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

Posted 3 days ago

B logo
BTIG, LLCNew York, NY
Job Purpose: BTIG is seeking a Senior Analyst/Associate (First or Second Year) to join its Investment Banking and Capital Markets Team in New York. The Analyst/Associate will be involved in all aspects of BTIG's Debt and Equity-Linked Capital Markets (collectively "Debt Capital Markets) business, including developing marketing materials, completing fundamental credit and technical analysis of potential issuers, and executing fixed income, private capital, and convertible transactions across various sector verticals. The ideal candidate will demonstrate the potential to take on a significant role in transaction execution by providing day-to-day support to senior bankers and clients while also providing professional guidance to junior team members. BTIG offers a unique environment that combines a highly entrepreneurial platform focused on growth companies with the analytical rigor and transaction experience of "bulge bracket" investment banks Duties & Responsibilities: Play a key role supporting origination, structuring, and deal execution, working on various assignments within Debt Capital Markets, including refinance, acquisition financing, growth capital, convertible, distressed, and refinancing transactions. Assist in leading deal execution and function as the key point of contact for the group, communicating with deal team members and clients, including industry groups, corporate executives, private equity clients, and direct lender/private capital/bond investors. Work with internal and external legal counsel regarding the preparation of documentation for new issue bond, private credit and convertible transactions. Preparation of offering memoranda, financial models, proposals, and other written materials for meetings with clients. Conduct industry and company-specific due diligence related to transactions. Assist in the development and continued cultivation of client relationships. Identify new business opportunities and develop tailored recommendations for clients. Requirements & Qualifications: Undergraduate degree from a top-tier school with a minimum GPA of 3.5 At least 3 years of investment banking experience Must have strong interpersonal skills and be able to communicate effectively in presentations, as well as express complex financial strategies in an organized and articulate manner Strong work ethic, detail orientation, and a passion for excellence Strong written and oral communication skills and ability to convey ideas Ability to manage multiple projects simultaneously Highly organized, proactive, energetic, and decisive, with a high level of integrity Ability to comfortably interact with business clients and management Advanced Excel and PowerPoint skills and proficiency with relevant banking-related databases/applications (Bloomberg, CapIQ, etc.) SIE, Series 7 and Series 79 complete Proficiency in mathematics and/or computer programming is preferred Important Notes: Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type No phone calls please, the applicant will be contacted within two weeks if successful About BTIG: BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 700 employees, BTIG, LLC and its affiliates operate out of 20 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities. The firm's core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. BTIG is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity. Compensation: BTIG offers a competitive compensation and benefits package. Salary range is based on a variety of factors including, but not limited to, location, years of applicable experience, skills, qualifications, licensure and certifications, and other business and organization needs. The current estimated base salary range for this role is $140,000.00 - $190,000.00 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus or overtime. Disclaimer: https://www.btig.com/disclaimer.aspx .

Posted 30+ days ago

B logo
BTIG, LLCNew York, NY
Job Purpose: BTIG seeks an investment banking professional to join the TMT team in New York. Associates are involved in all facets of BTIG's investment banking activities, including private and public offerings, M&A transactions, and other advisory services. The ideal candidate is a first or second year associate who demonstrates the potential to take on a significant role in deal execution by providing day-to-day support to senior bankers and clients while also providing professional guidance to junior team members. BTIG offers a unique environment which combines a highly entrepreneurial platform focused on growth companies with the analytical rigor and transaction experience of "bulge bracket" investment banks. Duties & Responsibilities: Provide transaction support to senior TMT bankers on a broad range of transactions including IPOs, secondary offerings, private placements, and mergers & acquisitions Financial analysis and modeling Manage several concurrent projects and work effectively as part of a team or individually Prepare client presentations Perform due diligence Assist in preparation of company marketing and transactions materials Interact with clients during presentations and deal executions Requirements & Qualifications: Undergraduate degree in finance or economics with a minimum GPA of 3.5 Ideal candidate will have 3+ years of experience at a top-tier investment bank, financial advisory or accounting firm Well-developed analytical and financial modeling expertise Demonstrated interpersonal skills allowing one to build relationships across a variety of groups Excellent verbal and written communication skills Ability to effectively manage multiple simultaneous project deadlines Advanced Excel and PowerPoint skills and proficiency with relevant banking-related databases / applications (Bloomberg, CapIQ, etc.) Ability to work well in teams Solid work ethic and superior attention to detail SIE required, series 63 & 79 licensing required Important Notes: Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type No phone calls please, the applicant will be contacted within two weeks if successful About BTIG: BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 700 employees, BTIG, LLC and its affiliates operate out of 20 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities. The firm's core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. BTIG is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity. Compensation: BTIG offers a competitive compensation and benefits package. Salary range is based on a variety of factors including, but not limited to, location, years of applicable experience, skills, qualifications, licensure and certifications, and other business and organization needs. The current estimated base salary range for this role is $170,000 - $210,000 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus or overtime. Disclaimer: https://www.btig.com/disclaimer.aspx

