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PwC logo
PwCFlorham Park, NJ

$99,000 - $266,000 / year

Industry/Sector Banking and Capital Markets Specialism Industry Tax Practice Management Level Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. Additional Responsibilities: We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs. Custom Orgs: Global LoS: Tax Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Required Fields of Study: Accounting Minimum Years of Experience: 4 year(s) Certification(s) Required: CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates extensive abilities and/or a proven record of success in dealing with tax issues facing multinational US companies or publicly traded entities, especially in the areas of tax consulting and tax reporting and compliance. Demonstrates extensive abilities and/or a proven record of success as a tax technical professional, researching business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Demonstrates extensive abilities and/or a proven record of success with automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Demonstrates extensive abilities and/or a proven record of success in pricing, client value and the negotiation process, including reviewing contracts and finding opportunities to introduce new pricing options.Demonstrates extensiveabilities and/or a proven record of success in identifying and addressing client needs: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Participating in client discussions and meetings actively; Communicating a broad range of Firm services; and, Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Demonstrates extensive abilities and/or a proven record of success in: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Participating in client discussions and meetings actively; Communicating a broad range of Firm services; and, Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Executing corporate planning and compliance, as well as tax accounting and financial reporting, including tax provision preparation, audit and review with the ability to utilize ASC 740 techniques; Demonstrating some technical skills working with tax tools and resources including tax provision and compliance software such as Corptax, OneSource, or other similar platforms; and, Using research methods including but not limited to Westlaw, RIA and CCH. Demonstrates extensive abilities and/or a proven record of success as a team leader: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Participating in client discussions and meetings actively; Communicating a broad range of Firm services; and, Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Executing corporate planning and compliance, as well as tax accounting and financial reporting, including tax provision preparation, audit and review with the ability to utilize ASC 740 techniques; Demonstrating some technical skills working with tax tools and resources including tax provision and compliance software such as Corptax, OneSource, or other similar platforms; and, Using research methods including but not limited to Westlaw, RIA and CCH. Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; and, Providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues. PwC Financial Technology ("FinTech") practice, servicing start-ups, financial services and technology companies with innovative products and offerings, is expanding rapidly with exciting opportunities. Our FinTech dedicated team is looking for a candidate to work closely on clients with the latest technologies and platforms in lending, digital banking, payments, crypto and blockchain, insurance and real estate.We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $99,000 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

US Bank logo
US BankGlendale, CA

$98,345 - $115,700 / year

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description This position is responsible for the acquisition, expansion and retention of new Payment business, including Merchant, Treasury Management and Card products. Job duties include: Contact existing and prospective clients to provide consultative advice on the business cash conversion cycle, working capital management and internal processes to develop Payment business. In collaboration with Business Banking Relationship Managers, manage relationships with existing clients to ensure proper servicing and structure of accounts and to expand existing business. Conduct receivables and payables business operating cycle analyses for identified client and prospective client relationships. Provide consultative and insightful feedback to clients. Provide product/service recommendations to create process efficiencies and provide other business flow benefits to the client or prospect. Leverage available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy. Meet or exceed assigned sales and revenue goals and retention objectives. May assist in the structuring of new or modified Payment services and oversee the proper implementation of those services. Build relationships in the community and engage with local organizations. Identify business development opportunities as well as ways for U.S. Bank to make a difference in the communities we call home. Basic Qualifications Bachelor's degree, or equivalent work experience Three to five years of related experience Preferred Skills/Experience Knowledge and hands-on experience with Treasury Management and Payments solutions, including ACH, wires, fraud mitigation tools, remote deposit capture, merchant services, and embedded payment platforms Ability to translate complex financial products into client-centric solutions that improve operational efficiency and mitigate risk. Familiarity with digital banking platforms and tools such as SinglePoint, Salesforce, and other client onboarding systems Basic sales and new business development skills Good client service and relationship skills Effective verbal and written communication skills, and the ability to work independently Active listening and problem-solving skills Ability to teach customers how to use digital technology 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: $98,345.00 - $115,700.00 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 days ago

T logo
Texas Capital Bancshares, Inc.Dallas, TX
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com. As a key member of our healthcare corporate banking team, the Relationship Manager (RM) will lead strategic client engagement across a diverse portfolio of healthcare entities. This role is responsible for delivering tailored financial solutions, managing complex credit structures, and deepening relationships with for-profit, non-real estate healthcare organizations. The RM will serve as a subject matter expert across the bank, helping to grow the healthcare vertical and collaborating closely with internal partners including investment banking, credit, and product teams. Key Responsibilities: Client Relationship Management: Serve as the primary contact for C-suite executives and decision-makers across a portfolio of healthcare clients, ensuring high levels of engagement and satisfaction. Strategic Growth: Develop and execute a disciplined calling strategy and client acquisition pipeline to expand the bank's presence in the healthcare sector. Tailored Solutions: Leverage deep industry knowledge to deliver customized banking solutions, including credit, treasury, and capital markets products. Cross-Functional Collaboration: Partner with internal teams to structure and execute deals, cross-sell products, and deliver comprehensive financial support. Credit & Risk Oversight: Work closely with credit teams to underwrite and monitor transactions, proactively identifying and managing risk. Deal Execution: Lead client pitches, negotiations, and presentations to secure new business and expand existing relationships. Mentorship & Team Leadership: Mentor junior talent, fostering a collaborative and high-performing culture within the Corporate Banking team. Compliance & Governance: Ensure adherence to regulatory requirements, internal policies, and risk frameworks. Qualifications: Bachelor's degree in Finance, Accounting, Business, Economics, or a related field. 10+ years of experience in Corporate or Commercial Banking, with a strong focus on healthcare clients. Formal credit training or equivalent experience in credit analysis and underwriting. Proven track record of relationship management, business origination, and portfolio growth. Strong understanding of capital markets, bank products, and financial regulations. Excellent communication, organizational, and problem-solving skills. Proficiency in Salesforce and Microsoft Office (Teams, Word, Excel, PowerPoint). FINRA Series 79, 63, and SIE licenses required (or must be obtained within 120 days of employment). The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 4 weeks ago

