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Salary Range: $20.14 - $28.17 (Depending on knowledge, skills, abilities and location. Certain level jobs may be eligible for bonus, commission, and/or equity awards.) Posting Date: June 4, 2025 This job will be open and accepting applications for a minimum of three days from the date it was posted. Benefits* worth writing home about: Medical, dental, and vision coverage for employees and their families Life, disability and family Leave 401(k) and Roth 401(k) with employer match Wellness program, employee assistance program, "Commute Trip Reduction" (CTR) and various employee discounts Generous vacation, sick leave, 11 paid holidays, and 16 hours of paid leave every year for community service work Free employee checking account and employee home loan discounts For eligible employees averaging 20 or more hours per week. EO/AA Employer including Vets and Disabled. Qualified applicants with arrest and conviction records will be considered in accordance with legal requirements. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy. California applicants may click this link Fair Chance Ordinance for Los Angeles County to see additional information. Job Description Summary: POSITION SUMMARY: This position is responsible for acquisition, retention and expansion of new and existing customer relationships. The Sr. CSR provides exceptional customer service by taking ownership of the customer experience from introducing the customer to HomeStreet Bank through profiling the customer, assessing their banking and borrowing needs, and recommending appropriate products based on a thorough knowledge of HomeStreet products and services. Provide a variety of teller services such as handling deposits, withdrawals, and maintaining accounts. Perform processing tasks such as making automatic transfers, updating records and balancing. At all times, provide superior customer service. Job Details: PRIMARY FUNCTIONS: New Accounts/Sales Activities Effectively interviews and profiles customers in order to recommend appropriate banking products and services. Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience. Processes complex transactions such as changing account ownership, living trusts, guardianship accounts, and estate assignments. Originates consumer loans, acting as customer advocate to ensure prompt processing of consumer loans. Opens and closes customer accounts including checking, savings, money markets, certificates of deposit, and IRAs. Where appropriate, actively takes advantage of all sales opportunities, cross-selling bank products and services to new and existing customers, ensuring recommended products meet needs of customer. Makes referrals to other business units for non-banking products. Participates in sales programs to generate new customers. Must sell financial products and services to meet referral goals and performance evaluation/personal goals. Maintains thorough knowledge of bank products and services. Service Activities Sets an example for the CSR staff in the area of customer service and customer advocacy. Actively listens to customers, and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact and diplomacy. Supports branch lobby management. Consistently demonstrates proficiency in providing exceptional customer service utilizing the STAR (Seamless, Trustworthy, Attentive, and Resourceful) qualities either in person or on the telephone. Resolves difficult situations using the HEAL guidelines of Hearing out the customer, Easing the tension, Acting to improve the situation, and Leaving a positive impression. Looks for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectation that makes them feel special. Participates in two community events per year. Teller Activities Performs daily teller services such as processing deposits, withdrawals, holds, loan payments, traveler's checks purchases, stop payments, telephone transfers, direct deposits, cash advances, sight drafts, verifications of deposit, ATM card requests, wire transfers and other related matters. Balances cash drawer independently, maintains cash over and short record within HomeStreet's compliance policy. May be assigned the control of the vault cash. Follows guidelines to maintain limits, meet cash shipment requirements, and balance daily. Effectively performs project responsibilities as assigned such as processing and balancing ATM, balancing travelers' checks, daily branch balancing, Customer Information System input, branch supply orders, and monthly branch report generation. Effectively assist other CSRs in the completion of work assignments and balancing. Operational Activities Participates in branch audit functions. Follows HomeStreet's policies and procedures and meet regulatory requirements. Performs all other duties as required. QUALIFICATIONS: Minimum of 3 years job experience as a CSR/New Accounts Representative or equivalent, plus demonstrated ability in an operations area related to Bank or retail operations. Technical skills and experience to operate teller software, Word, Excel, and other bank-related computer programs. Strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner. Must be a self-starter, dependable, able to work within deadlines under pressure. Must possess excellent judgment, and the ability to accept responsibility and handle confidential information. Ability to work quickly and accurately, to analyze information and make decisions. Excellent written and oral communication skills are required. High school diploma or equivalent. PHYSICAL CONSIDERATIONS: Requires ability to operate teller and office equipment including computers, adding machines, telephones, typewriters, copy machines, fax machines, electronic credit card authorization terminals, and security devices. Requires physical exertion of up to 10 pounds of force occasionally (1/3 of the time) and a negligible amount of force frequently (up to 2/3 of the time) to lift, carry, push, pull or otherwise move self or objects. Frequent (up to 1/2 of the time) sitting. Walking, standing, bending and reaching occasionally and for brief periods of time. This Position Description may not be limited to the Functions and Requirements as outlined, now or in the future. For example, changes in corporate needs, position demands, or individual performance may result in changes to the Functions or Requirements of this position. Area: Customer Service (Sales)

