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Commerce Bank logo
Commerce BankOklahoma City, OK

$104,650 - $211,600 / year

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 Annual Salary: $104,650.00 - $211,600.00 (Amount based on relevant experience, skills, and competencies.) About This Job The main purpose of this job is to be involved in both the comprehensive management of existing commercial relationships as well as soliciting new business opportunities with assigned customers and targeted prospects. Although it can vary by market, targeted companies generally include those with annual sales of $15MM and over. Essential Functions Reach out to assigned customers and targeted prospects with the objective to acquire new business Serve as the primary advisor for an assigned portfolio of diverse and complex commercial relationships, ensuring a high level of customer satisfaction and retention Coordinate with product partners to cross-sell a full range of products and services Critically review and analyze portfolio to reduce risk and enhance profitability Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensuring adequate loan documentation, and analyzing industry/credit risk Facilitate the resolution of customer problems, engaging product experts as needed Participate in community and business functions/groups to ensure a positive image for the bank and to establish referral contacts within the marketplace Ensure compliance with all bank policies, procedures, regulations, and laws Manage a portfolio of commercial relationships with some or all of the following characteristics: Average loan portfolio O/S of $100MM to $150MM Average deposit portfolio of $50MM to $100MM Annual contribution of $750M to $1.5MM Perform other duties as assigned Knowledge, Skills & Abilities Required Strong knowledge of full range of commercial products, credit policies, procedures and terminology 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 Strong time management skills, with ability to appropriately prioritize calling activities and strategies Goal oriented with well-developed sales skills Strong strategic, analytical, and problem-solving skills Ability to mentor and provide leadership to junior roles Experienced at structuring complex credit requests Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills 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 Basic proficiency with Microsoft Word, Excel and Outlook Education & Experience Bachelor's degree in Business Administration, or equivalent combination of education and experience required 5+ years of commercial banking experience required For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report. 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. Level of role is determined by knowledge, experience, skills, abilities, and education 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 Commercial Banking Relationship Manager II, III, and Senior job and contemplates a wide range of factors that are considered in determining most appropriate job level and 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 been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $104,650 to $211,600 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. 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: 3503 NW 63rd Street, Oklahoma City, Oklahoma 73116 Time Type: Full time

Posted 30+ days ago

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Truist Financial CorporationCharlotte, NC

$105,000 - $135,000 / year

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: The Business Unit Risk Specialist II engages with Business Unit stakeholders, primarily within Corporate Banking, Commercial Banking, and Specialized Industries Lending, in its management of risks and controls as well as its execution of risk program requirements. Execute, facilitate, and/or monitor execution of Risk Program requirements (e.g., RCSA, Issues Management, Internal/External Loss Events, KRIs, etc.) for high complexity areas within the Business Unit. Provide risk advice and influence to assigned Business Unit. Aggregate, integrate, correlate, and report risks for the assigned Business Unit. Identify and opine on remediation to address weaknesses related to inadequate or failed processes, people, and systems, or external events and ensure effective remediation. 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. Provide risk advice and serve as risk Subject Matter Expert (SME) to assigned Business Unit across all risk types to promote and strengthen compliance with applicable regulations, policies, procedures, and risk program requirements. Partner with first- and second-line defense teammates across highly complex business areas in identifying, escalating and in remediating risk control gaps to ensure compliance with Enterprise Risk Management programs and policy. Monitor and report on emerging risks potentially impactful to Business Unit partners and Truist. Execute processes and record retention routines necessary to ensure Business Unit compliance with enterprise risk monitoring requirements. Understand Business Unit goals, provide risk management expertise in strategic projects and seek engagement from appropriate peers for guidance and input. Other activities and special projects, as deemed required. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree in Accounting, Business, Finance or related field, or equivalent education and related training. 5+ years of experience in a financial institution with emphasis on risk management or equivalent work experience and training, and/or equivalent education, training and experience. Experience in compliance and operational risk mitigation and remediation. Strong communication, interpersonal, presentation and negotiation skills. Proven leadership and management skills. Strong time management and organizational skills adaptable to a dynamic and complex work environment; Capable of handling multiple projects concurrently. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Ability to travel, occasionally overnight Preferred Qualifications: Corporate Banking, Commercial Banking, and/or Specialized Industries experience. Demonstrated proficiency in identifying operational, reputational, and technology risks. Strong written and oral communication skills along with excellent decision making and judgment skills. Comfortable operating in an environment with a high degree of change. Experience in issues management (Identification, Remediation Planning, Management and Closure). Experience with Risk Control Self-Assessment to include documentation and evaluation of process, risks, and controls. Experience in Audit and/or Exam management. Proficiency and knowledge in ARCHER GRC Platform is a plus. The annual base salary for this position is $105,000-$135,000 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 4 days ago

