consulting services across different strategic areas, and offer guidance and support to help clients develop and implement effective strategies that align with their business objectives and drive growth. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 7 year(s) Preferred Qualifications: Degree Preferred: Master of Business Administration Preferred Knowledge/Skills: Minimum of 8 years of strategy consulting or industry consulting experience preferred. Demonstrates in-depth level abilities, knowledge and/or a proven record of success in the Financial Services industry (Banking & Capital Markets, Insurance, Asset & Wealth Management), either in professional consulting services or corporate roles, including: Helping companies define and evaluate corporate and business unit strategies and investment portfolios; Reflecting market, competitive and other external drivers with specific areas of focus including Corporate Strategy, Business Strategy, Deals Strategy, and Digital Strategy; Identifying and addressing client needs, rapidly building credibility, and maintaining and utilizing networks of client relationships; Managing teams / multiple work streams to establish successful project conclusion - i.e., delivery of quality work on time and within budget; Building productive relationships with team members and clients, both long term and day-to-day, by using a collaborative approach with thorough listening skills and the ability to manage through influence; Utilizing first principles thinking, and developing credible and pragmatic analytical approaches, frameworks and methodologies; Analyzing complex quantitative and qualitative data in an efficient manner and synthesizing the output into meaningful and actionable insights; Designing and conducting market research to understand consumer needs and purchasing behaviors; Communicating effectively in an organized and knowledgeable manner in written and verbal formats to senior audiences and being able to deliver difficult messages with persuasiveness and sensitivity; Demonstrating executive presence and ability to become a trusted advisor to the c-suite level clients; Identifying and pursuing new business opportunities, and leading client / market development; Attracting, retaining, assessing and developing staff / team members; Demonstrating flexibility and creativity in managing work-life balance of self and team members; Demonstrating Power User ability with MS Office suite of applications including Word, PowerPoint and Excel Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $130,000 - $256,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 1 week ago

Associate, Investment Banking - Capital Structure Advisory (New York City)-logo
Associate, Investment Banking - Capital Structure Advisory (New York City)
MoelisNew York, NY
We are passionate about our business and our culture, and are seeking individuals with that same drive. We are currently seeking an experienced Associate to join our Capital Structure Advisory team in New York. Moelis Associates are expected to assume significant levels of responsibility requiring intellectual curiosity, leadership and analytical aptitude. The day-to-day responsibilities of an Associate include: financial analysis and modeling, managing a team, preparing client presentations and interacting with senior bankers and clients. A sophisticated level of interpersonal skill is required. Ideal candidates must also possess: Excellent analytical and presentation skills Knowledge of basic accounting and financial concepts; ability to analyze and value businesses Experience in Investment Banking (corporate finance/M&A) or equivalent A drive for results, and ability to perform well under pressure and against tight deadlines Team player mentality, and ability to effectively interact with a wide variety of internal groups and clients Strong multi-tasking skills Exceptional Microsoft Office suite (Excel a must) and financial reporting skills Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred Expected Salary Range USD $175,000-225,000 We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

Posted 2 weeks ago

Banking Operations Business Consultant-logo
Banking Operations Business Consultant
Truist Financial CorporationWinston Salem, NC
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Analyze and evaluate internal systems and procedures of assigned line of business by way of assigned projects, concentrating specifically on the efficiency and effectiveness of these systems and procedures, and the overall quality of the results or services provided. Assigned projects are high priority and may be high risk. May manage a small group of analysts. requires strong knowledge of banking products, specifically related to FDIC and titling of accounts. may be filled in either posted location Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Perform special projects as assigned in the general areas of problem identification and resolution, performance and productivity improvement as well as quality enhancements. Responsible for recommendation of improvements and enhancements within area of responsibility. This is to include completing process mapping, workflow analyses, and process re-engineering. Prepare detailed procedural manuals for area of responsibility. Coordinate and participate in any training that is necessary as a result of conclusions reached in project-related activities or system implementation. Provide application support, which includes problem research, analysis, resolution, and on-call support. Upon assignment of a recommendation or stated enhancement project, complete a full evaluation to include efficiency, effectiveness and cost benefit analysis. Maintain and communicate knowledge of industry trends and technology. Develop and maintain a professional relationship with vendors supporting assigned systems. Help ensure regulatory compliance as applicable. Act as the technical resource for assigned systems, to include preliminary project plans, project workbooks, etc. for necessary actions involving IT for enhancements, upgrades or implementation. Maintain statistics, records and reports that help establish quality control standards at an acceptable rate. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree in business or equivalent education and related experience Seven years of banking experience, three years as a Line of Business expert or Senior Business Analyst Excellent negotiation and presentation skills. Thorough analytical, planning and quality control, problem-solving and organizational skills Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Strong interpersonal and communication skills, verbal and written; ability to successfully interact with and influence all levels of management and staff. Creative, flexible, decisive, and adaptable to a dynamically changing business/production environment Ability to support daily activities for large, multi-function operations of moderate to high risk in operations in a 24 X 7 environment Thorough understanding of process and production management principles. Demonstrates effective strategic planning and process improvement aptitude for multiple bank operations functions Preferred Qualifications: Advanced degree in Business, or equivalent education and related experience General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 1 week ago