Posted 30+ days ago

1st Source Bank logo
1st Source BankSouth Bend, 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

B logo
BMO (Bank of Montreal)Chicago, IL
Application Deadline: 10/08/2025 Address: 320 S Canal Street Job Family Group: Audit, Risk & Compliance This leader on the BMO Fair and Responsible Banking team manages four full time employee direct reports tasked with executing compliance requirements associated with Unfair or Deceptive Acts or Practices (UDAP) / Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) across the U.S. Assists in the implementation, maintenance and administration of a specific compliance program. Coordinates and performs risk assessment, monitoring, testing and surveillance activities to ensure program remains current and aligned with BMO Compliance Program. Works with business/group and internal partners to ensure regulatory, corporate and fiduciary obligations are met. Advises business/group on implications of new regulatory developments or internal products, and assists to implement new/revised policies and programs to address them. Identifies risks and implements appropriate actions to mitigate them. Develops and maintains compliance information for analysis and reporting. Achieves compliance goals by maintaining current knowledge of regulatory requirements and developments. Maintains functional and regulatory expertise specific to business group, and refers to Compliance Policies & Procedures manuals for requirements. Contributes to business/group results by providing oversight and making recommendations that significantly impact the Bank's ability to monitor regulatory compliance programs, minimize operational risk and align with regulatory agencies. Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. Ensures alignment between values and behaviour that fosters diversity and inclusion. Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Attracts, retains, and enables the career development of top talent. Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. Provides advice and influences assigned business/group on implementation of solutions aligned to regulatory risk appetite based on an understanding of business operations and stakeholder needs. Consults on new products, services and automated systems to assist with incorporating compliance requirements into these initiatives. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Acts as a subject matter expert on relevant regulations and policies. May network with industry contacts to gain competitive insights and best practices. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Builds effective professional relationships with business group, internal/external stakeholders and trust with regulators. Analyses/reviews and reports compliance data and associated data to Compliance and business/group management. Leads/participates in the design, implementation and management of core business/group processes. Oversees the implementation, maintenance and monitoring/ reporting of all policies, guidelines, procedures and compliance programs, provides advice/rulings as necessary, for one or multiple complex function(s)/activity(ies). Effectively challenges risk assessments for business/group and assists to identify more effective compliance controls. Effectively challenges monitoring and testing activities to ensure compliance controls are operating and aligned to regulatory requirements. Identifies, assesses, effectively challenges and oversees the satisfactory resolution of issues, including ensuring adequate management remediation plans and validation. Elevates high profile issues/risk cases to Compliance and business/group management for prompt resolution. Analyzes and reports compliance information to Compliance and business/group management. Develops and maintains a high level of expertise in all regulations, directives and guidance which apply to the group(s) supported. Provides input to business/group on emerging risks, regulatory developments and interpretation of regulations. Conducts and/or effectively challenges risk assessments for business/group and assists to identify more effective compliance controls. Performs and/or effectively challenges monitoring and testing activities to ensure regulatory compliance controls are operating and aligned to regulatory requirements. Supports root cause analysis in response to material control failures in business/group. Identifies, assesses, effectively challenges and provides oversight on the satisfactory resolution of issues, including ensuring adequate management remediation plans and validation. Elevates high profile issues/risk cases to Compliance and business/group management for prompt resolution. Analyzes and reports compliance information to Compliance and business/group management. Advises first line of defense management and employees on compliance matters. Consults on new products, services and automated systems to assist with incorporating compliance requirements into these initiatives. Ascertains training needs and helps develop training based on gaps identified through the compliance monitoring and testing. Identifies enhancements to business group compliance tools and processes and communicates to required stakeholders. Assists business group management in communicating and implementing changes to applicable regulatory policies and procedures. Represents the business/group Compliance team and interacts with examiners/auditors during internal, external and regulatory audits and examinations. Provides regulatory perspective on business group's sales and marketing materials. Anticipates/ identifies and analyses risk and consequences of unaddressed risk factors/ compliance gaps, and recommends appropriate controls. Builds effective professional relationships with business/groups. Operates effectively within a high stress environment with constantly changing expectations and regulatory & audit scrutiny. Accesses, monitors and reports on sensitive Bank, customer, transactional and employee information to ensure compliance with regulatory requirements. Communicates the roles and importance of each of the three lines of defense, and proactively identifies regulatory risk. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications: Typically 8+ years of relevant experience and a post-secondary degree in related field of study or an equivalent combination of education and experience. Recognized compliance certificate or equivalent preferred. Detailed knowledge of consumer protection regulations and related marketing and advertising guidelines. Serves as a specialist resource to senior leaders and stakeholders with advanced knowledge of regulatory/ compliance requirements and the operations of a single or multiple business/groups. May require experience at regulatory body for one or more compliance area(s). Strong communication, critical thinking, relationship management and project management skills. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills- In-depth / Expert. Analytical and problem solving skills- In-depth / Expert. Influence skills- In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration- In-depth / Expert. Able to manage ambiguity. Data driven decision making- In-depth / Expert. Salary: $112,200.00 - $209,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 3 weeks ago

