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Guidehouse logo
GuidehousePhiladelphia, PA
Job Family: Management Consulting Travel Required: Up to 75%+ Clearance Required: None What You Will Do: Guidehouse is a next-generation advisory, technology, and managed services consulting firm serving the public and commercial markets in financial services, healthcare, sustainability, and national defense. Our mission is to help clients solve their most complex and important challenges. Our vision is to build relationships, advance knowledge, insight, and capacity to implement solutions that increase trust in society. We act as partners with our clients and industry: we work hand-in-hand with clients to develop and implement measurable, meaningful, and sustainable improvements that position them, and their organizations, for success. We connect leading practices with deep industry insight: Our professionals leverage experience gained from work with the government and in commercial industry, bringing the insight, capabilities, and cultural acumen required to develop well thought-out, sustainable solutions. Our Commercial Financial Services practice works with financial industry leaders, including banks, life insurance companies, hedge funds, and nonbank financial institutions. With new competitors entering the marketplace, razor-thin margins, and a shifting regulatory focus, financial companies are exploring new business models, grappling with modernizing their processes and technology to remain competitive. Guidehouse offers a challenging high-profile career working closely with prestigious clients at senior levels to deliver real value. Guidehouse is a flourishing company built on trust, teamwork, and enthusiasm that values and respects its employees and clients. As a Managing Consultant, you will have responsibility for driving projects, including client management and solution implementation. You will own multiple project workstreams and interact with the client daily to ensure engagement success. This includes supporting operational meetings with client sponsors and consulting team / leaders. As a Managing Consultant, you will be expected to drive and communicate well-organized, effective reports and presentations to client and internal executives. You will lead, coach and mentor more junior consultants and ensure quality deliverables. We encourage career development and hiring for the long term. As a Managing Consultant, you will follow a clearly defined career path and continue to deepen your specialized industry knowledge and consulting skills. As you hone your project management skills, leadership abilities, and the aptitude for managing multiple workstreams, you will have the opportunity to progress to the Associate Director level. What You Will Need: Minimum five (5)+ years of prior experience in consumer banking as a consultant and/or in the industry Bachelor's degree Ability to thrive in a fast-paced challenging client focused environment where priorities and scope may change quickly Knowledge and experience in one or more of the following areas: Consumer Banking regulations and compliance Operational improvement and effectiveness Technology strategy, governance, and effectiveness Business architecture and operating models Business process improvement and robotics Change management Excellent presentation, facilitation, verbal and written communication skills, tailoring communications to both clients and coworkers The ability to travel up to 75% for client engagements, as required Proficient in all Microsoft Office products Creative problem-solving ability and a collaborative, consultancy mindset Focus on exceptional quality in all deliverables Proven ability to successfully lead client service delivery teams that deliver the highest quality work Demonstrated positive and productive client relationship skills Ability to generate a quality work product in a timely manner while maintaining a strong attention to detail Experience working on discrete, time sensitive projects Highly motivated, driven, and dynamic attitude towards work and career High-energy, positive, persuasive, and aptitude to lead by example What Would Be Nice to Have: Prior management consulting experience highly preferred CPA, Lean Six Sigma, PMP, or other relevant certifications The annual salary range for this position is $122,000.00-$204,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs. What We Offer: Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace. Benefits include: Medical, Rx, Dental & Vision Insurance Personal and Family Sick Time & Company Paid Holidays Position may be eligible for a discretionary variable incentive bonus Parental Leave and Adoption Assistance 401(k) Retirement Plan Basic Life & Supplemental Life Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts Short-Term & Long-Term Disability Student Loan PayDown Tuition Reimbursement, Personal Development & Learning Opportunities Skills Development & Certifications Employee Referral Program Corporate Sponsored Events & Community Outreach Emergency Back-Up Childcare Program Mobility Stipend About Guidehouse Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation. Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco. If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at 1-571-633-1711 or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation. All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or guidehouse@myworkday.com. Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process. If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact recruiting@guidehouse.com. Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties. Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.

Posted 30+ days ago

US Bank logo
US BankSan Francisco, CA
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description US Bank is hiring a new Business Banking Relationship Manager for our San Francisco market! Our Relationship Managers approach each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. They have access to an expansive set of products and solutions to serve our business clients today and into the future. This role is heavily sales focused and we're looking for sales professionals who aren't afraid to knock on doors, cold call and bring in new business clients to US Bank. We're looking for candidates that have skills and experience in: Prospecting companies with revenues above $10MM. Working with SBA (7A and 504) loans Have an established COI (circle of influence) base Proactively manage an assigned portfolio of clients by staying on top of all renewals, annual reviews, etc. Responsibilities include: 65-70% of time spent on prospecting and developing new business for the bank. Build, develop, cultivate and manage new and existing relationships with business clients. Recommend financial solutions based on each client's unique goals and needs. Deliver financial expertise and client-centric solutions that build strong, long-term relationships. Grow Centers of Influence network. Typically, these customers are companies up to $25MM in annual revenue and are a mix of pure C&I as well as Developer & Investor Commercial Real Estate. Obtain credit approval on loans within assigned limits and manage both loan and portfolio credit quality. Provide appropriate credit structure recommendations to customers. Utilize our expansive set of products, solutions and services to make recommendations to both prospects & clients. Collaborate with internal partners to deliver a One Bank set of solutions to our business clients. Make appropriate referrals to other internal business units. Basic Qualifications Bachelor's degree, or equivalent work experience Seven or more years of relevant experience Preferred Skills/Experience Strong relationship management and business development abilities Well-developed analytical and problem-solving skills Basic knowledge of credit administration, analysis, and credit policy/procedure Knowledge of cash flow management and business credit underwriting with commercial credit training preferred Ability to work effectively with individuals and groups across the company to manage customer relationships Excellent presentation, verbal and written communication skills Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts Location The role offers a hybrid/flexible schedule. If not prospecting and meeting with clients, there's an in-office expectation of 3 or more days per week with the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $132,260.00 - $155,600.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 3 weeks ago

