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Metropolitan Bank Holding Corp.New York City, NY

$275,000 - $300,000 / year

Come work with us: Metropolitan Commercial Bank (the "Bank") is a full-service commercial bank based in New York City. The Bank provides a broad range of business, commercial, and personal banking products and services to individuals, small businesses, private and public middle-market and corporate enterprises and institutions, municipalities, and local government entities. Metropolitan Commercial Bank was named one of Newsweek's Best Regional Banks and Credit Unions 2024. The Bank was ranked by Independent Community Bankers of America among the top ten successful loan producers for 2023 by loan category and asset size for commercial banks with more than $1 billion in assets. Kroll affirmed a BBB+ (investment grade) deposit rating on January 25, 2024. For the fourth time, MCB has earned a place in the Piper Sandler Bank Sm-All Stars Class of 2024. Metropolitan Commercial Bank operates banking centers and private client offices in Manhattan, Boro Park, Brooklyn and Great Neck on Long Island in New York State. The Bank is a New York State chartered commercial bank, a member of the Federal Reserve System and the Federal Deposit Insurance Corporation, and an equal housing lender. The parent company of Metropolitan Commercial Bank is Metropolitan Bank Holding Corp. (NYSE: MCB). Position Summary: The SVP, Head of Banking Operations, is responsible for leading core banking operations, driving efficiency, and increasing automation and compliance through technology-enabled solutions. This role oversees core functions, including bank reconciliation, deposit operations, and loan operations with an emphasis on continuous improvement to streamline processes and enhance service delivery. This role will focus on optimizing processes, implementing innovative strategies, and ensuring that the operations departments are positioned for future growth and success. This role will collaborate with various departments to streamline workflows, enhance productivity, and develop forward-thinking operational plans that support the company's long-term objectives. The role requires the ability to help the company think strategically about the changing operational environment with a focus on efficiency; coupled with appropriate tactical execution and the ability to influence and guide decisions based on their experience and industry knowledge. The Head of Banking Operations will regularly evaluate the efficiency and appropriateness of processes, best practices, as well as the overall performance across these operational teams. We have a flexible work schedule where employees can work from home one day a week. Essential duties and responsibilities: Lead the core banking Operations teams in driving operational enhancements and efficiency across loan operations, deposit operations, and reconciliations. Establish best practices and processes, solve critical problems, and manage performance effectively. Drive automation and process optimization to modernize operations and improve scalability. Identify and implement technology solutions to enhance efficiency and reduce operational risks. Lead system conversions and upgrades, ensuring seamless integration with operational processes. Define and execute the operational strategy to align with the bank's growth and digital goals. Build and lead high-performing teams, fostering a culture of innovation and continuous improvement. Partner with business leaders and stakeholders to address challenges, resolve issues, and enhance service capabilities. Ensure compliance with all regulatory and legal requirements through robust controls and risk mitigation strategies. Manage fraud risk through continuous evaluation and enhancement of controls. Monitor operational metrics and report on trends, performance, and issues to executive leadership. Collaborate with Human Resources to develop strategic staffing plans that address organizational growth and ensure proper structure within the department and to support operational demands. Build relationships with other departments such as marketing, finance, legal, compliance, and risk to identify important trends, potential problems, and opportunities. Set clear objectives for the team and utilize all available resources to address the toughest challenges. Act swiftly to resolve issues preventing the team from working effectively, presenting proactive ideas to support growth and maintain market competitiveness. Required knowledge, skills and experience: A minimum of 15 years of professional experience involving technology-focused process improvements, transformations, and system implementations with a strong emphasis on operational efficiency. Extensive knowledge in transaction banking, payment processing, and financial services, including: Managing operational risk, Deposit operations (e.g., item processing, deposit product management), Loan operations (e.g., loan booking, closing, and administration), Bank Reconciliations Proficiency in deposit and loan regulations including ECCHO Operating Rules Ability to establish and communicate a vision, solve problems from a high level, and be deeply involved in processes, systems and service delivery details. Strong analytical skills, excellent time-management and organizational habits, and effective communication and presentation skills for senior stakeholders. Experience working in dynamic, rapid growth environments with tight deadlines. Hands-on approach with strong interpersonal skills - able to build and manage relationships with team members, cross-functional colleagues, and external partners. Track record of leading and developing a team, investing in coaching and development. Potential Salary: $275,000 - $300,000 annually This salary range only reflects base wages and does not include benefits, bonus, or incentive pay. Salary bands are purposefully wide ranging to encompass the different factors considered in determining where a candidate falls in the range, including but not limited to, seniority, performance, experience, education, and any other legitimate, non-discriminatory factor permitted by law. Metropolitan Commercial Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Posted 30+ days ago

Houlihan Lokey logo
Houlihan LokeyAtlanta, GA
Business Unit: Corporate Finance Industry: Business Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in advising corporate clients on mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services across a broad range of end markets in the U.S. and internationally. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Business Services Houlihan Lokey's Business Services Group offers M&A advisory, capital raising, valuation, and corporate restructurings to public and private companies. We work with companies providing professional and technology-related services across a number of end markets and regularly collaborate with other Houlihan Lokey industry and product groups to bring the highest level of knowledge, services, and relationships to our clients. The Business Services team has a particularly strong sector focus in Marketing Services and IT Services in our Atlanta office. We maintain deep, senior-level relationships with major strategic and financial buyers of professional and technology-related services companies, as well as large, public, and private company thought leaders within the industry. As one of the leading M&A advisors in our sector, we help open doors to opportunities-whether our clients are seeking a strategic or financial partner in a change-of-control or minority-investment transaction. Job Description Financial Analysts support investment banking engagements and new business development efforts. They work primarily on the execution of mergers and acquisitions transactions, as well as develop expertise and build relationships with clients. As part of our team, you will: Prepare, analyze, and help explain historical and projected financial information Perform valuations of companies and businesses Coordinate and perform business due diligence and execute M&A transactions Prepare confidential memoranda, management presentations, marketing pitches, and other presentations Assist in the marketing and execution of existing engagements Build relationships and maintain direct contact with clients, prospective clients and professional advisors The environment at Houlihan Lokey is both collegial and entrepreneurial. Teamwork is essential to the firm's success. At the same time, creativity and new ideas are encouraged. Financial Analysts are given substantial responsibility and are encouraged to help us grow our business. Basic Qualifications The ideal candidate will have 1-2 years of finance/investment banking experience, a strong work ethic, and the ability to work independently in a fast-paced environment. Coursework in accounting and finance required Strong analytical capabilities and excellent verbal and written communication skills A fundamental understanding of valuation theory, methodologies, and application Preferred Qualifications Strong financial and computer (Excel, Word, and PowerPoint) skills Demonstrated ability to work cooperatively with all levels of staff Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000 - $130,000 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-115314