T logo
Truist Financial CorporationCharlotte, NC
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Please note: Beginning January 1st, Truist in-office expectation is 5 days a week Provide guidance, counsel, and support to executive leadership regarding Truist's competitive position, long-term strategy, and shorter-term tactics to improve performance. Manage and contribute to the company's strategic planning process; driving quality work-product for management, the board of directors, and the regulators. Conduct internal consulting engagements resulting in the development of strategic recommendations, business decisions, and implementation plans. Influence business investments and conduct performance assessments to ensure alignment with Truist's strategy and progress towards realizing results. LOCATION: Starting January 1st, Truist 'in office' requirement is 5 days per week Please note: candidate must be located in or willing to self-relocate to one of the following locations: Charlotte, NC Atlanta, GA No full remote or relocation assistance available at this time ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Contribute to corporate strategic planning processes and the development of business strategies (long-term complex plans that drive operational and financial results). Assess future trends, the external environment, and the competitive landscape to identify opportunities and risks for evaluation; complete analysis and develop recommendations for senior leadership. Conduct internal consulting engagements and lead projects of moderate risk and complexity. Develop content for senior and executive leadership encompassing the strategic plan, associated performance updates, and special topics. Apply a comprehensive understanding of how the organization operates to solve technical, operational, and business problems. Impact the achievement of client, operational, project, service, and risk management objectives working independently, with guidance in only the most complex and unusual situations. Mentor less experienced teammates to build their own technical expertise. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree and 7 years of related experience or an equivalent combination of education and experience. Deep specialized and/or broad knowledge within business analysis and strategy (or related) disciplines. Sound and comprehensive understanding of business and organizational strategies and processes; experience developing business strategies and initiatives. Ability to interpret internal and external business challenges and implement best practices to improve products, processes, or services. Ability to lead projects of significant complexity and risk exposure. Ability to exercise judgment in solving technical, operational, and organizational challenges in the context of business objectives and priorities. Sophisticated analytical skills and the ability to solve complex technical and business problems. Ability to influence others to adopt a new perspective. Knowledge of the industry's competitive landscape and an understanding of the market and regulatory factors that shape the industry. Demonstrated proficiency in basic computer applications, such as Microsoft Excel, Word, and PowerPoint. Preferred Qualifications: Master's degree, MBA, and/or CPA 10 years banking or financial services experience Advanced proficiency in basic computer applications, such as Microsoft Excel, Word, and PowerPoint. Other Job Requirements/Working Conditions Sitting Constantly (More than 50% of the time) Standing Occasionally (Less than 25% of the time) Visual / Audio / Speaking Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone. Manual Dexterity / Keyboarding Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers. Availability Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need. Travel Minimal and up to 10% General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

Posted 2 weeks ago

US Bank logo
US BankJohnstown, CO

$159,970 - $188,200 / year

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description The Business Banking Sales Manager reports to the Business Banking Market Leader and is responsible for the sales and service operations for business banking clients in an assigned market. Drives growth in business banking segment for companies with annual revenue of $2.5MM up to $25MM. Provides leadership to a business banking sales team to execute One Bank strategy and grow market share. Delivers strategic direction and leadership to sustain profitability and annual growth of the market. Fosters a team culture that is customer obsessed while overseeing relationship management, business development activities, and related risk. Basic Qualifications Bachelor's degree in finance, accounting or other related field, or equivalent work experience Typically 10 or more years of business banking or relevant experience Typically five or more years of management/leadership experience Preferred Skills/Experience Thorough knowledge of banking products/services, banking operations, and current market trends Demonstrated new business development and relationship management skills Detailed knowledge of credit analysis practices and procedures and underwriting proficiency Strong management and leadership skills Well-developed analytical, decision-making and problem-solving skills Effective verbal and written communication skills 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: $159,970.00 - $188,200.00 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

Moelis logo
MoelisNew York, NY
We are passionate about our business and our culture, and are seeking individuals with that same drive. At Moelis, Vice Presidents are part of a unique culture valuing partnership, passion, optimism and hard work. We are currently seeking an experienced Vice President to join our Financial Institutions Group (FIG) and Risk Advisory financial advisory practice in New York. Moelis Vice Presidents are expected to assume significant levels of responsibility requiring intellectual curiosity, leadership and analytical aptitude. The day-to-day responsibilities of a Vice President include: financial analysis and modeling, managing a team, preparing client presentations and interacting with senior bankers and clients. A sophisticated level of interpersonal skill is required. Ideal candidates must also possess: Excellent analytical and presentation skills Knowledge of basic accounting and financial concepts; ability to analyze and value businesses Experience in Investment Banking (corporate finance/M&A) or equivalent A drive for results, and ability to perform well under pressure and against tight deadlines Team player mentality, and ability to effectively interact with a wide variety of internal groups and clients Strong multi-tasking skills Exceptional Microsoft Office suite (Excel a must) and financial reporting skills Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred Expected Salary Range: USD $250,000 We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