Ameris Bancorp logo
Ameris BancorpAtlanta, GA
Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We serve customers in our locations across the Southeast, Mid-Atlantic and nationwide through our extensive digital offerings and mobile app. Delivering financial peace of mind starts with a team that values integrity and rewards ingenuity. At Ameris, you'll find teammates who are inclusive, collaborative problem-solvers who go the extra mile to support one another and to meet every customer's needs. When teammates are empowered and bring their diverse perspectives to the table, we create the best possible outcomes for our customers. At Ameris, we know that a growth mindset is key for high performance and fosters an environment that prioritizes continuous improvement. Teammates have access to Employee Resource Groups that serve as advocates and allies as well as professional development opportunities to drive ongoing education. Learn more about our purpose and how you can bring it to life as an Ameris Bank teammate. The Wholesale Banking Loan Closer Supervisor is responsible for the supervision and workflow management of a team of Wholesale Commercial Loan Closers for purpose of documentation preparation, review and closing of large complex commercial loan transactions. The position includes coaching, recruiting, audit response, project assistance, documentation, and due diligence oversight of various high dollar complex real estate and non-real estate transactions. Performs other projects and duties as assigned. Essential Functions, Duties, and Responsibilities: Leads, motivates, develops and supervises the daily operations of the Wholesale Banking Loan Closer. Delegates work, monitors work flow, volume and timelines. Expedites efforts as needed to meet demands and service level agreements. Resolves conflicts as it relates to the Wholesale Banking Loan Closer daily functions expeditiously and effectively through research, analysis, identifying trends, patterns, and potential system issues while communicating with applicable parties. Reviews and reports the wholesale banking metrics and performs trend analysis Performs quality review checks of wholesale loans to ensure consistency and accuracy in documentation, due diligence, and adherence to federal regulations, compliance requirements, and loan policy. Identifies coaching opportunities in team members and provides training assistance where needed. Assists in development, implementation, and maintenance of the commercial operational procedures and processes related to commercial loans, while ensuring they align with the lending compliance environment and adhere to all bank regulations. Assists with the talent acquisition process, which may include recruitment, interviewing, and hiring of qualified job applicants within the Wholesale Banking Loan Closer role. Prepares and monitors various management reports relevant to the Wholesale Banking Loan Closer, including but not limited to monthly production, quality control reviews, quarterly service level agreements, compliance audits, and post closing review reports. Collaborate, contribute, and at times, lead key project initiatives as it relates the Commercial Hubs. Perform duties of the Wholesale Banking Loan Closer as needed. Required Knowledge, Skills and Competencies: Demonstrates leadership skills with the ability to develop and maintain collaborative relationships. Coach, inspire, mentor and retain a high performing team. Advanced knowledge of a wide array of commercial loan types such as Construction, Participations, Syndications, Commercial Construction, Asset Based lending, Swaps, and their corresponding documentation for both real estate and non-real estate transactions. Able to read, analyze and interpret complex attorney-prepared commercial loan documents. Advanced critical thinking skills with the ability to research, analyze, evaluate viable options, draw sound conclusions, present findings and make thoughtful recommendations, considering overall risk and short-term and long-term impact. In-depth knowledge of commercial loan compliance policy, closing processes and procedures, as well as banking regulatory requirements relating to complex commercial loans. Able to communicate effectively in a professional manner. Able to plan, schedule, and organize professional schedule to achieve goals within or ahead of established time frames. Able to provide a high level of interactive service to others, building relationships, and addressing identified needs. Retains a high level of computer and organizational skills which may include Microsoft Office, loan documentation systems, cloud based systems, and shared drives. Industry and Work Experience: 7 or more years as Commercial Loan Closing Coordinator or equivalent role required. Leadership experience required. Management experienced preferred. Academic: High school diploma or GED required. Bachelor's degree or equivalent combination of education and experience preferred. Benefits Available to Employees: Ameris Bank provides a comprehensive employee benefit package to all eligible employees. Medical, Dental and Vision Insurance Ameris Bank absorbs a major portion of the cost of healthcare. You become eligible for coverage on the first of the month following 30 days of employment Life Insurance provided at no additional cost to employees Accidental Death & Dismemberment Coverage Long-Term Disability Coverage Paid Sick and Vacation Leave 11 Holidays Volunteer/Service Day Employee Stock Purchase Plan 401(k) Retirement Plan Ameris Bank matches 50% of your first 8% of contributions to the plan Flexible Spending Accounts Health Savings Account Health Reimbursement Arrangement Supplemental Life & Other Insurance Plans Identity Theft Protection Pet Insurance Legal Insurance Employee Assistance Program Employee Advocacy Program Tickets at Work (Entertainment discounts for Ameris Bank Employees) AT&T Employee Discount Wellness Discounts for Medical Premiums and Other Rewards Employee Referral Incentive Education Assistance Employee Resource Groups Banking Advantages for Employees: In addition to a wide array of benefits, Ameris Bank employees are also eligible for special bank services. Free Interest Checking Free Safe Deposit Box Free Money Orders, Travelers' Checks and Cashier Checks Discount on Mortgage Origination Fee Free Online Banking and Free Unlimited Online Bill Payment Employee Banking Perks Disclaimer: The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.

Posted 2 weeks ago

R logo
Robert W. Baird & Co. IncorporatedNew York, NY
Complex deals, real ownership, and career momentum. Grow further at Baird. Baird is where investment banking careers gain real traction. Associates take on meaningful responsibility, work closely with senior bankers and clients, and grow in a culture that values performance, collaboration, and long-term success. What You'll Do: Responsibility that shapes your skill. Work that deepens your impact. Work closely with senior management and will be charged with executing and contributing to the investment banking presence in GP Solutions. Provide the support to build a meaningful franchise in the sector, with a focus in Secondary Advisory. Establish and maintain strategic dialogues with existing and potential clients, providing financial advice and solutions to problems Foresee where the business development opportunities exist. Hone your skills by working closely with senior bankers and client senior management on a variety of transactions. What You'll Gain: A team that runs on trust, momentum, and shared values Build strong relationships with client leadership and C-suite executives through active involvement in complex transactions Take on greater ownership through lean deal teams that offer more responsibility Navigate clear paths for progression with mentorship, visibility, and real opportunity Advance alongside elite, high-performing peers who hold each other to a high standard Collaborate across Baird's global investment banking platform-500+ banking associates working together to drive results across geographies, sectors, and specialties Grow in a culture that values diverse perspectives, welcomes ambition, and builds success through collaboration and shared purpose What It Takes: We're looking for people ready to lead with focus and integrity Candidates must have at least three years of experience working on a team of investment bankers with a focus on GP Solutions. Deep knowledge of Secondary Advisory and demonstrated ability to effectively execute complex transactions in Secondary Advisory. Proven strength in originating, structuring, and executing complex merger and acquisition transactions highly preferred Proven academic credentials, including an advanced degree such as an MBA or J.D. is preferred. Strong analytical skills, attention to detail, and a track record of delivering results Clear communication, strong leadership, and the ability to thrive in a collaborative, high-performing team Intellectual agility, initiative, and the drive to grow in a fast-paced, client-focused environment Compensation and Benefits: $175,000 - $200,000 annual salary with bonus potential Compensation and bonus are commensurate with experience, performance and/or GIB profitability In addition to a strong culture that is focused on health and well-being, our organization offers competitive total compensation packages and comprehensive benefits including: protected Friday night and Saturdays, periodic sabbaticals during career, shareholder opportunities, mandatory paid time off (PTO) and robust 401k match and profit-sharing contribution Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Posted 2 weeks ago