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. Overview: The Marketing Product Manager will work closely with the Investment Banking Institutional Services team including: Equity Sales & Trading and Research, ETF & Funds management, Corporate Sales & Trading, Public Finance, Capital Solutions, Mortgage Sales & Trading, and Mortgage Whole Loan lines of business in developing a marketing strategy, establishing high level of business engagement, and accelerating business development that drives client adoption of solutions and services. The Marketing Product Manager will create the most relevant marketing assets while rationalizing assets that are no longer relevant but require changes. Content and assets should be leveraged across all channels, with a focus on digital. Responsibilities: Define in partnership with the brand, product and sales directors the positioning of Investment Institutional Services teams and their related products and services. Develop go-to-market calendars in conjunction with Industry and Solutions and Marketing and Communication teams. Define a strategy of key product marketing activities and manage budgets to support the acquisition, deepening and retention of new customers. Deep understanding of product portfolio and collaboration with product team on launches of new products and changes of existing products. Identify and create relevant marketing assets that support the different stages of the product sales cycle; Execute effective marketing strategies to drive awareness, consideration and leads. Partner with content strategist to develop product one pagers, pitchbook slides, insights, and testimonials. Work cross functionally across all marketing channels to ensure flawless execution of various channel-specific marketing campaigns (e.g. paid media, affiliates, social accounts, website, email and direct mail, events and sponsorships, etc.). Qualifications: 7-8 years plus experience in financial services marketing; B2B preferred. Bachelor's degree in business or marketing; MBA preferred. FINRA SIE and Series 7 licensed preferred. Knowledge of Treasury Solutions and Investment Banking products and solutions. Extensive direct marketing experience with strong understanding of digital marketing techniques. Demonstrated ability to collaborate with cross-functional teams and drive adoption in asset usage. Superior communication, problem solving skills and ability to learn and adapt quickly. Self-motivated with ability to work independently and strong organizational skills. Demonstrates flexibility in a growing and changing environment. Comfortable using collaboration and CRM tools such as Copilot, Asana and Salesforce. Familiar with marketing automation tools such as Salesforce, Salesforce Marketing Cloud (SFMC), and Google Analytics. Define KPIs that measure and optimize marketing strategies, partnering with sales enablement teams to provide regular reporting and executive summaries on programs and initiatives. 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.

Mechanics Bank is currently searching for a Business Banking Relationship Manager to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role can sit out of our Roseville, Modesto, San Francisco or Yuba City locations. Serves as the relationship manager and trusted advisor for new and existing business banking clients. Develops and grows new business and builds/maintains strong relationships with prospects, and spheres of influence. Drives financial performance through quality credit, profitable revenue and growth. The Business Banking Relationship Manger (BBRM) will focus on traditional business banking credit facilities, including C&I, commercial real estate, capital finance and equipment lending. The BBRM may also lean on a Senior BBRM, Business Banking Team Lead, or Business Banking Sales Manager to facilitate transactions that are more complex. What you will be doing: Initiates and develops new business through outside business development activities. Cultivates prospects from self-sourced leads and may include existing customers, referral leads, bank partners and other sources. Contacts prospective customers to present information on credit facilities and other banking needs. Responsible for managing a portfolio of business clients, and expanding current/existing portfolio. Manages the portfolio from a balanced perspective on sales, efficiency and risk. Is responsible for timely and adequate preparation of annual reviews and recommendation to the appropriate decision making bodies within the bank. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Active involvement in local civic and nonprofit organizations to promote goodwill, bank's commitment to the communities it serves and to support bank's CRA objectives. Who you are: Undergraduate degree in Business, Accounting, Finance or related field preferred, or High School Diploma with minimum of Three years progressively responsible experience in a similar lending environment or financial institution. Excellent relationship management and business development abilities, analytical and problem solving skills, sales skills, and credit and credit quality skills. Advanced credit analysis and commercial underwriting skills, including accounting, financial statement and cash flow analysis experience. Advanced knowledge of commercial C&I bank products and services that result in successfully capitalizing on all opportunities to cross-sell the bank's products. Proven track record of success and skills in developing new clients and business, including prospecting, sourcing and networking. Exemplary motivation, enthusiasm, and professionalism. Responsive and respectful team player that generates synergy between business units. Demonstrated history of volunteerism, including participation in community organizations and causes. #LI-AS1 Salary: $72,000-125,000 annually Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data. Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law. Please view Equal Employment Opportunity Posters provided by OFCCP here. To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank

About Us From early-stage AI startups to large public companies, Rho is the banking platform with everything businesses need to manage cash, control spend, and automate finance busywork. Rho offers corporate cards, banking, treasury, expense management, AP, accounting automation, and more in one integrated platform backed by award-winning support. About the Role We're looking for an experienced Product Manager to lead and scale Rho's digital banking infrastructure, helping deliver banking & cash management experiences that are fast, intuitive, and built with compliance and risk in mind. As the Banking Product Manager, you'll play a critical role in ensuring Rho's platform continues to offer seamless business banking-while embedding the right operational controls to meet regulatory standards and mitigate risk exposure. You'll be responsible for designing user journeys that strike the right balance between exceptional customer experience and strong, scalable financial operations. You'll lead cross-functional teams and external partners to build and optimize Rho's banking capabilities and cash management customer jobs to be done. Responsibilities Own and evolve the vision, strategy, and roadmap for Rho's core digital banking capabilities-including deposit accounts, inbound/outbound payments, reconciliation mechanisms, and operational tooling. Design and optimize end-to-end user journeys that balance ease of use with robust operational safeguards and regulatory compliance. Partner cross-functionally with executive leadership, engineering, data, operations, compliance, fraud, legal, and customer service to deliver banking products that are both delightful and secure. Collaborate with sponsor banks, processing platforms, and infrastructure providers to ensure scalability, availability, and reliability across money movement and deposit systems. Lead product discovery using customer research and operational insight to identify pain points and opportunities for innovation. Define clear product requirements and collaborate with engineering to scope and ship iteratively while maintaining high standards for accuracy, reliability, and control. Establish and monitor key metrics tied to success, including payment system reliability, latency, and risk posture. Manage external and internal partner relationships for critical banking functions, including KYC, payments, ledgering, and deposit servicing. Qualifications 3+ years of product management experience, ideally within fintech, business banking, embedded finance, or core money movement infrastructure; startup experience is a plus. Experience owning digital banking or financial infrastructure features-e.g., business checking, ACH, wires, treasury services-with rigorous attention to operational excellence, compliance, and customer satisfaction. Deep understanding of U.S. bank payment systems-ACH, FedWire-and knowledge of NACHA rules, cutoff timing, and settlement considerations. Alternatively, we're open to candidates with deep experience in complex financial reconciliation, treasury operations, or forensic accounting-especially those who've worked on internal ledgers, transactional control processes, or scalable financial ops systems-and are seeking a move into fintech product management. Strong track record of designing workflows that balance delightful user experience with enforceable internal and external controls, especially in regulated environments. Excellent communication skills & sharp attention to detail across internal partners and third-party BaaS partners. Analytical and systems-oriented thinker who confidently navigates technical conversations, evaluates trade-offs, and understands platform design principles (e.g., ledgers, reconciliation engines, APIs). Compensation and Benefits Our people are our most valuable asset. The salary range for this role is $165,000-$215,000. Base salary may vary depending on relevant experience, skills, and business needs. In addition to base pay, Rho offers equity, healthcare benefits, and paid time off. Diversity is a core value at Rho. We're passionate about building and sustaining an inclusive and equitable environment for all those involved with our mission, including employees, contractors, candidates, customers, and vendors. We believe every member of the Rho community enriches our ability to provide a broad range of ways to understand and engage with the market, identify problems, and drive solutions that align with our mission. We welcome all qualified applicants and support each of our team members with ongoing professional growth opportunities.