Posted 30+ days ago

Camden National Corporation logo
Camden National CorporationAugusta, ME
Live here. Play here. Bank here. Work here. If you're looking to build your career at a forward-thinking organization with deep community roots and a vision for growth, success, and giving back, you've come to the right place. Get to know us: We're your local community bank-and have been since 1875-that is committed to providing excellent customer service and giving back to our communities. We foster a collaborative, inclusive work environment as part of a close-knit team where your voice is valued and heard. Our highly engaged employees are rewarded for their performance and have ample opportunities for cross-training and advancement within the organization. We've been named one of the best places to work in Maine, and offer robust benefits focused on your holistic well-being. __ Primary responsibilities consist of business development to grow and acquire customer relationships, ensuring the banking center meets or exceeds their sales goals, leading service and sales management, managing the office, and overseeing risk and compliance. The essential functions are noted below; however, at Camden National responsibilities may evolve over time given organization, technological and/or staffing changes. At any point other duties may be assigned. Essential Duties and Responsibilities include the following: Oversees and directs activities of banking center staff to ensure banking center performance meets or exceeds goals - service, sales, financial and operations. Leads service and sales management effort. Manages, develops, coaches and motivates staff for optimum performance, holding staff accountable for results. Implements sales and service programs within the banking center to promote retention, expansion and acquisition of customer relationships. Leads and actively participates in business development activities for both consumer and small business. Employs Building Trusted Relationship skills to acquire, expand and retain customer relationships. Demonstrates a strong knowledge of bank products and solutions. Contact customers, business representatives, and community/civic organizations to promote goodwill and generate new business. Responsible for all areas of people management including recruiting, development, engagement, and performance management. Assesses local market conditions and identify current and prospective sales opportunities. Examine, evaluate, and process loan applications for customers following established procedures for safekeeping and control of assets, records, loan collateral, and securities. Direct, coordinate, and monitor activities to implement institution's policies, procedures, and practices concerning granting or extending lines of credit, real estate loans, consumer credit loans and commercial loans. Responsible for risk and compliance within the banking center including but not limited to formal audit results. Responsible for day-to-day management of facility. Supports and promotes the Bank's CRA Policy. Supervisory Responsibilities Manages 3-10 subordinate banking center staff. Is responsible for the overall direction, coordination, and evaluation of these units. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. 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 and/or Experience Bachelor's degree (B.A.) from four-year college or university; or five years or more related experience and/or training; or equivalent combination of education and experience. Language Skills Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of the organization. Mathematical Skills Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry. 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 Skills To perform this job successfully, an individual should have knowledge of Accounting software; Contact Management systems; Database software; Internet software; Spreadsheet software and Word Processing software. 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. While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk and sit. The employee is occasionally required to use hands to finger, handle, or feel and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. ____ Our comprehensive total rewards package offers something for everyone! Robust medical, dental, and vision insurance packages Generous time off, including paid federal holidays and paid day off for your birthday 401(k) retirement savings plan Tuition reimbursement, professional development, and career growth opportunities Employee assistance program Comprehensive wellness program Pursue a career at Camden National Bank and apply today. We can't wait to hear from you! _ ____ We are guided and inspired by our Core Values: Honest and Integrity above all else Trust built on fairness Service that creates remarkable experiences Responsibility to use our resources for the greater good Excellence through hard work and lifelong learning Diversity realized through inclusion and respect Equal Opportunity Employer Employment with Camden National is on an at-will basis, meaning employment is not guaranteed for any specific period of time, and any employment relationship established may be terminated by either party at any time, for any reason, with or without notice. Completion of an employment application is not a contract, express or implied, guaranteeing employment. Camden National Bank is an Equal Opportunity Employer and does not discriminate on the grounds of race, color, religion, sex, sexual orientation, including gender identity and gender expression, national origin, citizenship status, age, disability, genetic information or veteran status. Learn more about why employees love working at Camden National Bank!

Posted 30+ days ago

NBT Bank logo
NBT BankBartonsville, PA

$18 - $20 / hour

Pay Range: $17.50 - $19.62 The role of the Relationship Banking Associate is to deliver high quality customer service and responsiveness to ensure fulfillment and satisfaction of both internal and external customers. This individual will be responsible for the efficient and timely processing of routine transactions and other related services accurately in accordance with policy and procedures. This individual will be responsible for identifying and referring sales opportunities to the appropriate business partner or line of business that will help fulfill the customer's need(s). This interaction may be in person or over the telephone. The Relationship Banking Associate will provide support for basic consumer deposit account opening as required. Education and Experience: High School Diploma or Equivalent Minimum one year experience in related banking positions or equivalent sales/customer service experience Skills and Abilities: Excellent listening & communication skills Ability to approach, identify and have conversations with customers and identify needs and opportunities Organizational, interpersonal and customer relations skills which also includes problem solving and decision-making skills Ability to function in a fast paced, ever-changing environment Ability to work well with people as a team Proficient computer skills Tasks Performed: 65% Processes routine transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures. Performs various administrative duties as assigned including maintaining records, preparing a variety of forms & reports and daily vault balancing. Engages in referral and relationship management in accordance with established objectives and goals. Provides support for new deposit account opening as required. Will adhere to security measures and controls to minimize any potential losses to the company. 25% Identify customer opportunities through interactive and consultative conversations to assess and address the needs of the customer. Provides services to customers, including but not limited to basic deposit account opening and referring customers to the appropriate business partners when necessary. Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads. Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness. Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner. 5% Participates in community events that support efforts with the Community Reinvestment Act CRA. 5% Performs other duties as assigned and required. Physical Requirements: Communicate effectively with internal and/or external customers Stationary 50% of time Move about within or between locations Bend, Twist, Crouch, Squat Move Objects to Maximum 20 lbs Why Work at NBT At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success. Wellbeing At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally. Community Involvement NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace. Culture NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. Career Development Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential. Total Rewards NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan. Benefits for Full-Time Employees: Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. Parental Leave: Six weeks of paid leave at 100% of your salary. Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Flexible Spending Accounts: For healthcare and dependent care expenses. Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. Adoption Assistance: Supporting your growing family. Tuition Reimbursement: Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+ Hours/Week: Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Generous Parental Leave: Six weeks of paid leave at 100% of your salary. Benefits for All Part-Time Employees: Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future Paid Sick and Safe Leave: For your health and safety. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

Posted 2 weeks ago

F logo
First Horizon Corp.Memphis, TN
Location: On site in Memphis, TN, Coral Gables, FL, Raleigh, NC or Charlotte, NC. Summary: The Finance Manager position plays a strategic role in supporting core Lines of Business (LOBs) and Regional leadership by delivering timely, insightful, and actionable financial analysis, reporting, and business performance insights. This role is responsible for designing and producing reports and dashboards, conducting financial modeling, and partnering with stakeholders to support planning, forecasting, and performance management. The ideal candidate is a problem solver with strong technical expertise in Excel, Essbase, Power BI, and PowerPoint, along with a deep understanding of banking finance or financial services. Essential Duties and Responsibilities: Act as a trusted financial advisor to Consumer Banking LOB and Regional leadership, delivering data-driven insights to support decision-making Develop, enhance, and maintain monthly and quarterly financial reports for LOB and Regional performance, focusing on net interest margin, revenue, expense, profitability, and balance sheet metrics. Work with business and finance leaders to identify KPIs and develop reporting to track performance at segment and more granular levels Manage and mentor a small team of analysts, providing direction, feedback, and development opportunities to ensure high performance and career growth Work with other business partners to centralize data into BI reporting tools Support key strategic initiatives within the finance function Compliance: Ability to comprehend and adhere to Federal and State banking regulations, Company policies and procedures, and successfully participate in regulatory and Company training requirements via multiple and variable delivery methods 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 (4-year college) degree and 8+ years of financial analysis experience, preferably within a financial institution Solid understanding of finance principles, including key bank performance metrics Strong analytical skills with ability to identify trends, perform complex calculations and interpret data Strong presentation (oral and written communication ) skills with ability to effectively communicate to senior executives and finance partners. Advanced computer skills required: Excel, and PowerPoint Preferred skills: Hyperion Essbase, SQL, Power BI, Alteryx Team orientation and excellent interpersonal skills Ability to manage multiple tasks and meet deadlines 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