Home Trust Banking Partnership logo
Home Trust Banking PartnershipCharlotte, NC
Role Summary The Law Firm Banking Officer will be responsible for supporting the management and growth of the law firm and attorney business for the bank. This client-facing role is responsible for developing and expanding relationships and establishing and driving the strategy and expansion of this business across our bank's footprint and sales organization. Key Responsibilities / Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Manage and grow deposits and treasury revenue across the Law Firm/Attorney portfolio. Work as a trusted advisor with all business clients, Law Firms and Attorneys to deliver a tailored suite of deposit and Treasury Services. Collaborate with Treasury Services and Commercial Banking teams to establish and drive business development strategies including input into product development, marketing, and other strategic initiatives. Accountable for revenue expansion, pipeline momentum, relationship profitability, client calling, portfolio development, pricing strategy and proposal/presentation delivery. Maintain a strong client focus, treasury industry expertise, a broad understanding of bank structure and the operational aspects of doing business within the Law Firm/Attorney space. Ensure client satisfaction by understanding needs of all business clients, Law Firms and Attorneys' needs as well as being their advocate at the bank. Assist management in the development of new products and services, marketing materials, and the establishment of sales objectives. Oversee the sales process from initial client call to full implementation and usage of TM services. Adhere to all corporate policies and procedures, Federal and State regulations, and laws. Complete all mandatory annual compliance training. Follow regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and OFAC to assist in the identification, detection and determent of money laundering and other unlawful activities, as well as regulations pertaining to lending and consumer compliance to include fair lending laws. Perform other duties and special projects as assigned. Job Requirements: Education: Bachelor's degree in a business-related field or equivalent experience. Required: 5+ years of experience in one or a combination of the following: sales, business development, and/or treasury management. Excellent client facing presentation, written, verbal, and virtual communication skills, and interpersonal skills. Substantial analytical skills and ability to assimilate complex information and problem-solve. Strong ability to learn quickly and multi-task. Ability to manage internal and external business partners to deliver solutions that meet prospects and client's needs. Ability to effectively build relationships internally and collaboratively develop strategies that support the Bank's overall growth and profitability. Sound decision making and reasoning skills. Exhibits respect for others and always maintains high ethical and professional standards. Proficient in Microsoft Office Products. Preferred: Certified Treasury Professional (CTP) certification. About HomeTrust Bank HomeTrust Bank, founded in 1926, is a North Carolina chartered, community-focused financial institution committed to providing value-added community banking through online/mobile channels and multiple locations in Virginia, North Carolina, South Carolina, Tennessee, and Georgia. Learn more at www.htb.com. Apply today to take your first steps towards joining this talented population of employees within a growing organization. Work Environment, Physical Requirements The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. HomeTrust Bank promotes an equal employment opportunity workplace which includes reasonable accommodation of qualified applicants and employees. This job operates in a professional office environment and routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines. While performing the duties of this job, the employee is regularly required to talk or hear. Physical activity requiring reaching, sifting, lifting, finger dexterity, grasping, feeling, repetitive motions, talking and hearing are required. DISCLAIMER: HomeTrust Bank is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned. HomeTrust Bank is an equal opportunity employer. We are committed to providing equal employment opportunities for all employees without regard to sex, race, color, religion, national origin, age, disability, sexual orientation, genetic information, or veteran status.

Posted 30+ days ago

ConnectOne Bancorp logo
ConnectOne BancorpUnion, NJ
Apply Job Type Full-time Description About us: ConnectOne Bank proves that putting people first is a better way to do business. At ConnectOne, we're builders - of businesses, communities, and equity. Most importantly, we're building opportunities. Our mission is to ensure our employees feel empowered to make important decisions, reach their potential and truly make an impact. ConnectOne is a growth organization by design; it is part of our DNA and we take pride in seeing our employees grow with us. Founded in 2005 by an entrepreneur, we have grown into a high-performing commercial bank, inspiring a new model for our industry's future. By embracing technology and all the ways it can help us become a world-class service organization, we support small business owners by fueling their mission. People First is the blueprint for our culture. It is at the foundation of everything we do and the decisions we make. At ConnectOne, you have the opportunity to be a part of a dynamic culture and team. Develop your forward-thinking skills, thrive in an entrepreneurial setting, and succeed at "a better place to be". ConnectOne Bank is an Equal Housing and Equal Opportunity Lender, and a member of the Federal Deposit Insurance Corporation. About this role Banking Relationship Specialists play a vital role in ConnectOne "Client First" banking experience by acquiring, retaining, and expanding banking relationships of both the business and consumer clients while demonstrating the ConnectOne Culture. In this role you will: Support the Bank's "People First" focus and rules of engagement-greeting clients by name, maintaining a professional demeanor, ensuring the branch reflects ConnectOne Bank standards and working as an active member of the Branch team, always striving to make ConnectOne Bank "A Better Place to Be". Proactively identify opportunities for relationship acquisition and development by cross-selling the Bank's products and services in a consultative manner. Perform account opening for deposit products and educate clients on the Bank's product and service offerings. Ensure all activities, transactions and records are in compliance with operational, security and control procedures of the Bank, preventing fraud and protecting customer assets. Handle customer service issues by conducting research, taking ownership, and following up with on a daily basis as necessary until conclusion. Assist other branch team members with transactions and overall operations, as necessary, and provide feedback and coaching to improve overall team performance. Perform service transactions for the Branch to include check re-orders, address/name changes, safe deposit box access, outbound wires, account maintenance and outbound client contact. Serve as primary back-up to the Branch Manager or Assistant Branch Manager where applicable, for operational and service-related functions. Assists with Teller functions as needed including performing banking transactions over the phone or at the drive-up window including accepting deposits, cashing checks, and assisting clients with other banking needs, and branch opening and closing as needed. Active participation in achieving branch sales objectives. Maintains a 90% plus service performance and reinforces feed -back gained from mystery shops. Supports retail and community events to promote the brand in accordance with the retail business plan. Performs other duties that may be assigned. Must haves: Strong needs-based sales skills. One to three years bank platform sales and teller experience. Detailed understanding of federal banking compliance and requirements. Strong "People First" interest and ability. Strong ability in assessing and meeting the needs of customer and/or solving customer problems. Effective teambuilding and interpersonal communication abilities are necessary. Ability to lift items up to 25 lbs. ConnectOne Bank culture mastery. To support business needs, ability to work a flexible schedule is required. Additional information: Benefits: World class health, vision, and dental benefits on day one 401k with employer match Employee appreciation events (team building, softball games, food truck days, etc..) Employee assistance programs (EAP) Wellness programs (flu shot, preventive care, health programs and services discounts, etc..) Tuition reimbursement Employee Discount perks CNOB Community Service Events ….and much, much more! Studies have shown that individuals from underrepresented groups, may only apply to roles if they meet 100% of the qualifications. Roles evolve over time, especially with innovation, and you may be just the person we need. We hope you're open to learning new skills and growing with us. We encourage you to apply to continue making us "a better place to be!" ConnectOne Bank is an equal opportunity employer and does not discriminate with respect to any term, condition or privilege of employment based on race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, military or veteran status, marital status, or status of an individual in any group or class protected by applicable federal, state, or local law. ConnectOne Bank also provides reasonable accommodations for qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local laws. If an accommodation is needed to participate in the job application or interview process, please contact Talent Acquisition. Salary Description $22-$27 per hour

