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Intapp is looking to hire a highly consultative Associate Client Development Director (Account Executive) to join its Middle-Market team covering the Investment Banking vertical. This individual should be a proven and polished C-level solution seller. It is imperative that the candidate be viewed by customers as a credible executive-level advisor and consultant as well as a business development executive. Intapp is revolutionizing the investment banking and private capital markets around the world with data, transparency, great product and sophisticated service. We've already made huge strides, but we're just getting started. The target market for Intapp is Investment Banking, Private Equity, Direct Lending, Real Estate, Venture/Growth, FOF, Institutional Investors, and Corporate Development arms of the Fortune 1000. What you'll do: Drive new client acquisition by targeting investment banks and related segments in the assigned region/market, with a focus on expanding Intapp's footprint into net-new accounts. Proactively identify and qualify prospects through targeted networking, internal SDR support, regional leadership initiatives, and outbound efforts (calls, emails, events). Develop and maintain a strong pipeline of new business opportunities valued at $1M+, ensuring consistent coverage of growth targets. Understand prospect buying behavior and tailor the Intapp sales process to guide prospects toward decision-making. Engage senior stakeholders across new accounts, building organizational alignment and demonstrating Intapp's differentiated value. Uncover key drivers of value for prospects and clearly articulate how Intapp solves their business needs. Facilitate prospect discovery sessions and relationship-building through in-person meetings, social touchpoints, and professional engagements. Leverage Intapp resources (services, training, support, product) to build credibility and position new prospects for long-term success. Develop, deliver, and present proposals that clearly define value creation and ROI for new clients. Manage complex negotiations at the executive level, navigating multi-constituent sales processes to drive closure. Achieve $1M+ in new subscription and services bookings annually, with an emphasis on new logo growth. What you'll need: 3+ years of experience in consultative, value-based selling with a strong track record of pursuing and winning net-new logos. Individuals likely to excel come from sales roles investment banking or financial technology with a specific focus on investment banking firms. Experience engaging clients in value based sales process. Highly motivated, positive, entrepreneurial, can do attitude, creative, ownership driven, intellectually curious, dynamic, confident, professional and goal-oriented with excellent communication and presentation skills. What you will gain: At Intapp, you'll get the opportunity to bring your talents and intellectual curiosity to create better outcomes for our people and our clients. You'll be part of a growing public company, with a modern work environment that's connected yet flexible and where your professional growth and well-being are top priorities. We'll collaborate and grow together, supporting each other in a positive, open atmosphere that fosters creativity, innovation, and teamwork. Here, you will have the opportunity to: Expand Your Skills: Unlock your potential with professional development opportunities supported by a community of experienced professionals. We offer reimbursement for training and continuing education to help you stay ahead in your career. Enjoy Where You Work: Thrive in our modern, open offices designed to inspire creativity and collaboration. Our complimentary lunches and fully stocked kitchens ensure you have everything you need to stay energized throughout the day. Support What Matters Most: Our comprehensive wellness and flexible time off programs and our benefits are designed to care for you and your family. Our family-formation benefits and support during your family-building journey ensure you have the resources you need when it matters most. We believe in giving back and supporting our communities with paid volunteer time off and a donation matching program for the causes you care about. Join us and be a part of a collaborative and welcoming culture where your contributions are valued, and your professional growth is a priority. Together, we are building a company of long-term value that we can all be proud of. For New York City based roles, Base Pay Range is $110,000/yr - $115,000/yr. Your actual base salary will be determined by factors such as relevant experience, geographic location, and internal equity. In addition to base salary, variable compensation and equity may also be included #LI-AC1 Your actual base salary will be determined by factors such as relevant experience, geographic location, and internal equity. In addition to base salary, variable compensation and equity may also be included. Intapp provides equal employment opportunities to all qualified applicants and will make hiring decisions without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristic protected by federal, state or local laws. Please note: Intapp will not hire through text message, social media, or email alone. We will never extend a job offer unless you have been contacted directly by an Intapp recruiter and have participated in the interview process which will generally consist of 3 or more virtual or in person meetings. Please note that Intapp only uses company email addresses, which contain "@intapp.com" or "@dealcloud.com" to communicate with candidates via email. Intapp will never ask for financial information of any kind or for any payment during the job application process. We post all legitimate job openings on the Intapp Career Site at https://www.intapp.com/working-at-intapp/ . If you believe you were a victim of such a scam, you may contact your local authorities. Intapp is not responsible for any claims, losses, damages, or expenses resulting from scammers.