Keybank National Association logo
Keybank National AssociationAlbany, NY

$94,000 - $175,000 / year

Location: 4910 Tiedeman Road - Brooklyn, Ohio 44144 ABOUT THE JOB The Sr. Quant Analytics Associate will be a member of the Fair and Responsible Banking ("FARB") Analytics team within Compliance Risk Management ("CRM"). As part of Key's second line of defense CRM function, the FARB Analytics Sr. Quant Analytics Associate will provide support to the FARB Compliance Management System, assisting the Analytics Director and Quant Analytics Manager with FARB analytics program development, enhancement, and execution. The Sr. Quant Analytics Associate's primary responsibilities may include but not limited to developing and executing FARB quantitative/statistical analysis and regression models across multiple lines of business. The Sr. Quant Analytics Associate will perform oversight activities and assume responsibility for the use of quantitative/statistical analysis to identify and mitigate actions that may expose KeyCorp and its affiliates to FARB compliance risk outside its desired risk appetite. Candidate will work with the FARB teams (Fair Lending, CRA, UDAAP & Complaints) to assess the results of any loan level file review resulting from statistical analysis, partner and establish effective relationships with Line of Business ("LOB"), displaying an ability to explain complex statistical concepts and promote a good rapport with 1st, 2nd, and 3rd Line of Defense Stakeholders throughout the organization. Candidate must exhibit initiative and be able to identify needed enhancements to current process flows and help to implement changes. ESSENTIAL JOB FUNCTIONS Extract data from various sources and develop quantitative/statistical analysis and regression models in SAS or similar statistical software using industry standards and FARB methodologies. Perform research and development related to FARB risk monitoring and regression model review. Prepare reporting of analysis and results and present the information in non-technical terms. Prepare regression model documentation and work with Model Risk Management to ensure soundness of the FARB statistical regression models. Proactively identify process improvements or control gaps and facilitate necessary associated changes. Develop and maintain strong, collaborative relationships with applicable stakeholders to identify suitable internal controls to ensure compliance with laws and regulations. Maintain a sound understanding of policies/guidelines for underwriting, pricing, etc., business processes and associated risks with respect to LOBs. Timely escalate issues and exceptions to management in accordance with procedures and/or based on sound judgment. Follow through with LOB management and/or appropriate compliance risk personnel to ensure appropriate corrective action is taken to sufficiently address findings/issues to prevent ongoing systemic issues. Participate in or lead various projects related to mitigating risk to Key. REQUIRED QUALIFICATIONS Master's degree (or its equivalent) in a quantitative field (e.g., statistics, economics, engineering). Minimum 3 years of applied statistical and analytics experience in financial services or similar work related to graduate school experience; at least 2+ years specifically focused on fair lending analytics design, build and use. Demonstrated proficiency in analytical programming (e.g., SAS (preferred), R, Python). Experience in developing, implementing, and evaluating linear/logistic regression models. Excellent communication (verbal and written) skill and the ability to communicate complex statistical methodologies in a non-technical way. Experience working for a bank, consumer financial product company such as a non-depository mortgage lender, banking regulator or other related government regulatory or enforcement agency a plus. Experience with machine learning/artificial intelligence models a plus. Experience with Tableau a plus. Must possess initiative, be a self-starter, ability to multitask and adapt quickly to change or shifting priorities, have a high attention to details and accuracy and work in a fast-paced, changing environment. Proven ability to work in a team environment. Complies with all KeyBank policies and procedures, including without limitation, always acting professionally, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $94,000.00 - $175,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance. This position is eligible to earn a base salary in the range of $95,000 to $115,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 11/24/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

Posted 3 weeks ago

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Texas Capital Bancshares, Inc.Fort Worth, 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