Posted 30+ days ago

One Florida Bank logo
One Florida BankLake Mary, FL
Apply Description We have been voted one of the best companies to work for 5 years in a row, because we have developed a fun and inclusive culture that is at the forefront of how we operate. We only hire the best and most passionate talent and are proud to promote employees from within. One Florida Bank was founded on the belief that when we work together, our goals are One. As a Florida-based bank, we are firmly rooted in our local communities, because building relationships one-on-one is the way business gets done. We are committed to knowing you personally, understanding your needs and goals, and providing the products and services that will support you along the way. The E-Banking Support Specialist I will provide exceptional customer service and support of all electronic banking products and services to One Florida Bank customers. This includes, but is not limited to, online banking, bill pay, Zelle, real time payments, FedNow, debit cards, and mobile banking support. Responds to all customer inquiries regarding the banks electronic banking products and services. Will also provide support to our retail departments within the bank. ESSENTIAL DUTIES Responsible for providing online support to clients who may be experiencing issues within our online platforms. Possible issues include, but are not limited to, account lockouts, password related issues, responding timely to Banno conversations, and various account inquiries. Responsible for answering questions regarding debit card matters including, but not limited to, debit card transaction inquiries, assisting clients with card activations and PIN changes through automated phone number, adding temporary and permanent debit card limit increases per branch approvals. Must have a general understanding of core system, Banno, iPay, Fraud Detective, SmartPay, and any other applications that provide information to the digital banking systems. Perform data entry and other tasks required for the processing of electronic banking transactions. ROLES AND RESPONSIBILITIES Provide technical assistance and training for clients with digital needs including, but not limited to: password resets, lock outs, trouble shooting, possible fraud, etc. Responsible for replying to Retail Branch e-mails timely. Responsible for processing any daily reports and settlements as delegated by the E-Banking Manager. Report discrepancies immediately to the E-Banking Manager and assist in clearing those discrepancies. Maintain the confidentiality of the Bank's customers. Remain current on and adhere to all regulatory requirements and training. Responsible for reviewing mobile and merchant capture deposits through SmartPay for proper endorsement, notifying the branch of account for approvals and possible holds placed. Responsible for reviewing blocked Zelle transactions and verifying validity with the branch and client. Assist clients and branches with any bill pay related questions/issues through iPay. Responsible for conducting daily recons and balancing of Zelle, Real Time Payments, FedNow and Bill Pay. Responsible for Dormant Account letters and tracking. Assist with logging Returned Mail and tracking. Assist with projects by providing support to the E-Banking Manager as needed. Other related duties as assigned. SUPERVISORY RESPONSIBILITIES None. Requirements QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education/Experience High School diploma or equivalent 2-4 years related experience. Language and Interpersonal Skills Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations Ability to write reports, business correspondence, and procedure manuals Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public Effective interpersonal relationships with management and team members A thorough understanding and application of all policies, procedures and regulations pertaining to the work of E-Banking Ability to effectively manage time as related to daily tasks Ability to prioritize multiple demands in a high-pressure environment while maintaining professional demeanor Ability to operate in a team environment to accomplish shared goals Mathematical Skills Ability to work with basic mathematical concepts Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations Reasoning Ability Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Computer and Office Equipment Skills Spreadsheet software (Microsoft Excel) Word processing software (Microsoft Word) Other Microsoft Office applications (Outlook, Teams, Adobe, PowerPoint) Copier/Scanner Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Sit or stand for extended periods See to read small print or complex reports Manually operate keyboard, mouse and other personal computing devices Occasionally lift up to 20 pounds CERTIFICATES, LICENSES, REGISTRATIONS None One Florida Bank supports a diverse workforce and is proud to have an engaged and inclusive culture that promotes equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status. One Florida Bank conducts pre-employment background screening, credit checks and drug testing. Should you have a disability and need assistance with the application process, please request a reasonable accommodation by contacting the HR Department. What about the benefits? We recognize all Federal holidays every year and we offer highly competitive benefits such as: 100% employer paid Medical, Vision, Dental, STD, LTD and group life insurance for the employee only cost 401(k) Safe Harbor Match Paid vacation and sick time plus 1 floating holiday Paid volunteer hours Wellness Program Shared leave program Paid Paternity Leave Tuition Assistance Program Pet Insurance Team Building activities Salary Description $44,000-$50,000 annually

Posted 1 week ago

Summit Credit Union logo
Summit Credit UnionFitchburg, WI
We want to build a better, more equitable world and fulfill our mission of Dreams enabled. Financial Wellness achieved. Life richer. We do that through our Essential Behaviors of working as a team, putting our membership first and promoting change, and through our Values: Honesty, Make Things Better, Respect Others, Be Fair/Create Equity, and Care. As a VP Business Services (Commercial Banking), selected individuals will work closely with small to medium-sized businesses to understand the members' banking needs to deliver customized solutions such as loans, lines of credit, and treasury management services. The VP ensures member satisfaction, builds long-term relationships, and identifies opportunities for business growth. They also collaborate with other departments and stay informed about financial regulations and market trends to guide members effectively. Strong communication, analytical skills, and a deep understanding of business finance are key to success in this role. Expected Outcomes New Member relationships are developed through organized prospecting efforts. Members receive outstanding accurate and timely service. Relationships with Credit and Operations teams are marked by clear communication and mutual respect. Business Services is well represented at community events and local non-profits. Performance metrics demonstrate attainment of key business objectives, including loan and deposit growth, fee income, and portfolio quality. Member experience and profitability is strengthened through the implementation and promotion of Business Services initiatives and the fostering of a service to sales culture. Capability Requirements Bachelors Degree in Business Administration, Accounting, Finance or a related field. Five or more years of financial institution experience with at least three years in business lending and relationship management; or combination of applicable work experience and education. Professional well developed interpersonal skills; essential for interacting with credit union staff and members. Expert knowledge of business lending, deposit acquisition and treasury management products and strategies. Proven business development and leadership abilities. Expert knowledge of laws and regulations that govern lending and deposit products. Demonstrated ability to ask in-depth questions and effectively negotiate. In-depth mathematical skills required (calculations and concepts involving decimals, percentages, fractions, dividend, interest, amortization, payoff and equity calculations etc.). Basic knowledge of Microsoft Word, Outlook and intermediate knowledge of Excel. Summit has opportunities for Bankers in the following markets: Milwaukee/Waukesha Madison / Dane County Sheboygan and surrounding counties