If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. This position is located at our Billings Downtown Tower, MT branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible. Generous Paid Time Off (PTO) in addition to paid federal holidays. Child Care Assistance Program for eligible dependent(s). Exercise reimbursement program for employees. The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it. We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate. SUMMARY The Commercial Banking Representative I functions as a primary contact for commercial banking clients with basic loan portfolios and assists Commercial Relationship Managers with servicing those clients. Responsible for maintaining and expanding the relationship with clients by providing overall client support services. Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard procedures. Essential duties are performed individually or with direct supervision, based on the individual's experience level. ESSENTIAL DUTIES AND RESPONSIBILITIES Handles day-to-day client calls, client transactions, and client problem resolution. Responds to client account inquiries, performs account maintenance and researches/resolves client problems. Executes client transactions within delegated authority or applicable department guidelines, escalating to the assigned Relationship Manager (RM) any requests outside specified norms or items requiring Relationship Manager signature or approval. Transactions may include: transfers, withdrawals, distributions, wire transfers, payments, fee waivers/fee refunds, client overdrafts, monitoring reports, and other loan and account operations requested by clients. Prepares and/or reviews client account documents for meetings between the RM and the client, focusing on completion of signatures, accuracy, and fulfillment of standard regulatory and compliance guidelines. Assists in obtaining necessary information to submit loan applications, such as financial statements, tax returns and business documentation. May also work with outside vendors, such as attorneys or title companies; UCC searches, title work, OFAC Environmental Reports, appraisals, and flood determinations. May work with outside counsel, title companies, other product vendors, etc. to request documents needed for loan requests, when applicable. Specializes in loan documentation and ensures accuracy in loan documents and legal loan files. To include reviewing documents, organizing legal loan documents, and supporting information, and accuracy in digital records. Submits complete and accurate requests for documentation in accordance with loan approval, ensuring all appropriate supporting documents are available in Director/Unity Client, including but not limited to loan approval, Borrower, Guarantor, and Grantor entity documents, collateral reports, and all other information necessary to generate loan documents. Provides complete packages to Loan Servicing for Boarding/Funding, ensuring appropriate GLs are credited for fees collected. Ensures all documentation is uploaded to Director/Unity Client timely and imaged files are complete. Creates ticklers in Credit Track in accordance with the loan agreement & guaranty requirements and assists Relationship Manager with obtaining required information to clear ticklers. Supports commercial relationship managers and group managers with review and certification of legal entity validation (dba, partnership, S-Corp, C-Corp, LLC, and trusts), real estate collateral documentation (title commitment, environmental reports, hazard insurance, and appraisals), UCC and titled collateral validation. Supports commercial relationship managers and group managers with treasury and deposit products in partnership with internal bank Treasury, Retail Banking teams and other business line referral programs including payment and wealth products. Generates or obtains daily, weekly, monthly, and quarterly reports as assigned. Reviews reports for accuracy and compliance and updates systems or makes other corrections. May reconcile client accounts, enter client financial data into databases, and monitor exceptions to company policies. Actively ensures compliance with the Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies, and procedures. Actively participates in any required corporate and business line training in these areas. Understands and follows internal suspicious activity referral requirements and processes, as required for this position. Actively works with clients to understand each client's normal account activity, as appropriate for this position. Maintains working knowledge of all regulatory, legal, and Credit Policy requirements to ensure all applications, documentation and loan accounts are compliant. Participates in internal and external training to maintain knowledge of Bank products; attends operational and exception meetings and keep abreast of all credit policies and changes. Maintains positive working relationship with peers and other business unit team members. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. KNOWLEDGE, SKILLS AND ABILITIES Basic understanding of credit products, bank systems and commercial lending. Exhibits a general understanding of applicable federal regulations, credit policy and bank policies and procedures. Ability to work effectively in a fast-paced production environment. Strong organizational skills, time management skills and strong attention to detail. Strong interpersonal skills including oral and written communication. Problem solving skills. Proficiency with personal computers and related software packages. EDUCATION AND/OR EXPERIENCE High School Diploma or General Education Degree (GED) required 1-3 years banking experience and/or equivalent combination of education and experience required PHYSICAL DEMANDS AND WORKING ENVIRONMENT The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. Dexterity of hands/fingers to operate computer keyboard and mouse- Frequently Sitting- Frequently Standing- Occasionally Overtime- Subject to business need Noise Level- Moderate Typical Work Hours- M-F (8-5) Regular and Predictable Attendance- Required If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.