B logo
BMO (Bank of Montreal)Chicago, IL
Application Deadline: 10/09/2025 Address: 320 S Canal Street Job Family Group: Commercial Sales & Service Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment. Performs financial analysis and calculations, assesses client creditworthiness, prepares detailed credit summaries, analyses financial performance and risk profiles of clients within the portfolio. Utilizes financial models and analytical tools to assess client repayment capacity and recommend appropriate loan structures and collateral. Supports credit-granting decisions by making recommendations to manager. Supports portfolio monitoring and compliance, within the portfolio to identify deteriorating credit conditions and ensure compliance. Analyses metrics and assesses industry trends to spot risks and opportunities. Supports the negotiation of loan terms and conditions and the structuring of loans that align with client requirements and ensure compliance with the banks risk appetite and policies. Develops proposals to capture new business and expand client relationships. Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners. Structures and supports new, renewal and extension loans aligned with client needs and bank & risk policies Conducts financial analysis and risk assessments of clients' credit information, for an assigned portfolio, to provide insights and make informed decisions Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required. Minimizes BMO's risk exposure by adhering to credit policies, regulatory standards, and operational guidelines. Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded. Escalates issues when needed. Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships. Identifies revenue and cross-selling opportunities to enhance portfolio growth. Identifies share of wallet opportunities. Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. Manages timely and accurate data entry into BMO's systems and leverages the data to support decision-making. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Ability to learn and adapt quickly. Strong writing skills. Qualifications: Preferred 3 - 4 years of relevant experience in credit or lending instruments or financial operations in a corporate or banking environment. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. Technical proficiency gained through education and/or business experience. Intermediate level of proficiency: Problem Solving Collaboration Detail-Oriented Analytical Thinking Loan Structuring Regulatory Compliance Portfolio Management Credit Risk Assessment Banking Operations Microsoft Office Advanced level of proficiency: Data analysis tools Financial analysis Salary: $69,000.00 - $127,800.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 30+ days ago

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

Posted 30+ days ago

Keybank National Association logo
Keybank National AssociationAlbany, NY
Location: 4224 Ridge Lea Road - Amherst, New York 14226 Underwriters analyze all types of credit information on both existing and prospective customers. They are responsible for evaluating the creditworthiness of borrowers to render a credit decision. The function typically includes new money requests, renewals and amendments. Essential Job Functions Evaluate applicant's credit needs, financial strength and other background information to determine if request for credit is an acceptable risk. Assess industry risk, quality of management, market position and overall business climate to estimate future loan repayment capacity of business. Interpret cash flow, balance sheet, income statements, and tax returns (both personal and business) to determine credit worthiness. Use credit bureau data, credit scoring models, financial statements, and relevant additional financial information to determine the degree of risk involved in extending credit. Effectively communicate credit decisions to team members and internal clients (branches, relationship managers, etc.). Comply with Key Bank internal policies, applicable laws and regulations. Required Qualifications Bachelor's Degree with a preferred focus on business course work, or equivalent work experience. Prior experience with commercial/small business lending is a plus Familiarity with, and understanding of, traditional and automated commercial credit underwriting methodologies and their use is a plus Commitment to Key core values: Teamwork, Respect, Accountability, Integrity and Leadership. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $60,000 to $70,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 10/03/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