Cloud Architect - Banking-logo
Cloud Architect - Banking
CapcoNew York, NY
About the team: At the Capco Technology Delivery Center, we are dedicated to the financial services industries. Our professionals combine innovative thinking with unrivalled industry and domain expertise to offer our clients consulting expertise, complex technology and package integration, transformation delivery, and managed services, to move their organizations forward. Through our collaborative and efficient approach, we help our clients successfully innovate, increase revenue, manage risk and regulatory change, reduce costs, and enhance controls. Our teams stay at the forefront of industry trends and technologies that are driving innovation. From strategy to launch, we are adept at delivering across the full product lifecycle. About the Job: As a member of the Capco Technology Delivery Team, you'll bring practical knowledge of agile development methodologies and engineering best practices. As a Cloud Architect, you'll play an integral role using your experience and skills to contribute to the quality and implementation of our projects. What You'll Get to Do: Design scalable, secure, and high-performance cloud architectures leveraging best practices. Collaborate with stakeholders to define cloud requirements and align solutions with business and technology goals. Ensure cloud systems adhere to security standards, regulatory requirements, and organizational policies. Provide technical leadership and mentorship to teams involved in cloud projects. Present architectural designs, roadmaps, and progress updates to stakeholders and leadership. What You'll Bring with You: 8+ years of experience in cloud architecture and infrastructure design. Proven track record of designing and implementing secure and scalable cloud systems. Deep knowledge of cloud platforms such as AWS, Azure, or Google Cloud. Experience in Banking domain. Experience with core banking systems like Fiserv, Hogan or similar. Proficiency in cloud-native technologies, including Kubernetes, Docker, and serverless computing. Experience with Infrastructure-as-Code tools like Terraform or CloudFormation. Strong problem-solving and analytical skills. Excellent communication and collaboration abilities. Bachelor's degree in Computer Science, Information Systems, or a related field (Master's preferred). Why Capco? A career at Capco is a chance to help reshape the competitive landscape in financial services. We launch new banks, transform existing ones, and help our clients navigate complex change. As consultants, we work on the front-end business design all the way through to technology implementation. We are the largest Financial Services focused consultancy in the world, serving everyone from global banks to emerging FinTechs, from strategy through digital transformation, design, business consulting, data and analytics, cyber, cloud, technology architecture, and engineering. Capco is a young and growing firm. We maintain an entrepreneurial spirit and growth mindset, and have minimal bureaucracy. We have no internal silos that get in the way of your career opportunities or ability to focus on our clients and make a difference to the business. We offer the opportunity for everyone to learn rapidly, take on tough challenges, and get promoted quickly. We take pride in our creative, collaborative, diverse, and inclusive culture, where everyone can #BYAW. We offer highly competitive benefits, including medical, dental, and vision insurance, a 401(k) plan, tuition reimbursement, and a work culture focused on innovation and creation of lasting value for our clients and employees. Ready to Take the Next Step? If this sounds like you, we would love to hear from you. This is an opportunity to make a difference and contribute to a highly successful company with a significant growth trajectory. We have been informed of several recruitment scams targeting the public. We strongly advise you to verify identities before engaging in recruitment related communication. All official Capco communication will be conducted via a Capco recruiter. #LI-MB1 #LI-HYBRID US Pay Range $160,000-$183,000 USD