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Robert W. Baird & Co. IncorporatedCharlotte, NC
Complex deals, real ownership, and career momentum. Grow further at Baird. Baird is where investment banking careers gain real traction. Associate Interns take on meaningful responsibility, work closely with senior bankers and clients, and grow in a culture that values performance, collaboration, and long-term success. Our Internship Program: Our 10-week Summer 2026 Internship is a robust experience that offers interns meaningful responsibilities from day one, getting hands-on deal experience by working alongside our senior bankers and clients. Internship Location, Availability and Hours: Located in our Charlotte, NC office, interns must be flexible to work full time during the summer, significant hours are required. What You'll Do: Provide execution support for public equity offerings, mergers and acquisitions and other financial advisory services for our clients Lead the preparation of company valuations, financial models and client presentations and conduct industry research and analysis Develop key skills by working closely with senior bankers and senior management at our clients and will obtain broad exposure to an array of transactions in a variety of industries What It Takes: 1st Year MBA candidates graduating in winter 2026 or spring 2027 Superior intellect, demonstrated leadership ability, excellent verbal and written communication skills, attention to detail, effective team player and a commitment to excellence Candidates must display proven analytical skills and an ability to learn in a collaborative environment Candidates must have three to five years of work experience Previous exposure to investment banking or other areas within the financial services industry is beneficial What You'll Gain: Solutions-focused environment that will enable you to grow as a professional Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership Gain hands-on, real-world experience with a highly ranked organization Interact and work closely with various levels of professionals in both a social and office setting As part of our application process and to be considered for our 2026 Summer Associate Program, you must complete the Suited assessment. Please click here to create an account and access the form. Your responses will be recorded as you select "Save" at the end of each section - there is no final "Submit" button. Your Baird application is not complete until you submit the Suited profile. Please reach out to ibrecruiting@rwbaird.com if you have any questions Compensation and Benefits: Base Salary: $175,000 (pro-rated for summer program) Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. About Baird Global Investment Banking Baird is a leading global investment bank with more than 545 banking associates across the world. We provide corporations, entrepreneurs, private equity and other financial sponsors with in-depth market knowledge and a broad range of advisory and financing solutions. Since 2020, Baird has completed nearly 760 advisory transactions, representing $353 billion in transaction value, and 391 financings, raising over $163 billion. Committed to being a great place to work, Baird has been recognized as a Great Place to work since 2004. Learn more at www.rwbaird.com. Thank you for your interest. Baird is an Equal Opportunity Employer. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Posted 2 weeks ago

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BMO (Bank of Montreal)Oro Valley, AZ

$51,800 - $95,900 / year

Application Deadline: 11/27/2025 Address: 1171 E. Rancho Vistoso Blvd. Job Family Group: Commercial Sales & Service Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: To Boldly Grow the Good in Business and Life. Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate. Proactively develops and executes sales strategies to attract new business clients and expand existing relationships. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Generates appointments and opportunities to grow business results through targeted sales efforts. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Identifies prospective customers and cross-sells additional products and services to meet their needs. Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager. Understands the local market and proactively develops relationships with centres of influence. Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support. Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio. Answers inquiries and provides accurate information about business banking products and services. Understands customer needs and offers financial solutions that meet customer goals. Resolves or escalates issues. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides advice and guidance to assigned business/group on implementation of solutions. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Provides input into the planning and implementation of operational programs. Executes work to deliver timely, accurate, and efficient service. Supports the development and promotion of a business/group program. Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk. Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies. Strong experience with customer sales and service. Technical proficiency gained through education and/or business experience. Verbal & written communication skills- In-depth. Collaboration & team skills- In-depth. Analytical and problem solving skills- In-depth. Influence skills- In-depth. Data driven decision making- In-depth. Salary: $51,800.00 - $95,900.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 2 weeks ago