Posted 3 weeks ago

Huntington Bancshares Inc logo
Huntington Bancshares IncAddison, TX
Description Summary: The Business Banking Underwriter II is responsible for underwriting Business Banking loans to determine credit worthiness and compliance with Bank lending policy. Duties and Responsibilities: Supports Business Banking production by maintaining an individual pipeline of work. Reviews all financial and credit application information to make sound credit decisions. Credits would typically include those with moderate complexity and customer exposure up to $2,500M. Utilizes single approval authority up to $2MM. Appropriately assess risk profile of borrower. Tasks as needed to support the line of business and job family Performs other duties as assigned. Basic Qualifications: Bachelors degree 3+years' experience with business or commercial underwriting in a centralized lending environment Preferred Qualifications: Bachelors degree in Business related field Ability to underwrite credit exposures in excess of $1MM Proficient use of Microsoft Office and other internet resources Excellence in customer service, highly motivated, focused and goal oriented Excellent written and verbal communication skills, including grammar and demeanor Strong organizational skills with attention to detail, planning and follow-up Ability to work independently on multiple tasks without compromising quality #Texas 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. 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: $57,000 - $113,000 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 5 days ago

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

Posted 3 days ago

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

Posted 30+ days ago

C logo
Concentrix Corp.MO, MO
Job Title: Banking Customer Service Representative (On-Site) Job Description The Banking Customer Service Representative interfaces with customers via inbound/outbound calls and/or via the web. This position provides customer service support and resolution of routine problems and questions regarding client products and/or services. (Military veterans are encouraged to apply.) Location: 1900 Meyer Drury Drive, Arnold, MO Location: 1900 Meyer Drury Drive, Arnold, MO A NEW CAREER POWERED BY YOU Are you looking for a career change with a forward-thinking global organization that nurtures a true people-first, inclusive culture and a genuine sense of belonging? Would you like to join a company that earns "World's Best Workplaces," "Best Company Culture," and "Best Companies for Career Growth" awards every year? Then a Banking Customer Service Representative position at Concentrix is just the right place for you! As a Banking Customer Service Representative, you'll join an organically diverse team from 70+ countries where ALL members contribute and support each other's success and well-being, proudly united as "game-changers." Together, we help the world's best-known brands power a world that works through exceptional customer experiences and tech-powered innovation. And due to continued growth, we're looking for more talented people to join our purpose, people as passionate about providing outstanding customer experiences as we are. CAREER GROWTH AND PERSONAL DEVELOPMENT This is a great opportunity to reimagine an all-new career journey and develop "friends for life" at the same time. We'll give you all the training, technologies, and continuing support you'll need to succeed. Plus, at Concentrix, there's real career (and personal) growth potential. In fact, about 80% of our managers and leaders have been promoted from within! That's why we offer a range of FREE Learning and Leadership Development programs designed to set you on your way to the kind of career you've always envisioned. WHAT YOU WILL DO IN THIS ROLE As a Banking Customer Service Representative, you will: Listen attentively to customer needs and concerns; demonstrate empathy while maximizing opportunity to build rapport with the customer. Clarify customer requirements; probe for understanding, use decision-support tools and resources to resolve customer issues that are non-standard/unstructured and require some clarification or conceptual thinking. Servicing both Debit/Credit Card and Debit/Credit Card Fraud Calls. Servicing active debit/credit card accounts including calls related to or inquiries of: Monetary transactions, non-monetary and maintenance transactions, provision of merchant/cash authorizations, release authorizations or adjustments, account growth, and work cases. Non-Monetary transaction and maintenance transaction: adding authorized users, adding secondary account holder, balance transfers, enhanced account type, change of reward programs or repricing. Origination of new accounts. Debit/Credit Card Fraud, addressing members report of unauthorized activity on their credit card or respond to outbound contacts. This includes calls from members who have filed a credit card fraud claim and have follow-up questions or calling to provide additional information regarding their fraud claim. Maintain broad knowledge of client products and/or services. Prepare complete and accurate work including appropriately notating accounts as required. Be tenacious in tracking, documenting, and retrieving information in call tracking database. Be comfortable with fraud prevention, collections, and transaction disputes. Ensure service delivered to our customers meets contractual Key Performance Indicator Deliver expert customer experiences…with a smile. YOUR QUALIFICATIONS Your skills, integrity, knowledge, and genuine compassion will deliver value and success with every customer interaction. Other qualifications for our Banking Customer Service Representative role include: Must be 18 years of age. A high school diploma or equivalent. Strong communication skills in both verbal and written format. Exceptional listening and relationship building skills. Creative problem solver. Must have a minimum of 6 months customer service experience. Preferred experience in the banking and credit card industries. Strong PC knowledge and computer navigation skills. Proficiency in fast-paced multi-tasking and able to demonstrate resiliency in a fast-paced metric driven environment. Eagerness to learn new technologies. Must reside in the United States or have a valid U.S. address for residence, and must be located near 1900 Meyer Drury Drive, Arnold, MO. WHAT'S IN IT FOR YOU One of our company's Culture Beliefs says, "We champion our people." That's why we significantly invest in our game-changers, our infrastructure, and our capabilities to ensure long-term success for both our teams and our customers. And we'll invest in YOU to aid in your career path and in your personal development. In this role, you'll also be provided with: The base salary range for this position is $17 per hour, plus incentives that align with individual and company performance (pay will not be below applicable minimum wage). Actual salaries will vary based on work location, qualifications, skills, education, experience, and competencies. Benefits available to eligible employees in this role include medical, dental, and vision insurance, comprehensive employee assistance program (EAP), 401(k) retirement plan, paid time off and holidays, and paid training days. We accept applications for this position on an ongoing basis. DailyPay enrollment option to access pay "early," when you want it. Company networking opportunities with organized groups in the following topics: Network of Women, Black Professionals, LGBTQ+ Pride, Ability (Disabilities), Dynamic ((Neurodiversity), Women in Tech, OneEarth Champions, and more. Health and wellness programs with trained partners to help promote a healthy you. Mentorship programs that support your rewarding career journey. A modern, state-of-the-art office setting with advanced technologies and a great team. Programs and events that support diversity, equity, and inclusion, as well as global citizenship, sustainability, and community support. Celebrations for Concentrix Day, Game-Changer Appreciation Day, Customer Service Week, World Clean Up Day, #MyOneEarthPromise, and more. REIMAGINE THE BEST VERSION OF YOU! If all this feels like the perfect next step in your career journey, we want to hear from you. Apply today and discover why over 440,000 game-changers around the globe call Concentrix their "employer of choice." Location: USA, Arnold, MO Language Requirements: English Time Type: Full time Physical & Mental Requirements: While performing the duties of this job, the employee is regularly required to operate a computer, keyboard, telephone, headset, and other office equipment. Work is generally sedentary in nature. If you are a California resident, by submitting your information, you acknowledge that you have read and have access to the Job Applicant Privacy Notice for California Residents Eligibility to Work: In accordance with federal law, only applicants who are legally authorized to work in the United States will be considered for this position. Must reside in the United States or have a valid U.S. address for residence. Where Job May be Performed: Currently, this position may be performed only in the states listed here. Concentrix is an Equal Opportunity/Affirmative Action Employer including Disabled/Vets. For more information regarding your EEO rights as an applicant, please visit the following websites: English Spanish To request a reasonable accommodation please click here. If you wish to review the Affirmative Action Plan, please click here.