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

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

Founded in 1963, FirstBank is Colorado's largest locally owned holding company and we are still growing, serving customers in Colorado and Arizona. Our growth can be attributed to one simple philosophy: do right by customers, communities, and employees, which is at the center of the company's "banking for good" mantra. FirstBank believes that diversity, equity, and inclusion are part of everything we do, both within and outside our company, and we take pride in hiring and training a diverse and talented group. We strive to not only maintain a diverse workforce, but also ensure our employee experience garners a sense of belonging, is inclusive and equitable. FirstBank believes that a company is nothing without the people that comprise it. By joining the FirstBank team you will experience our great team culture with ample opportunity for growth. There's an opportunity for everyone with positions across the company, from Personal Banker and Call Center to Technology and Lending. Apply today to learn more and join the team! A Brief Overview A Personal Banking Representative assists customers by answering inquiries/requests, processing transactions, opening new accounts, and informing on products and services. A Personal Banking Representative is responsible for cross-selling the Bank's products and balancing a cash drawer. The Representative will develop and maintain account relationships by providing solutions and resolving customer problems through quality customer service and product knowledge. What you will do Assist customers with a wide range of inquiries and requests Process deposits/withdrawals and redeem/negotiate cash instruments for consumer and commercial customers while maintaining a balanced cash drawer Open new accounts and provide product/service information Accept wire order agreements, stop payment requests, and dispute forms and send to appropriate departments for processing Process transactions accurately and adhere to all compliance requirements Review daily reports and perform maintenance on accounts Recognize and develop opportunities for cross-selling FirstBank products and services Sell bank products and meet company sales goals Demonstrate knowledge and understanding of new account systems and account documentation requirements and disclosures Perform other duties and projects as assigned by the market or region Understand and comply with all provisions of the Safety in the Workplace policy Minimum Requirements Entry-level job with little or no prior relevant work experience in the function Preferred Requirements Cash handling and customer-service experience Knowledge, Skills, and Abilities Good customer-service skills and the ability to work well with others Basic mathematic and problem-solving skills Comfortable in a sales environment Detail-oriented with the ability to multi-task and change directions quickly Working Conditions and Physical Requirements Frequently remains stationary throughout a typical business day Frequently operates a computer and other office machinery, such as a calculator, copy machine, and computer printer Occasionally moves about inside the office to access file cabinets, office machinery, and other rooms Occasionally positions self to access drawers and shelves of various heights Frequently reaches for and handles paperwork and files Constantly communicates with customers, coworkers, and management in-person and on the phone Must be able to exchange accurate information FirstBank does not currently offer fully remote positions, except as required by law. The actual number of in-office days that may be required will vary by business unit, role, and business need. Salary Range $20.00 Per Hour Statement of Benefits FirstBank offers a suite of benefits that support our employees' professional, financial, physical, emotional and spiritual well-being. Benefits currently offered with our positions include: Paid Time Off/paid leave programs, 401K/Employee Stock Ownership, United Healthcare medical, MetLife dental, VSP vision, Employee tuition reimbursement, Volunteer Time Off, Short-Term Disability, Long-Term Disability, and Group Life Insurance/AD&D This Job may be eligible for the: New Accounts Cross-Sell Queue Incentive Plan EOE/Affirmative Action FirstBank is an EOE/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other legally protected characteristic. FirstBank does not permit pay inequities. Anyone who believes they have been subject to pay inequity should immediately report their concerns to the Human Resource Department. Colorado Job Application Fairness Act Under Colorado's Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting the documentation This job opportunity is expected to close on 5/5/25* This job opportunity's deadline has been extended to 5/7/25* This job opportunity's deadline has been extended to 5/9/25* This job opportunity's deadline has been extended to 5/23/25* This job opportunity's deadline has been extended to 6/6/25* This job opportunity's deadline has been extended to 6/9/25* This job opportunity's deadline has been extended to 6/16/25*