Job Description The C & I Commercial Relationship Manager III is responsible for serving as a trusted business advisor to clients and provide a full breadth of banking solutions to meeting their financial objectives and needs while establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The C & I Commercial Relationship Manager III is also responsible for managing a portfolio of relationships, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team. Essential Functions Develop and expand existing commercial banking relationships Prospect actively and successfully bring in new relationships to Northwest Engage with the various product partners on a regular basis to discuss cross selling opportunities and referrals to expand and deepen client relationships Achieve and exceed budget goals as assigned individually and by region Actively participate in community and professional networking events Develop meaningful "Centers of Influence" relationships Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest Manage a commercial loan portfolio of both credit and noncredit clients Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis Ensure noncredit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate As required, collect on delinquent accounts Analyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management Complete loan closings in partnership with Portfolio Management Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management Participate in continued sales, product and credit training Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment . Complete special projects as assigned Education: Bachelor's degree in Business, Accounting, Finance, Economics, or Marketing preferred Work History: 6 - 8 years account relationship management experience preferred 6 - 8 years experience consistently delivering strong sales performance preferred Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Responsible for developing a regional Business Banking team to complement the bank's market presence by developing and maintaining a profitable portfolio of clients relative to loans, deposits and treasury service products. The Business Banking Team Leader II is a relationship manager who calls on businesses with revenue up to $5 million. This position oversees and supervises other Business Banking Relationship Managers in the region and will direct, administer and coordinate the team's Business Banking line of business activities in accordance with company policy as monitored by the Head of Business Banking. Position Accountabilities Formulate and implement a program for business development and sales promotion by client base within the region, organizing resources, focusing officer calling program and making joint calls on important prospects and existing customers. Monitor and manage ongoing regional performance to established goals and objectives. Manage a group of Business Banking Relationship Managers to effectively meet prospect and client banking needs by coaching, profiling, reviewing and augmenting the activities of Business Banking Relationship Managers through direct client contact. Call on high potential prospects and Business Banking customers to sell and service all banking need (loans, deposits, treasury service), including an active focus on partner referrals and Business Banking opportunities. Promote and cross-sell other bank products and services to meet customer & prospect opportunities as profiles and needs assessments are reviewed. Partner with Centralized Business Underwriting to enforce the bank's Business Banking lending policies to include loan's approved in accordance with defined loan authorities. Actively manage, monitor and report status of all exceptions and past dues on business banking loans in accordance with loan policy. Coordinate Business Banking activities with Business Banking Teammates and the Head of Business Banking and other lines of business to set business banking product sales and service objectives. Work with the Business Banking Sales Manager to monitor results versus objectives and recommends necessary strategic adjustments to ensure objectives are reached. Provide ongoing group and individual training for Business Banking Relationship Managers in regard to sales techniques, calling strategies, presentation skills and business banking practices and procedures. Maintain a high level of customer satisfaction by providing ongoing relationship servicing, including the resolution of service issues of clients. Participate in organizations and projects to establish referral contacts and Centers of Influence (COI) within the community. Work with Branch and Treasury staff to solicit treasury services and deposit accounts. Ensure that own work is in compliance with applicable policies, procedures, laws, regulations and guidelines. Organizational Relationship This position reports to the Head of Business Banking. Position Qualifications Education & Experience Bachelor's Degree or equivalent work experience Team sales management or equivalent work experience Five to Ten+ years of comprehensive sales experience Five+ years of business lending, treasury service, and deposit product sales experience Knowledge & Skills Demonstrated leadership skills and the ability to inspire team members to excel Highly motivated and committed individual Ability to originate owner occupied real estate and C&I loans. Ability to work well in a sales driven environment. Excellent interpersonal, public relations and client service skills Proven ability to solve problems and make sound business decisions Excellent organizational and verbal/written communication and sales presentation skills Excellent computer skills with strong working knowledge of Microsoft Office Programs including Excel, Word and Outlook. Proven training and development Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits . We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.