Posted 30+ days ago

F logo
First Horizon Corp.Knoxville, TN
Location: Onsite listed in the job posting. Summary If you're a natural leader and want to lead a team at a strong company with exceptional support, then you'll want to be one of our banking center managers! You will immerse yourself in the community, build and maintain client relationships, and oversee all banking center functions to lead your team's success. Weekly Scheduled Hours: M-F 9-5, rotating Saturday 9-1 Key Responsibilities Include Business development of market area through proactive sales calls and networking to meet or exceed all consumer and business loans, deposits and fee income goals. Involvement in the local market/community through civic organizations or community groups. Ensure that personnel are trained and motivated to attain high quality customer service standards and profit goals through proactive sales. In conjunction with support groups such as retail administration for retail branch managers, develop, identify and implement activities within the branch market area. Ensure that appropriate staffing is maintained at all times to provide high quality customer service levels. Regularly monitor the efficiencies of production standards. Ensure that regulatory compliance standards are met. Responsible for controlling operational and administrative expenses. Responsible for resolving all customer service problems. Responsible for representing the company in a professional manner at all civic and community affairs. Qualifications Include Bachelor's degree 1-2 years related experience or an equivalent combination of education and experience Experience with Microsoft Word, Excel, and Outlook As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. NMLS Language As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Posted 3 weeks ago