Job Description: PURPOSE Responsible for executing essential Treasury and banking functions, performed with a high level of accuracy on a timely basis. Assists with Treasury related projects, bank structure, and bank relationship management. Provide guidance to Corporate Administrative Assistant. Candidate will exhibit intellectual curiosity, and be a self-starter with the ability to initiate action with little or no direction. ESSENTIAL FUNCTIONS Process daily wires, ACHs, and book transfers, totaling over $700MM annually, in accordance with established policy and procedures. Process biweekly Housing payroll files and reports, working with senior leadership as necessary to ensure payroll account is funded by the prescribed deadline. Monitor high-volume Treasury email; handling research requests within set timeframe, resolving issues with minimal guidance. Assist in creating and maintaining positive relationships with depository banks. Participate and assist in Treasury related projects and initiatives. Identify continuous improvement opportunities and implement improvements. Responsible for training, coaching, and development of Corporate Administrative Assistant, in addition to cross-training other central office and field staff, as needed. Working with Treasury team members, create and maintain Treasury policies and procedure library, adhering to proper controls and N^^ policy. Open/close and maintain ~1,600 bank accounts across all divisions of National Church Residences, ensuring proper documentation, including KYC, resolutions, and proper signatories. Partnering with the Development team and field leadership, coordinate on- and off-boarding activities related to acquisitions, divestitures, refinances, and new or terminated management contracts. Maintain working knowledge of Treasury Management System, assisting in testing upgrades and enhancements. Administrate bank portal access, reviewing to ensure proper controls and separation of duties are maintained. Work with external auditors to review proper access and security controls. Assist other departments (e.g. accounting, field staff) with month end and ad-hoc information requests as needed. Maintain a working knowledge of the Yardi AP/GL and Workday systems. Maintain New Jersey security deposit accounts, including transfer of escrow funds, annual audit, account balance analysis, and assisting field staff as needed. Serve as back-up to assigned staff as needed. EXPECTATIONS The Senior Banking Specialist should be professional, courteous, and willing to assist internal and external customers, as well as teammates. In order to be successful in this position, the candidate must be able to: Prioritize and multitask with ease, while working against hard deadlines in a fast-paced environment. Self-start on tasks with the ability to initiate action with little or no direction. Exhibit intellectual curiosity and possess a desire for career growth. Possess understanding of commercial banking products. Demonstrate excellent communication and interpersonal skills. Possess high attention to detail. Perform other duties as assigned JOB SPECIFICATION SHEET-SENIOR BANKING ANALYST Education: Bachelor's degree required. Experience: 2-4 years' experience in retail or commercial banking, accounting, or finance with an understanding of banking and/or treasury management required. Experience with HUD and LIHTC properties is a plus. Mental: Must have good communication, analytical, problem solving, customer service, comprehension, and interpersonal skills. Must be detail-oriented and able to learn quickly and juggle multiple priorities in a fast-paced environment where accuracy is critical. Must have the ability to speak, read, write and understand English and industry specific terms. Skills: Must have strong computer skills with a working knowledge of Excel Outlook, Word, and PowerPoint. Experience with banking and cash management systems is a plus. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, military status, disability, genetic information and/or any other characteristics protected by applicable law.

Location: 4910 Tiedeman Road- Brooklyn, Ohio 44144 Location: Must reside in the geographic region of Cleveland, OH Training will take place on site at: 4910 Tiedeman Road, Brooklyn, OH 44144 Training: Training will take place in office for minimally the first 3 months. Once training is completed this will be a work from home opportunity. Training does begin on Day 1. Schedule During Training: Monday- Friday from 8:00am-5:00pm ET Schedule After Training: There are various shift available for this role. Weekend Warrior Shifts- working every Saturday and Sunday and 2 days off during the week Saturday Squad Shifts- working every Saturday and 2 days off during the week Additional compensation offered for Weekend Warrior and Saturday Squad All other shifts will require working at least every other Saturday or Sunday Customer Service Specialist As a Customer Service Specialist, you'll serve as the voice of KeyBank - working as a problem solver for our clients. This is a high energy, fast-paced call center role with unlimited opportunity to learn, grow and work with a talented and supportive team. If you like helping others and feel rewarded by making someone's day a little better, this is the role for you. The ability to empathize, stay calm and not take client frustration personal are traits that are especially successful in this role. What You'll Get from This Opportunity: Competitive pay and unique benefits- 401(k) matching (dollar-for-dollar up to 7%), generous PTO, fitness and tuition reimbursement and so much more. Valuable financial services experience. You'll learn the ins and outs of how the bank works and knowledge that translates to career advancement at Key. Paid job training and access to a library of specialized professional development and training courses. Shift differentials available. Performance-based rewards. Variety - every day is different. Essential Job Functions: Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. Receiving inbound calls from consumer clients in fast paced environment (in some cases, taking back-to-back calls) Answering client questions, problem solving, educating, de-escalating dissatisfied clients, and making suggestions that help deliver our Moments Matter culture. Providing technical support for Key's online products and services (PC, mobile, and tablets). Collaborating with a wide range of Key Teammates to help solve client challenges. Ability to navigate multiple screens and software while speaking to clients effectively over the phone free of distractions and background noise (similar to being in the office). Complies with all KeyBank policies and procedures, , acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and KeyBank. Required Qualifications: Minimum 1 year client service experience. High school diploma/GED. Demonstrated success in problem resolution, multi-tasking and attention to detail. Advanced computer skills and working knowledge of how to navigate multiple screens and software, web browsers, websites and mobile applications while speaking to clients. Strong interpersonal, verbal, and written communication skills. Flexibility, empathy, and patience to work in a fast-paced, high-volume call center. Ability to read and follow call center "scripts" when handling different scenarios. Schedule flexibility- The hours for the position can change based on business need. In addition, there is a shift bid process for all Teammates that occurs two times (performance based schedule options) per year which could result in a schedule change. Preferred Qualifications: Previous experience working in a remote/ work from home environment. Mobile Requirements: Hard wired high speed internet speed- Minimum of 50 MBPS download Dedicated home office space Distraction and noise free background - we want clients to have the same professional experience that they would have speaking to a Teammate working onsite What It's Like to Work with Us: At the KeyBank Contact Center, we are a diverse and engaged team that supports one another and always finds a way to have fun in the office and virtually. Our leaders have our backs and we share our knowledge for the good of the team. We work hard for our clients, and are frequently rewarded for our efforts. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $18 to $22.60 per hour depending on location and job-related factors such as level of experience. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 06/19/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