Posted 30+ days ago

Stock Yards Bank & Trust logo
Stock Yards Bank & TrustCincinnati, OH
As a Private Banking Relationship Manager, your day will be filled with opportunities to manage full client relationships, provide financial services for specific or special banking needs, and develop new business. Lending and customer service experience is important while Stock Yards Bank & Trust will provide a professional environment to continually improve the candidate's skills and to further his/her career goals for advancement within the banking profession. Responsibilities Daily responsibilities include, but are not limited to, the following: Provide extensive personalized service to customers with specific or special banking needs Develop and expand a portfolio of clients within the affluent customer segment by selling the full range of SYB products and services in a highly consultative, needs based manner Meet or exceed goals in prospecting, sales, revenue, consumer asset growth (deposits, investments, etc.), customer satisfaction, and market share Execute prospecting and sales plan in a manner that is proactive and designed to increase SYB's market share within the affluent customer segment Manage quality of specific portfolio by following lending procedures and policies, comply with all applicable laws and regulations, perform adequate credit analysis, and maintain proper credit files Evaluate loan requests and approve credits within approved authority Submit credit requests above authorized limits to Division Manager Support Bank's commitment to community involvement by serving on external charitable Board of Directors and by attending functions Perform other duties as assigned Job Requirements The successful candidate will have the following qualifications: BS/BA in business, finance or related field and/or related experience in lieu of degree Minimum of 2 years lending experience Proven ability to give exceptional customer service Proven business development experience Self-starter Excellent written and verbal communication skills Professional appearance and demeanor Benefits 401(k) with a company match of up to 6% ESOP employer match Medical insurance Dental insurance Vision insurance Cancer / Disease insurance Accident insurance Flexible Spending Accounts Health Savings Accounts Bank paid Life / AD& D insurance Voluntary Life / AD&D insurance Bank paid Short-Term and Long-Term Disability insurance Employee Stock Purchase Plan Employee Assistance Program Physical Requirements The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position requires sitting the majority of the time with limited walking and standing. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.

Posted 30+ days ago

FirstBank logo
FirstBankLakewood, CO

$20+ / hour

Founded in 1963, FirstBank is Colorado's largest locally owned holding company and we are still growing, serving customers in Colorado and Arizona. Our growth can be attributed to one simple philosophy: do right by customers, communities, and employees, which is at the center of the company's "banking for good" mantra. FirstBank believes that diversity, equity, and inclusion are part of everything we do, both within and outside our company, and we take pride in hiring and training a diverse and talented group. We strive to not only maintain a diverse workforce, but also ensure our employee experience garners a sense of belonging, is inclusive and equitable. FirstBank believes that a company is nothing without the people that comprise it. By joining the FirstBank team you will experience our great team culture with ample opportunity for growth. There's an opportunity for everyone with positions across the company, from Personal Banker and Call Center to Technology and Lending. Apply today to learn more and join the team! A Brief Overview A Personal Banking Representative assists customers by answering inquiries/requests, processing transactions, opening new accounts, and informing on products and services. A Personal Banking Representative is responsible for cross-selling the Bank's products and balancing a cash drawer. The Representative will develop and maintain account relationships by providing solutions and resolving customer problems through quality customer service and product knowledge. What you will do Assist customers with a wide range of inquiries and requests Process deposits/withdrawals and redeem/negotiate cash instruments for consumer and commercial customers while maintaining a balanced cash drawer Open new accounts and provide product/service information Accept wire order agreements, stop payment requests, and dispute forms and send to appropriate departments for processing Process transactions accurately and adhere to all compliance requirements Review daily reports and perform maintenance on accounts Recognize and develop opportunities for cross-selling FirstBank products and services Sell bank products and meet company sales goals Demonstrate knowledge and understanding of new account systems and account documentation requirements and disclosures Perform other duties and projects as assigned by the market or region Understand and comply with all provisions of the Safety in the Workplace policy Hours may vary from 35-40 hours per week Minimum Requirements Entry-level job with little or no prior relevant work experience in the function Bilingual in Vietnamese and English Preferred Requirements Cash handling and customer-service experience Knowledge, Skills, and Abilities Good customer-service skills and the ability to work well with others Basic mathematic and problem-solving skills Comfortable in a sales environment Detail-oriented with the ability to multi-task and change directions quickly Working Conditions and Physical Requirements Frequently remains stationary throughout a typical business day Frequently operates a computer and other office machinery, such as a calculator, copy machine, and computer printer Occasionally moves about inside the office to access file cabinets, office machinery, and other rooms Occasionally positions self to access drawers and shelves of various heights Frequently reaches for and handles paperwork and files Constantly communicates with customers, coworkers, and management in-person and on the phone Must be able to exchange accurate information FirstBank does not currently offer fully remote positions, except as required by law. The actual number of in-office days that may be required will vary by business unit, role, and business need. Salary Range $20.00 Per Hour Statement of Benefits FirstBank offers a suite of benefits that support our employees' professional, financial, physical, emotional and spiritual well-being. Benefits currently offered with our positions include: Paid Time Off/paid leave programs, 401K/Employee Stock Ownership, United Healthcare medical, MetLife dental, VSP vision, Employee tuition reimbursement, Volunteer Time Off, Short-Term Disability, Long-Term Disability, and Group Life Insurance/AD&D This Job may be eligible for the: New Accounts Cross-Sell Queue Incentive Plan EOE/Affirmative Action FirstBank is an EOE/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other legally protected characteristic. FirstBank does not permit pay inequities. Anyone who believes they have been subject to pay inequity should immediately report their concerns to the Human Resource Department. Colorado Job Application Fairness Act Under Colorado's Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting the documentation This job opportunity is expected to close on October 20th, 2025* This job opportunity's deadline has been extended to October 24, 2025* This job opportunity's deadline has been extended to October 27, 2025* This job opportunity's deadline has been extended to October 29, 2025* This job opportunity's deadline has been extended to November 3rd, 2025* This job opportunity's deadline has been extended to November 7th, 2025* This job opportunity's deadline has been extended to November 14, 2025*