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BMO (Bank of Montreal)New York, NY
Application Deadline: 12/30/2025 Address: 151 W 42nd Street Job Family Group: Capital Mrkts Sales & Service Investment Banking Summer Analyst BMO Capital Markets BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America. BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023. Summer Analyst Program Overview: The Summer Analyst program is designed for candidates between their junior and senior undergraduate years. The Program provides participants with practical experience in a dynamic capital markets environment. Summer analysts are assigned to a specific Investment Banking product or industry group during the 10-week program. In addition to this on-the-job experience, analysts will participate in a one-week training and orientation program. Throughout the summer, the program includes the opportunity to network with bankers across all levels as well as learn about the culture of BMO Capital Markets, participate in learning and development sessions, and obtain career guidance from dedicated mentors. The program is considered an initial interviewing step for the BMO Capital Markets full-time Investment Banking program. Responsibilities: As an Investment Banking Summer Analyst at BMO Capital Markets, you will gain valuable exposure to a wide variety of industries and work with several financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory. Specific responsibilities include: Conducting industry and company research and analysis Developing client presentations Writing internal and external marketing memoranda Running valuation analysis, financial analysis and completing complex modeling exercises Performing other tasks supporting client relationships and business development Qualifications: BMO Capital Markets offers practical, hands-on experience in a dynamic investment banking environment. We are looking for highly motivated, ambitious, and mature individuals: Enrolled in an undergraduate degree program, graduating in Dec. 2027 or Spring 2028 Interest in investment banking A preferred minimum GPA of 3.4/4.0 Minimum of two college finance and/or accounting classes with grades "B" or higher Outstanding academic achievement, leadership experience and peer recognition Demonstrated leadership attributes in work, school, or community Excellent analytic, critical thinking and problem-solving skills Strong interpersonal skills used within a demanding team environment Demonstrated proactivity, resiliency, and an unfailingly positive attitude Excellent capacity to independently function as part of a team through self-motivation Strong work ethic and a high level of professional integrity Legally authorized to work in the U.S. and will not require sponsorship in the future The annual base salary for this position is USD$110,000 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

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Texas Capital Bancshares, Inc.Houston, TX
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com. Key Responsibilities: Lead with ultimate responsibility for the overall, holistic business performance, growth, and profitability of the Diversified Industries group at Texas Capital, at appropriate levels of risk. Develop and execute a long-term strategy for the business and build engagement and buy-in around the vision and strategy for the Diversified Industries Corporate Banking group at all levels of the business. Drive business performance, growth and profitability on an ongoing business, meeting quarterly and annual performance targets while executing the business strategy and managing risk and compliance. Attract, retain, inspire and develop a diverse, high-performing group of Corporate Relationship Managers and juniors. Structure the organization to achieve its business objectives in an efficient and effective manner. Drive client relationships across Texas Capital - working closely with the Investment Bank and other businesses with a focus on the top tier names, ensuring that a high degree of client contact is consistently maintained. Help to manage some key relationships with existing and potential clients with a view to leveraging further business and widening the portfolio. Focus on the spectrum of needs for Corporate customers and across a national remit. Actively partner with the credit team and provide guidance in order to help maintain strong credit quality and effective deal processing. Partner with Product Executives to ensure a holistic client coverage approach. Ensure that all activities and duties are carried out in full compliance with regulatory requirements, enterprise-wide risk management framework, and internal Texas Capital policies and policy standards. Key Competences: Solving large, challenging cross-enterprise problems and implementing innovative and creative solutions to address them. As a member of the CIB Leadership Team, support the development of the group's strategy and business plans that align with Texas Capital's purpose, values, risk appetite, and policies. Establish and maintain effective, collaborative relationships with independent risk, business risk, compliance and other relevant groups within Texas Capital Work Experience: Significant experience at 15+ years senior leadership level in corporate banking or equivalent with experience on a national scale. Detailed knowledge of the financial services industry (including history, trends, and future development). Ability to maintain and enhance the standing of Texas Capital's Diversified Corporate Banking team within financial markets. Experience in a strategy, product, consulting, or business development role, multiple areas preferred. Demonstrated ability to lead and influence internal and external partners in varied disciplines (business, technical, customer experience, risk, controls). Established and evidenced leadership credentials, including leading through change. Education: Bachelor degree in accounting, finance or related area 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 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. We are currently seeking an experienced Analyst to join our Financial Institutions Group (FIG) and Risk Advisory practice in New York. Moelis Analysts are expected to assume significant levels of responsibility requiring intellectual curiosity, motivation and analytical aptitude. Day-to-day responsibilities of an Analyst include: financial analysis and modeling, company and industry research, preparing client presentations and interacting with senior bankers and clients. Primary Responsibilities: Supports senior managers in origination activities including (but not limited to): preparing historical and projected financial statements, provide analysis of financial implications of mergers and acquisitions and conducting public & private valuation analysis for major corporations Involved in execution activities, including basic responsibilities such as data gathering, analysis and material preparation, as well as taking responsibility for managing standard processes such as preparing deal documentation Builds and applies valuation models based on financial research & analysis including comparable company analysis, discounted cash flow analysis and comparable acquisitions analysis Prepares analytical materials to support necessary credit, compliance, engagement committee and balance sheet approvals Conducts corporate operations reviews, portfolio analytic reviews and prepare risk/return valuations Gathers and processes market share data and shareholder and investor profile Required Skills & Experience: Results driven and able to perform well under pressure and against tight deadlines Strong analytical and numerical skills that put you at ease with financial data Proven team player who is able to effectively interact with a wide variety of internal groups and clients Strong multi-tasking skills Strong Microsoft Office suite (Excel a must) and financial reporting skills Education: Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred Estimated Salary Range: $110,000-$135,000 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