Posted 2 weeks ago

PwC logo
PwCJacksonville, FL
Industry/Sector Banking and Capital Markets Specialism Operations Management Level Senior Associate Job Description & Summary At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. As a business application consulting generalist at PwC, you will provide consulting services for a wide range of business applications. You will leverage a broad understanding of various software solutions to assist clients in optimising operational efficiency through analysis, implementation, training, and support. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Respond effectively to the diverse perspectives, needs, and feelings of others. Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems. Use critical thinking to break down complex concepts. Understand the broader objectives of your project or role and how your work fits into the overall strategy. Develop a deeper understanding of the business context and how it is changing. Use reflection to develop self awareness, enhance strengths and address development areas. Interpret data to inform insights and recommendations. Uphold 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 Business Application Consulting team you will leverage your knowledge to create and deliver innovative banking technology solutions. As a Senior Associate, you will manage components of technology modernization, guiding teams and clients through complex challenges while fostering collaboration and communication. This position provides an exciting opportunity to influence the future of banking technology and drive impactful change within the industry. Responsibilities Provide insights and recommendations for meaningful change Mentor team members to enhance their understanding of technology Navigate complex project requirements to achieve successful outcomes Uphold exceptional standards of quality and professionalism in deliverables What You Must Have Bachelor's Degree At least 3 years of experience What Sets You Apart Master's Degree preferred Certification(s) preferred: Certified SAFe Practice Consultant (SPC), Project Management Professional (PMP), Certified ScrumMaster (CSM), Agile Certified Practitioner (PMI-ACP), or equivalent Agile/Project Management certifications Demonstrating thorough knowledge of Bank Technology Modernization Influencing decision-making through transparent communication of risks, trade-offs, and progress, maintaining alignment with strategic business objectives and cost controls. Leveraging enterprise architecture and integration strategy Leading end-to-end delivery of multi-module ERP implementations (e.g., SAP S/4HANA, Oracle Cloud ERP, IBM Maximo) by orchestrating Agile Release Trains (ARTs) and cross-functional teams across Finance, Supply Chain, HR, and CRM domains Leading workshops and training programs to accelerate Agile fluency across ERP implementation teams and business units Writing and presenting cogently to diverse audiences Championing root cause analysis and Lean Six Sigma techniques to identify bottlenecks and optimize ERP release cycles, quality assurance, and user adoption Serving as a pivotal leader driving complex ERP transformation programs with embedded Agile frameworks, delivering business value at scale Driving iterative value delivery in high-stakes enterprise environments, balancing agile flexibility with ERP project governance and regulatory constraints Travel Requirements Up to 40% 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: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. 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 2 weeks ago

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Truist Financial CorporationHouston, TX
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: Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector. Industry coverage includes industrials, financial sponsors, consumer and retail, healthcare, financial institutions, energy, and technology, media and telecom. Senior investment banking professionals are expected, over time, to generate a balanced mix of M&A, debt and equity capital raising of $7 million to $30 million subject to the attributes of their sector coverage. In addition, senior investment banking professionals are expected to "sell the bank" by appropriately positioning the banks treasury and payment solutions product suite as well as floating rate and F/X, private wealth, insurance and other services. Senior investment banking professionals are also expected to serve the bank's corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals. 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. Plays an integral role in supporting new business development, due diligence, and/or transaction execution Independently performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, executing transactions, as well as working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis May coach and mentor Analysts or Interns 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. BA/BS degree Minimum of 6 years of related work experience Strong knowledge of investment banking, market, industry sector, and/or financial products Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions Strong organizational and leadership skills Advanced skills in written and oral communications, and interpersonal relationship management Solid analytical and sales skills Preferred Qualifications MBA degree, with a Finance focus 8+ years of related work experience Experience in mentoring and coaching The annual base salary for this position is $175,000 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 Pay Transparency Nondiscrimination Provision E-Verify

Posted 30+ days ago

US Bank logo
US BankCharlotte, NC

$26 - $34 / hour

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description The Business Banking Support Specialist is a customer service and support role. They work directly with customer accounts, inquiries, and items directly related to client satisfaction while working under the direction of Business Banking Relationship Managers and Business Banking Relationship Analysts. Responsibilities include: Support sales teams in executing a One Bank strategy and growing market share. Retain and deepen client relationships by providing exceptional client experience and support that is knowledgeable, timely and professional. Proactively work to identify potential problems, compliance issues, and to maximize client satisfaction and encourage expansion of the relationship. Identify products and services that realize clients' unmet needs. Oversee risk and compliance obligations by ensuring timely and accurate adherence to all procedural, policy, and regulatory requirements Basic Qualifications Associate's degree, or equivalent work experience Typically, five or more years of job-related experience Preferred Skills/Experience Experience working with business clients. Proven customer service and problem resolution skills Proficient computer navigation skills using a variety of software packages including Microsoft Office applications Effective interpersonal, verbal and written communication skills Location The role offers a hybrid/flexible schedule. There's an in-office expectation of 3 or more days per week with the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $25.63 - $34.18 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 1 week ago

PwC logo
PwCTampa, FL
Industry/Sector FS X-Sector Specialism Corporate and Business Strategy Management Level Senior Associate Job Description & Summary At PwC, our people in strategy consulting focus on providing strategic guidance and insights to organisations. They analyse market trends, assess business performance, and develop recommendations to help clients achieve their goals. These individuals work closely with clients to identify opportunities for growth, optimise operations, and enhance overall business performance. As a corporate and business strategy consultant at PwC, you will analyse client needs, provide consulting services across different strategic areas, and offer guidance and support to help clients develop and implement effective strategies that align with their business objectives and drive growth. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Respond effectively to the diverse perspectives, needs, and feelings of others. Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems. Use critical thinking to break down complex concepts. Understand the broader objectives of your project or role and how your work fits into the overall strategy. Develop a deeper understanding of the business context and how it is changing. Use reflection to develop self awareness, enhance strengths and address development areas. Interpret data to inform insights and recommendations. Uphold 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 Strategy Consulting team you are tasked with developing and implementing corporate strategies to drive long-term growth and sustainability in the Financial Services industry. As a Senior Associate you are responsible for analyzing complex problems, mentoring others, and maintaining exemplary standards while building meaningful client connections and navigating increasingly intricate situations. You are expected to utilize AI and analytics to derive insights, drive data-informed decision-making, and implement automation solutions to enhance operational productivity and effectiveness. Responsibilities Analyze intricate challenges to provide actionable insights and solutions Mentor and guide junior team members to foster professional development Build and maintain enduring client relationships to understand their needs and objectives Implement automation solutions to enhance operational productivity Navigate complex scenarios with adaptability and strategic thinking Uphold exemplary professional and technical standards in client engagements What You Must Have Bachelor's Degree 3 years of strategic consulting/professional services experience within the Financial Services industry What Sets You Apart Master of Business Administration preferred Developing and implementing corporate strategies for growth Identifying and analyzing business opportunities Designing digital transformation initiatives Driving innovation in products and services Utilizing AI and analytics for insights Implementing automation solutions Building and maintaining client relationships Conducting market research and analyzes 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. The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. 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 2 weeks ago