Posted 30+ days ago

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Fidelity National Information ServicesAtlanta, GA
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Commerce/Business Travel Percentage : 15 - 25% Job Description Are you curious, motivated, and forward-thinking? At FIS you'll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun. About the team FIS' Banking Solutions segment serves community, regional, and global banks, credit unions and commercial lenders, government institutions, corporations, and more. Its solutions allow our clients to borrow, save, pay and invest, and they range across core processing, digital channels, card and loyalty, fraud and risk management, small business and corporate treasury, wealth and retirement, back office, and more. What you will be doing As the Head of Data & AI Solutions for the Core Banking division, you will be a dynamic and strategic leader shaping and commercializing FIS' Data & AI offerings across Core Banking products. Reporting to the SVP Division Executive, Core Banking, you will lead the design, development, and delivery of AI-powered capabilities that transform how banks operate, serve customers, and manage risk. You will be responsible for defining the product vision and roadmap for AI and data-driven solutions embedded in core platforms like IBS, Horizon, and MBP, with a focus on common data standards, agentic experiences, automation, and predictive insights. This is a high-impact role that requires deep technical fluency, strong product instincts, and the ability to collaborate across engineering, data science, and business stakeholders. This role will also work closely with FIS' Chief Data & AI Officer to ensure solutions are aligned with the enterprise technology principals. This is a fantastic opportunity to partner with clients in order to maximize their value from Data & AI solutions, whether that's helping to understand customers better, building stronger relationships, automating complex tasks, or improving customer service. You will own the PnL for Data & AI Core Banking Solutions and manage a small direct team, whilst orchestrating the broader organisation via matrix leadership in order to win as one team. Key responsibilities include: Product Strategy & Vision: Define and evolve the Data & AI product strategy for Core Banking, aligned with FIS' modernization and growth objectives Use Case Development: Identify, validate, and prioritize AI use cases across operational efficiency, client experience, and compliance - e.g., onboarding automation and predictive servicing Roadmap Ownership: Build and manage a multi-year roadmap for data and AI capabilities, including operational data store, GenAI, agentic assistants, and embedded analytics Cross-Functional Leadership: Partner across product, engineering, data science, and platform teams to deliver scalable, secure, and compliant solutions. Collaborate with sales, marketing, and client success to ensure adoption and impact Client Engagement: Serve as the voice of the customer, engaging directly with banks to understand needs, gather feedback, and validate solutions Data Strategy Alignment: Work closely with the Enterprise Data & AI team to ensure alignment with FIS' unified data architecture, governance, and model development standards PnL Ownership: Management of the existing revenue stream, with responsibility for meeting financial targets and growing revenue channels Thought Leadership: Build and maintain strong client and industry relationships by regularly engaging in industry forums, one-on-one executive meetings, participating in user group and advisory board sessions, and championing transitions to strategic platforms to drive growth through retention and new sales efforts What you bring Substantial experience leading Data & AI products within the financial services domain Proven go-to-market track record, with skilled PnL management, knowing which levers to pull to grow revenue streams Strong technical understanding of Data & AI use cases, and how it can transform client workstreams A client facing executive, with excellent communication skills and the ability to translate technical solutions into relatable business outcomes What we offer you You'll be at the forefront of FIS' transformation, helping regional and community banks harness the power of AI to modernize operations, personalize customer experiences and drive growth. This is a unique opportunity to shape the future of banking through data and innovation, including: A multifaceted job with a high degree of responsibility and a broad spectrum of opportunities A modern, international work environment and a dedicated and motivated team A variety of career development tools, resources and opportunities The chance to work on some of the most challenging, relevant issues in financial services & technology A fantastic range of benefits designed to help support your lifestyle and wellbeing A work environment built on collaboration, flexibility and respect #LI-MC1 FIS is committed to providing its employees with an exciting career opportunity and competitive compensation. The pay range for this full-time position is $236,790.00 - $397,810.00 and reflects the minimum and maximum target for new hire salaries for this position based on the posted role, level, and location. Within the range, actual individual starting pay is determined by additional factors, including job-related skills, experience, and relevant education or training. Any changes in work location will also impact actual individual starting pay. Please consult with your recruiter about the specific salary range for your preferred location during the hiring process. Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass

Posted 30+ days ago

US Bank logo
US BankBrookfield, WI
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They do this by approaching each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. You will also have access to an expansive set of products and solutions to better serve your business clients today and into the future. Strong client relationships are based on trust, assessing and attending to clients' banking needs, obtaining and processing client and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each client's unique goals and needs. U.S. Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term relationships. Basic Qualifications Bachelor's degree, or equivalent work experience Five to seven years of relevant experience Preferred Skills/Experience Strong relationship management and business development abilities Well-developed analytical and problem-solving skills Basic knowledge of credit administration, analysis, and credit policy/procedure Knowledge of cash flow management and business credit underwriting with commercial credit training preferred Demonstrated understanding of basic financial accounting and analysis Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank's products Ability to work effectively with individuals and groups across the company to manage customer relationships Excellent presentation, verbal and written communication skills Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $98,175.00 - $115,500.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 2 weeks ago

Jackson County Bank logo
Jackson County BankNorth Vernon, IN
Apply Description Assumes responsibility for daily routine branch operations as assigned. Assists in the efficient utilization and control of man hours while ensuring adequate coverage and extraordinary service. Performs a variety of duties to assist customers on the banking floor to include receiving, paying out and keeping of accurate records for all the monies involved in paying and receiving transactions. Assumes responsibility for the banking center's cash management program including vault, ATM, teller cash and scanning work on a daily basis. Performs customer service actively on the banking center floor. Establishes and maintains good customer relations with present customers to retain and expand existing banking relationships and solicits new business from non-customers in the areas of Deposit, Loan and Trust products and services. Serves as backup to the Banking Center Leader (BCL) as assigned. Requirements High school diploma or GED Teller experience required A minimum of 2 years banking or related experience required Sales and supervisory experience preferred

Posted 30+ days ago

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

Posted 30+ days ago

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Home Bancshares, Inc.Clearwater, FL
GENERAL DESCRIPTION OF POSITION The Association Banking Lockbox Processor I position is responsible for daily processing and preparing lockbox payments. ESSENTIAL DUTIES AND RESPONSIBILITIES Open and review incoming lockbox mail and prepare lockbox payments, prior to processing. This duty is performed daily. Process lockbox payments. This duty is performed daily. Place postage on department documents to be mailed. This duty is performed daily. Prepare documents awaiting system input. This duty is performed daily. Process various customer requests in systems. This duty is performed daily. Verify various document requests previously processed in systems. This duty is performed daily. Perform document scanning, committing, and auditing processes. This duty is performed daily. Perform functions or assist with special projects. This duty is performed as needed. Follow written and verbal department procedures. Alert manager of any written procedure changes for updates. This duty is performed daily. The ability to work in a constant state of alertness and in a safe manner. Completes required BSA/AML training and other compliance training as assigned. This duty is performed as needed. Perform any other related duties as required or assigned. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. EDUCATION AND EXPERIENCE High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc, plus 7 to 11 months related experience and/or training, or equivalent combination of education and experience. COMMUNICATION SKILLS Ability to read and understand simple instructions, short correspondence, notes, letters and memos; Ability to write simple correspondence. Ability to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals; Ability to write routine reports and correspondence. MATHEMATICAL SKILLS Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations. CRITICAL THINKING SKILLS Ability to utilize common sense understanding in order to carry out written, oral or diagrammed instructions. Ability to deal with problems involving several known variables in situations of a routine nature. REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS Not indicated. PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS Not indicated. SOFTWARE SKILLS REQUIRED Advanced: 10-Key, Alphanumeric Data Entry, Word Processing/Typing Intermediate: Spreadsheet Basic: Accounting, Contact Management, Database WORKING CONDITIONS Periodically exposed to such elements as noise, intermittent standing, walking, pushing, carrying, or lifting; but none are present to the extent of being disagreeable. ENVIRONMENTAL CONDITIONS The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the functions of this job, the employee is frequently exposed to work near moving mechanical parts; and occasionally exposed to outdoor weather conditions, risk of electrical shock, vibration. The noise level in the work environment is usually loud. PHYSICAL ACTIVITIES The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations. Moderate diversity, moderately physical. Work activities which allow for a moderate amount of diversity in the performance of tasks which requires somewhat diversified physical demands of the employee. While performing the functions of this job, the employee is continuously required to sit, use hands to finger, handle, or feel, reach with hands and arms; regularly required to talk or hear; frequently required to stand, walk; and occasionally required to climb or balance, stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds; frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision. ADDITIONAL INFORMATION Employee must be flexible in scheduled hours, some overtime may be required.