NBT Bank logo
NBT BankNashua, NH

$140,897 - $187,830 / year

Pay Range: $140,897.00 - $187,830.00 Responsible for New Business Development activities, dealing with large, high net worth customers and complex transactions. Evaluates loan applications and assesses credit worthiness of applicant. Maintains a loan portfolio that includes gathering relevant financial data and maintaining customer relationships. Complies with bank policies, and Federal/State regulations dealing with Commercial Lending. Assists less experienced loan officers with training, consultation, and guidance. Education and Experience: 4 year degree or related experience 7-10 years of Commercial Lending experience Skills and Abilities: Strong accounting and credit analysis background Strong communication skills Ability to attain/exceed established business goals Strong management and leadership skills Ability to use various computer programs and bank accounting system Strong oral and written communication skills Understanding of economics, general business/commercial finance and accounting Legal knowledge of lending practices Unique Job Characteristics and Requirements: Needs to be a strong negotiator on behalf of the bank Travel less than 50% Driver's License required Reliable transportation required Tasks Performed: 40% Develops a profitable relationship portfolio through New Business Development activities with relationships normally involving large customers with complex borrowing, depository and Trust needs. Maintains awareness and adherence to Bank policy as well as all Federal/State regulations affecting commercial lending. 25% Maintains and services a loan portfolio including the timely gathering of financial data and keeping contact with customer, properly documenting borrower status through file write-ups. 20% Evaluates loan applications by analyzing borrower capacity, financial data, industry trends, collateral position, management ability and then uses personal judgment to determine credit worthiness. 10% Assists less experienced loan officers by providing training, advice, and guidance. 5% Other duties as assigned. Physical Requirements: Communicate effectively with internal and/or external customers Stationary 75% of time or greater Move Objects to Maximum 10 lbs 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 1 week ago

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

Posted 2 weeks ago

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

Posted 30+ days ago

PwC logo
PwCDes Moines, IA

$124,000 - $280,000 / year

Industry/Sector Not Applicable Specialism Managed Services Management Level Senior Manager Job Description & Summary At PwC, our people in software and product innovation focus on developing cutting-edge software solutions and driving product innovation to meet the evolving needs of clients. These individuals combine technical experience with creative thinking to deliver innovative software products and solutions. In testing and quality assurance at PwC, you will focus on the process of evaluating a system or software application to identify any defects, errors, or gaps in its functionality. Working in this area, you will execute various test cases and scenarios to validate that the system meets the specified requirements and performs as expected. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Software and Product Innovation team you manage testing and quality assurance within the banking domain. As a Senior Manager, you lead large projects, innovate processes, and promote operational excellence while interacting with clients at a senior level to drive project success. You utilize your knowledge in Oracle Financials and core banking systems to deliver quality results, motivate and coach teams to solve complex problems, and develop top-performing, diverse, and inclusive teams. Responsibilities Engage with clients at a senior level to secure project success Develop and sustain diverse and inclusive teams Foster an environment of continuous improvement and learning Uphold the firm's ethical standards and business conduct What You Must Have Bachelor's Degree 9 years of experience What Sets You Apart Preferred field(s) of study: Computer Engineering Oracle Financials Certification preferred Proficiency in Oracle Finance and Financials Cloud Managing test delivery in banking transformation Skilled in SQL queries and financial data validation Experience with test automation tools like Selenium Knowledge of CI/CD pipelines and DevOps testing Understanding of regulatory requirements like SOX and IFRS Managing and mentoring test teams across locations Travel Requirements Up to 60% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $124,000 - $280,000, 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 3 weeks ago