Houlihan Lokey logo
Houlihan LokeyWashington DC, VA
Business Unit: Corporate Finance Industry: Industrials Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Industrials Houlihan Lokey's Industrials Group has earned a reputation for providing superior service and achieving outstanding results in M&A advisory, capital raising, restructuring, and valuation. Our transaction quality and client work benefit from our company culture, where senior financial professionals are highly engaged in the execution of client projects, and from our experience as leaders in the market for more than a decade, which has given our professionals valuable exposure to a variety of situations and challenges. In 2024, our Industrials Group was once again ranked as the No. 1 M&A advisor for all global industrials transactions by LSEG (formerly Refinitiv).* Excludes accounting firms and brokers. Job Description In Corporate Finance, Summer Financial Analysts may work on a variety of transactions that provide exposure to various investment banking services and client industries. These services include mergers and acquisitions, private placements of debt and equity, refinancings, and leveraged buyouts. Throughout the summer, you will work with a highly talented and dedicated staff of professionals who will give you broad exposure to the many different issues and concerns affecting businesses today. You will research and analyze financial statements, general and industry-specific economic conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and private securities companies. The environment at Houlihan Lokey is collaborative and entrepreneurial and rewards Summer Financial Analysts with substantial responsibility and interaction with senior-level professionals. Qualifications Currently pursuing a Bachelor's and/or Master's Degree with a graduation date between December 2027 and June 2028 Possess basic knowledge of and a keen interest in finance Excellent verbal and written communication skills Strong work ethic and leadership skills Preferred Qualifications A fundamental understanding of valuation theory, methodologies, and applications Strong analytical and computer skills (Excel) Ability to work cooperatively with all levels of staff Application Requirement To be considered for this position, candidates must complete the Suited assessment. A unique assessment link will be sent via email following the submission of your application Houlihan Lokey is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.

Posted 2 weeks ago

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

Posted 30+ days ago

Sofi logo
SofiSeattle, WA

$160,000 - $275,000 / year

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role: SoFi is seeking an energetic, detail-oriented, self-motivated, and intellectually curious Independent Risk Management Director to support the development and launch of SoFi's Big Business Banking (Commercial) products. As part of the Second Line of Defense (2LOD), this individual will provide oversight across risk types for all product and feature launches as well as partner with 1LOD risk owners on ensuring we are appropriately identifying, monitoring, and mitigating risks as part of our framework programs as we scale and grow this business. Your success in this role will rely on deep subject matter expertise in commercial banking risks-including operational, credit, liquidity, fraud, financial crime, technology, third-party, and regulatory risk. You will apply lessons learned from peers across the industry - both benchmarking against industry leaders as well as learning from underperforming commercial payment platforms, ensuring strong risk governance, diversified exposures, and rigorous controls. By joining SoFi, you'll become part of a forward-thinking company that is transforming financial services for the better. We offer the excitement of a rapidly growing startup with the stability of an industry leading leadership team. What you'll do: Monitor and address risks, issues, and resolve escalation items resulting from our commercial activities including onboarding, servicing, and payments. Oversee the commercial risk management framework and governance for the execution of risk-related initiatives. Provide credible challenge and advisory services on strategic initiatives and ongoing operations Liaise with Regulatory Affairs for any interactions with regulators and/or internal audit - ensuring successful outcomes through careful planning and monitoring. Collaborate with business units, Enterprise Risk Management, and commercial teams to define the Enterprise Risk Appetite and tolerance. Monitor Key Risk Indicators (KRIs) against tolerance thresholds. Apply lessons learned across the industry to ensure appropriate mitigation to prevent concentration risk and liquidity instability, reducing exposure to rapid outflows or contagion events. Assess volatility characteristics of commercial deposits and ensure alignment with liquidity buffers, funding strategies, and asset-liability management practices; challenge business assumptions around intraday liquidity needs for high-speed payment rails. Challenge processes to evaluate client and partner control environments-particularly for onboarding, transaction monitoring, and payment origination-where upstream weaknesses can expose the bank to regulatory and reputational risk. Identify emerging risk themes and ensure timely root-cause analysis and remediation. Support post-launch reviews and continuous control enhancements as the business scales. What you'll need: Bachelor's degree with 10+ years experience in commercial banking including functional responsibility in risk management. Deep knowledge of commercial banking products, payment operations, KYC/AML expectations, treasury operations, and institutional client risk drivers. Demonstrated expertise in concentration risk, liquidity risk, and operational/financial crime risks in commercial or high-velocity payment environments. Ability to independently challenge business growth assumptions and identify latent risks associated with scale, client mix, or insufficient controls. Exceptional interpersonal, verbal and written communication skills Strong leadership, collaboration, influencing and organizational skills with attention to detail Must be self-motivated with the ability to work independently or within a group under minimal daily direction. Intellectually curious. You adapt to change, embrace bold ideas, ask questions, test assumptions, and challenge conventional thinking Strong analytical and problem-solving skills, with the ability to analyze complex issues, develop innovative solutions, and make data-driven decisions Experience leading and managing meetings with cross functional teams, effectively and efficiently communicating and driving engagement. Proficiency in data analysis preferred and deriving meaningful insights for decision-making Demonstrated ability to collaborate with multidisciplinary teams, take ownership of deliverables, and drive assigned tasks to completion, in a timely manner. Strong knowledge of risk management principles and practices including risk and control assessments Experience with regulatory compliance and corporate governance standards Ability to work under tight deadlines Ability to manage multiple initiatives and competing priorities, meet deadlines, and adapt to change Proficiency with Google Suite and/or Microsoft Office products Strong team player Experience with Governance, Risk and Compliance (GRC) systems Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! Pay range: $160,000.00 - $275,000.00 Payment frequency: Annual This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above. SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

Posted 2 weeks 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. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. 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