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

Posted 3 days ago

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

Posted 30+ days ago

B logo
BMO (Bank of Montreal)Algonquin, IL
Application Deadline: 10/09/2025 Address: 170 N McLean Blvd Job Family Group: Commercial Sales & Service Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: To Boldly Grow the Good in Business and Life. Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate. Proactively develops and executes sales strategies to attract new business clients and expand existing relationships. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Generates appointments and opportunities to grow business results through targeted sales efforts. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Identifies prospective customers and cross-sells additional products and services to meet their needs. Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager. Understands the local market and proactively develops relationships with centres of influence. Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support. Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio. Answers inquiries and provides accurate information about business banking products and services. Understands customer needs and offers financial solutions that meet customer goals. Resolves or escalates issues. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides advice and guidance to assigned business/group on implementation of solutions. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Provides input into the planning and implementation of operational programs. Executes work to deliver timely, accurate, and efficient service. Supports the development and promotion of a business/group program. Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk. Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies. Strong experience with customer sales and service. Technical proficiency gained through education and/or business experience. Verbal & written communication skills- In-depth. Collaboration & team skills- In-depth. Analytical and problem solving skills- In-depth. Influence skills- In-depth. Data driven decision making- In-depth. Salary: $57,500.00 - $106,500.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 3 weeks ago

First Volunteer Bank logo
First Volunteer BankChattanooga, TN
Builtwell, Chattanooga's community bank, is currently experiencing rapid growth. We are actively seeking a friendly and hard-working Digital Banking Service Specialist to join our team. The successful applicant will be responsible for a combination of the following: Customer Concierge: Serving customers via telephone, live chat, or email as well as supporting Builtwell Bank's digital banking products Card Services: Processing customer requests regarding debit and credit cards and handling card disputes Wire Transfers: Processing incoming, outgoing and international wires ACH: Processing daily ACH files for customers as they are submitted Above all, offering exceptional service to both internal and external customers. We encourage all who want to work with a dynamic and highly productive team to apply. Desired Qualifications High school diploma or equivalent Ability to work independently, accurately and with attention to detail Strong time management skills and ability to meet daily deadlines Confident working knowledge of computers and software such as Microsoft, Excel, and Adobe Ability to communicate and interact with a variety of people both within the team and other departments Ability to handle and resolve recurring issues Excellent verbal and written communication skills Schedule: M-F 8:30 am-5:30 pm, Every 7 weeks F 8:30 am- 6:00 pm, Every 6 weeks Sat. 8:50 am- 12:10 pm (Full-time)

Posted 30+ days ago

Keybank National Association logo
Keybank National AssociationAmherst, NY
Location: 4224 Ridge Lea Road- Amherst, New York 14226 Location: Must reside in the geographic region of Amherst, NY Training will take place on site at: 4224 Ridge Lea Rd Amherst, NY 14226 Training: Training will take place in office for minimally the first 3 months. Schedule During Training: Monday- Friday from 8:00am-5:00pm ET Schedule After Training: There are various shift available for this role. Weekend Warrior Shifts- working every Saturday and Sunday and 2 days off during the week Saturday Squad Shifts- working every Saturday and 2 days off during the week Additional compensation offered for Weekend Warrior and Saturday Squad All other shifts will require working at least every other Saturday or Sunday Customer Service Specialist As a Customer Service Specialist, you'll serve as the voice of KeyBank - working as a problem solver for our clients. This is a high energy, fast-paced call center role with unlimited opportunity to learn, grow and work with a talented and supportive team. If you like helping others and feel rewarded by making someone's day a little better, this is the role for you. The ability to empathize, stay calm and not take client frustration personal are traits that are especially successful in this role. What You'll Get from This Opportunity: Competitive pay and unique benefits- 401(k) matching (dollar-for-dollar up to 7%), generous PTO, fitness and tuition reimbursement and so much more. Valuable financial services experience. You'll learn the ins and outs of how the bank works and knowledge that translates to career advancement at Key. Paid job training and access to a library of specialized professional development and training courses. Shift differentials available. Performance-based rewards. Variety - every day is different. Essential Job Functions: Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. Receiving inbound calls from consumer clients in fast paced environment (in some cases, taking back-to-back calls) Answering client questions, problem solving, educating, de-escalating dissatisfied clients, and making suggestions that help deliver our Moments Matter culture. Providing technical support for Key's online products and services (PC, mobile, and tablets). Collaborating with a wide range of Key Teammates to help solve client challenges. Ability to navigate multiple screens and software while speaking to clients effectively over the phone free of distractions and background noise (similar to being in the office). Complies with all KeyBank policies and procedures, , acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and KeyBank. Required Qualifications: Minimum 1 year client service experience. High school diploma/GED. Demonstrated success in problem resolution, multi-tasking and attention to detail. Advanced computer skills and working knowledge of how to navigate multiple screens and software, web browsers, websites and mobile applications while speaking to clients. Strong interpersonal, verbal, and written communication skills. Flexibility, empathy, and patience to work in a fast-paced, high-volume call center. Ability to read and follow call center "scripts" when handling different scenarios. Schedule flexibility- The hours for the position can change based on business need. In addition, there is a shift bid process for all Teammates that occurs two times (performance based schedule options) per year which could result in a schedule change. Preferred Qualifications: Previous experience working in a remote/ work from home environment. Mobile Requirements: Hard wired high speed internet speed- Minimum of 50 MBPS download Dedicated home office space Distraction and noise free background - we want clients to have the same professional experience that they would have speaking to a Teammate working onsite What It's Like to Work with Us: At the KeyBank Contact Center, we are a diverse and engaged team that supports one another and always finds a way to have fun in the office and virtually. Our leaders have our backs and we share our knowledge for the good of the team. We work hard for our clients, and are frequently rewarded for our efforts. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $19 to $21.00 per hour depending on location and job-related factors such as level of experience. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 10/24/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