Commerce Bank logo
Commerce BankDallas, TX

$189,375 - $225,625 / year

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 Annual Salary:$189,375.00 - $225,625.00 (Amount based on relevant experience, skills, and competencies.) About This Job This position involves both the comprehensive management of existing commercial relationships as well as soliciting new business opportunities with assigned customers and targeted prospects. Although it can vary by market, targeted companies generally include those with annual sales of $50MM and over. Essential Functions Coordinate with assigned customers and targeted prospects with the objective to acquire new business Serve as the primary advisor for an assigned portfolio of diverse and complex commercial relationships, ensuring a high level of customer satisfaction and retention Coordinate with product partners to cross-sell a full range of products and services Critically review and analyze portfolio to reduce risk and enhance profitability Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensuring adequate loan documentation, and analyzing industry/credit risk Facilitate the resolution of customer problems, engaging product experts as needed Participate in community and business functions/groups to ensure a positive image for the bank and to establish referral contacts within the marketplace Ensure compliance with all bank policies, procedures, regulations, and laws Manage a portfolio of commercial relationships with some or all of the following characteristics: Average loan portfolio O/S of $100MM to $150MM Average deposit portfolio of $50MM to $100MM Annual contribution of $750M to $1.5MM Perform other duties as assigned Knowledge, Skills & Abilities Required Strong knowledge of full range of commercial products, credit policies, procedures, and terminology 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 Strong time management skills, with ability to appropriately prioritize calling activities and strategies Goal oriented with well-developed sales skills Strong strategic, analytical, and problem-solving skills Ability to mentor and provide leadership to junior roles Experienced at structuring complex credit requests Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills 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 Basic proficiency with Microsoft Word, Excel and Outlook Education & Experience Bachelor's degree in Business Administration, or equivalent combination of education and experience required 8+ years of commercial banking experience required For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report. 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 Senior Commercial Banking Relationship Manager job and contemplates a wide range of factors that are considered in 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 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 $189,375 to $225,625 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. 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: 200 Crescent Court, Dallas, Texas 75201 Time Type: Full time

Posted 30+ days ago

US Bank logo
US BankMilwaukee, WI

$119,765 - $140,900 / 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 SUMMARY The Audit/Exam Coordinator acts as the primary liaison for internal audits, second-line risk engagements, regulatory exams, and other reviews impacting the Wealth, Corporate, Commercial, and Institutional Banking (WCIB) and Institutional Client Group (ICG) business lines. This role ensures timely and accurate coordination between auditors, internal stakeholders, and risk partners, while tracking and reporting audit/review progress and escalating potential risks or issues to management. RESPONSIBILITIES Partners with their assigned Line of Business, other Risk/Compliance/Audit (RCA) professionals, and RCA Managers to, depending on their function, create, implement, maintain, review or oversee an effective risk management framework. Participates in projects and/or activities that ensure compliance with applicable federal, state, and local laws and regulations. Identifies gaps and inform solutions that minimize losses resulting from inadequate internal processes, systems or human errors. Identifies, responds and/or escalates risks as appropriate. Serves as a functional liaison between the Line of Business and the Lines of Defense. BASIC QUALIFICATIONS Typically more than eight years of applicable experience Bachelor's degree or equivalent work experience PREFERRED SKILLS/EXPERIENCE Considerable knowledge of applicable laws, regulations, financial services, and regulatory trends that impact their assigned line of business Considerable understanding of the business line's operations, products/services, systems, and associated risks/controls Thorough knowledge of Risk/Compliance/Audit competencies Strong analytical, process facilitation and project management skills Effective presentation, interpersonal, written and verbal communication skills Effective relationship building and negotiation skills Proficient computer navigation skills using a variety of software packages, including Microsoft Office applications and word processing, spreadsheets, databases, and presentations Applicable professional certifications This position 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: $119,765.00 - $140,900.00 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