Posted 30+ days ago

First Bank Online logo
First Bank OnlineBirmingham, AL
This position is NOT remote or hybrid. This position can work in the Nashville, Franklin or Knoxville, TN FirstBank offices or in our Birmingham, AL office. Summary: The Senior First Line Compliance Specialist support's the bank's First Line of Defense for compliance. Sr. Specialists support the Sr. First Line Compliance Manager and partner with all segments of the bank to lead the development, implementation and execution of the institution's first line controls and monitors within the various areas of the bank. The Sr. First Line Compliance Specialist is responsible for partnering with multiple areas of FirstBank, including Corporate Compliance and Risk Management, in addition to other First Line Compliance roles and teams, to identify and mitigate regulatory compliance risk. Essential Duties and Responsibilities: Perform first line daily check backs, weekly reviews or monthly reviews for quality control of critical bank compliance processes and procedures Partner with the business unit to enhance regulatory compliance within all processes, procedures and practices Partner with the Sr. First Line Compliance Manager on findings and recommended remediation Perform research in areas of compliance to ensure a good understanding of the recommendations and findings presented in audits Coach and mentor less experienced staff to meet challenging project deliverables and timelines while supporting Lead and Manager on assigned tasks/projects Develop best practices of ongoing quality control reviews for bank compliance Look for opportunities to create/enhance compliant operational efficiencies Assists Bank leadership with consumer complaint response, as needed, and monitor for appropriate complaint resolution timelines Evaluate all current and new compliance regulations; review company processes; identifies areas and assist with development of compliance training materials, as needed Monitor testing reports for trending items and ensure any process/systemic root causes of issues are addressed with the business units and/or reported through appropriate channels Aligns priorities to meet team goals established by Manager in timely manner with proactive communication and quality work product Assists with development and implementation of a First Line Compliance Testing Calendar using a risk-based approach Establishes reporting and tracking for emerging risks, control effectiveness, compliance risk exposure and mitigation efforts 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. Ability to convey complex regulatory requirements in a clear and concise manner Proven track record of building and creating processes, procedures and reporting Ability to build rapport and trust with teams cross-functionally and across all levels and provide a positive atmosphere to the team and others. Demonstrated ability and experience providing successful and efficient solutions to discovered risks Proven experience successfully interacting with auditors, consumers, and internal staff Ability to thrive in a fast-paced company Willingness to complete training courses that are available to compliment work experience Proven experience successfully working in a confidential environment Education and/or Experience: 4+ years of banking regulatory compliance experience with retail banking and/or operations experience a plus Experience coaching and mentoring peers CRCM or similar certification, or additional years of compliance experience, preferred Working knowledge of Federal and State regulations, particularly consumer lending regulations including but not limited to Reg. Z, Reg. X, ECOA, HMDA, and UDAAP is highly preferred.

Posted 6 days ago

Commerce Bank logo
Commerce BankNashville, TN

$29 - $31 / hour

About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Hourly: $28.85 - $31.25 (Amount based on relevant experience, skills, and competencies.) About This Job Are you ready for an adventure? This is an opportunity to be part of a focused development program designed to launch successful careers in Commercial Banking. This position is focused on preparing you to be a successful and productive Commercial Banker in one of Commerce Bank's high growth expansion market in Nashville, Tennessee & Grand Rapids, Michigan. During the program, you will spend approximately one year embedded with our Corporate Commercial Banking teams in our St. Louis headquarters while also residing in that city. Additional time may be required depending on the applicant's prior education and experience. Once you've completed the program you will be transferred to our Nashville or Grand Rapids expansion market. You'll work alongside our commercial banking teams and bank executives to help our customers solve their everyday financial needs. Don't have commercial banking experience? Don't worry. We will provide all the necessary training to build the skills required to be successful. If you're a go-getter who loves to learn and win, we'd love to talk. Essential Functions Participate in cross-functional rotations across various business lines to leverage and develop leadership skills while also gaining an understanding of the commercial bank and commercial payments solutions Attend community and business functions, participate in networking groups to ensure a positive image for the bank and grow key networking with contacts in the marketplace Collaborate with commercial banking teams and product partners to identify prospective clients' financial needs and add value through a full range of products and services Support the comprehensive management of existing commercial relationships to ensure a high level of customer satisfaction and retention Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensuring adequate loan documentation, and analyzing industry/credit risk Maintain loan reporting and ensure compliance with all bank policies, procedures, regulations, and laws Perform other duties as assigned Knowledge, Skills & Abilities Required Basic knowledge of the banking/accounting/finance field Basic analytical skills using financial and accounting principles Strong relationship building skills and propensity for sales Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Intermediate level proficiency with Microsoft Word, Excel and Outlook Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements Education & Experience Bachelor's degree in a business-related field 1+ years of financial services or sales experience required For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record. For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Expansion Market Trainee - Commercial Banking job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $28.85 to $31.25 per hour. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 8000 Forsyth Blvd, Clayton, Missouri 63105 Time Type: Full time

Posted 30+ days ago

AngelList logo
AngelListSan Francisco, CA
About AngelList: We exist to accelerate innovation by increasing the number of successful startups in the world. We want to give more people the opportunity to participate in the venture economy by building the financial infrastructure that makes it possible for more people to invest in world changing startups, and build tools for startups that help them run their operations so they can focus on building. AngelList is the nexus of venture capital and the startup community. We support over $171B+ assets on our platform, and we’ve driven capital to over 13,000 startups. 57% of top-tier U.S. VC deals involve investors on AngelList. While our scale is large, our ambitions are even larger – we’re innovating on the financial infrastructure for venture investors and the startups they invest in. Come build with us. About the Role: As the Product Manager for our Banking business, your focus will be to grow invested capital volume and banking deposits by launching new banking products designed specifically for private funds and their investors. Unlike traditional banks that treat funds like operating companies, our banking systems are built around the unique workflows of capital movement — subscriptions, capital calls, and distributions. With this foundation in mind, you’ll study the challenges of our target customers and drive a uniquely differentiated product strategy that turns us into the default banking layer for private markets. You’ll enjoy this role if you’re excited by taking products from 0 to 1 and you’re passionate about building systems that underpin private markets and drive capital to entrepreneurs building our future. Responsibilities: As the Product Manager for Banking, you’ll: Define and execute the roadmap to grow deposits and invested capital volume Scale our banking platform into the default infrastructure for private fund capital flows Build resilient, cost-efficient integrations and contingency strategies across our banking stack Source, evaluate, and onboard new partners to strengthen coverage, improve economics, and expand capabilities Develop trusted relationships with customers and internal teams, turning complex operational needs into intuitive, differentiated products You Might Be a Fit If You: Have 5+ years of experience in product management, strategy, banking operations, or fintech — ideally with exposure to B2B financial infrastructure or banking integrations Are fluent in financial systems, banking APIs, and the mechanics of money movement Thrive in high-ownership environments and are motivated by ambitious growth outcomes Combine strategic vision with operational empathy — able to design the roadmap while also sweating integration details Are equally comfortable negotiating with banking partners, debugging flows with engineers, and presenting strategy to executives If you don’t tick every box above, we’d still encourage you to apply. We’re building a diverse team whose skills balance and complement one another. AngelList has offices in two hub cities: San Francisco and New York City that you can choose to work from. We’re focused on hiring within these hubs and people hired from these hub offices are expected to come into the office twice per week (Tuesdays and choice between Wednesday or Thursday). Compensation: The compensation for this role consists of a competitive base salary, benefits, and equity package. The base salary for this role is $250,000+ annually but actual will vary based on a number of factors including a candidate’s professional background, experience, and location. Additional details about our Total Rewards package will be provided during the recruitment process. Benefits: We support our employees in their lives both inside and outside of work. *See additional detail on our benefits here: https://angell.ist/venture-benefits *Learn about our Funders & Founders Program here: https://join.angellist.com/ Working at AngelList: At AngelList, we are united in our purpose to accelerate innovation and build the future of private markets. Our beliefs and values shape how we work, collaborate, and create impact. If the below resonate, we’d love to have you with us. *Beliefs: https://angell.ist/beliefs *Values & Leadership Expectations: https://angell.ist/values AngelList is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Posted 30+ days ago