Posted 30+ days ago

US Bank logo
US BankTorrance, CA
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description The PWM Banking Analyst will receive comprehensive on-the-job training focused on the technical aspects of Private Banking. This role supports credit-related functions, including the processing of consumer and commercial loans-both new originations and renewals. Key responsibilities include: Managing the end-to-end loan process: submission, approval tracking, documentation ordering and review, booking, and post-booking maintenance. Ensuring accuracy and timeliness throughout the credit workflow. Monitoring and working on all Portfolio Management items. Serving as a liaison between Bankers, clients, and the loan support department to facilitate smooth communication and issue resolution. Supporting Treasury Management activities and assisting with Pricing Exception requests. This position offers a hands-on opportunity to develop expertise in private banking operations while contributing to a high-performing team. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. Basic Qualifications Bachelor's degree, or equivalent work experience Ten or more years of private wealth management experience in the financial services industry Preferred Skills/Experience Strong relationship management and lending skills Strong sales and new business development skills Advanced knowledge of Private Wealth Management products and services Expert knowledge of private banking products and services, including credit processes Strong networking and business development skills Ability to partner with clients to identify and service unique customer needs Well-developed analytical and problem-solving skills Ability to make critical decisions independently Excellent presentation, verbal and written communication skills If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $86,530.00 - $101,800.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 1 week ago

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Banco Santander BrazilSomerville, MA
Consumer & Business Banking Senior Relationship Banker, Somerville , MA Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: As a Senior Relationship Banker, you are responsible for managing and enhancing client relationships, focusing on attracting and retaining new clients while strengthening existing ones. You directly manage and grow a client portfolio of high value consumer and small business clients. This role involves maximizing cross-sales opportunities through effective customer profiling, with the ultimate goal of cultivating interest in various consumer and business banking products. You deliver an exceptional customer experience through engagement of customers in the branch, over the phone, and through collaboration with business partners. The Senior Relationship Banker provides comprehensive support to clients, ensuring their needs are met and issues are resolved efficiently. Independently manage a portfolio comprised of both high value consumer clients and small business customers. Proactively deepen relationships with new and existing customers by maintaining contact through early engagement calls and regular outreach to portfolio customers. Be the expert on Santander products and services and be able to articulate the benefits that will help customers based on their need. Assess customer needs by being genuinely curious, asking questions, and identifying opportunities to help achieve their financial goals today and in the future. Recommend and deliver needs-based solutions while also identifying and introducing key partners as appropriate. Collaborate with team members and partners to achieve branch goals and drive overall performance. Participates in joint calling with Product partners to generate and deepen relationships with business customers. Ensure an elevated customer experience, delivering personalized, seamless, and attentive service. Engage customers through digital platforms to enhance customer interactions and educate them on self-service options. Employ critical thinking and problem resolution skills to address client inquiries and challenges effectively. Communicate clearly and effectively with customers in person, over the phone, or through digital channels. Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense. Responsibilities may extend to supporting nearby branch locations based on business necessity. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. High school diploma, GED or equivalent education: Business Management, Finance, or equivalent field- Required. Bachelor's degree in related field or equivalent demonstrated through a combination of work experience, training, military service, or education- Preferred. 5+ Years Experience selling products and/or services in an incentive-based environment- Required. (OR) 2+ Years in Financial Services with direct experience acquiring new client relationships and developing existing client relationships- Required. (OR) 12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role. District Executive, District Operations Manager and Region President endorsement of performance- Required. (AND) 12+ Months Customer service experience within a high volume, fast paced and constantly changing environment- Required. Motivated to help people achieve financial goals. Strong financial acumen with a general knowledge of consumer and small business products, and lending. Proven track record in sales and cross-selling products and services. Proven ability to manage a portfolio of clients effectively. Proven relationship-building skills and a customer-centric approach. Ability to work effectively in a team environment, building strong relationships with colleagues and business partners. Ability to use critical thinking to solve problems and provide solutions to customer issues. Excellent communication, consultative and influence skills both verbal and written. Demonstrated proficiency using the phone to engage with customers. Ability to display a credible, trustworthy, and professional image at all times. Proficient in using digital tools and technology to enhance customer engagement. Ability to follow directions, policies, and procedures. Ability to identify and escalate concerns of risk to appropriate channels. Ability to work in a fast-paced environment and manage multiple priorities. Computer proficiency and basic math skills. Ability to work branch hours, which can include weekends and evenings. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Preferred experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $52,500.00 USD Maximum: $87,500.00 USD Link to Santander Benefits: Santander Benefits- 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.

Posted 30+ days ago

F logo
First Horizon Corp.West Palm Beach, FL
Location: On site in Palm Beach Lakes, FL; Fort Lauderdale, FL; Boca Raton, FL; West Palm Beach, FL Summary At First Horizon, our Business Banking Relationship Manager plays a pivotal role improving the lives of our clients and the well-being of their businesses through financial solutions, education, achieving their financial goals. In this role you will, provide a full range of banking services to businesses with annual sales between $5M to $25M with a focus on client experience and risk management. ESSENTIAL DUTIES AND RESPONSIBILITIES Responsible for loan and deposit growth through client portfolio, centers of influence and other proactive measures to grow market share. Develops new small business relationships through calling on potential clients as well as retain/grow existing portfolio. Builds and maintains a portfolio mix of targeted high value and high potential small business clients; determines Strategy and focus for the small business department and region. Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank's products. Determines best loan structure for prospects/customers' financial needs, and present solutions to sell bank services. Is responsible for timely and adequate preparation of annual reviews and recommendation. Works closely with other departments and fulfills cross-sell opportunities. Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services. Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value. 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. Performs all other duties as assigned. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: Bachelor's degree in Business, Finance or related field or equivalent work experience strongly preferred. 3-5 years of experience in banking relationship management role or related business lending experience. Knowledge of cash flow and business credit underwriting with commercial credit training preferred. Ability to work effectively with individuals and groups across the company to manage customer relationships. Excellent presentation, verbal and written communication skills. Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Posted 30+ days ago

F logo
Fidelity National Information ServicesBrown Deer, WI
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Commerce/Business Travel Percentage : 1 - 5% Job Description We are FIS. Our technology powers the world's economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients, and communities. If you're ready to start learning, growing, and making an impact with a career in fintech, we'd like to know: Are you FIS? About the Team Our Core Banking Service Delivery Managers provide high-touch support across incident, problem, and change management. They proactively monitor performance, lead major incident communications, manage escalations, and ensure timely root cause analysis (RCA) and change execution. With a client-focused approach, they tailor communications from executive briefings to daily updates - driving service excellence and continuous improvement. What You Will Be Doing As a Senior Service Delivery Manager, you will be responsible for overseeing the service aspects of client relationships. This includes managing escalations, ensuring successful execution of client projects and implementations, driving account plan initiatives, fostering strong relationships with client stakeholders, and leading efforts to enhance client satisfaction and loyalty. Build and maintain strong relationships with clients and internal teams. Oversee service delivery, manage escalations, and ensure client satisfaction. Lead regular client status calls to review service topics and project updates. Conduct root cause analysis to identify underlying issues impacting service delivery. Educate clients on processes, tools, and self-service resources. Conduct service value reviews and support client loyalty initiatives. Monitor SLAs and coordinate resolution of service issues, including penalties and credits. Review billing and variance reports; resolve discrepancies and support collections. Provide oversight on commitment requests and ensure timely, accurate billing. Identify opportunities for additional services and refer to account leadership. Participate in business reviews to align with client strategy and FIS offerings. What You Bring Bachelor's degree in business, finance, related discipline, or the equivalent combination of education, training, or work experience. Typically, around 10 years' banking or related financial industry and technical support experience. Working knowledge of FIS systems, as wells as the industries in which FIS competes for business. Demonstrated success of client management, technical support, and problem resolution skills. Proven ability to oversee projects and escalations commensurate with job expectations. Direct experience with institutional client support, on call rotations, problem ticket management, and client reporting. What We Offer You A career at FIS is more than just a job. It's the change to shape the future of fintech. At FIS, we offer you: A voice in the future of fintech Always-on learning and development Collaborative work environment Opportunities to give back Competitive salary and benefits Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass

Posted 4 days ago

Mizuho Financial group logo
Mizuho Financial groupNew York, NY
Banking Americas Mizuho's Banking Division provides corporate and investment banking coverage, sponsor coverage, advisory and solutions and loan capital markets/syndicate to Mizuho's client base of leading international corporations, financial institutions and public sector entities in the US and Canada. Banking supports client business activities throughout the region with an extensive range of capital markets and lending capabilities and an integrated team of coverage, advisory and product bankers responsible for client relationship management and strategic transaction development to execute banking and securities mandates and originate idea generation for potential acquisitions, divestitures and investment opportunities. Job Summary: Ideal candidate will have prior experience working as an analyst for a global investment bank with fundamental credit focused training (leveraged, distressed or structured finance) or Mergers & Acquisitions and will be able to work independently and function as part of a team. This person must be exceedingly well organized, flexible and enjoy a variety of challenges. Ideal candidate thinks "out-of-the box" and has a desire to execute on creative solutions that touch multiple areas of a global investment bank. The Analyst will be a fundamental team member of a core group within the organization that interacts with a wide variety of bank and securities products globally The responsibilities for the Analyst include: Lead the execution of leveraged finance transactions and bespoke strategic solutions for Sponsor clients Constructing and analyzing detailed financial models Performing financial valuation, discounted cash flow and multiples-based analyses Manage key aspects of business and financial due diligence and credit underwriting processes Fundamental credit analyses and research including analyzing credit documentation Assisting in financing structuring, underwriting transaction evaluation, due diligence and execution Assisting in running sell-side processes and assessing M&A transactions Working closely with our product specialists in delivering tailored solutions to our Sponsor clients across the full product suite (debt capital markets, derivatives, advisory and structured solutions) Liaising with product and sector teams in preparing presentation materials and participating in deal and pitches Conducting industry and product research Qualifications: Bachelor Degree in Finance or Economics and a minimum of 1 years of investment banking experience with a top tier global bank Prior credit training, structured credit and / or leveraged finance experience preferred M&A experience is a plus Ability to work independently and must be able to work effectively in a team environment Ability to work under pressure and adhere to tight deadlines Ability to manage multiple projects simultaneously Strong quantitative, communication, interpersonal skills and ability to convey ideas Advanced proficiency with CapitalIQ, Bloomberg, Microsoft Office Series 79 & 63 Personal Traits: High degree of initiative and motivation Attention to detail Composure and confidence to manage conflicting priorities Capability to apply oral and written communication skills to create a positive impression and professional rapport Results oriented and a team player Seeking new opportunities to learn and expand beyond traditional investment banking roles The expected base salary ranges from $110K - $130k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. #LI-Onsite Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.

Posted 3 days ago

Guidehouse logo
GuidehouseCharlotte, NC
Job Family: Management Consulting Travel Required: Up to 75%+ Clearance Required: None What You Will Do: Guidehouse is a next-generation advisory, technology, and managed services consulting firm serving the public and commercial markets in financial services, healthcare, sustainability, and national defense. Our mission is to help clients solve their most complex and important challenges. Our vision is to build relationships, advance knowledge, insight, and capacity to implement solutions that increase trust in society. We act as partners with our clients and industry: we work hand-in-hand with clients to develop and implement measurable, meaningful, and sustainable improvements that position them, and their organizations, for success. We connect leading practices with deep industry insight: Our professionals leverage experience gained from work with the government and in commercial industry, bringing the insight, capabilities, and cultural acumen required to develop well thought-out, sustainable solutions. Our Commercial Financial Services practice works with financial industry leaders, including banks, life insurance companies, hedge funds, and nonbank financial institutions. With new competitors entering the marketplace, razor-thin margins, and a shifting regulatory focus, financial companies are exploring new business models, grappling with modernizing their processes and technology to remain competitive. Guidehouse offers a challenging high-profile career working closely with prestigious clients at senior levels to deliver real value. Guidehouse is a flourishing company built on trust, teamwork, and enthusiasm that values and respects its employees and clients. As a Senior Consultant, you will have responsibility for client management, solution implementation and generation of project results. You will own project workstreams and interact with the client daily to ensure engagement success. This includes supporting day-to-day operational meetings with client sponsors and consulting leaders. As a Senior Consultant, you will be expected to prepare and communicate well-organized, effective reports and presentations to client and internal executives. You will lead, coach and mentor consultants and ensure quality deliverables. We encourage career development and hiring for the long term. As a Senior Consultant, you will follow a clearly defined career path and continue to deepen your specialized industry knowledge and consulting skills. As you hone your project management skills, leadership abilities, and the aptitude for managing multiple workstreams, you will have the opportunity to progress to the Managing Consultant level. What You Will Need: Minimum three (3)+ years of prior experience in consumer banking as a consultant and/or in the industry Bachelor's degree Ability to thrive in a fast-paced challenging client focused environment where priorities and scope may change quickly Knowledge and experience in one or more of the following areas: o Consumer Banking regulations and compliance o Operational improvement and effectiveness o Technology strategy, governance, and effectiveness o Business architecture and operating models o Business process improvement and robotics o Change management Excellent presentation, facilitation, verbal and written communication skills, tailoring communications to both clients and coworkers The ability to travel up to 75% for client engagements, as required Proficient in all Microsoft Office products Creative problem-solving ability and a collaborative, consultancy mindset Focus on exceptional quality in all deliverables Proven ability to successfully lead client service delivery teams that deliver the highest quality work Demonstrated positive and productive client relationship skills Ability to generate a quality work product in a timely manner while maintaining a strong attention to detail Experience working on discrete, time sensitive projects Highly motivated, driven, and dynamic attitude towards work and career High-energy, positive, persuasive, and aptitude to lead by example What Would Be Nice to Have: Prior management consulting experience highly preferred CPA, Lean Six Sigma, PMP, or other relevant certifications The annual salary range for this position is $107,000.00-$178,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs. What We Offer: Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace. Benefits include: Medical, Rx, Dental & Vision Insurance Personal and Family Sick Time & Company Paid Holidays Position may be eligible for a discretionary variable incentive bonus Parental Leave and Adoption Assistance 401(k) Retirement Plan Basic Life & Supplemental Life Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts Short-Term & Long-Term Disability Student Loan PayDown Tuition Reimbursement, Personal Development & Learning Opportunities Skills Development & Certifications Employee Referral Program Corporate Sponsored Events & Community Outreach Emergency Back-Up Childcare Program Mobility Stipend About Guidehouse Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation. Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco. If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at 1-571-633-1711 or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation. All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or guidehouse@myworkday.com. Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process. If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact recruiting@guidehouse.com. Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties. Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.