Posted 5 days ago

Relationship Manager IV, Commercial Banking (Downtown - Seattle, WA)-logo
Relationship Manager IV, Commercial Banking (Downtown - Seattle, WA)
HomeStreet, IncSeattle, WA
Salary Range: $124,300.00 - $205,000.00 (Depending on knowledge, skills, abilities and location. Certain level jobs may be eligible for bonus, commission, and/or equity awards.) Posting Date: May 5, 2025 This job will be open and accepting applications for a minimum of three days from the date it was posted. Benefits* worth writing home about: Medical, dental, and vision coverage for employees and their families Life, disability and family Leave 401(k) and Roth 401(k) with employer match Wellness program, employee assistance program, "Commute Trip Reduction" (CTR) and various employee discounts Generous vacation, sick leave, 11 paid holidays, and 16 hours of paid leave every year for community service work Free employee checking account and employee home loan discounts For eligible employees averaging 20 or more hours per week. EO/AA Employer including Vets and Disabled. Qualified applicants with arrest and conviction records will be considered in accordance with legal requirements. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy. California applicants may click this link Fair Chance Ordinance for Los Angeles County to see additional information. Job Description Summary: Relationship Manager is responsible for the production of new commercial loan and deposit clients, the expansion of existing loan and deposit relationships, the generation of loan fee income, and the referral of products and services to other areas of the Bank, in accordance with annually established goals. In addition to developing loan and deposit relationships, Relationship Manager will meet with and interview clients/prospects, analyze financial information, assist in the negotiation of various and more complex terms and conditions of all types of loan transactions, close loans, manage and maintain the integrity of assigned loan and deposit portfolios, and assist Credit Administration in the monitoring of credit quality and maintenance of current financial information for each assigned borrower. Relationship Manager also ensures the delivery of the highest level of customer service to the clients of the Bank. Job Details: PRIMARY FUNCTIONS: Business Development Accountable for the attainment of annual business development goals for loan and deposit production, loan fee income generation, cross sales, and portfolio retention. Promotes sales delivery through aggressive relationship building with centers of influence and commercial clients and prospects. Works with Manager to identify and develop new markets within the Bank's footprint and expand banking opportunities in accordance with the Bank's strategic plan. Maintains a strong working knowledge of the Bank's loan, deposit, and other products and services. Meets with and interviews clients/prospects. Seeks opportunities to build relationships, working within the prescribed framework of the Bank's policies and procedures to offer flexible and competitive banking solutions, including business loans, lines of credit, deposit and other business products and services. Participates in joint calls with cash management, commercial deposit services, and/or retail branch representatives, as appropriate, to assist with offering complete banking solutions to clients and prospects. Gathers the necessary loan application package/documents, along with business, financial and personal background information required to move forward with client's credit request. In coordination with Underwriting Group, reviews loan requests and credit history, along with financial statements and spreads, to determine whether proposed credit application includes all information needed and meets lending criteria outlined in the Bank's lending policies, procedures and guidelines. Working with Manager and Underwriting Group, prepares proposed credit outlines (pre-flights), including recommendations for loan pricing and terms, to present to Credit Administration for concurrence prior to proceeding with in-depth client negotiations of various and more complex terms and conditions or "indications of interest". With the assistance of the Underwriting Group, prepares well developed credit memorandum that conforms to the Bank's required underwriting format and guidelines, seeking assistance from Team Leader, Regional President or Market President, as needed, to ensure that all complex issues have been adequately addressed. Working with the Manager, participates in formal credit approval process by presenting loans for approval to the required level of authority and/or appropriate Loan Committee. Communicates credit approvals to clients, delivers loan documents for signature, and ensures that loan request is processed and booked. Ensures that declinations are communicated to prospects and customers, in written or verbal form, as required by Bank procedures and guidelines. Provides exemplary/professional customer service to, and maintains constructive and positive working relationships with, referral sources, loan applicants, borrowers, depositors, and their representatives. Prepares and submits regular sales production and customer call reports to Manager, as requested. Actively participates in the local business community at large. Portfolio Management Maintains a strong working knowledge of the Bank's current Credit policies and procedures established for Commercial Banking. Manages and monitors assigned loan and deposit portfolios, communicating directly with borrowers and depositors, as appropriate. Provides advice and counsel to customers on financing, deposits and related matters, representing the Bank's best interests at all times. Maintains credit quality of assigned loan portfolio within Bank standards and guidelines; promptly surfaces any and all risk issues uncovered in the course of managing the portfolio. Works in concert with Manager and Credit Administration to assess emerging risks and develop resolution strategies. Actively participates with Commercial Banking support staff to ensure that all documentation is in place, applicable terms and conditions are adhered to, and required financial exhibit due dates are monitored, with exhibits received from customers in a timely manner. Communicates regularly with Cash Management, Commercial Deposit Services, and/or Retail Branch partners to ensure client deposit accounts are handled in an accurate and timely manner, and any issues are promptly resolved. Consistently operates in compliance with banking laws and regulations, established Bank policies and procedures, audit and security policies. Consistently complies with all aspects of the Bank Secrecy Act, Anti-Money Laundering Rules, OFAC and FinCen Requirements, and the USA Patriot Act. Assures customer information and data is kept confidential. Performs other duties as assigned by Management. QUALIFICATIONS: Bachelor's degree or equivalent professional experience in a mid-size or larger financial institution, or equivalent combination of experience and education. Minimum 10 years of commercial/business banking experience or a combination of commercial/business banking experience and relevant/transferrable experience - in the market they expect to serve. Skill and experience in structuring all types of Commercial/Industrial loans and owner occupied real estate loans for middle market to larger more complex businesses, experience with all types of SBA lending a plus. Thorough understanding of basic principles of accounting and financial analysis. Proven track record of meeting established annual loan and deposit production goals, while retaining existing client base. Able to provide satisfactory evidence they have an established book of business and the depth of referral sources (network) necessary to be successful in development of new business relationships. Strong analytical, time management and organizational skills with a high level of attention to detail. Excellent written and verbal communication skills with the ability to be persuasive one-on-one as well as in a group setting. Demonstrated ability to problem solve and work in an organized manner on multiple projects. Computer literate in word processing, financial software used for spreading financial information, Excel and Word. Experience with customer contact management software such as Act, Access or Outlook a plus. Willingness and ability to travel within the Bank's service area to develop new clients and conduct regular site visits. An entrepreneurial spirit with the ability to work successfully in a collaborative manner with minimal supervision. Position may require National Mortgage Licensing System and Registry (NMLS) Registration under the terms of the Safe Act of 2008. Upon active employment with HomeStreet Bank, may be required to either register via the NMLS registry or re-register and move previous registration to HomeStreet Bank's registration. PEOPLE ATTRIBUTES: Positive attitude and team player approach, with excellent customer service skills for both internal and external customers. Impeccable personal integrity; ability to maintain confidentiality of customer information and data. Builder of relationships and partnerships - ability to excel in a team environment. Motivated self-starter with a high level of initiative and demonstrated commitment to facilitating the growth and development of the Bank. PHYSICAL CONSIDERATIONS: Position requires business travel within the Bank's service area. Ability to operate standard office equipment, such as personal computer, printer, copy machine, telephone and calculator. Ability to perform repetitive, finer hand and arm movements, including filing, reaching, carrying, pushing, lifting, and bending. Ability to think clearly, critically, and provide appropriate solutions. Work activities involve combination of sitting for longer periods and intermittent standing/walking. WORK ENVIRONMENT: Office environment This Position Description may not be limited to the Functions and Requirements as outlined above, now or in the future. For example, changes in corporate needs, position demands, or individual performance may result in changes to the Functions or Requirements of this position. Area: Commercial (Sales)