Pay Range: $17.50 - $19.62 The role of the Relationship Banking Associate is to deliver high quality customer service and responsiveness to ensure fulfillment and satisfaction of both internal and external customers. This individual will be responsible for the efficient and timely processing of routine transactions and other related services accurately in accordance with policy and procedures. This individual will be responsible for identifying and referring sales opportunities to the appropriate business partner or line of business that will help fulfill the customer's need(s). This interaction may be in person or over the telephone. The Relationship Banking Associate will provide support for basic consumer deposit account opening as required. Education and Experience: High School Diploma or Equivalent Minimum one year experience in related banking positions or equivalent sales/customer service experience Skills and Abilities: Excellent listening & communication skills Ability to approach, identify and have conversations with customers and identify needs and opportunities Organizational, interpersonal and customer relations skills which also includes problem solving and decision-making skills Ability to function in a fast paced, ever-changing environment Ability to work well with people as a team Proficient computer skills Tasks Performed: 65% Processes routine transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures. Performs various administrative duties as assigned including maintaining records, preparing a variety of forms & reports and daily vault balancing. Engages in referral and relationship management in accordance with established objectives and goals. Provides support for new deposit account opening as required. Will adhere to security measures and controls to minimize any potential losses to the company. 25% Identify customer opportunities through interactive and consultative conversations to assess and address the needs of the customer. Provides services to customers, including but not limited to basic deposit account opening and referring customers to the appropriate business partners when necessary. Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads. Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness. Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner. 5% Participates in community events that support efforts with the Community Reinvestment Act CRA. 5% Performs other duties as assigned and required. Physical Requirements: Communicate effectively with internal and/or external customers Stationary 50% of time Move about within or between locations Bend, Twist, Crouch, Squat Move Objects to Maximum 20 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.

Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you interested in joining one of the fastest growing consulting and accounting firms in the country? Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of business risk and advisory? If yes, consider joining Baker Tilly (BT) as a Banking/Fintech Internal Audit Senior Consultant! Our Risk Advisory practice provides a full spectrum of services to help our clients assess their risks, develop strategies to compete in an ever-changing business environment, and achieve their goals and objectives. All of this is accomplished through deep industry knowledge of risk, governance, internal audit, compliance, IT, and cybersecurity best practices. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. Does this describe you? You want to continue to expand your work experiences and hone your skills as a comprehensive risk professional in the areas of compliance, enterprise risk management, governance, internal controls, and data analytics. You crave the opportunity to be part of a fast growing, entrepreneurial risk consulting practice where your hard work and creativity will be rewarded You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow What you will do: The Internal Audit Senior Consultant is responsible for the coordination and completion of technical work on client engagements involving internal controls and assessment of risk while maintaining positive client relationships. This position provides creative and objective guidance for proactive, year-round planning to minimize client liabilities while complying with local, state, federal and/or international laws. This position is responsible for providing exceptional client service, demonstrating commitment to continuous learning, appropriately displaying ethical knowledge and practices and for exhibiting a sense of urgency and commitment to quality and timely completion of duties.' Responsibilities: Plan and execute internal audits of all activities within financial institution clients. Assist with managing client relationships to deliver quality services and products. Provide project management and oversight for client service schedules. Monitor and adhere to engagement time budgets. Delegate to Staff Consultants as appropriate. Participate on project teams providing Internal Audit & Risk services to include but not limited to: Internal Audit Outsourcing/Co-sourcing. Sarbanes-Oxley and FDICIA Compliance. Regulatory Compliance testing Learn and expand data analytic and IT general control testing experience Perform the full audit cycle including risk management and evaluation of controls over operations, financial reporting, and compliance with applicable rules, laws, and regulations. Maintain and expand knowledge base in area of expertise. Comply with continuing education requirements; participate in professional organizations, independent study, etc. Maintain current knowledge of local, state and federal laws and practices and advise new strategies and programs. Provide extensive, in-depth knowledge of field to others. Participate in special projects Train, review and evaluate staff, as needed, provide timely feedback. Qualifications Bachelor's Degree from an accredited institution is required. Prefer one or more of the following certifications: CPA, CIA, CISA, etc. 2-4 years of experience of Internal Audit and/or Regulatory Compliance experience required (either within the Banking industry or within a Professional Services Firm). Prior Regulatory Compliance experience preferred Must be able to operate independently from time to time. Demonstrated leadership and project management skills. Demonstrated time management skills. Strong writing, presentation, communication and interpersonal skills. Strong organizational and analytical skills. Microsoft Office experience. Knowledge of risks and internal controls. #LI-Hybrid #LI-JM1