Industry/Sector Banking and Capital Markets Specialism Operations Management Level Senior Manager Job Description & Summary At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. As a business application consulting generalist at PwC, you will provide consulting services for a wide range of business applications. You will leverage a broad understanding of various software solutions to assist clients in optimising operational efficiency through analysis, implementation, training, and support. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Business Applications Consulting team you will create and deliver innovative solutions that meet both PwC's and the client's objectives in banking technology modernization. As a Senior Manager, you will drive results through client interaction, manage complex projects, and develop performing teams, making sure operational excellence and strategic advising are achieved in a rapidly evolving industry. Responsibilities Develop and mentor top-performing teams to achieve goals Analyze industry trends to inform strategic advising Foster collaboration across teams to enhance project outcomes Continuously assess and improve project delivery processes What You Must Have Bachelor's Degree At least 7 years of experience What Sets You Apart Master's Degree preferred Demonstrating in-depth understanding of team roles Leveraging knowledge in Enterprise Architecture and Integration Strategy Building on existing virtualization and service-oriented architecture Selecting, implementing or configuring banking technologies such as: digital self-servicing platforms; assisted channels (branch systems, call center technology, banker desktop); loan origination systems; loan accounting systems; leasing platforms; core banking platforms; money movement and payment rails; master data management; Risk, Regulatory, & Financial Crimes solutions; Corporate Services (finance, HR, treasury, etc) Establishing enterprise data capabilities and governance Participating in leading project management workstreams Researching problems and/or issues and developing and offering effective solutions for clients' initiatives related to Business Systems Integrations solutions and Cloud Application Transformation Utilizing creative problem-solving and consultancy mindset Writing, communicating, facilitating, and presenting cogently to and/or for all levels of industry audiences, clients and internal staff and management, which includes whitepapers, studies and client briefings Travel Requirements Up to 40% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $124,000 - $280,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Pay Range: $128,088.00 - $170,754.00 Responsible for New Business Development activities, dealing with large, high net worth customers and complex transactions. Evaluates loan applications and assesses credit worthiness of applicant. Maintains a loan portfolio that includes gathering relevant financial data and maintaining customer relationships. Complies with bank policies, and Federal/State regulations dealing with Commercial Lending. Assists less experienced loan officers with training, consultation, and guidance. Education and Experience: 4 year degree or related experience 7-10 years of Commercial Lending experience Skills and Abilities: Strong accounting and credit analysis background Strong communication skills Ability to attain/exceed established business goals Strong management and leadership skills Ability to use various computer programs and bank accounting system Strong oral and written communication skills Understanding of economics, general business/commercial finance and accounting Legal knowledge of lending practices Unique Job Characteristics and Requirements: Needs to be a strong negotiator on behalf of the bank Travel less than 50% Driver's License required Reliable transportation required Tasks Performed: 40% Develops a profitable relationship portfolio through New Business Development activities with relationships normally involving large customers with complex borrowing, depository and Trust needs. Maintains awareness and adherence to Bank policy as well as all Federal/State regulations affecting commercial lending. 25% Maintains and services a loan portfolio including the timely gathering of financial data and keeping contact with customer, properly documenting borrower status through file write-ups. 20% Evaluates loan applications by analyzing borrower capacity, financial data, industry trends, collateral position, management ability and then uses personal judgment to determine credit worthiness. 10% Assists less experienced loan officers by providing training, advice, and guidance. 5% Other duties as assigned. Physical Requirements: Communicate effectively with internal and/or external customers Stationary 75% of time or greater Move Objects to Maximum 10 lbs Why Work at NBT At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success. Wellbeing At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally. Community Involvement NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace. Culture NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. Career Development Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential. Total Rewards NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan. Benefits for Full-Time Employees: Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. Parental Leave: Six weeks of paid leave at 100% of your salary. Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Flexible Spending Accounts: For healthcare and dependent care expenses. Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. Adoption Assistance: Supporting your growing family. Tuition Reimbursement: Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources. Pet Insurance: For all your furry friends. Financial and Banking Services: Various banking services benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+ Hours/Week: Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Generous Parental Leave: Six weeks of paid leave at 100% of your salary. Benefits for All Part-Time Employees: Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future Paid Sick and Safe Leave: For your health and safety. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various banking services benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