Posted 2 weeks ago

Digital Banking Specialist-logo
Digital Banking Specialist
Guaranty Bancshares, Inc.Mount Pleasant, TX
Join the Guaranty Bank and Trust Team! Are you ready to embark on a thrilling career in the banking industry? At Guaranty Bank and Trust, we're more than just a bank-we're a community of passionate individuals dedicated to making a positive impact. From personalized service to active community involvement, we support our neighbors in meaningful ways, and we want you to be a part of this incredible journey. Why Choose Us? Founded in 1913, Guaranty Bank & Trust has been serving its community with a mission that goes beyond financial transactions, focusing on building bridges, nurturing growth, and ensuring a brighter future. Recognized for its excellence, Guaranty Bank & Trust has been named one of the "Best 100 Companies to Work for in Texas" by Texas Monthly Magazine for thirteen consecutive years and has earned a 5-star rating from Bauer Financial, Inc. Exciting Opportunities Await At Guaranty Bank and Trust, we believe in taking care of our team just as well as we take care of our customers. Enjoy competitive pay, comprehensive benefits, and ample Paid Time Off (PTO) to ensure your work-life balance. But that's not all! We prioritize on-the-job training and continued educational opportunities so your career can flourish. Imagine working somewhere that offers more than a steady paycheck; a place where you have ownership, employees are celebrated and growth is encouraged, both personally and professionally. At Guaranty Bank & Trust, we improve the financial well-being of our customers while delivering a "Raving Fans" experience, both for customers and employees. We are eager to welcome you as a new Digital Banking Specialist to our team who will help us continue to drive change, create a fun and inclusive work environment while bringing creative and open- minded ideas to our people experience through the lens of our core values. Join us at Guaranty Bank & Trust as we continue to embrace technological advancements, providing our community with financial solutions. Be a part of our journey, contributing to our mission while growing in a vibrant and forward-looking work environment. Job Duties: Foster a courteous and professional relationship with customers, representing Guaranty Bank & Trust positively. Conduct accurate and efficient customer setups across various digital platforms. Guide customers verbally through our range of digital banking services. Analyze and resolve issues swiftly while ensuring effective communication and thorough documentation. Manage inbound and outbound customer service requests, offering solutions to arising problems. Troubleshoot online and mobile banking issues, maintaining a strong emphasis on customer satisfaction. Handle data entry and ongoing reviews for digital banking activity and change reports, ensuring accuracy and compliance. Adapt to new products, processes, and services, showcasing a capacity for quick learning and flexibility. Cultivate an in-depth knowledge of our products, services, procedures, and regulations for accurate and informed customer interaction. Enhance our customers' relationship with the bank by ensuring they have access to, and understanding of, all relevant bank features and services. Monitor reports and activity to assist in fraud detection, applying critical thinking and foresight. Comply with privacy policies and procedures to uphold customer confidentiality and information protection. Adhere to all federal, state, and local regulatory rules and regulations, as well as company policies and procedures. Complete and pass all required regulatory compliance training as assigned. Perform additional duties and tasks as assigned by management. Qualifications & Skills: Excellent written and oral communication skills, enabling clear and concise customer interactions. A minimum of one year's experience with key software tools, including Microsoft Office. Proficiency in internet and website navigation, essential for troubleshooting and customer guidance. Demonstrated understanding and ability to troubleshoot self-service apps and online platforms, preferably with knowledge of digital banking systems. Education, Experience & Licenses: High School diploma or equivalent required. Associate's degree in finance, business or other directly related field preferred. Minimum 1 year customer service & banking experience required. Be Part of Something Bigger Imagine working in a place where your career drives both personal success and customer satisfaction. Our commitment to employee advancement is genuine-Guaranty Bank and Trust is the perfect place for professionals eager to build a rewarding career. Join us and thrive in a culture that values innovation, collaboration, and career development. We can't wait to meet you! At Guaranty Bank and Trust, we empower our customers to achieve their financial dreams and goals. As a Personal Banker, you'll play a pivotal role in this mission. Ready to make a difference? Join us and turn your career aspirations into reality!