Business Unit: Corporate Finance Industry: Oil & Gas Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in advising corporate clients on mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services across a broad range of end markets in the U.S. and internationally. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Oil & Gas Houlihan Lokey's Oil & Gas (O&G) Group is a recognized leader in providing a wide range of investment banking advisory services to companies and investors operating in the oil & gas industry. This dedicated team of financial and technical professionals focuses primarily on large, complex transactions in the oil & gas industry, including across the upstream, midstream, and downstream sectors as well as in molecule-related alternative energies. The O&G Group is comprised of a global team with dedicated industry bankers in Houston, Dallas, New York, London, Dubai, and Hong Kong and regularly works on cross-border deals. The O&G Group is a cross-product industry vertical. Job Description Vice Presidents are typically members of small deal teams comprising at least one Managing Director, Vice President, Associate, and Financial Analyst. Vice Presidents in O&G work on a variety of transactions, including across a variety of financial advisory and investment banking services, such as: Advising clients in Mergers & Acquisition (M&A) transactions Asset-level Acquisition & Divestiture (A&D) transactions Debt and equity financings, including private placement, arrangement and public Capital Markets transactions Board Strategic Advisory Valuation and Transaction Opinion advisory transactions Financial restructurings; Special-situation principal investing; and Participating in complex negotiations on behalf of our clients. Basic Qualifications Strong fundamental knowledge of the oil and gas industry, valuation theory, methodologies, and applications Demonstrated analytical capabilities; and excellent verbal and written communications skills Candidates should be highly motivated, organized, and team-oriented Preferred Qualifications At least 6 years of investment banking or equivalent finance experience is required B.A. or B.S. in finance, accounting, business or applied economics and / or course work in accounting and finance is highly recommended; an MBA is not required Prior M&A, restructuring, distressed investing, leveraged finance, debt capital markets, or similar experience is required Experience in the oil and gas industry is required ; some upstream technical experience is preferred Fundamental understanding of valuation theory, methodologies and applications Strong financial and computer skills Demonstrated ability to work cooperatively with all levels of staff Strong analytical abilities; including financial modeling skills Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $250,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-113145

It’s an exciting time to be at Hanscom Federal Credit Union! As a member of our Relationship Banking division, you will join a dynamic team of purpose-driven individuals committed to delivering exceptional service to our members. Who we are – Hanscom Federal Credit Union Members-first – our members are our top priority. We make business decisions with our members at the top of mind. Integrity – we’re honest and committed to doing what’s best for our members and our company. What is right isn’t the same as what is easy. Teamwork – we are in this together and we all benefit from our success. Innovation – we identify new ideas for processes or products that will lead to positive changes and take the initiative to implement the changes. Empathy – we understand that communication starts by listening, understanding diverse perspectives, and caring about others’ sustained success. What we offer A full-time, permanent position that will reward you through a competitive incentive program. Medical, Dental, Vision, FSA, 401(k), Student Loan Paydown, and paid Sick and Vacation time benefits. A flexible hybrid work schedule environment. We are committed to fostering career growth and development – when you join our organization it’s not just a job. We look to develop your skills aligned to our business needs and help you progress in your career. Who you are – AVP, Relationship Banking Advisor You are a dynamic, detail oriented, intuitive person with the ability to develop relationships, build rapport and become a trusted team member. You are able to provide everyone you assist or support with a high level of service, have strong organization and multi-tasking skills, and are searching for a rewarding career where you are valued and respected. What you'll do Proactive outreach and engagement with our members to present our products and services as solutions to financial life cycle needs. Conduct business reviews to ensure members are satisfied with their products and services. Well versed in sophisticated financial services, products and services. Meet established sales goals related to deposit, lending, and investment products. Always provide remarkable member service and maintain Hanscom Federal Credit Union’s image in the community. Actively support and participate in the outside business development, and community events. Provide solutions for complex financial needs. Responsible for maintaining working knowledge of Hanscom Federal Credit Union products, rates, including services and fees, individual and branch dialogs and keeping team informed of the competition in the area. Maintain knowledge of competitor rates and products. Resolve member's financial problems, questions, or concerns within credit union guidelines. Ensure compliance with all applicable regulations and credit union policies and procedures. Continually strengthen knowledge and capabilities within financial services and stay current with completive trends. Maintain Confidentiality of all members and credit union information and data. Take on additional tasks and projects. Knowledge/Skills/Experience Required: Willing to obtain FINRA Series 6 and 63 Securities License and Life/Health Insurance licenses required: Series 7 and 65 or 66 and preferred. 5 to 7 years’ experience in branch banking. Preferably in a business development or branch management role previously. Knowledge of consumer and mortgage lending including applicable state and federal statutes and requirements; knowledge of State and Federal regulations including those pertaining to deposit accounts, consumer, and mortgage loans; strong written and oral communication skills; computer skills and sales skills. Ability to establish and maintain effective working relationships at the senior management level and across all levels of the organization. Excellent analytic, organization, presentation, and facilitation skills; ability to lead multiple tasks under tight deadlines. Ability to prioritize workload and to work independently. Strong decision making and problem-solving skills. Strong written and verbal communication skills Additional Responsibilities: Educating affluent member households with deposit balances of $100,000 or more. Acting as the single point of contact for all banking needs. Growing and retaining member assets. Acquiring new members. Education/Certifications/Licenses Must be registered with the National Mortgage Licensing System ("NMLS") and maintain active status and accurate registration information on file. Provides changes to any individual information (such as an address or name change) as they occur directly into the NMILS system or to the HR Department within 20 days of such a change. A college degree PHYSICAL REQUIREMENTS Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. WORKING CONDITIONS Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. MENTAL AND/OR EMOTIONAL REQUIREMENTS Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters. ** Must be authorized to work in the US **