Huntington Bancshares Inc logo
Huntington Bancshares IncRosemont, IL

$102,000 - $208,000 / year

Description Summary: The Regional Banking Relationship Manager Sr. is responsible for acquiring new business relationships to Huntington as well as maintaining and deepening business relationships with existing customers. This is done by providing insights and guidance to business owners. Depending on market assigned portfolio size recommended as 30 to 60 clients Target market is businesses with sales sizes $2 MM to $50 MM and credit exposures up to $25 MM. This role serves a senior level sales position within Regional Banking with heavy focus on business with greater than $25 MM in sales and functions as the back-up to the Market Manager while providing credit and mentoring guidance to junior colleagues. Duties and Responsibilities: Acquires new, profitable business relationships through aggressive prospecting, networking and providing insights and advice. Builds and maintains a robust network of local market COI relationships, both external and internal. Analyze, structure and close profitable loan transactions of the most complex nature in Regional Banking. Maintain and confirm credit worthiness of customers. Gather, review and track appropriate documentation from applicants. Manages and maintains strong relationships with a book of existing business customers by providing insights and advice. Segment target markets are businesses between $2-$50 million in sales size with aggregate credit exposures up to $25million. Heavy focus on businesses above $25 MM in sales size. Deepens existing relationships through active engagement of internal partnerships and providing insightful advice and guidance to customers. Delivers the entire bank to customers. Responsible for Portfolio Management in varying sizes in terms of complexity of credits and number of accounts to include quarterly portfolio reviews, and CAR and collecting of necessary document. Works with the Huntington Loan Center and Commercial Loan Servicing department to ensure accuracy and completeness of credit packages and delivery. Represents the bank within the community through representation on keyboards and at business and community functions. Works well within a team environment and collaborates closely with internal partners to deliver customer solutions. Partner with more junior Regional Banking colleagues on more complex credits. Performs other duties as assigned. Basic Qualifications: Bachelor's degree or equivalent (4 year of education and Business Banking/ Commercial lending experience) 10+ years of Business Banking/Commercial Banking experience Preferred Qualifications: Well-versed in complex commercial credits with 10+ years Business Banking or Commercial sales experience Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $102,000.00 - $208,000.00 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 30+ days ago

Houlihan Lokey logo
Houlihan LokeyChicago, IL

$110,000 - $130,000 / year

Business Unit: Corporate Finance Industry: Consumer Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Consumer Group Houlihan Lokey's Consumer Group is the No. 1 M&A team in the U.S. (according to data from Refinitiv), guiding companies on their M&A, restructuring and financial advisory matters, and assists in raising debt and equity capital. In 2024, Houlihan Lokey's U.S. Consumer team completed 26 deals. The group has built a reputation as a trusted advisor to companies in the Consumer industry, combining extensive market capabilities with in-depth industry knowledge to help maximize shareholder value for our clients. Job Description As an Analyst, you will work on corporate finance engagements. The group's engagements principally include M&A, capital raising, and strategic advisory assignments. As a dedicated member of our transaction team, you will be responsible for supporting these assignments, with the following responsibilities: Prepare, analyze and explain financial information of a given company and related companies within the respective industry; Perform valuations of companies using traditional valuation methodologies; Prepare confidential offering memorandums, management presentations, buyers lists, marketing pitches, and assist in the marketing and planning of engagements Preferred Qualifications 1-2 years of investment banking experience required A solid understanding of the sell-side M&A process, along with proven experience in successfully closing deals Fundamental understanding of financial valuation methodologies and applications Prior coursework in accounting and finance required Advanced financial modeling and analytical abilities; Strong LBO and DCF modeling skills Strong qualitative and quantitative research skills Understanding of financial statements analysis with the ability to work through key assumptions, implicit caveats, and limitations Excellent verbal and written communication skills in English are essential Advanced knowledge of Excel Independent thinker and resourceful problem solver Strong work ethic, organizational skills, and ability to multitask Motivated and demonstrated ability to work cooperatively with all levels of staff in a rapidly changing, demanding, but ultimately rewarding environment Ability to work independently in a fast-paced environment Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000 - $130,000 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-115314

Posted 30+ days ago

Seacoast National Bank logo
Seacoast National Bankjackson, MS
Location: This position can be performed remotely within the United States. JOB SUMMARY: The Digital Banking QA Test Lead is responsible for the quality, planning, execution and reporting of end-to-end testing of various Digital Banking applications and components. This role will be focused on functional testing of product implementation across test environments and production deployment verification. The Test Lead will coordinate with multiple vendors and internal partners to devise and execute the test strategy. This role will play a key role in platform conversion and migration validation, driving the strategy, and ensuring quality delivery. The QA Test Lead plays a critical role throughout the Software Development Life Cycle (SDLC) for a digital banking team. They are primarily responsible for ensuring that all deliverables meet quality standards and regulatory requirements before deployment. The SQA Lead is involved early in the requirements and design phases, reviewing specifications for testability and compliance. During development, they define test strategies, initiate test case creation, and ensure proper integration of automated and manual testing. In the testing phase, they coordinate functional, security, and performance testing to validate system reliability and customer safety. Finally, in deployment and maintenance, they monitor production issues, lead root-cause analysis, and enforce continuous improvement practices to maintain high-quality digital banking experiences. Maintenances and upgrades are over the weekend and after hours during the week. The QA Test lead is expected to conduct all validations promptly during weekend maintenance, after hour maintenance, and upgrades for all digital banking platforms. The QA Test lead is expected to provide documentation of validations to the Product Manager. The Test Lead is the key resource for ensuring quality of the digital banking platform which leads to an improved customer experience. It is crucial to understand the customer experience for all variety of users including retail, small business, and commercial. ESSENTIAL DUTIES AND RESPONSIBILITIES: Understand business requirements, release notes, and expected functionality for the creation and execution of test plans Strong understanding of digital banking platforms including architecture and products functionality Strong partnership with lines of business to illicit specific requirements for new and updated functionality Create specific use case, product, and end-to-end test plans Coordinate and lead User Acceptance Testing (UAT), collection of all test results, defect documentation, and remediation with both internal and external (vendor based) resources Report testing defects or findings in context of its business value Plan, monitor and execute end-to-end test cases Ensure line of business involvement in test preparation and execution Coordinate Defect Management cycles with the implementation team, internal development, vendors, and project management Ability to present with a large audience, understanding the audiences being presented to. Maintain test data to cover pertinent customer, user, and transaction use cases [including appropriate product and account numbers] Provide testing results, defect reporting, and remediation requirements to Project Managers Identifying and implementing best practices across for user acceptance testing and postproduction validation Where possible, leverage automation to streamline regressions testing and reporting Participate in all testing and validation activities, including after hours or weekend validation as necessary Partner to present all Digital banking platform maintenance, upgrades, functional changes, validation results to test environments and production environments to the Change Advisory Board for approval. EDUCATION and/or EXPERIENCE: Bachelor's degree or equivalent experience in Computer Science, Management Information Systems, Software Development, Information Technology or Engineering. 7+ years' experience of software development testing and/or digital project management Deep E2E process understanding, including the customer facing and back-end testing for both happy and unhappy path validation Basic understanding of deposit and loan products Deep understanding of digital banking capabilities, back-end platforms, and associated infrastructure. Experience with Core and Digital banking vendors and their product(s) Experience with test automation tools a plus [ex. Selenium, LambdaTest, etc.] Ability to adapt to testing variations as needed as well as Agile methodologies Certification in Agile Project Management and/ or testing a plus Strong analytical, verbal and written communication skills Knowledge of programming languages and software systems The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties and skills. Because these statements are general, the job description is used for a variety of purposes including: job evaluations; performance appraisals; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry, while observing both the spirit and letter of all government regulations, laws and bank policies and procedures. #LI-PF1