Primary Office Location: 401 S Graham St. Charlotte, North Carolina. 28202. Join our team. Make a difference - for us and for your future. Position Title: Regional Manager of Commercial Banking Business Unit: Commercial Banking Reports To: Varies by Assignment Position Overview: This position is primarily responsible for managing an assigned Banking Region to meet the financial service needs of customers residing within the region, achieving asset growth goals established through the strategic plan, developing, implementing and achieving annual goals and objectives as established in the Region's annual operating plan and achieving these goals in a profitable manner by creating a sales culture which ensures Superior Customer Service while aggressively soliciting current and prospective clientele for additional business. Primary Responsibilities: Leads and manages an assigned Banking Region to meet the financial services needs of customers residing in the area. Develops regional marketing and sales plans including customer service, sales objectives and strategies and implements sales plans including officer calling plans, branch solicitation efforts and referral programs carried out by staff within the specific area. Negotiates various balance sheet growth goals with subordinates consistently with achieving results set forth in the Bank's strategic plan. Reviews ongoing market research to determine customer needs, volume potential, competitive strategies, etc. Works with Marketing and management to develop advertising and promotional campaigns. Coordinates customer service and sales efforts with area management and staff personnel to attain specific goals and objectives including joint sales calls with staff. Conducts regularly scheduled (at least monthly) sales and customer service meetings. Achieves profitability goals and impacts profitability through sale of commercial and small business loans, expansion of loan fees and management of related expenses. Evaluates the effectiveness of staff based on sales growth, leads and coaches sales personnel and makes certain that product and sales training is in place. Administers personnel policies and procedures as established by bank policy. Actively participates in actions designed to support credit quality and the Bank's credit culture, serves as liaison between staff and Credit Administration ensuring business is processed timely. Assists in loan structuring and related activities. Supports the lending activities by approving or rejecting loans within lending authority, performing tasks to use lending authority including all appropriate types of credit while maintaining the bank's credit quality and culture. Assists in the development of the annual budget and adheres to budget parameters. Analyzes and controls expenditures to meet budgetary limits. Provides periodic reports to the EVP of Community Commercial Banking and President of Northwest Region, senior management and other groups, committees or individuals as required throughout the organization. Coordinates the preparation of periodic and sales reports and forms as required Develops resources as appropriate to improve efficiency and productivity. Allocates the region's resources toward tasks required to achieve goals and objectives. 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: BA or BS Minimum Years Experience: 10 Special Skills: Excellent management skills Excellent communication skills, both written and verbal Excellent customer service skills Excellent organizational, analytical and interpersonal skills Ability to use a personal computer and job-related software MS Word- Basic Level MS Excel- Intermediate Level MS PowerPoint- Basic Level Experience associated with interpreting and implementing marketing and sales strategies Understanding of commercial, retail lending and of the credit process from application through documentation 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.

About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. If you are a highly motivated and detail-oriented individual, the Commercial Banking Assistant role may be for you. The Commercial Banking Assistant provides support to middle and upper level Commercial Bankers and serves as a primary contact for loan portfolio issues. You will provide support to commercial relationship and portfolio managers by preparing loan documentation, on-boarding new loans and on-going monitoring of existing loans. You will also interact with customers daily regarding loan advances and repayments, overdraft and fraud determinations, originating account and wire transfers, and problem resolution. About This Job The main purpose of this job is to provide support to Commercial Bankers and serve as a primary contact for loan portfolio issues. Essential Functions Prepare, review and maintain loan documentation and submit for approval Manage the booking process and maintain loan documentation files and clear documentation exception Be the primary customer contact for loan administrative issues Process loan advances, paydowns and account transfers Update, maintain and record receipt of financial documents and track next due date Process retail banking transactions, daily overdraft approval and fraud verification and customer maintenance request on multiple systems Enter data into the Finance Center systems, and enter loan terms into ELAR for document production for loans closings and funding Perform other duties as assigned Knowledge, Skills & Abilities Required Basic knowledge of the banking industry Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Ability to maintain a high degree of confidentiality Basic level proficiency with Microsoft Word, Excel, Teams and Outlook Education & Experience High School Diploma or equivalent combination of education and experience required. Associate's degree in related field preferred 1+ years' relevant experience required In Office 4 days a week minimum Level of role is determined by knowledge, experience, skills, abilities, and education For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Commercial Banking Associate, Senior Commercial Banking Associate, and Commercial Banking Specialist job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $20.80 to $31.50 per hour. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 1000 Walnut St, Kansas City, Missouri 64106 Time Type: Full time

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