Posted 30+ days ago

F logo
First Horizon Corp.New Orleans, LA
Location: On site in Memphis, TN, Charlotte, NC, Raleigh, NC, Nashville, TN, Birmingham, AL, New Orleans, LA, or Miami, FL. Position Overview: The Consumer Banking Director is responsible for leading and executing the strategy and operations of First Horizon Bank's physical banking centers, including ATM distribution and modernization initiatives. This role drives client experience, network optimization, and the introduction and management of Denova locations, ensuring our associates deliver exceptional service in innovative environments. Key Responsibilities: Physical/ATM Distribution Develop and manage the strategic footprint of bank-owned and partner ATMs to optimize accessibility for our clients. Analyze market trends and client patterns to determine location needs and oversee deployment, relocation, or removal of ATM units. Partner with technology and vendor teams to ensure reliability, security, and regulatory compliance of all ATM devices. Physical Banking Center Management Oversee the operational performance, staffing, and client experience in all physical banking centers, ensuring alignment with First Horizon Bank's standards. Establish best practices for in-person service, integrating associate feedback and driving a culture of continuous improvement. Lead the modernization of brick-and-mortar centers, enhancing amenities, technology, and layout to meet evolving client needs. Modernization & Innovation Drive the implementation of modernization projects, including technology integrations, self-service solutions, and refreshed physical spaces. Champion initiatives to digitize services and streamline processes, balancing high tech and high touch for our clients. Monitor industry trends and client expectations to propose innovative approaches for the future of physical presence. Denova Locations Identify opportunities for Denova locations-such as new concept banking centers, pop-up branches, or specialized service sites. Oversee end-to-end project management for Denova launches, including site selection, design, staffing, and marketing. Assess performance and impact of Denova sites, iterating strategy based on associate and client feedback. Strategic Leadership & Compliance Collaborate with cross-functional teams (Real Estate, Technology, Marketing, etc.) to roll out network adjustments and new initiatives effectively. Ensure all physical locations comply with applicable banking regulations, safety standards, and accessibility requirements. Lead, coach, and develop associates to achieve business goals and deliver outstanding client service. Qualifications: Bachelor's degree in Business, Finance, or related field required; Master's preferred. 10+ years of progressive responsibility in branch banking, retail network strategy, or relevant leadership roles. Proven experience with physical branch modernization and ATM network optimization. Strong project management skills and ability to lead cross-functional teams. Excellent communication, analytical, and strategic thinking abilities. Success Factors: Visionary leadership with an ability to drive change and create a culture of innovation and excellence among associates. Deep understanding of client behaviors and needs related to banking locations and services. Proactive management of modernization efforts-delivering tangible results for associates and clients. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Posted 30+ days ago

Guidehouse logo

Commercial Financial Services Managing Consultant | Consumer Banking

GuidehousePhiladelphia, PA

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Job Description

Job Family:

Management Consulting

Travel Required:

Up to 75%+

Clearance Required:

None

What You Will Do:

Guidehouse is a next-generation advisory, technology, and managed services consulting firm serving the public and commercial markets in financial services, healthcare, sustainability, and national defense. Our mission is to help clients solve their most complex and important challenges. Our vision is to build relationships, advance knowledge, insight, and capacity to implement solutions that increase trust in society.

We act as partners with our clients and industry: we work hand-in-hand with clients to develop and implement measurable, meaningful, and sustainable improvements that position them, and their organizations, for success. We connect leading practices with deep industry insight: Our professionals leverage experience gained from work with the government and in commercial industry, bringing the insight, capabilities, and cultural acumen required to develop well thought-out, sustainable solutions.

Our Commercial Financial Services practice works with financial industry leaders, including banks, life insurance companies, hedge funds, and nonbank financial institutions. With new competitors entering the marketplace, razor-thin margins, and a shifting regulatory focus, financial companies are exploring new business models, grappling with modernizing their processes and technology to remain competitive.

Guidehouse offers a challenging high-profile career working closely with prestigious clients at senior levels to deliver real value. Guidehouse is a flourishing company built on trust, teamwork, and enthusiasm that values and respects its employees and clients.

As a Managing Consultant, you will have responsibility for driving projects, including client management and solution implementation. You will own multiple project workstreams and interact with the client daily to ensure engagement success. This includes supporting operational meetings with client sponsors and consulting team / leaders. As a Managing Consultant, you will be expected to drive and communicate well-organized, effective reports and presentations to client and internal executives. You will lead, coach and mentor more junior consultants and ensure quality deliverables.

We encourage career development and hiring for the long term. As a Managing Consultant, you will follow a clearly defined career path and continue to deepen your specialized industry knowledge and consulting skills. As you hone your project management skills, leadership abilities, and the aptitude for managing multiple workstreams, you will have the opportunity to progress to the Associate Director level.

What You Will Need:

  • Minimum five (5)+ years of prior experience in consumer banking as a consultant and/or in the industry

  • Bachelor's degree

  • Ability to thrive in a fast-paced challenging client focused environment where priorities and scope may change quickly

  • Knowledge and experience in one or more of the following areas:

  • Consumer Banking regulations and compliance

  • Operational improvement and effectiveness

  • Technology strategy, governance, and effectiveness

  • Business architecture and operating models

  • Business process improvement and robotics

  • Change management

  • Excellent presentation, facilitation, verbal and written communication skills, tailoring communications to both clients and coworkers

  • The ability to travel up to 75% for client engagements, as required

  • Proficient in all Microsoft Office products

  • Creative problem-solving ability and a collaborative, consultancy mindset

  • Focus on exceptional quality in all deliverables

  • Proven ability to successfully lead client service delivery teams that deliver the highest quality work

  • Demonstrated positive and productive client relationship skills

  • Ability to generate a quality work product in a timely manner while maintaining a strong attention to detail

  • Experience working on discrete, time sensitive projects

  • Highly motivated, driven, and dynamic attitude towards work and career

  • High-energy, positive, persuasive, and aptitude to lead by example

What Would Be Nice to Have:

  • Prior management consulting experience highly preferred

  • CPA, Lean Six Sigma, PMP, or other relevant certifications

The annual salary range for this position is $122,000.00-$204,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs.

What We Offer:

Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.

Benefits include:

  • Medical, Rx, Dental & Vision Insurance

  • Personal and Family Sick Time & Company Paid Holidays

  • Position may be eligible for a discretionary variable incentive bonus

  • Parental Leave and Adoption Assistance

  • 401(k) Retirement Plan

  • Basic Life & Supplemental Life

  • Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts

  • Short-Term & Long-Term Disability

  • Student Loan PayDown

  • Tuition Reimbursement, Personal Development & Learning Opportunities

  • Skills Development & Certifications

  • Employee Referral Program

  • Corporate Sponsored Events & Community Outreach

  • Emergency Back-Up Childcare Program

  • Mobility Stipend

About Guidehouse

Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation.

Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco.

If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at 1-571-633-1711 or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation.

All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or guidehouse@myworkday.com. Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process.

If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact recruiting@guidehouse.com. Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties.

Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.

Automate your job search with Sonara.

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

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