US Bank logo
US BankTorrance, CA

$98,345 - $115,700 / year

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Our Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They approach each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. They will have access to an expansive set of products and solutions to better serve our business clients today and into the future. The responsibilities are as follows: Bring new business clients to the bank through strong business development and prospecting. Be the primary advisor for our business clients. Build, develop, enrich and manage new and existing relationships with business clients. Deliver financial expertise and client-centric solutions that build strong, long-term relationships. Assess and attend to clients' banking needs. Educate clients on available deposit and loan products and services. Recommend financial solutions based on each client's unique goals and needs. Partner effectively with Treasury Management, Merchant Services and High Value Credit Card teams. Basic Qualifications Bachelor's degree, or equivalent work experience Four to five years of relevant experience Preferred Skills/Experience Knowledge of local market Ideal candidate resides in the market Able to demonstrate principals of credit risk management Have "soft skills" to partner and collaborate across business lines Proven track record onboarding and retaining businesses with revenues $2.5MM to $50MM Proven track record of success meeting targets that are quantifiable and qualitative Location The role offers a hybrid/flexible schedule. If not prospecting and meeting with clients, there's an in-office expectation of 3 or more days per week with the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $98,345.00 - $115,700.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 30+ days ago

T logo
Truist Financial CorporationRichmond, VA
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: This role is an office centric role requiring working in office five days per week in the locations listed on the requisition. Accountable and responsible for managing business critical processes across a line of business or corporate function. This includes overseeing critical data elements (CDEs) within their assigned Data Domains and overseeing enterprise-wide coordination of Data Domain-related activities as part of the policies, standards, and best practices in alignment with data management and governance. Responsible for onboarding CDEs and business metadata, defining appropriate CDE Data Quality rules and controls for their corresponding Data Domain, maintaining, and populating the Business Glossary and supporting and resolving Data Quality issues as part of the Data Quality Issue Management Group. Prepare data sharing and data delivery agreements for data sharing outside given Business Unit or Corporate Group, and specifically delineate what data is being shared, limitations on use along with restrictions on dissemination to other parties, systems, or applications. Further accountable for defining data privacy rules and aligning them with the Enterprise Privacy Policy in collaboration with Chief Privacy Officer. Define archiving, retention, and data destruction requirements for CDEs for corresponding Business Unit or Corporate functions in collaboration with the CDAO and Chief Privacy Officer. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Responsibilities include the definition and validation of business critical processes and the associated critical data elements (CDEs) that support them. Business Metadata Management: a. Onboard new CDEs that are specific to corresponding Business Unit or Corporate Group - collaborate with Technical Data Stewards. b. Propose new CDEs and Data Domains to Data Domain Working Group for approval - collaborate with Data Domain Working Group. c. Review assigned CDEs and their business metadata on an established frequency basis - collaborate with Metadata Center of Excellence (COE). d. Discover and execute CDE change requests - collaborate with Metadata COE; Technical Data Stewards. e. Submit CDE change requests for approval to Data Domain Working Group - collaborate with Data Domain Working Group, Metadata COE, and Technical Data Stewards. f. Perform business process and traceability mapping - collaborate with Business Unit / Corporate Group representatives, Metadata COE and Technical Data Stewards. g. Review trusted source assignments - collaborate with Technical Data Stewards. Data Quality: a. Define Data Quality rules and standards for corresponding Business Unit or Corporate Group. b. Collaborate and coordinate with Data Quality Lead and team, Data Quality Issues Management Group, and Data Domain Working Group to align Data Quality rules and standards for corresponding Business Unit or Corporate Group with enterprise-level Data Quality rules and standards - collaborate with Data Quality COE Lead and team, Data Quality Issues Management Group and Data Domain Working Group. c. Partner with Technical Business Stewards to enroll and implement Data Quality rules for corresponding Business Unit or Corporate Group into appropriate systems- collaborate with Technical Business Stewards. d. Monitor Data Quality activities, track data issues and risks, and develop associated mitigation strategies for corresponding Business Unit or Corporate Group. e. Participate in Data Quality Issue Management Group and provide Corporate Group- or Business Unit-specific information - collaborate with Data Quality Issue Management Group. f. As member of Data Quality Issue Management Group and/or Data Domain Working Group, escalate Data Quality issues and considerations as necessary to the Enterprise Data Governance Council - collaborate with Enterprise Data Governance Council. g. Assist in resolving Data Quality Issues, either as part of Business Unit / Corporate Group or as part of the Data Quality Issue Management Group or as part of the Data Domain Working Group - collaborate with Data Quality Issue Management Group; Data Domain Working Group. Enterprise Metadata Repository / Metadata Catalogue: a. Onboard new CDEs' related business metadata - collaborate with Metadata COE. b. Update central metadata repository with business metadata content (business terms, definitions, classifications, and business and Data Quality rules) - collaborate with Metadata COE and Technical Data Stewards. c. Review CDEs' metadata on an established frequency basis - collaborate with Metadata COE. d. Discover and execute CDE metadata update requests - collaborate with Metadata COE. e. Get CDE metadata change requests approved with Data Domain Working Group - collaborate with Data Domain Working Group. Data Privacy, Security, Retention and Archiving: a. Define Data Privacy rules and align them with the Enterprise Privacy Policy in collaborate with Chief Privacy Officer. b. Further responsible for defining archiving, retention, and data destruction requirements for CDEs for corresponding Business Unit or Corporate functions in collaboration with the CDAO and Chief Privacy Officer. c. Monitor data security for data elements for corresponding Business Unit or Corporate Group. d. Report or escalate data privacy issues to Data Privacy Group - collaborate with Chief Privacy Officer and team. e. Review data requirements to enable compliance with Privacy Policy and other similar corporate policies and documents - collaborate with Chief Privacy Officer and team. f. Enable the application of corporate strategy, policy, and ethics for all consumers of data from given Business Unit or Corporate Group. g. Monitor data for alignment with national and regional regulations as well as with corporate ethical standards. Data Sharing, Access Control and Data Transfer: a. Define Data Privacy rules and align them with the Enterprise Privacy Policy in collaborate with Chief Privacy Officer b. Further responsible for defining archiving, retention, and data destruction requirements for CDEs for corresponding Business Unit or Corporate functions in collaboration with the CDAO and Chief Privacy Officer. c. Monitor data security for data elements for corresponding Business Unit or Corporate Group d. Report or escalate data privacy issues to Data Privacy Group - collaborate with Chief Privacy Officer and team. e. Review data requirements to enable compliance with Privacy Policy and other similar corporate policies and documents - collaborate with Chief Privacy Officer and team. f. Enable the application of corporate strategy, policy, and ethics for all consumers of data from given Business Unit or Corporate Group. g. Monitor data for alignment with national and regional regulations as well as with corporate ethical standards. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Equivalent combination of advanced education and related experience, which could include any combination of: Fifteen years' experience managing software engineers and systems analysts, Ten years' relevant business experience (i.e. making technical-related decisions on the business side), Five years' managing a large staff, (including managing managers), and Five years' experience with budget responsibilities Ability to translate enterprise level strategic planning information into software and data management needs, create business plans, and turn them into effective business solutions. Executive level communications skills, including, strong negotiation/facilitation/presentation skills and experience negotiating with vendors for relevant products and services. Significant knowledge of current and emerging application software products and tools Extensive project management experience to include multi-million dollar projects completed on time, within budget and delivering quality results Strong analytical and architectural skills Ability to manage a high volume of internal client relationships Knowledge of all phases of software engineering life cycle and experience with process improvement models Preferred Qualifications: Proven experience in a senior leadership role, preferably in a financial institution. Extensive knowledge of Data and Analytics including emerging trends Strong understanding of banking operations, risk management, and regulatory compliance. Excellent leadership, communication, and interpersonal skills Project management experience and proficiency in managing budgets Familiarity with machine learning, data analytics, and artificial intelligence in financial institutions Banking or financial services experience, especially in a particular niche area General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