Posted 2 weeks ago

F logo
First National Bank (FNB Corp.)Erie, PA
Primary Office Location: 711 State Street. Erie, Pennsylvania. 16501. Join our team. Make a difference - for us and for your future. No Corporate Housing Provided. Application Deadline: October 17, 2025. Internship Overview/Summary: In the role of Retail Banking Intern , you have the opportunity to apply your knowledge of business and finance to real world scenarios within our retail banking segment. Throughout this experience you will gain practical, challenging, and meaningful on-the-job work experience as a retail banking professional with an organization who is continuously recognized as a Top Workplace and Best Place to Work. Internship Duties and Responsibilities: Participate in Teller training and spend some time learning to service customers on the Teller Line Participate in Platform training and be provided with the opportunity to shadow Platform employees during the lead calling, profiling, and account opening process Shadow either Branch Managers or Business Development Officer's on outside business calls Have the opportunity to attend and observe Workplace Banking presentations Spend time interacting with other FNB business partners which may include: Private Banking, Treasury Management, Wealth/Brokerage, and Business Banking Spend time interacting with Retail leadership (both Regional Banking Executive's and Market Managers) Participate and attend FNB related events/trainings that are scheduled for all Summer Interns Learning Objectives: Our internship programs are designed to ensure you gain valuable skills in your field of study while providing networking opportunities with professionals throughout the organization. Over the course of the internship period you will: Gain hands-on experience working for a dynamic and innovative organization while learning about the financial services industry Work directly with assigned business leaders and professionals on various projects and assignments Have the opportunity to participate in networking events and meetings Have the opportunity to participate in corporate training opportunities to further aid in your professional development Position Title: Intern Business Unit: Multiple Reports To: Varies Based on Assignment Position Overview: As an intern at F.N.B., you have the opportunity to experience daily what you learned in your finance or economics classes, see how banks work satisfying the needs of businesses and consumers, enhance leadership skills working with high-performing executives, learn the skills that differentiates F.N.B in the marketplace, understand interest rates and other key financial drivers, acquire credit skills key to portfolio health and learn complex regulatory compliance issues and more. Possible positions include key support areas such as Finance, Marketing, HR, Project Mgmt. and Accounting. Primary Responsibilities: Learn aggressively: Be open to new ideas and concepts, ask questions and be intellectually curious. Opportunities are based on assigned department, possible examples include organizational structures, business etiquette, interpersonal/conflict resolution/sales/negotiation skills, industry information, products and services and functional responsibilities for various Bank departments. Analyze: Improve the quality of decision making by doing appropriate and thorough analysis. Potential examples are based on the department assigned but can include pricing decisions, financial analysis, qualitative analysis, credit risk mitigation, identifying borrowing needs, project timelines and marketing plans. Communicate well: Deliver information in a clear, logical and effective manner. Convey information both in writing and orally. Flex style to effectively communicate in one-on-one, small group and large-group settings. Possible examples include business meetings, sales calls, training sessions, email communication and conference calls. Display Teamwork: Work well with others to achieve group goals. Willing to leverage the experiences of members to generate improved results and maximum performance. Lead and follow with effectiveness. Willing to voice dissent and ask difficult questions. Listen, to learn. Examples include department or Intern projects. Get Results: Be accountable, responsible for the output of one's effort. Willing to manage risk while pursuing innovative solutions or techniques. Flexible to change course to improve outcomes and results. Understand the criticalness of quality-output. Meet deadlines, getting things done on time and under budget. Possible examples will be numerous in virtually every department in the Bank. Compliance/Integrity: Understand and follow all company policies and procedures. Meet all relevant legal and regulatory requirements. Complete required trainings and course work in a satisfactory manner and on time. Complete project assignments in conjunction with rotations and work with appropriate oversight to complete. Learn to accomplish objectives by developing and prioritizing actions steps and establishing and communicating the work plan to the appropriate participants. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: High School or GED Minimum Years Experience: 0 Special Skills: Needs to be officially enrolled in an undergraduate bachelor program with a major in areas such as Finance, Accounting, Marketing or Information Technology Special Licenses and Certificates: N/A Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Posted 30+ days ago