Posted 2 weeks ago

LPL Financial Services logo
LPL Financial ServicesAustin, TX
AVP Experience Design Lead LPL Financial What if you could shape the next generation of digital banking and lending experiences? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could define a product experience vision, create north‑star journeys, and deliver compliant, scalable experiences across responsive web and native applications? What if you could work with Product, Engineering, Research, and Compliance to translate customer needs and business requirements into high‑performing digital solutions? If you're ready to take the next step, discover what's possible with LPL Financial. Job Overview We are seeking an AVP‑level Experience Design Lead to guide the end‑to‑end experience strategy for LPL's banking and lending enterprise portfolio. The role includes setting experience strategy, hands‑on design execution, and design system stewardship. This position collaborates with product, engineering, research, legal/compliance, and architecture teams to deliver solutions that meet customer, business, technical, and regulatory requirements. Responsibilities Lead the UX strategy and define north‑star journeys for enterprise banking and lending products. Create end‑to‑end journeys, user flows, information architecture, wireframes, and high‑fidelity prototypes for responsive web and native apps. Collaborate with Product, Engineering, Research, Legal/Compliance, and Architecture to align requirements, constraints, and acceptance criteria. Facilitate discovery workshops, requirements‑gathering sessions, and alignment meetings; document decisions, dependencies, and outcomes. Contribute to multi‑product design system components, patterns, guidelines, and governance; maintain accessibility and compliance standards. What are we looking for? We are seeking professionals who operate effectively in collaborative, fast‑paced environments and who focus on delivering reliable, compliant, and scalable user experiences. Candidates should demonstrate clear communication, structured problem‑solving, and the ability to work within defined product, regulatory, and technical frameworks. Requirements 10+ years of experience in UX design, including work in financial services (banking, lending, credit, or fintech). 5+ years designing responsive web and native mobile flows for banking and lending use cases (e.g., high‑net‑worth personas; Lending/Loan Accounts; CMAs; Bill Pay and Transfer Money; Checking/Savings; Debit Cards; Fraud prevention; Statements). 5+ years using Figma, FigJam, Miro, and UserTesting.com for design, collaboration, and research support. 5+ years applying Agile methodologies and human‑centered design processes across discovery, delivery, and measurement. Portfolio demonstrating complex enterprise experiences across customer‑facing and internal applications. Core Competencies Experience defining experience vision, north‑star journeys, and measurable outcomes. Ability to structure information architecture, workflows, and componentized patterns across platforms. Experience applying accessibility standards (e.g., WCAG) and platform guidelines for responsive web and native apps. Experience facilitating workshops and documenting requirements, use cases, and acceptance criteria. Experience operating within regulatory and technical constraints to deliver compliant designs. Preferences Bachelor's degree in Design, HCI, Human Factors, or a related field. Experience scaling multi‑product design systems and governance. Familiarity with AI‑assisted design and productivity tools (e.g., Cursor, Lovable). Experience with fraud prevention, statements, and servicing workflows in regulated environments. Experience collaborating with risk, compliance, and operations functions. #LI-Hybrid Pay Range: $113,925-$189,875/year Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit www.lpl.com. Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947. EAC12.9.25

Posted 2 weeks ago

Huntington Bancshares Inc logo
Huntington Bancshares IncChicago, IL

$25 - $49 / hour

Description Summary: Provide a welcoming and inclusive team environment, while supporting Management and team members with critical day-to-day tasks and business segment operations. Duties & Responsibilities: Handles confidential and sensitive information with strict confidentiality Builds a warm and effective rapport with colleagues, Huntington's internal partners and clients. Provides administrative support by: Maintaining daily calendar for President of group and maintaining up-to-date contact cards in Outlook Planning, coordinating, and booking travel for President and Managing Director of Business Development, conference and event registrations Expense management for President and Managing Director of Business Development Scheduling internal and external customer / prospect meetings and conference calls Gathering data, creating and distributing reports, including: HBC monthly management deck HBC All-Team Monthly Call Portfolio Reviews Onsite building, technology, and office management as needed, including: Setup offices and workstations with equipment Enter building maintenance requests and ServiceNow tickets Manage and distribute incoming and outgoing mail and packages Meet and greet visitors, guests, and vendors, ensuring proper check-in process is followed Maintain copiers/scanners/printers Manages supply orders, customer / colleague life event orders, and sponsorship invoice management Maintain organizational chart and phone/email directory Point person on special projects as assigned Manage internal corporate events and LOB ticket management for client/prospect entertainment Maintain Bi-weekly Portfolio and Underwriting meeting series and bi-annual Portfolio Reviews Facilitate interviews and coordinate travel arrangements for candidates as needed Perform other duties as assigned. Basic Qualifications: High School Diploma 1+ years of experience in administrative support role Preferred Qualifications: 3 - 5 Years of experience in Commercial Banking Familiarity with Salesforce and related CRM systems Strong organizational skills with attention to detail, planning and follow-up Demonstrated effectiveness in a fast-paced environment and ability to quickly prioritize multiple assignments & duties to meet tight deadlines, strong time management skills Excellent written and verbal communication skills, including professional grammar and demeanor Ability to effectively communicate with all levels of management Proficiency in Microsoft Office Suite (Word, Access, Excel, Outlook and PowerPoint) #LI-Hybrid #LI-DK1 #CML Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $25.00 - $48.56 Hourly The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 30+ days ago