Posted 3 weeks ago

US Bank logo
US BankOmaha, NE

$94,010 - $110,600 / year

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description 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: $94,010.00 - $110,600.00 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 2 weeks ago

T logo
Texas Capital Bancshares, Inc.Austin, TX
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com. The Consumer Program Lead will serve as a strategic partner to multiple teams, including Consumer Product Strategy, Consumer Segmentation, Consumer Governance, and Consumer Programs, as well as internal stakeholders, to support the digital and consumer banking brands of Texas Capital Bank. This role is critical in driving operational process improvements across the Consumer Line of Business (LOB) while ensuring successful adoption of new processes tied to strategic initiatives. The Consumer Program Lead will also provide program management leadership for executing the consumer product roadmap, ensuring alignment with business objectives and operational excellence. Responsibilities Lead and enhance change management programs at the LOB level, ensuring alignment with enterprise standards and accountability for all related policies and procedures. Drive operational process improvements by identifying inefficiencies, recommending solutions, and implementing best practices to optimize workflows and enhance customer experience. Develop, own, and execute change management procedures to document impacts resulting from strategic initiatives. Maintain a holistic understanding of how business processes, technology, organizational structure, and job roles are impacted by changes. Ensure adoption milestones and activities are delivered on time and effectively communicated to all stakeholders. Communicate changes clearly and adapt messaging for diverse audiences, fostering transparency and engagement. Instill a mindset shift toward a customer-centric, risk-aware, and performance-driven culture. Act as program manager to provide additional program management support for Consumer LOB initiatives, ensuring delivery against roadmap priorities. Lead and enhance the project management function for the line of business through implementing best practices, standardizing routines and project documentation, coaching, developing and tracking KPIs. Perform other duties and projects as assigned. Qualifications 7+ years of experience in Program or Project Management within Consumer Banking or Financial Services. 3+ years of experience managing project managers or cross-functional teams, with proven ability to lead through influence and accountability. Proven experience applying Change Management methodologies and practices to large-scale initiatives. Demonstrated success in driving operational process improvements and implementing efficiency strategies across complex business environments. Experience building change management plans and enabling content leveraging an omni-channel delivery model to engage stakeholders throughout the project lifecycle. Strong track record of leading teams through change and ambiguity in an agile product development environment. Expertise in designing and delivering Change Management solutions across all phases of the product lifecycle. Exceptional facilitation, communication, and influencing skills to achieve consensus and drive results. Ability to manage multiple priorities and "wear multiple hats" in a dynamic environment. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 2 weeks ago

B logo
BMO (Bank of Montreal)Chicago, IL

$115,000 - $130,000 / year

Application Deadline: 11/21/2025 Address: 320 S Canal Street Job Family Group: Capital Mrkts Sales & Service Additional Job Description BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets Job Description The Vice President, North American Corporate Banking - Capital Markets Supervision (CMS) will be responsible for overseeing supervision and business risk management functions within BMO Capital Markets, specifically supporting the North American Corporate Banking Line of Business (LOB). This role ensures that supervisory controls are effectively designed and implemented to mitigate risk and support compliant, revenue-generating activities. Key Responsibilities: Lead supervision and business risk oversight for North American Corporate Banking within Capital Markets. Collaborate closely with the Corporate Banking LOB to assess, analyze, and update business risk matters. Serve as a liaison between the LOB and key internal stakeholders, including: Legal and Regulatory Compliance Second Line Compliance Corporate Internal Audit External Auditors and Regulators Enterprise Risk and Operational Risk Ensure risks are appropriately assessed and controls are effectively implemented and functioning as intended. Maintain and document a robust first line of defense (Supervision) protocol for monitoring controls related to Corporate Banking products and personnel. Support the development of a strong culture of compliance across Capital Markets Corporate Banking, with a focus on proactive risk management. Required Qualifications and Skills: Proven experience in governance, risk management, compliance, business management, operations, or a related field. Deep understanding of Corporate Banking business and products, particularly within the North American context. Strong grasp of regulatory obligations relevant to Corporate Banking. Excellent communication, analytical, and interpersonal skills. Strategic thinker with the ability to manage operational details. High level of integrity, professionalism, and ethical standards. Base Salary Range: USD $115,000-130,000 Salary: Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 1 week ago