Industry/Sector FS X-Sector Specialism Operations Management Level Senior Manager Job Description & Summary At PwC, our people in operations consulting specialise in providing consulting services on optimising operational efficiency and effectiveness. These individuals analyse client needs, develop operational strategies, and offer guidance and support to help clients streamline processes, improve productivity, and drive business performance. As an operations consulting generalist at PwC, you will possess a broad understanding of various aspects of operations consulting. You will provide comprehensive guidance and support to clients in optimising operational efficiency and effectiveness. Working in this area, you will analyse client needs, develop operational solutions, and offer recommendations tailored to specific business requirements. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Operations Consulting team you drive client implementation efforts involving payment systems and transaction processing. As a Senior Manager, you serve as a strategic advisor, utilizing your specialized knowledge and technical acumen to deliver quality results and provide strategic input into the firm's business strategies. You manage consulting resources, lead project management workstreams, and employ creative problem-solving abilities to thrive in intensive delivery settings. Responsibilities Direct client implementation efforts focusing on payment systems and transaction processing Apply creative problem-solving skills in demanding delivery environments Leverage specialized knowledge and technical proficiency to achieve quality results Facilitate strategic input into the firm's business strategies Cultivate teams through impactful leadership Maintain adherence to the firm's code of ethics and professional standards What You Must Have Bachelor's Degree 7 years of experience What Sets You Apart Master's Degree preferred Proficiency in product and software delivery lifecycle Driving client implementation efforts in payment systems In-depth understanding of the Payments ecosystem Specialized knowledge in consumer or commercial payments Experience managing consulting resources in financial services Leading project management workstreams and teams Exceptional writing and communication skills Entrepreneurial ambition to enhance client contexts 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. The salary range for this position is: $124,000 - $280,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Industry/Sector Banking and Capital Markets Specialism Industry Tax Practice Management Level Senior Associate 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 Senior Associate, 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: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. 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 Minimum years experience required 2 year(s) Minimum Degree Required Bachelor Degree Required Field(s) of Study Accounting Additional Educational Requirements Job seekers must demonstrate all of the minimum requirements are met for CPA licensure per respective state regulations Preferred Qualifications Certification(s) Preferred CPA or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure, or Member of the Bar. Basic Qualifications Preferred skills Demonstrates thorough knowledge and/or a proven record of success in tax issues affecting either the domestic or international banking industry and public accounting practices, internal domestic banking tax departments or internal foreign banking. Demonstrates thorough abilities and/or a proven record of success in FAS 109, FIN 48, and the banking industry; identifying and addressing client needs: actively participating in client discussions and meetings; communicating a broad range of Firm services; managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues; creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues. As a tax technical professional, demonstrates ability to research business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Experimentation 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. Exposure to pricing, client value and the negotiation process - including reviewing contracts and finding opportunities to introduce new pricing options. 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: $77,000 - $214,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Industry/Sector Banking and Capital Markets Specialism Operations Management Level Manager Job Description & Summary At PwC, our people in operations consulting specialise in providing consulting services on optimising operational efficiency and effectiveness. These individuals analyse client needs, develop operational strategies, and offer guidance and support to help clients streamline processes, improve productivity, and drive business performance. As an operations consulting generalist at PwC, you will possess a broad understanding of various aspects of operations consulting. You will provide comprehensive guidance and support to clients in optimising operational efficiency and effectiveness. Working in this area, you will analyse client needs, develop operational solutions, and offer recommendations tailored to specific business requirements. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the linkages and interactions between the component parts of an entire system. Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. Develop skills outside your comfort zone, and encourage others to do the same. Effectively mentor others. Use the review of work as an opportunity to deepen the expertise of team members. Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. As a Manager, you are expected to lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. You are expected to be accountable for making sure project success and maintaining standards, enhancing your leadership style, and motivating, developing, and inspiring others to deliver quality. Responsibilities Work with business stakeholders to understand their needs and deliver crypto services Lead teams and manage client accounts Focus on strategic planning and mentoring junior staff Confirm project success and maintain elevated standards Enhance leadership style and motivate team members Develop and inspire others to deliver quality Identify opportunities for improvement Embrace technology and innovation What You Must Have Bachelor's Degree 5 years of experience What Sets You Apart Actuarial Science, Business Administration/Management, Commerce, Computer and Information Science, Computer Applications, Computer Engineering, Computer Engineering & Accounting, Data Processing/Analytics/Science, Economics, Electrical Engineering, Engineering, Engineering and Business, Finance, Information Technology, Management Information Systems, Mathematics, Mechanical Engineering, Operations Management/Research, Risk Management, Software App, Statistics preferred Experience in crypto and/or digital assets Understanding of front, middle and back office processes In-depth knowledge of the digital assets ecosystem Personal experience in trading crypto/digital assets Delivering crypto services to PwC targeted clients Business Requirements Analysis and Project Management Facilitating workshop/meeting including remote facilitation Building and/or using various tools/accelerators Travel Requirements Up to 60% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $99,000 - $232,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.CORE VALUES: Passion for Excellence:: Success is Never Final :: Do the Right Thing :: One AlerusABOUT THE ROLE:The Commercial Banking Associate - Deposit Support provides critical, comprehensive support to Bankers specializing