Seacoast National Bank logo
Seacoast National BankFort Myers, FL
Location: This position can be located at any Seacoast Bank office within the state of Florida. Position Summary: The Consumer Product Manager is responsible for the strategic development, management, and performance of consumer banking products, including checking, savings, CDs, lending, money movement, and related services. This role drives product innovation, customer experience enhancements, and profitability through data-driven insights, market analysis, and cross-functional collaboration. Key Responsibilities: Product Strategy & Development Define and execute product strategies aligned with customer needs and business goals. Lead the development and launch of new consumer banking products and features. Monitor industry trends and competitor offerings to identify opportunities and risks. Portfolio Management Manage the lifecycle of consumer deposit products, ensuring competitiveness and compliance. Optimize pricing, features, and positioning to drive growth and retention. Analyze product performance metrics and recommend improvements. Customer Experience & Innovation Partner with UX, digital, and operations teams to enhance customer journeys. Champion customer feedback and insights to inform product decisions. Drive digital transformation initiatives within the consumer product suite. Product Quality Assurance Establish and maintain quality standards across all consumer banking products. Collaborate with operations and technology teams to ensure defect-free products Implement continuous improvement processes based on testing outcomes Monitor post-launch performance to proactively identify and resolve quality issues. Cross-Functional Leadership Collaborate with marketing, compliance, legal, finance, and technology teams. Develop go-to-market plans and support product campaigns. Ensure regulatory compliance and risk management across all product initiatives. Financial Performance Own product P&L, including revenue, cost, and profitability targets. Develop business cases for new initiatives and track ROI. Qualifications: Bachelor's degree in Business, Finance, Marketing, or related field required, (MBA preferred). 3+ years of experience in product management, preferably in consumer banking or financial services required. Strong understanding of retail banking products, customer behavior, and market dynamics. Proven ability to lead cross-functional teams and manage complex projects. Excellent analytical, communication, and strategic thinking skills. Experience with digital banking platforms and fintech partnerships is a plus. Preferred Skills: Familiarity with product development methodologies. Proficiency in data analysis tools (Tableau, SAS, etc.). Proficiency in Microsoft Office tool set (PowerPoint, Word, Excel). Knowledge of regulatory requirements impacting consumer banking. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. #LI-PF1

Posted 30+ days ago

F logo
Farmers National Banc Corp.Canfield, OH
SUMMARY: Oversee and lead all Credit and non-retail Lending divisions of the Company. Strategically plan, communicate and execute the Company lending, and credit quality philosophy by engaging internal and external resources to grow the loan portfolio within an acceptable risk profile. The CBO will coordinate with the CEO, CFO and other executives to establish goals, priorities, policies and processes that enable the Company to achieve expected performance levels related to lending and credit quality. The CBO will work to coordinate the establishment of lending goals for C&I, CRE, Ag, and Mortgage Lending, along with Treasury Management. Additionally, the CBO is responsible for setting and enforcing the over-arching credit evaluation philosophy and practice for the organization. Included in this is the management and leadership of all Credit Support areas such as Loan Administration, Loan Document Processing, Credit Analysis, etc. As an executive, the CBO must also create and strengthen relationships with employees that provides open lines of communication to foster teamwork, trust and a supportive culture. ESSENTIAL DUTIES AND RESPONSIBILITIES: Ensure that all operational aspects of the Bank's Mortgage Lending and Underwriting activities operate in a safe and sound manner in the best interest of shareholders, the Board of Directors, customers, employees, and the public. Lead the Commercial lending teams of Farmers National Bank by establishing appropriate strategies, goals and expectations for various loans by type and volume Oversee the Company's Treasury Management sales and operations activities. Ensure all Mortgage Lending operations are effectively integrated to achieve optimal outcomes for the Bank, our clients and Shareholders Develop and implement strategies to accommodate current and future organizational plans, programs, and needs. Provide the highest level of customer relations and service Ensure compliance with Bank policies, procedures and processes. Oversee the Mortgage Sales lines of business Meet and interact with various regulatory agencies, representatives and examiners (Federal Reserve, OCC, SEC, OTS, etc.) as necessary. As necessary, meet with investors and analysts to report on the current status of the Company Partners with Senior Leaders in Human Resources, Information Technology, Marketing, Risk Management and Audit to develop and implement effective processes/procedures, and promote a team-oriented culture throughout the Company Serve as a member of, or chairperson of various Sr. Management Committees as needed Actively promote a positive and engaged partnership with the community by sitting on community boards and/or participating in/chairing local programs, charities or meetings Serve as an active member of the Farmers National Bank Board of Directors Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations. Regular, predictable attendance is an essential requirement of this position. Completes all other duties as assigned SUPERVISORY RESPONSIBILITIES: Responsible for the overall direction, coordination, and evaluation of the Commercial and Mortgage departments. Expected to coach, train and evaluate department leaders in both informal and formal settings. Carry out supervisory responsibilities in accordance with the Bank's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; coach, train and evaluate department employees; addressing complaints and resolving problems. EDUCATION AND/OR EXPERIENCE: Bachelor's degree from an accredited four (4) year college or university in Business Administration or a related field Minimum of fifteen (15) years financial executive leadership experience; extensive experience in mortgage lending and Treasury Management highly preferred and/ or equivalent combination of education and experience Must have a minimum of ten (10) years supervisory experience; managing multiple departments efficiently Must have excellent verbal and written communication skills Must have full knowledge of current banking regulations with regard to credit risk, general knowledge of all areas of banking operations, bank finance and risk management Strong knowledge of credit policies and lending practices Must possess excellent computer skills and knowledge; Proficient in Word, Excel, Internet navigation/research, and Outlook is expected Must be able to travel on an as-needed basis