Posted 30+ days ago

Managing Director - Corporate Banking, Upstream-logo
Managing Director - Corporate Banking, Upstream
Texas Capital Bancshares, Inc.Houston, 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. Texas Capital has been active in the oil & gas industry for more than 20 years and has built a team with deep industry knowledge, experience and relationships to support an industry that requires a specialized approach. Our dedication to the energy sector reflects Texas Capital's long-term commitment to serving the leading clients in the industries that are important to the Texas economy. Our integrated corporate and investment banking team is comprised of experienced professionals dedicated to the broadly defined energy sector including upstream (operated and non-operated), minerals & royalties, midstream, water handling, as well as emerging opportunities in CleanTech, carbon capture and sequestration, and other energy-adjacent subsectors. Texas Capital provides value to our energy clients by utilizing our strong technical expertise, with team members specialized in engineering and geology, to support all transactions, including the formation of capital as well as advisory services. Corporate banking focuses primarily on the origination and structuring of secured and unsecured corporate loans and the syndication thereof with Texas Capital in an Admin Agent role. Corporate Banking is also responsible for delivering Texas Capital's extensive Treasury Management platform and risk management products and services. Corporate Banking relationships help to deliver the bank's full range of investment banking services relevant to our clients' financing and strategic development including advice on Institutional Term Loans, Private Credit Term Loans, First Out Facilities, First-lien/Second-Lien Facilities, High Yield Bonds, Private Placements, Public Equity Offerings, M&A&D, Asset-backed Securitizations, Restructuring Advisory, etc. The Managing Director, as senior relationship manager, will champion a client-centric culture and drive the strategy to acquire or retain and expand client relationships to generate revenue and increase share of wallet by presenting the full range of Texas Capital's products and services and delivering the entire bank to the client. Responsibilities of the Position Setting relationship strategies and directing relationship management activities with new and/or existing clients in the Upstream subsector of the energy industry, including public and private operating, non-operating and mineral & royalty companies, to grow revenue and market share. Providing ideas and insights to clients based on an understanding of their needs and financial well-being. Coordinating with the various product groups within Texas Capital to deliver the best solution and experience to clients. Developing and maintaining effective industry relationships with clients, external parties, legal counsel, etc. Monitoring transactions in the pipeline from the prospecting phase through closing, both internally and externally. Actively contributing to a high-performance and inclusive work environment in order to contribute to the overall success of the team. Assisting in recruiting and mentoring junior colleagues through active engagement on developing their skills (technical, coverage, leadership), providing real-time positive and constructive feedback to support their development. Ensuring all activities conducted are in compliance with governing regulations, internal policies and procedures. The duties listed above are the essential functions, or fundamental duties within the job classification. Texas Capital may assign reasonably related additional duties to individual employees consistent with standard departmental policy. Qualifications Bachelors or Masters degree in business (Finance, Accounting, Math, Economics, etc.) or other relevant degree. Demonstrated 10+ years of experience in Energy Banking, Corporate or Investment Banking preferred, or other relevant experience working with clients with advanced levels of risk and complexity of financial needs. Strong knowledge of the banking suite of products and services. Effective, self-directed individual with ability to work in a fast-paced, highly collaborative environment. Flexible to demands of work and viewed as a valuable team resource. Demonstrated ability to quickly adapt to new situations and to manage multiple projects with competing deadlines while maintaining high work standards. Strong quantitative skills focused on financial analysis, accounting and financial theory. Strong analytical skills including critical thinking, data and information analysis, research, and problem solving. Exceptional writing, interpersonal and communication skills. Strong knowledge and application of credit underwriting (i.e., cash flow models, financial spreads, credit packages and legal documentation). Strong utilization of Salesforce and MS Office products including Outlook, Excel, and PowerPoint in order to produce reports, correspondence, and presentations. FINRA registration and licensing (minimum SIE, S63 and S79) in good standing required and maintenance thereof. 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 5 days ago

Banking Center Manager II-logo
Banking Center Manager II
First Horizon Corp.Raleigh, NC
Location: On site at location listed in job posting. Summary If you're a natural leader and want to lead a team at a strong company with exceptional support, then you'll want to be one of our banking center managers! You will immerse yourself in the community, build and maintain client relationships, and oversee all banking center functions to lead your team's success. Key Responsibilities Include Business development of market area through proactive sales calls and networking to meet or exceed all consumer and business loans, deposits and fee income goals. Involvement in the local market/community through civic organizations or community groups. Ensure that personnel are trained and motivated to attain high quality customer service standards and profit goals through proactive sales. In conjunction with support groups such as retail administration for retail branch managers, develop, identify and implement activities within the branch market area. Ensure that appropriate staffing is maintained at all times to provide high quality customer service levels. Regularly monitor the efficiencies of production standards. Ensure that regulatory compliance standards are met. Responsible for controlling operational and administrative expenses. Responsible for resolving all customer service problems. Responsible for representing the company in a professional manner at all civic and community affairs. Qualifications Include Bachelor's degree 5+ years of retail banking experience 1-2 years related experience or an equivalent combination of education and experience Experience with Microsoft Word, Excel, and Outlook As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Posted 2 weeks ago

Sba/Usda Business Banking Underwriter IV-logo
Sba/Usda Business Banking Underwriter IV
Huntington Bancshares IncAkron, OH
Description Summary: The Business Banking Underwriter IV is responsible for underwriting Business Banking loans to determine credit worthiness and compliance with Bank lending policy. Duties and Responsibilities: Supports Business Banking production by maintaining an individual pipeline of work. Reviews all financial and credit application information to make sound credit decisions. Loans would typically include those with most complex credit structures and customer exposure up to $10MM. Utilizes single approval authority up to $4MM. Appropriately assess risk profile of borrower. Assist with training and mentoring new hires as well as providing support for the UWI, UW II & UW III job families as needed. Tasks as needed to support the line of business and job family. Act as primary back up for their manager as needed for team huddles & meetings. Is positioned with knowledge and expertise to represent direct manager outside of function group as needed. Collaborate with both credit and segment risk to meet or exceed department goals. Performs other duties as assigned. Basic Qualifications: Bachelor's degree 7+years' experience with business or commercial underwriting in a centralized lending environment Preferred Qualifications: Bachelor's degree in business related field 3-4 years leadership / management experience USDA experience preferred Ability to underwrite credit exposures in excess of $4MM. Previous authority to underwrite and decision credits without additional signers. Demonstrates confidence, assertiveness, professionalism, and ability to interact with all levels within the organization in a professional manner. Proficient use of Microsoft Office and other internet resources Excellence in customer service, highly motivated, focused and goal oriented. Excellent written and verbal communication skills, including grammar and demeanor. Strong organizational skills with attention to detail, planning and follow-up. Ability to work independently on multiple tasks without compromising quality. Ability to determine and make necessary changes without oversight within their functional team to better the unit as a whole. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: 70,000.00 - 140,000.00 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 1 week ago