H logo
Huron Consulting ServicesChicago, Illinois
Huron is a global consultancy that collaborates with clients to drive strategic growth, ignite innovation and navigate constant change. Through a combination of strategy, expertise and creativity, we help clients accelerate operational, digital and cultural transformation, enabling the change they need to own their future. Join our team as the expert you are now and create your future. Senior Managers serve in an outward-facing, hands-on, and multi-faceted role combining project and engagement management, team leadership and material interaction with clients at both tactical and strategic levels.While activities vary based on project size/scope and individual skill sets and strengths, the Senior Manager can expect to spend considerable time on client-facing engagements through all project phases (pursuit to delivery), project management, and intensive data-analysis to implement impactful recommendations. Additionally, Senior Managers time will revolve around overall practice development, the mentorship of Coachees (when assigned), and general project/organizational administrative tasks.We are looking for an Oracle Financials Sr. Manager / Solution Architect who can define and oversee ERP solution design across global transformation programs. This role requires deep Oracle ERP Cloud expertise, the ability to align solutions with client business strategy, and hands-on leadership in guiding design and architecture decisions. Key Responsibilities Own the end-to-end solution design for Oracle ERP Financials and EPM Cloud implementations, ensuring scalability, compliance, and performance. Lead workshops with business stakeholders to translate requirements into future-state designs. Support pre-sales activities and contribute to proposals and client presentations. Act as a thought leader, staying ahead of Oracle roadmap and innovation (AI, automation, analytics). Provide architectural oversight across modules (AHCS, GL, AP, AR, FA, CM). Collaborate with integration, reporting, and data teams to ensure seamless end-to-end design. Define standards, templates, and best practices for ERP implementations. Qualifications: Bachelor’s or Master’s degree in a field related to this position or equivalent work experience with Oracle SaaS solutions 5-7 years of related experience with ERP and EPM Cloud implementations in a consulting role Must have strong banking industry experience. Insurance and capital markets is nice to have but not mandatory. 5+ years of experience leading implementations with at least 2 of the following Oracle Cloud modules: Accounting Hub (AHCS), General Ledger (GL), Receivables (AR), Payables (AP), Asset Management (FA), Cash Management, OFSAA solutions Experience as a functional application specialist, but also familiarity with Oracle’s FS Reference Architecture Proven experience with integrations from Banking, Insurance, and/or Capital Markets solutions; knowledge of OIC Excellent communication skills – oral and written – and the interpersonal skills needed to quickly establish relationships of trust and collaboration The ability to train and participate in the professional development of Huron staff in both project management and technical dimensions Proven ability to contribute on multiple projects of differing scale and duration Willingness to travel up to 50% as needed to work with client or other internal project teams The estimated base salary range for this job is $165,000 - $185,000. The range represents a good faith estimate of the range that Huron reasonably expects to pay for this job at the time of the job posting. The actual salary paid to an individual will vary based on multiple factors, including but not limited to specific skills or certifications, years of experience, market changes, and required travel. This job is also eligible to participate in Huron’s annual incentive compensation program, which reflects Huron’s pay for performance philosophy. Inclusive of annual incentive compensation opportunity, the total estimated compensation range for this job is $189,750 - $231,250. The job is also eligible to participate in Huron’s benefit plans which include medical, dental and vision coverage and other wellness programs. The salary range information provided is in accordance with applicable state and local laws regarding salary transparency that are currently in effect and may be implemented in the future. Position Level Director Country United States of America

Posted today

PwC logo

Strategy& Banking And Capital Markets, Senior Manager

PwCNew York, NY

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Job Description

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

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