Posted 30+ days ago

Heritage Financial Credit Union logo
Heritage Financial Credit UnionNewburgh, NY

$73,000 - $91,000 / year

Apply Job Type Full-time Description Join us in shaping the future of Banking Operations… Are you currently a leader in a deposit operations role in financial services or banking looking to bring your experience and expertise to truly shape how our Credit Union runs? If so, consider applying for our newly created role. As the Manager of Banking Operations & Administration, you'll have the opportunity to sit at the center of operational strategy and strengthen core processes, improve workflows, and ensure the systems and teams behind the scenes operate seamlessly to support both branch and digital banking. This is an ideal next step for a deposit operations leader who thrives on problem-solving, process optimization, and continuous improvement. You'll lead and develop a high-performing team, partner across departments, manage vendor relationships, and drive efficiencies that make banking easier for employees and members alike. Your deep understanding of financial institution operations will directly influence how we scale, modernize, and deliver exceptional service every day. Here's a little about us: Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. Excellence: We strive to provide our members with the best possible service. Teamwork: We believe that we can achieve more together than we can alone. Respect: We treat each other with dignity and respect. Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. POSITION PURPOSE The Manager of Banking Operations and Administration is responsible for leading a high-performing team dedicated to the efficient delivery of operational support and administrative excellence across the credit union. This role provides strategic oversight of Retail Banking operations and serves as a key advocate for process improvement and operational innovation throughout the organization. By maintaining a deep understanding of industry trends, regulatory requirements, and emerging technologies, the Manager ensures the continued evolution of the credit union's operational framework. The position oversees products and vendor relationships for deposit operations, online banking, mobile banking, ATM services, and card services, ensuring optimal functionality and member satisfaction. In addition, this role supports cross-departmental collaboration, advises on strategic operational initiatives, and leads projects that advance the efficiency, compliance, and overall member experience of the credit union. What's in it for you? Salary: $73,000 - $91,000 per year (depending on experience) Benefits: Incentives and Merit Increases Paid Time Off & Paid Federal Holidays Medical, Dental, Vision & Life Insurance Employee Assistance Program Flexible Spending Accounts/HSA 401(k) with Employer Match Educational Assistance Paid Time to Volunteer ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Provide strategic and operational leadership to the Banking Operations and Administration team, ensuring full utilization of credit union systems and a strong working knowledge of all supporting technologies. Oversee daily balancing and reconciliation of ATM and debit card dispute general ledgers. Oversee collaboration with the Application Administrator to ensure successful delivery of core and digital banking upgrades, including vendor coordination, change management, and cross-functional user acceptance testing. Partner closely with the Training Department to identify knowledge gaps through departmental interactions and support ongoing staff development initiatives that enhance organizational expertise. Manage workflows for all departmental functions, including those within the core and ancillary application environments. Build and maintain strong relationships with internal stakeholders and external vendors to optimize the performance and support of technology systems serving members. Continuously assess and enhance departmental processes to improve efficiency, accuracy, and member service delivery. Provide leadership in the development, implementation, and ongoing refinement of departmental policies and procedures to ensure consistency, compliance, and operational excellence. Contribute to the development and implementation of credit union-wide goals and strategic objectives. Foster a culture of open communication and engagement by ensuring team members are informed, aligned, and motivated around organizational priorities. Serve as the primary resource for resolving complex member issues, ensuring timely, accurate, and empathetic resolution that strengthens member trust and satisfaction. Monitor card portfolio performance, including usage and growth, in collaboration with Retail Banking and Product Development, and report portfolio results to senior leadership. Lead departmental initiatives and manage related resources, ensuring project completion within established timelines and budgets. Recruit, develop, evaluate, and lead direct reports, ensuring the cultivation of a knowledgeable, empowered, and high-performing team. Conduct regular performance reviews, providing coaching and feedback aligned with professional development and organizational objectives. Allocate resources effectively to meet operational and member service demands. Encourage team-driven innovation by soliciting, evaluating, and implementing process, and efficiency enhancements. Ensure compliance and timely administration of IRA accounts, abandoned property, and IRS submissions. Oversee the accurate and compliant administration of product maintenance and member support functions, including the VISA debit program, wire transfers, IRA servicing, and account document retention. Maintain compliance with all federal and state regulations, credit union policies, and applicable governing standards. Promote credit union products and services where appropriate, supporting overall member engagement and growth. Demonstrate and model behaviors aligned with the organization's Core Competencies. Perform other related duties and responsibilities as assigned. Requirements Required Knowledge: Thorough knowledge of banking and regulation principles. This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance. Working knowledge of end to end payment workflows (ACH, wires, debit/ATM real time payments, and Faster Payments) Education/Certification: Bachelor's degree in Business preferred plus three to five years experience of deposit operations management within a financial operations department with a credit union or bank; or a comparable combination of education and experience in a financial services role. Experience Required: Intermediate to advanced level Microsoft Excel/Word Experience coordinating technology initiatives across digital and core banking systems, including UAT planning, release validation, and stakeholder engagement. Experience with COCC operating system preferred not required Skills/Abilities: Ability to project a professional appearance and positive attitude at all times. Excellent project management, leadership, written and verbal communication and analytical skills. Salary Description $73,000 - $91,000 per year depending on experience

Posted 30+ days ago

Keybank National Association logo
Keybank National AssociationBuffalo, NY

$79,000 - $146,000 / year

Location: 726 Exchange Street, Buffalo New York Job Summary The Business Banking RM Serves as the relationship manager and financial advisor to clients, introducing a full range of core Business Banking products, differentiated capabilities, and comprehensive solutions to meet client needs and exceed customer service expectations. This role focuses on acquiring new relationships and managing and growing existing client relationships. Our bankers are expected to demonstrate strong risk management acumen, including credit, operational, and compliance risks, to act as the first line of defense in adhering to KeyBank's profitability standards and moderate risk profile. Essential Functions Serves as the trusted financial advisor and business partner to clients, functioning as the Business Banking client "expert" and primary contact for most client-related matters. Drives focused growth and business development by creating and maintaining a clear and holistic understanding of the client's or prospect's business/industry; analyzes data and relevant client business and industry trends. Provides and educates the client on Key's capabilities and how KeyBank products can help impact their business (cash management, payments, equipment finance, etc.). Maintains an active prospecting effort, including identification, qualification, and calling; develops an active Center of Influence (COI) referral network. Assembles cross-functional teams to quickly respond to customer requests when not able to address requests personally. Knows when and how to bring in teams of experts and identify cross-sell opportunities. Continuously improves functional/technical sales and credit expertise and transfers this knowledge to team members; partners effectively with Credit as the first level sponsor for credit decisions. Leads and participates in credit processes and assumes ultimate accountability for all portfolio activities/issues ensuring sound asset quality, including underwriting, structuring, and portfolio management activities; assures accurate risk assessment of assigned portfolio. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Bachelor's Degree or equivalent experience required Work Experience A minimum of 3 years of experience in a small business/commercial lending environment required. A minimum of 1 year of experience in cross-selling products and an ability and track record to meet or exceed aggressive sales goals required. Skills Ability to build trust by taking a client centric approach Deploys a long-term, innovative approach to problem solving and decision making with clients to build the relationship and generate solutions Demonstrates expertise within defined industry or geography (vertical/sub vertical) and within product set Exhibits a relentless focus on creating and driving revenue growth and generating results Understanding of financial, operational, and strategic drivers of client organizations to provide relevant and impactful banking solutions. Uses structured sales methodologies, principles and practices without losing sight of the client and environment Understands Key's risk culture and effectively manages risk/reward trade-offs Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Travel Occasional travel to include overnight stay. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $79,000.00 - $146,000.00 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. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 01/31/2026 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. #LI-Remote