Senior Account Manager, Banking-logo
Senior Account Manager, Banking
Northern TrustBoston, MA
About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Job Title: Sr. Account Manager, Banking Job Description Summary: Under general supervision (but works independently most of the time) responsible for coordinating the account administration for Banking clients; responds to client inquiries, produces reports and oversees transaction processing. Also responsible for assisting Private Bankers in business development; creating client presentations and coordinating with the CSST servicing team. Resolves all types of operational or processing issues. Major Duties: Acts as initial contact for complex client or partner inquiries for banking products and services. Assists with creating and implementing complex banking solutions (including treasury management) for new and existing WM clients Assists bankers with internal administration of accounts, business development and client presentations including due diligence at the onset of a credit opportunity which includes gathering financial statements, industry research, basic feasibility analysis and other credit information required to assess loan. Acts as liaison with National Credit Center at inception and throughout Credit underwriting process. Coordinates with CSST to execute daily client transaction activity and transaction processing including fees, payments and borrowing; handles inquiry resolution; obtains appropriate documentation necessary for credit underwriting, monitoring and credit file maintenance; requests and ensures systems information is up-to-date; execution of client servicing events, communicating with clients and other internal and external partners Coordinates with the CSST team on deposit related transaction processing including account opening, exception clearing, overdrafts, etc. Oversees development of appropriate action plans for client servicing and coordinates with other team members across disciplines to ensure execution and follow-up Acts as resource for the relationship servicing team for highly complex WM relationships. Develops clear understanding of clients need behind service requests and communicates to service partners. Obtains appropriate information from partners and clients to facilitate service changes Identifies service efficiency enhancements, process improvements, and service delivery. Communicates with clients regularly to inform them of account set-up or status, past due loans, document requests or other information Develops and maintains working knowledge of loan agreements, financial statements and other documentation required to monitor client relationships Provide support to Banker in areas of loan maintenance and onboarding when necessary. Responsibilities include processing loan payments accurately and efficiently, addressing loan-related inquiries, and ensuring continuity of service by assisting clients in the banker's absence. This tole requires strong attention to detail, timely execution, and a customer-focused approach to ensure a smooth and professional client experience. Escalate client concerns in a timely and accurate manner. Knowledge: Knowledge of banking products and services is required. Knowledge of internal banking functions. Analytical, problem solving and organizational skills required Experience: 5+ years' experience, or equivalent, in financial servicing/accounting fields with client servicing background Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.

Posted 1 week ago

Senior Sales Manager Of Small Business Banking- Charlotte, NC-logo
Senior Sales Manager Of Small Business Banking- Charlotte, NC
First National Bank (Fnb Corp.)Charlotte, NC
Primary Office Location: 401 S Graham St. Charlotte, North Carolina. 28202. Join our team. Make a difference - for us and for your future. n Position Title: Senior Sales Manager of Small Business Banking Business Unit: Small Business Banking Reports To: EVP of Small Business Banking P osition Overview: This position is primarily responsible for establishing banking relationships with small business banking customers in and around the Bank and managing a business development team. The incumbent supervises and cultivates the business development team to maintain and grow the small business balance sheet and develop and enhance customer relationships. Primary Responsibilities: Manages assigned Business Development Officers. Serves as a sales coach utilizing consultative conversation, needs assessment forms and role playing. Participates on joint calls with Business Development Officers and other lines of business partners. Dispenses advice and monitoring in setting goals and objectives, monitors and recommends adjustments in direction as needed and evaluates the performance of direct reports. Helps develop, maintain and grow the assigned team's client base. Attracts own client base through centers of influence and community involvement. Coordinates and implements a customer service and relationship building program that trains Business Development Officers to develop a complete financial relationship with the customer. Promotes the Trifecta (business, personal, employer deposits), establishes partnerships for mentoring Business Development Officers and Branch Managers with Regional Banking Executives and Market Managers. Has experience as a differentiator within the corporation or another institution in terms of market knowledge, production, experience and leadership. Sustains relevant relationships with the business and professional community to enhance business opportunities and promote a positive Bank image. Conducts and participates in meetings or on committees as needed. Ensures team and personal credit quality. Refers business opportunities to business partners at Wealth Management, Insurance, Treasury Management and Commercial Lending. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: BA or BS Minimum Years Experience: 10 Special Skills: Excellent management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word- Basic Level MS Excel- Intermediate Level MS PowerPoint- Basic Level Experience in banking industry and in a sales leadership role. Special Licenses and Certificates: N/A Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Posted 30+ days ago

Banking Center Manager-logo
Banking Center Manager
First Merchants CorporationNew Haven, IN
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 within six (6) months of employment. The following would be a plus: Demonstrated ability to sell and cross-sell bank products and services. Consumer lending experience. Supervisory experience in the banking industry. 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 1 week ago