in deposit clients, such as commercial businesses, government entities, and nonprofit organizations. The position involves managing specialized banking solutions tailored to each sector's unique needs, ensuring efficient account management, regulatory compliance, and exceptional customer service. With a strong focus on detail and organization, this position serves as the operational backbone of the team, helping to maintain smooth client relationships and internal coordination.WHAT YOU'LL BE DOING: Serve as a point of contact with deposit clients being a liaison between relationship managers and clients, ensuring timely responses and follow-ups. Coordinate scheduling of client meetings, events, and follow-up activities.Support relationship management efforts by preparing briefing materials and client insights. Assist in onboarding new deposit clients and maintenance efforts, including documentation and compliance coordination.Provide outstanding service to deposit clients, addressing inquiries, resolving issues, and assisting with various banking needs; includes understanding the specific regulatory and operational requirements of specialized entities.Perform accurate and timely account maintenance tasks, including opening of new accounts, updating client information, and processing transactions, oversee the request and fulfillment process for client checks and debit cards.Ensure adherence to KYC, CIP, CDD, BSA processes, policies and regulatory requirements.Perform Commercial Deposit Signature Card and Master Resolution maintenance.Track sales pipeline activity using CRM tools, support the preparation of credit packages, proposals, and term sheets.Collaborate closely with Bankers, providing comprehensive administrative and operational support to help them manage and grow their client portfolios; includes monitoring reports, gathering client documentation, and assisting with client follow-ups, often involving complex financial structures and Treasury Management structures, attending and preparing internal team meeting minutes, researching and compiling market and industry relevant data.Assist in the preparation of professional presentations that cater to specialized sectors for deposit clients.Help format and prepare professional proposals for clients, ensuring accuracy, clarity, and adherence to brand guidelines, as well as specific Request for Proposal (RFP) requirements.Monitor, coordinate, and (in many cases), act as the first point of contact to ensure clients requested commercial banking, investment, ARB and Treasury Management referrals are seamlessly transitioned. Coordinate and support general internal partner management efforts.Responsible for managing the accuracy of data within internal applications across internal partner departments. WHAT YOU SHOULD HAVE: Associate's degree or equivalent combination of education and/or related experience in the financial services industry1+ year of commercial, government, or nonprofit administration and/or deposit/investment experienceUnderstanding of commercial deposits, bank operations, products and services, business entity structure and documentationCapacity to manage and stay organized while working with high volume, time sensitive transactions with proven time management, problem-solving skills and resourcefulness.Ability to be flexible, implement continuous change and demonstrate a positive attitudeHigh level of commitment to accuracy and detailEffective written and verbal communication skillsHigh level of discretion, professionalism and collaboration skillsProactive, detail-oriented, resourceful and thrives in a fast-paced, client-focused environment WHAT WE BRING TO THE TABLE: Competitive compensation including base salary, bonus and/or incentive opportunities.Comprehensive benefits package provides a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.Learning and development resources for personal and professional career development, and advancement opportunities.Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.Support for the communities we live in through paid volunteer time and a company donation match opportunity. WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.BASE PAY RANGE:$22.00 - $30.00 per hourThe above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job.Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Business Unit: Corporate Finance Industry: Financial Institutions Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Financial Services Group Houlihan Lokey's Financial Services Group is a recognized leader in M&A, financial advisory, valuation, and financial restructuring services to the financial services industry. With more than 80 investment bankers, Houlihan Lokey's Financial Services Group is the largest dedicated financial services investment banking group of any independent investment bank. As a leading M&A advisor, Houlihan Lokey's Financial Services Group covers virtually every segment of financial services, including: (i) specialty finance, (ii) insurance, (iii) asset and wealth management, (iv) broker-dealers and capital markets, (v) banking and depositories, and (vi) mortgage and related services. Job Description Associates are primarily responsible for the creation and oversight of financial models, marketing collateral, and client presentations, in addition to performing research and various analyses in support of new business generation and the execution of M&A transactions. Associates are afforded meaningful responsibility and are generally members of four-person deal teams comprising a Managing Director, Vice President, Associate, and Financial Analyst. As part of our team, you will: Prepare, analyze, and explain historical and projected financial information Coordinate and perform business due diligence and execute M&A transactions Prepare marketing materials, confidential information presentations, management presentations, and other presentations as needed Perform valuation and ad hoc financial analyses Assist in the marketing and execution of existing engagements Build relationships and maintain direct contact with clients, prospective clients, and professional advisors Communicate effectively with all members of the team, including the supervision and mentoring of junior staff members The environment at Houlihan Lokey is both collegial and entrepreneurial. Teamwork is essential to the firm's success. At the same time, creativity and new ideas are encouraged. Associates are given substantial responsibility and are encouraged to help us grow our business. Basic Qualifications Advanced knowledge of accounting and finance Undergraduate degree 3+ years of Investment Banking experience Strong analytical/technical and qualitative abilities Preferred Qualifications Excellent verbal and written communication skills Strong financial and computer skills (Excel, Word and PowerPoint) Excellent public speaking and presentation skills Ability to work in a fast-paced environment, managing multiple project deliverables simultaneously Extensive operational financial modeling and valuation experience Hands-on M&A sell side experience Transaction experience in FIG is a plus Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $175,000 - $225,000 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-115314