Commerce Bank logo
Commerce BankDes Moines, IA

$100,100 - $202,400 / year

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 160 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 Annual Salary: $100,100.00 - $202,400.00 (Amount based on relevant experience, skills, and competencies.) About This Job The main purpose of this job is to be involved in both the comprehensive management of existing commercial relationships as well as solicit new business opportunities with assigned customers and targeted prospects. Although it can vary by market, targeted companies generally include those with annual sales of $15MM and over. Essential Functions Reach out to assigned customers and targeted prospects with the objective to acquire new business Serve as the primary advisor for an assigned portfolio of diverse and complex commercial relationships, ensuring a high level of customer satisfaction and retention Coordinate with product partners to cross-sell a full range of products and services Critically review and analyze portfolio to reduce risk and enhance profitability Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensuring adequate loan documentation, and analyzing industry/credit risk Facilitate the resolution of customer problems, engaging product experts as needed Participate in community and business functions/groups to ensure a positive image for the bank and to establish referral contacts within the marketplace Ensure compliance with all bank policies, procedures, regulations, and laws Manage a portfolio of commercial relationships with some or all of the following characteristics: Average loan portfolio O/S of $50MM to $100MM Average deposit portfolio of $25MM to $50MM Annual contribution of $500M to $750M Perform other duties as assigned Knowledge, Skills & Abilities Required Intermediate knowledge of full range of commercial products, credit policies, procedures and terminology 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 Strong time management skills, with ability to appropriately prioritize calling activities and strategies Goal oriented with well-developed sales skills Strong strategic, analytical, and problem-solving skills Strong persuasive and negotiation skills Ability to structure more complex credit requests Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills 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 Basic proficiency with Microsoft Word, Excel and Outlook Education & Experience Bachelor's degree in Business Administration, or equivalent combination of education and experience required 3+ years of commercial banking experience required For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report. 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. Level of role is determined by knowledge, experience, skills, abilities, and education 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 Commercial Banking Relationship Manager II, III, and Senior job and contemplates a wide range of factors that are considered in determining most appropriate job level and 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 been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $100,100 to $202,400 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. 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: 1080 Jordan Creek Parkway, Des Moines, Iowa 50266 Time Type: Full time

Posted 30+ days ago

Moelis logo
MoelisNew York, NY
We are passionate about our business and our culture, and are seeking individuals with that same drive. Overview Moelis Private Capital Advisory ("PCA") is a global business that provides strategic advisory and distribution to private fund sponsors including primary fundraising, tailored capital raise solutions, and secondary market advisory. Combined with the Firm's leading financial sponsor franchise, sector expertise and M&A capabilities, PFA delivers a range of strategic, customized solutions to clients across a wide range of strategies, including buyout, growth, real assets, special situations and sector specific strategies. The Secondary Advisory team at Moelis & Company is global team focused on advising financial sponsors and institutional investors on a wide range of strategic liquidity solutions across the private capital universe. The team works closely with industry and product groups across Moelis to provide relevant market insight, structuring advice, and best-in-class execution to clients. As a member of the team, successful candidates will be responsible for providing advisory, structuring, and execution services to clients with investments across the private capital universe. Position Description: The Associate position at Moelis offers exposure to all aspects of the GP-led secondary market including single- and multi-asset continuation vehicles, tender offers, structured preferred equity solutions, and NAV loans, GP stake sales, and various other financing solutions for sponsors and their portfolio companies. The Analyst will work closely with professionals throughout the firm to deliver high quality advice to clients. Responsibilities include: Perform company- and fund-level due diligence, prepare marketing materials (CIMs, Teasers, etc.) and other transaction-related documentation Financial analysis and modeling including LBOs, continuation fund models, waterfalls Assist in managing buy-side investor outreach and due diligence (e.g., sponsor team meetings, management team meetings, on-site diligence visits) Contribution in preparing responses to due diligence requests from potential secondary investors Communicate and collaborate regularly with Moelis' industry and financial sponsor coverage team members Maintain databases of secondary market transactions, buy-side investors (profiles, strategies, investment preferences), broader market data to assist with marketing materials Communicate regularly with buy-side investors (secondary investors, family offices, SWFs, insurance firms, FoFs, asset managers, etc.) Conduct secondary market research including identifying trends in the alternatives investment industries Conducting ad hoc industry research Qualifications: Candidates for the Associate position should exhibit a strong history of academic achievement as well as possess the following attributes: Minimum of 3-5 years post-college financial services experience Understanding of the private equity industry and secondaries industry Highly motivated individual with a strong desire to learn Keen attention to detail Strong analytical and technical skills (including extensive experience with Microsoft Excel, PowerPoint and Word) Ability to think creatively in order to solve problems Excellent communication skills Organized, with good judgment and time management skills Ability to work independently and as part of a broader team Compensation Expectations: USD $200,000 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

PwC logo
PwCSan Francisco, CA

$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 BankDes Moines, IA

$108,375 - $127,500 / 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 Seven or more years of relevant experience Preferred Skills/Experience Strong relationship management and business development abilities Well-developed analytical and problem-solving skills Basic knowledge of credit administration, analysis, and credit policy/procedure Knowledge of cash flow management and business credit underwriting with commercial credit training preferred 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: $108,375.00 - $127,500.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 2 weeks ago