The estimated starting salary for this position is $55,000-$75,000/Annually. Duties and Responsibilities/Results: Process business deposit account applications submitted through the Bank’s Business Banking Online platform. Create agreements in DNA so that businesses can register for online and telephone Banking, troubleshoot Business Agreements to ensure accuracy. Then facilitate said business customers registering for Business Online Banking and Bill Pay Partner with Business Banking department to assist business customers with onboarding and implementing cash management services, including online banking, ACH, wires, and remote deposit capture. Partner with Bank’s Business Banking and BSA departments to support new account onboarding by reviewing documentation and performing due diligence to ensure compliance with KYC/AML, Bank regulations, and industry best practices. Assist with the processing of daily business banking transactions, including wires, ACH, remote deposits, and account transfers. Monitor payment transactions exception activity and escalate to management for decisioning and resolution. Provide ongoing operational support to business banking clients, to include troubleshooting issues related to system access, product usage, and related. Partner with Business Banking to process and assist with verifying ACH transactions, wire transfers, positive pay exceptions, and other cash management services. Ongoing monitoring of transaction activity for fraud and compliance risks, escalating as necessary. Work closely with the Bank’s BSA departments to business banking and cash management activities adhere to bank operations policies, regulatory guidelines, and industry best practices. Process monitory and non-monitory account maintenance requests such as Stop payments, change of address and general ledger transactions. Monitor Business accounts for dormancy and take preventive measures to ensure accounts remain with Bank and are not abandoned. Prepare various reports related to transaction activity, and transaction volume, exception processing, and various other related reports. Collaborate with Business Banking management to ensure clients receive seamless service and timely resolution of requests. Assist with audits and regulatory reviews by providing necessary documentation and reports. Participate in new and existing product and core system testing as needed. Provide backup support across the Bank’s Payment’s operations team as needed. Other ad hoc tasks as requested by management. Required Qualifications: Bachelor’s degree preferred. 3-5 years of experience in banking operations, treasury management, or cash management support Excellent interpersonal skills with the ability to effectively correspond with various department managers, as well as senior management Comprehensive understanding of Business Banking and money movement products. (ex. ACH, Wire transfers, RDC, Bill Pay, Analysis Accounts, etc.) Strong organizational skills and attention to detail and meeting deadlines Excellent verbal and written communication skills and problem-solving skills, with the ability to support and educate business clients effectively Understanding of banking regulations, compliance requirements, and fraud prevention best practices. Proficient in Microsoft Office. Working knowledge of FISERV DNA or similar core banking system a plus. Ability to multitask in a high-volume environment required.

Are you a problem-solver who thrives in a fast-paced environment while delivering top-notch customer service? At Security National Bank, if there is one belief we hold together as a team, it’s that everything matters. From the words we say, to the way we dress, to the decisions we make and the actions we take – every single thing we do matters. Why? Because we recognize the inherent value of each individual, and the potential of what each person can become. We realize every one of life’s interactions is an opportunity to help someone reach that potential. This is why we treat even the smallest details of life and banking with careful thought and attention. If you aspire to do the same, we’d like you to advance your career with us at SNB. As an Electronic Banking Representative, you’ll play a vital role in ensuring our customers have secure, convenient, and seamless banking experiences. You’ll handle customer inquiries, support account maintenance, review transactions, and ensure accuracy across various banking services—all while providing prompt, professional service. Success in this role requires exceptional multitasking skills, active listening, and critical thinking to resolve inquiries effectively. If you enjoy helping customers navigate their banking needs and excel in a dynamic environment, we encourage you to join us! *This is an onsite position at our Main Bank office in Sioux City, Iowa. KEY RESPONSIBILITIES: Manage customer inquiries in the electronic banking digital footprint and ensure issues are identified and resolved in a timely manner. This includes, consumer and business eBanking platforms, remote deposit, and digital payments. Answer customer inquiries about bank services, policies, rates, etc. in a pleasant and professional manner. Actively participate in data reviews and prepare documentation of findings. Account maintenance including opening, closing, access, and authorizations. Assist customers in identifying unauthorized transactions, appropriately documenting disputes and order new debit cards. Collaborate with team to produce and update documentation of development, processes and procedures. Responsible for Remote Deposit Capture item review and approvals. Responsible for consumer overdraft review and decisions. Responsible for cross-selling and generating referrals. Maintain accuracy of various account related input including check holds, stop payments, and charge-offs. EDUCATION AND EXPERIENCE: 4 year college degree preferred or related work experience Knowledge of electronic banking responsibilities including deposit regulations, ACH processing, online banking, mobile banking, remote deposit, and others Customer service experience Accuracy and meticulous attention to detail required Excellent oral, written, and interpersonal communication skills Ability to navigate multiple computer systems and programs with working knowledge of Word and Excel Ability to manage multiple requests simultaneously, meet deadlines, and show flexibility to change direction when needed Team-oriented and the ability to work collaboratively across all levels of the organization Service-oriented, polite, and respectful Advanced problem-solving and analytical skills Ability to take direction and instruction and follow through independently until project completion HOURS: Regular business hours, Monday through Friday. BENEFITS: We offer a comprehensive benefit package to our employees including medical, dental, short and long term disability, life insurance, paid time off, a wellness program, and a 401(k) savings plan at hire for future financial protection. ABOUT SECURITY NATIONAL BANK: Security National Bank was chartered in 1884 in Sioux City, Iowa; founded on the time-tested principles of integrity, honor, open-mindedness, efficiency, good humor, respect, duty, and human connection. These principles served as guideposts that enabled SNB to withstand the economic panic of the late 1800s, the Great Depression, two World Wars, and the farm crisis — and emerge as the region’s most established and trustworthy locally owned bank. We believe what was worth doing well yesterday is still worth doing well today. People change and banking changes, but our time-tested principles remain. To this day, we believe that doing what’s right is the only way to take care of customers, empower businesses, cultivate growth, inspire our community, and accomplish the remarkable. Security National Bank is an Equal Opportunity, Affirmative Action Employer. Applicants are considered for all positions without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, marital status, or veteran status. LEARN MORE: https://www.snbonline.com/about/employment-opportunities LOCATION: Sioux City, IA Main Bank