Experienced Investment Banking Associate, Technology-logo
Experienced Investment Banking Associate, Technology
D.A. DavidsonAustin, TX
D.A. Davidson & Co. - the Strength of Advice Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. D.A. Davidson’s investment banking division is a leading full-service investment bank that offers comprehensive financial advisory and capital markets expertise for public and private companies, including M&A, equity and debt offerings. The group has extensive transaction experience serving middle market clients worldwide across five industry verticals: Consumer, Diversified Industrials, Financial Institutions, Real Estate and Technology. Together with its European strategic partner, MCF Corporate Finance, D.A. Davidson originates and executes transatlantic M&A transactions under the common brand of D.A. Davidson MCF International. D.A. Davidson Companies is an employee-owned financial services firm offering a range of financial services and advice to individuals, corporations, institutions and municipalities nationwide. Founded in 1935 and headquartered in Montana, with investment banking offices in Atlanta, Boston, Chicago, Denver, Great Falls, New York, Orange County, Portland and Salt Lake City, the company has approximately 1,400 employees and offices in 27 states. Investment Banking – Experienced Associate 1 or 2 D.A. Davidson & Co. is accepting applicants for Associate Year 1 and 2 positions in the Technology Investment Banking Group. The Associate will play a vital role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. Associates start on a four-year program with a deep dive into their industry of focus, receive mentorship and sales and public speaking training. Associates are encouraged to assist in recruiting, college outreach, cultural initiatives and ongoing analyst training. Qualifications: 3 years minimum professional experience working in investment banking, private equity, corporate development, etc. is required Bachelor’s degree, but an MBA is not required Highly motivated, confident, professional, and coachable Proficiency with Capital IQ, PitchBook or Tableau is a plus Advanced knowledge of business software (especially Word, Excel and PowerPoint) Strong knowledge of financial modeling, corporate finance and accounting Excellent verbal and written communications skills including business writing Able to handle multiple projects with competing priorities Strong work ethic and team oriented approach Good judgment in confidential situations and ability to exercise discretion High degree of comfort and confidence interacting with senior executives Ability to train and provide mentorship to analysts and interns Flexibility to work long hours, nights, and weekends, as needed Securities Industry Essentials Exam, Series 79 (Series 7 may be applicable) and 63 licenses strongly preferred but not required. New hires without these licenses will require successful completion upon hiring In this role you will: Work closely with senior bankers to support business development, sourcing and execution of transactions Actively participate in live deals, such as M&A, capital offerings and strategic advisory Supervise investment banking analysts, including mentoring and oversight of the work product Take the lead for developing important technical analysis and presentations Create marketing materials Communicate and interact with clients in executing transactions Travel is required (i.e. client meetings, conferences, etc.) Participate in recruiting efforts The potential pay range for this role is $160,000 - $190,000. This is a salaried, exempt position. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This range does not include potential bonus compensation. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy .

Posted 30+ days ago

Senior Commercial Banking Relationship Manager-logo
Senior Commercial Banking Relationship Manager
NBT BankNashua, NH
Pay Range: $140,897.00 - $187,830.00 Responsible for New Business Development activities, dealing with large, high net worth customers and complex transactions. Evaluates loan applications and assesses credit worthiness of applicant. Maintains a loan portfolio that includes gathering relevant financial data and maintaining customer relationships. Complies with bank policies, and Federal/State regulations dealing with Commercial Lending. Assists less experienced loan officers with training, consultation, and guidance. Education and Experience: 4 year degree or related experience 7-10 years of Commercial Lending experience Skills and Abilities: Strong accounting and credit analysis background Strong communication skills Ability to attain/exceed established business goals Strong management and leadership skills Ability to use various computer programs and bank accounting system Strong oral and written communication skills Understanding of economics, general business/commercial finance and accounting Legal knowledge of lending practices Unique Job Characteristics and Requirements: Needs to be a strong negotiator on behalf of the bank Tasks Performed: 40% Develops a profitable relationship portfolio through New Business Development activities with relationships normally involving large customers with complex borrowing, depository and Trust needs. Maintains awareness and adherence to Bank policy as well as all Federal/State regulations affecting commercial lending. 25% Maintains and services a loan portfolio including the timely gathering of financial data and keeping contact with customer, properly documenting borrower status through file write-ups. 20% Evaluates loan applications by analyzing borrower capacity, financial data, industry trends, collateral position, management ability and then uses personal judgment to determine credit worthiness. 10% Assists less experienced loan officers by providing training, advice, and guidance. 5% Other duties as assigned. Physical Requirements: Communicate effectively with internal and/or external customers Stationary 75% of time or greater Move Objects to Maximum 10 lbs Benefits for Full-Time Employees: Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. Parental Leave: Six weeks of paid leave at 100% of your salary. Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Flexible Spending Accounts: For healthcare and dependent care expenses. Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. Adoption Assistance: Supporting your growing family. Tuition Reimbursement: Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+ Hours/Week: Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Generous Parental Leave: Six weeks of paid leave at 100% of your salary. Benefits for All Part-Time Employees: Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future Paid Sick and Safe Leave: For your health and safety. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