US Bank logo
US BankBrea, CA

$105,400 - $124,000 / year

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description SUMMARY The Customer Remediation Data Analyst in Consumer & Business Banking (CBB) Risk will participate in projects that require quality control, research, data compilation and analysis to ensure compliance with the bank's Customer Remediation Policy. The Analyst should have experience and a thorough understanding of the front-end systems (e.g. Hogan, CA-View, Fusion, Common Transactions, Safe Box Inquiry, Net-O, MSP, CACS, Doc Velocity) for the various business line processes. RESPONSIBILITIES Customer Remediation Support: The CBB Risk Data Team supports issue and business line management with research, data analysis, documentation and execution Credible Challenge: The CBB Risk Data Team accepts ownership of the data used within all CBB customer remediation events. This includes confirmation to front line systems for any data created internally or obtained from an external source and verification of any component required during validation. Maintain awareness of bank, regulatory, and industry changes and trends Responsibilities may also include contributing to CBB Risk Data Team projects or project implementation Perform other duties as assigned BASIC QUALIFICATIONS Seven to ten years of applicable experience Bachelor's degree or equivalent work experience PREFERRED SKILLS/EXPERIENCE Five years of experience with bank systems Five years in a reporting, analytics, or technology environment Strong problem-solving, process facilitation, project management, and analytical skills Excellent interpersonal, written, and verbal communication skills Considerable knowledge of applicable laws, regulations, financial services, and regulatory trends that impact CBB Advanced understanding of CBB products, services, systems, and associated risks/controls, as well as supporting operational functions SQL/SAS coding experience Python experience Advanced Excel computer skills and database knowledge Experience with SharePoint or TEAMS Comfortable working in a team environment with layers of required review/approval Ability to work in a fast-paced environment with large workloads 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: $105,400.00 - $124,000.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 30+ days ago

Commerce Bank logo

Commercial Banking Relationship Manager

Commerce BankOklahoma City, OK

$104,650 - $211,600 / year

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Job Description

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

Annual Salary: $104,650.00 - $211,600.00 (Amount based on relevant experience, skills, and competencies.)

About This Job

The main purpose of this job is to be involved in both the comprehensive management of existing commercial relationships as well as soliciting new business opportunities with assigned customers and targeted prospects. Although it can vary by market, targeted companies generally include those with annual sales of $15MM and over.

Essential Functions

  • Reach out to assigned customers and targeted prospects with the objective to acquire new business

  • Serve as the primary advisor for an assigned portfolio of diverse and complex commercial relationships, ensuring a high level of customer satisfaction and retention

  • Coordinate with product partners to cross-sell a full range of products and services

  • Critically review and analyze portfolio to reduce risk and enhance profitability

  • Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensuring adequate loan documentation, and analyzing industry/credit risk

  • Facilitate the resolution of customer problems, engaging product experts as needed

  • Participate in community and business functions/groups to ensure a positive image for the bank and to establish referral contacts within the marketplace

  • Ensure compliance with all bank policies, procedures, regulations, and laws

  • Manage a portfolio of commercial relationships with some or all of the following characteristics:

  • Average loan portfolio O/S of $100MM to $150MM

  • Average deposit portfolio of $50MM to $100MM

  • Annual contribution of $750M to $1.5MM

  • Perform other duties as assigned

Knowledge, Skills & Abilities Required

  • Strong knowledge of full range of commercial products, credit policies, procedures and terminology

  • 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

  • Strong time management skills, with ability to appropriately prioritize calling activities and strategies

  • Goal oriented with well-developed sales skills

  • Strong strategic, analytical, and problem-solving skills

  • Ability to mentor and provide leadership to junior roles

  • Experienced at structuring complex credit requests

  • Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities

  • Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills

  • 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

  • Basic proficiency with Microsoft Word, Excel and Outlook

Education & Experience

  • Bachelor's degree in Business Administration, or equivalent combination of education and experience required

  • 5+ years of commercial banking experience required

For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report.

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.

Level of role is determined by knowledge, experience, skills, abilities, and education

  • 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 Commercial Banking Relationship Manager II, III, and Senior job and contemplates a wide range of factors that are considered in determining most appropriate job level and 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 been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $104,650 to $211,600 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.

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: 3503 NW 63rd Street, Oklahoma City, Oklahoma 73116

Time Type:

Full time

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

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