Posted 2 weeks ago

PwC logo
PwCMinneapolis, MN

$124,000 - $280,000 / year

Industry/Sector FS X-Sector Specialism Corporate and Business Strategy Management Level Senior Manager Job Description & Summary At PwC, our people in strategy consulting focus on providing strategic guidance and insights to organisations. They analyse market trends, assess business performance, and develop recommendations to help clients achieve their goals. These individuals work closely with clients to identify opportunities for growth, optimise operations, and enhance overall business performance. As a corporate and business strategy consultant at PwC, you will analyse client needs, provide consulting services across different strategic areas, and offer guidance and support to help clients develop and implement effective strategies that align with their business objectives and drive growth. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 7 year(s) Preferred Qualifications: Degree Preferred: Master of Business Administration Preferred Knowledge/Skills: Minimum of 8 years of strategy consulting or industry consulting experience preferred. Demonstrates in-depth level abilities, knowledge and/or a proven record of success in the Financial Services industry (Banking & Capital Markets, Insurance, Asset & Wealth Management), either in professional consulting services or corporate roles, including: Helping companies define and evaluate corporate and business unit strategies and investment portfolios; Reflecting market, competitive and other external drivers with specific areas of focus including Corporate Strategy, Business Strategy, Deals Strategy, and Digital Strategy; Identifying and addressing client needs, rapidly building credibility, and maintaining and utilizing networks of client relationships; Managing teams / multiple work streams to establish successful project conclusion - i.e., delivery of quality work on time and within budget; Building productive relationships with team members and clients, both long term and day-to-day, by using a collaborative approach with thorough listening skills and the ability to manage through influence; Utilizing first principles thinking, and developing credible and pragmatic analytical approaches, frameworks and methodologies; Analyzing complex quantitative and qualitative data in an efficient manner and synthesizing the output into meaningful and actionable insights; Designing and conducting market research to understand consumer needs and purchasing behaviors; Communicating effectively in an organized and knowledgeable manner in written and verbal formats to senior audiences and being able to deliver difficult messages with persuasiveness and sensitivity; Demonstrating executive presence and ability to become a trusted advisor to the c-suite level clients; Identifying and pursuing new business opportunities, and leading client / market development; Attracting, retaining, assessing and developing staff / team members; Demonstrating flexibility and creativity in managing work-life balance of self and team members; Demonstrating Power User ability with MS Office suite of applications including Word, PowerPoint and Excel Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $124,000 - $280,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. 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

M logo

Head Of Banking Operations

Metropolitan Bank Holding Corp.New York City, NY

$275,000 - $300,000 / year

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Job Description

Come work with us:

Metropolitan Commercial Bank (the "Bank") is a full-service commercial bank based in New York City. The Bank provides a broad range of business, commercial, and personal banking products and services to individuals, small businesses, private and public middle-market and corporate enterprises and institutions, municipalities, and local government entities.

Metropolitan Commercial Bank was named one of Newsweek's Best Regional Banks and Credit Unions 2024. The Bank was ranked by Independent Community Bankers of America among the top ten successful loan producers for 2023 by loan category and asset size for commercial banks with more than $1 billion in assets. Kroll affirmed a BBB+ (investment grade) deposit rating on January 25, 2024. For the fourth time, MCB has earned a place in the Piper Sandler Bank Sm-All Stars Class of 2024.

Metropolitan Commercial Bank operates banking centers and private client offices in Manhattan, Boro Park, Brooklyn and Great Neck on Long Island in New York State.

The Bank is a New York State chartered commercial bank, a member of the Federal Reserve System and the Federal Deposit Insurance Corporation, and an equal housing lender. The parent company of Metropolitan Commercial Bank is Metropolitan Bank Holding Corp. (NYSE: MCB).

Position Summary:

The SVP, Head of Banking Operations, is responsible for leading core banking operations, driving efficiency, and increasing automation and compliance through technology-enabled solutions.

This role oversees core functions, including bank reconciliation, deposit operations, and loan operations with an emphasis on continuous improvement to streamline processes and enhance service delivery. This role will focus on optimizing processes, implementing innovative strategies, and ensuring that the operations departments are positioned for future growth and success. This role will collaborate with various departments to streamline workflows, enhance productivity, and develop forward-thinking operational plans that support the company's long-term objectives. The role requires the ability to help the company think strategically about the changing operational environment with a focus on efficiency; coupled with appropriate tactical execution and the ability to influence and guide decisions based on their experience and industry knowledge. The Head of Banking Operations will regularly evaluate the efficiency and appropriateness of processes, best practices, as well as the overall performance across these operational teams.

We have a flexible work schedule where employees can work from home one day a week.

Essential duties and responsibilities:

  • Lead the core banking Operations teams in driving operational enhancements and efficiency across loan operations, deposit operations, and reconciliations. Establish best practices and processes, solve critical problems, and manage performance effectively.
  • Drive automation and process optimization to modernize operations and improve scalability.
  • Identify and implement technology solutions to enhance efficiency and reduce operational risks.
  • Lead system conversions and upgrades, ensuring seamless integration with operational processes.
  • Define and execute the operational strategy to align with the bank's growth and digital goals.
  • Build and lead high-performing teams, fostering a culture of innovation and continuous improvement.
  • Partner with business leaders and stakeholders to address challenges, resolve issues, and enhance service capabilities.
  • Ensure compliance with all regulatory and legal requirements through robust controls and risk mitigation strategies.
  • Manage fraud risk through continuous evaluation and enhancement of controls.
  • Monitor operational metrics and report on trends, performance, and issues to executive leadership.
  • Collaborate with Human Resources to develop strategic staffing plans that address organizational growth and ensure proper structure within the department and to support operational demands.
  • Build relationships with other departments such as marketing, finance, legal, compliance, and risk to identify important trends, potential problems, and opportunities. Set clear objectives for the team and utilize all available resources to address the toughest challenges.
  • Act swiftly to resolve issues preventing the team from working effectively, presenting proactive ideas to support growth and maintain market competitiveness.

Required knowledge, skills and experience:

  • A minimum of 15 years of professional experience involving technology-focused process improvements, transformations, and system implementations with a strong emphasis on operational efficiency.
  • Extensive knowledge in transaction banking, payment processing, and financial services, including: Managing operational risk, Deposit operations (e.g., item processing, deposit product management), Loan operations (e.g., loan booking, closing, and administration), Bank Reconciliations
  • Proficiency in deposit and loan regulations including ECCHO Operating Rules
  • Ability to establish and communicate a vision, solve problems from a high level, and be deeply involved in processes, systems and service delivery details.
  • Strong analytical skills, excellent time-management and organizational habits, and effective communication and presentation skills for senior stakeholders.
  • Experience working in dynamic, rapid growth environments with tight deadlines.
  • Hands-on approach with strong interpersonal skills - able to build and manage relationships with team members, cross-functional colleagues, and external partners.
  • Track record of leading and developing a team, investing in coaching and development.

Potential Salary: $275,000 - $300,000 annually

This salary range only reflects base wages and does not include benefits, bonus, or incentive pay. Salary bands are purposefully wide ranging to encompass the different factors considered in determining where a candidate falls in the range, including but not limited to, seniority, performance, experience, education, and any other legitimate, non-discriminatory factor permitted by law.

Metropolitan Commercial Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

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