Posted 3 days ago

Treasury Digital Banking Specialist-logo
Treasury Digital Banking Specialist
Camden National CorporationBangor, ME
Live here. Play here. Bank here. Work here. If you're looking to build your career at a forward-thinking organization with deep community roots and a vision for growth, success, and giving back, you've come to the right place. Get to know us: We're your local community bank-and have been since 1875-that is committed to providing excellent customer service and giving back to our communities. We foster a collaborative, inclusive work environment as part of a close-knit team where your voice is valued and heard. Our highly engaged employees are rewarded for their performance and have ample opportunities for cross-training and advancement within the organization. We've been named one of the best places to work in Maine, and offer robust benefits focused on your holistic well-being. __ Prior experience in banking or treasury management is required, particularly in support, administrative, or client service functions. The primary purpose of this position is to provide customer support for all Treasury Management products and services and to assist the Treasury Management services team with daily functions and tasks. This may also include support to bank employees as well as customers including training, technical support and new service requests. TM products and services include, but are not limited to Online Banking, e-statements, online wires, ACH processing, Remote Deposit Capture, Positive Pay and Account Reconciliation, EDI Reports, Enhanced Account Analysis, and Lockbox services. Essential Duties and Responsibilities: Answer phone and email support inquiries for all Treasury Management products and services. Research requests as needed by engaging appropriate departments to provide a thorough response to the client. Implement new services as requested by the Treasury Management sales team and provide follow up training to the client. Most training will be completed over the phone. Review documents to ensure all necessary authorizations are received and are properly completed. Use bank systems to appropriately file documentation. Complete annual RDC and ACH operational reviews. Assist sales team with relationship reviews by gathering product and services usage by customer. Basic Qualifications: Working knowledge of Treasury Management products and services listed above. Two plus years' experience in customer service, treasury management or operations related position. Preferred Qualifications: Associates or Bachelor degree preferred, but not required. Professional certifications or prior experience may offset higher education. Skills and Abilities: Excellent verbal, written and interpersonal communications skills. Courteous and tactful due to the type, nature and frequency of contact with clients. Ability to train customers over the phone or in person. Adequate computer and technical skills to be able to do simple troubleshooting such as browser updates and resolving other technical issues with Online Banking or Remote Deposit Capture. Strong customer service and problem solving skills. Strong time management skills, the ability to multi-task, prioritize workload and maintain accuracy. Capacity to learn new computer systems and software. Supervisory Skills: This job has no supervisory responsibilities. ____ Our comprehensive total rewards package offers something for everyone! Robust medical, dental, and vision insurance packages Generous time off, including paid federal holidays and paid day off for your birthday 401(k) retirement savings plan Tuition reimbursement, professional development, and career growth opportunities Employee assistance program Comprehensive wellness program Pursue a career at Camden National Bank and apply today. We can't wait to hear from you! _ ____ We are guided and inspired by our Core Values: Honest and Integrity above all else Trust built on fairness Service that creates remarkable experiences Responsibility to use our resources for the greater good Excellence through hard work and lifelong learning Diversity realized through inclusion and respect Equal Opportunity Employer Employment with Camden National is on an at-will basis, meaning employment is not guaranteed for any specific period of time, and any employment relationship established may be terminated by either party at any time, for any reason, with or without notice. Completion of an employment application is not a contract, express or implied, guaranteeing employment. Camden National Bank is an Equal Opportunity Employer and does not discriminate on the grounds of race, color, religion, sex, sexual orientation, including gender identity and gender expression, national origin, citizenship status, age, disability, genetic information or veteran status. Learn more about why employees love working at Camden National Bank!

Posted 1 week ago

Canadian Imperial Bank of Commerce logo
Portfolio Manager - Commercial Banking Underwriter
Canadian Imperial Bank of CommerceChicago, IL
Apply

Automate your job search with Sonara.

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

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

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

pay-wall

Job Description

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

You will join CIBC's Commercial Banking team to provide support to account teams through client acquisition, relationship management and credit management processes as well as providing transactional support for client specific financing solutions. This role will prepare you for a rewarding career as a Relationship Manager, Commercial Banking and strategic partner to some of Canada's leading companies. You will be committed to delivering on flexible business solutions, dedicated business expertise and timely business advice to help clients realize their goals.

How you'll succeed

  • Business development support- Assist Relationship Managers, Commercial Banking in coordinating activities through the sales cycle and liaising with other units of CIBC as necessary. Assist with the execution of business development initiatives and contribute to the achievement of growth targets by identifying business opportunities and developing financing solutions to meet the needs of the client.

  • Research & evaluation- Assist in evaluating business growth opportunities through comprehensive industry, client and prospect research. Prepare analyses in support of credit submissions including structuring and documentation.

  • Client experience- Proactively assess your clients' needs and propose solutions to meet those needs. Interact with assigned clients to facilitate prompt responses to questions, enquiries or issues in order to provide "best in class" service. Apply acquired industry/company knowledge to the development of client/prospect proposals for financial and strategic solutions to meet client needs.

Who you are

  • You can demonstrate experience in financial statements and accounting principles including valuation techniques and cash flow analysis.

  • You have a degree/diploma in Business, Finance, Accounting, or related field.

  • You give meaning to data. You enjoy investigating complex problems and making sense of information. You communicate detailed information in a meaningful way.

  • You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.

  • You embrace and champion change. You'll continuously evolve your thinking and the way you work in order to deliver your best.

  • You're driven by collective success. You know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life.

  • Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $80,000.00 - $120,000.00 for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members.

California residents - your privacy rights regarding your actual or prospective employment

#LI-TA

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

  • We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

  • Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

  • We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

  • Subject to plan and program terms and conditions

What you need to know

  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

  • You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

  • We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

IL-120 S LaSalle St

Employment Type

Regular

Weekly Hours

40

Skills

Business Development, Client Service, Competitive Intelligence (CI), Customer Retentions, Investment Research, New Business Acquisition, People Management, Promotional Activities, Relationship Management