From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here . By joining our rapidly growing Business Transformation practice, you will serve as a trusted partner to our clients. You’ll harness your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions. These not only address today's challenges but also lay the groundwork for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that encourages contributions beyond the scope of client delivery. What You'll Do: Guide clients and teams along their analytics journey, which includes aligning with their strategic vision for analytics, crafting a practical roadmap of initiatives, and aiding our clients in implementing those initiatives Analyze and interpret trends or patterns in large and intricate data sets Suggest ways to streamline data preparation and blending to support analytics Contribute to the creation of forecasting and predictive analytics models Generate compelling insights through visual analytics, dashboards, and/or reporting Conduct interviews with clients to analyze current state/future state gaps and pinpoint root causes of challenges Mentor team members by coaching colleagues, providing regular ongoing feedback and annual performance reviews, and helping project teams resolve multi-faceted issues Cultivate new client relationships and deepen existing ones What You'll Bring: 4+ years of relevant experience in handling large data sets, interpreting data to draw meaningful insights and recommendations Knowledge of industries, including investment banking, broker-dealers, custody, fund administration and investment management Strong understanding of capital markets across the trade and client life cycle; and typical systems and downstream processes (Risk, Finance, Compliance) 4+ years in Big Four or equivalent background working at a financial services company or comparable experience working as an advisor to a financial services organization Proficiency in one or more of the following: Tableau, PowerBI, Alteryx, Snowflake, SQL, Python, Databricks and/or R Prior experience in professional services or a similar customer-focused, project-oriented environment Consistent success in building and developing strong client relationships Experience mentoring junior team members and assisting project teams in resolving complex and multi-faceted issues Qualifications: Bachelor’s degree in business, Economics, Engineering, Information Systems, Mathematics, or similar discipline Willingness to travel based on client preferences #LI-NB1 #LI-Hybrid For applicants located in New York, CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to, skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $107,000 - $236,000 per year + annual bonus + additional benefits. Benefits Summary The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: https://www.crosscountry-consulting.com/careers/benefits/ . Equal Employment Opportunity (EEO) CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive, diverse, and inclusive workplace. As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, pregnancy, genetics, sexual orientation, protected veteran status, gender identity or expression or any other characteristic protected by federal, state or local laws. This policy also complies with pay transparency and labor laws and applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

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

Job Summary: We are seeking an experienced Trainer with a background in the credit union or banking industry to develop and deliver engaging training programs for employees. The ideal candidate will have a deep understanding of financial services, banking regulations, and customer service best practices. This role is essential in ensuring employees have the knowledge and skills necessary to provide exceptional member service, comply with regulations, and perform their roles effectively. Hours: Daytime hours Monday-Friday Responsibilities: Develop and deliver training programs on financial products, banking procedures, compliance regulations, and customer service best practices. Conduct new employee onboarding and orientation to ensure a smooth transition into the organization. Facilitate training sessions using various methods, including instructor-led training (ILT), virtual training, and e-learning. Create instructional materials, presentations, manuals, and job aids. Stay current on industry trends, regulatory changes, and best practices to ensure training content remains relevant and up to date. Assess training needs through surveys, feedback, and performance evaluations to identify gaps and recommend solutions. Collaborate with department leaders to align training programs with organizational goals and employee development needs. Evaluate the effectiveness of training sessions through assessments, quizzes, and participant feedback to measure knowledge retention and training impact. Provide coaching and support to employees to reinforce learning and ensure practical application. Maintain accurate training records and compliance documentation. $45,000 - $55,000 a year

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account. Provides technical direction and support in developing business systems software and procedures; Responsible for analysis, design, and coordinating the implementation of complex programming projects involving a sizable group of users by performing the following duties. This job may be a specialist in one (or more) of three areas. Please see the “Specialties” section for specifics. ESSENTIAL DUTIES & RESPONSIBILITIES: Plans and conducts analyses of complex and unique business systems projects Devises new sources of data and develops new approaches and techniques for use by others Conducts reviews of computer technology developments applicable to systems design and prepares long range forecasts Studies broad areas of work processes that cut across organizational information systems Acts as an internal consultant providing technical guidance on business systems projects Determines and resolves problems with other systems analysts, programmers, and systems users Maintains, develops, modifies, and documents programs according to general specifications and guidelines Collaborate with development teams during coding, testing and deployment phases ensuring development meets design specifications. Secondary Duties Consults with managerial and systems analysis personnel to clarify program intent, identify problems, suggest changes and determine how changes impact project timelines Revises or directs revision of existing programs to increase operating efficiency or adapt to new requirements Consults with internal clients to analyze and understand functions to be automated, client needs, objectives, desired features and input and output requirements Analyzes, defines and documents system requirements for data, workflow, logical processes, hardware and operating system environment, interfaces with other systems, internal and external checks and controls and outputs Work closely with Enterprise Architects to fully understand solutions and provide detailed technical specifications for the developer. Specialties: Fundamental PC knowledge and navigation Python a plus Knowledge of relational databases using SQL language and ODBC connectivity a plus Core Banking Systems Specialist Fidelity Banking Applications a plus Strong understanding of APIs JavaScript API Testing API Security Microsoft SQL Server Advanced SQL development skills Demonstrated ability to deliver design based on customer requirements Ability to present high-level ideas clearly and concisely. Liaison between lines of Business and I.T. Coordinate deployment of solutions Microsoft Office Suite SUPERVISORY RESPONSIBILITIES: None MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE: Bachelor’s degree in computer science, Business Administration or a related field Minimum 2 years’ experience as a business analyst/ programming or related role. Knowledge of testing frameworks (Postman, SOAPUI) Experience in banking /financial services ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS: Excellent communication and client service skills Ability to manage time and competing priorities in an IT environment Strong interpersonal skills with the ability to interact with all levels of an organization Collaborative professional skills that lead to a collegial and partnered approach to meeting objectives High motivation with ability to successfully meet individual and team goals while maintaining individual performance over the long term Adaptability, flexibility and ability to work varying hours, including weekends and some evenings. Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.