H logo
Howden Group Holdings LtdNew York, NY
Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service. About Role A leading risk, capital and strategic advisor to the global insurance and reinsurance industries. Founded in 2015, Howden Capital Markets & Advisory ("HCMA") is one of the premier insurance-focused investment banking groups in the industry. Our team covers a broad range of insurance carrier and insurance services companies and offers expertise in M&A, capital raising, general strategic advice and Insurance-Linked Securities. Primary Responsibilities: Interns develop their skills through broad and frequent exposure to both junior and senior bankers. You will gain knowledge and skills to build a strong career foundation in financial services Participate in all stages of transaction executions, from the pitch phase through closing Prepare presentation materials for use in client meetings; covering topics such as strategic alternatives, capital markets activity and general corporate finance Build detailed financial models to evaluate performance under various operating scenarios and to analyze the impacts of different capital structures and potential M&A transactions Participate in the origination and execution of M&A, equity, debt and ILS transactions Assisting in preparation of company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation Assisting in preparation of company valuations involving using various methodologies including discounted cash flow, leveraged buyout, trading comparables and trans-action comparables Qualifications: Must have completed their junior year in a 4-year college or university Candidates must have a proven academic record with a minimum GPA of 3.6 and an interest in finance The ideal candidate will have: (i) an enduring work ethic and track record of success; (ii) the ability to function equally well in both a team setting and on a self-directed basis; and (iii) excellent mathematical, writing, verbal and computer skills Required to be actively enrolled in a four-year college or university An undergrad in Business Administration with a focus in economics is preferred but not required Previous work or internship experience in the financial and/or insurance industries is a plus Prior investment banking experience is not required Must be legally authorized to work in the US Please note: this is an in-person opportunity based in New York, NY. This program runs from early June - early August 2026.

Posted 30+ days ago

PwC logo

Banking & Capital Markets Tax Manager

PwCFlorham Park, NJ

$99,000 - $266,000 / year

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Job Description

Industry/Sector

Banking and Capital Markets

Specialism

Industry Tax Practice

Management Level

Manager

Job Description & Summary

A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals.

Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.

To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

  • Develop new skills outside of comfort zone.
  • Act to resolve issues which prevent the team working effectively.
  • Coach others, recognise their strengths, and encourage them to take ownership of their personal development.
  • Analyse complex ideas or proposals and build a range of meaningful recommendations.
  • Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.
  • Address sub-standard work or work that does not meet firm's/client's expectations.
  • Use data and insights to inform conclusions and support decision-making.
  • Develop a point of view on key global trends, and how they impact clients.
  • Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
  • Simplify complex messages, highlighting and summarising key points.
  • Uphold the firm's code of ethics and business conduct.

Additional Responsibilities:

We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs.

Custom Orgs:

Global LoS:

Tax

Job Requirements and Preferences:

Basic Qualifications:

Minimum Degree Required:

Bachelor Degree

Required Fields of Study:

Accounting

Minimum Years of Experience:

4 year(s)

Certification(s) Required:

CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity

Preferred Qualifications:

Preferred Knowledge/Skills:

Demonstrates extensive abilities and/or a proven record of success in dealing with tax issues facing multinational US companies or publicly traded entities, especially in the areas of tax consulting and tax reporting and compliance.

Demonstrates extensive abilities and/or a proven record of success as a tax technical professional, researching business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service.

Demonstrates extensive abilities and/or a proven record of success with automation & digitization in a professional services environment including but not limited to:

  • Innovating through new and existing technologies, along with experimenting with digitization solutions; and,
  • Working with large, complex data sets to build models and leverage data visualization tools. Demonstrates extensive abilities and/or a proven record of success in pricing, client value and the negotiation process, including reviewing contracts and finding opportunities to introduce new pricing options.Demonstrates extensiveabilities and/or a proven record of success in identifying and addressing client needs:
  • Innovating through new and existing technologies, along with experimenting with digitization solutions; and,
  • Working with large, complex data sets to build models and leverage data visualization tools.
  • Participating in client discussions and meetings actively;
  • Communicating a broad range of Firm services; and,
  • Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Demonstrates extensive abilities and/or a proven record of success in:
  • Innovating through new and existing technologies, along with experimenting with digitization solutions; and,
  • Working with large, complex data sets to build models and leverage data visualization tools.
  • Participating in client discussions and meetings actively;
  • Communicating a broad range of Firm services; and,
  • Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues.
  • Executing corporate planning and compliance, as well as tax accounting and financial reporting, including tax provision preparation, audit and review with the ability to utilize ASC 740 techniques;
  • Demonstrating some technical skills working with tax tools and resources including tax provision and compliance software such as Corptax, OneSource, or other similar platforms; and,
  • Using research methods including but not limited to Westlaw, RIA and CCH. Demonstrates extensive abilities and/or a proven record of success as a team leader:
  • Innovating through new and existing technologies, along with experimenting with digitization solutions; and,
  • Working with large, complex data sets to build models and leverage data visualization tools.
  • Participating in client discussions and meetings actively;
  • Communicating a broad range of Firm services; and,
  • Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues.
  • Executing corporate planning and compliance, as well as tax accounting and financial reporting, including tax provision preparation, audit and review with the ability to utilize ASC 740 techniques;
  • Demonstrating some technical skills working with tax tools and resources including tax provision and compliance software such as Corptax, OneSource, or other similar platforms; and,
  • Using research methods including but not limited to Westlaw, RIA and CCH.
  • Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; and,
  • Providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues.

PwC Financial Technology ("FinTech") practice, servicing start-ups, financial services and technology companies with innovative products and offerings, is expanding rapidly with exciting opportunities. Our FinTech dedicated team is looking for a candidate to work closely on clients with the latest technologies and platforms in lending, digital banking, payments, crypto and blockchain, insurance and real estate.We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax

Travel Requirements

Up to 20%

Job Posting End Date

Learn more about how we work: https://pwc.to/how-we-work

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.

For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.

The salary range for this position is: $99,000 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

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