Primary Office Location: 501 Fayetteville Street. Raleigh, North Carolina. 27601. Join our team. Make a difference - for us and for your future. Position Title: Area Mortgage Banking Manager Business Unit: Mortgage Administration Reports To: Regional Mortgage Banking Manager Position Overview: This position is primarily responsible for residential mortgage sales activities on a market level including recruiting, coaching and supporting Mortgage Loan Originators and meeting or exceeding personal mortgage production goals. The incumbent is responsible for sales management duties including accountability for mortgage production goals and other key department objectives (cross-sell initiatives, customer satisfaction results, file quality) and is also responsible for the management and facilitation of key Bank partnerships in their respective markets. Primary Responsibilities: Recruits, trains and coaches a small team of Mortgage Loan Originators to drive external and internal mortgage production and meet or exceed established goals. Originates loans from internal and external referral sources. Develops relationships with Centers of Influence (COI) to drive personal production and support production for the team through sales activities and joint sales call efforts. Executes key strategies to achieve production goals, support partnership initiatives and manages key sales activities that drive mortgage volume and production. Supports and assists Mortgage Loan Originators with structuring loans, delivering quality files, adhering to industry and corporate guidelines and facilitating solid internal partnerships with the Operations team. Assists in managing the mortgage pipeline to help facilitate and support a great customer experience. Participates in various sales and operational meetings as needed in their specific market and presents updates, market information, partnership success and other key information related to the mortgage channel. 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: 5 Special Skills: Detail-oriented Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Ability to use general office equipment Ability to use a personal computer and job-related software MS Word- Basic Level MS Excel- Intermediate Level MS PowerPoint- Basic Level BA or BS preferred. Experience with mortgage originations and mortgage sales management. Special Licenses and Certificates: Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required. 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.

Description Summary: Capstone Partners' Associates work closely with senior team members, while executing a variety of corporate finance transactions and supporting business development initiatives. Capstone Partners' Industrials team is looking for an Associate to help clients in a range of situations. Capstone Partners is one of the largest and most active investment banking firms in the U.S. For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services. Headquartered in Boston, the firm has 175+ professionals in multiple offices across the U.S. With 12 dedicated industry groups, Capstone delivers sector-specific expertise through large, cross-functional teams. Capstone is a subsidiary of Huntington Bancshares Incorporated (NASDAQ: HBAN). For more information, visit www.capstonepartners.com. Duties and Responsibilities: Analyzing companies, industries, historical financial statements and prospective financial information. Building financial models and performing valuation analyses. Drafting proposal materials and transaction marketing documents. Assisting in identifying appropriate investors and/or strategic and financial buyers. Managing and executing due diligence. Maintaining relationships with client personnel at appropriate levels. Analyzing M&A market trends and writing related industry research. Updating deal records in firmwide CRM (DealCloud). Supporting in training, mentoring and oversight of team analysts & interns. Strong attention to detail, leadership skills and work ethic. Demonstrated aptitude for quantitative and qualitative analysis. Solid understanding of financial statements and financial modeling. High degree of maturity and integrity. Perform other duties as assigned. Basic Qualifications: Bachelor's degree in business, economics, finance, accounting or similar 2-4 years of investment banking (preferably M&A) experience Proficiency with Microsoft Office products and Capital IQ Preferred Qualifications: Strong verbal and written communications skills Excellent organizational and problem-solving skills Proven leadership and/or mentoring experience Advanced knowledge of capital markets, transaction legal matters & risk management Self-starting team player who can excel in a fast-paced, entrepreneurial, challenging work environment Willingness to travel Must be authorized to work in the United States - E-Verify Employer Ability to pass an FBI (Federal Bureau of Investigations) background check with fingerprinting to be associated with the broker dealer If not held already, will be expected to pass the FINRA Series 79 and potentially the Series 63 exams (Investment Banking Professional) 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: $120,000-$140,000 annual base 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.

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. As a Business Banking Relationship Manager at Associated Bank, you'll have the opportunity to fuel growth for businesses in your community while driving revenue and impact for the bank. In this role, you'll build trusted relationships, provide tailored financial solutions, and collaborate with experts across the organization to help clients achieve their goals. You'll be empowered to grow a portfolio, expand market share, and make meaningful contributions backed by a culture that values listening, teamwork, and a winning spirit. If you're motivated by building relationships, achieving together, and keeping people at the center of your work, this is where your career can thrive. What You'll Do Grow and manage a portfolio of business banking relationships, driving deposit, loan, and fee income growth. Develop new business through proactive calling, networking, and centers of influence. Collaborate with internal partners to cross-sell solutions across treasury management, capital markets, wealth management, and more. Advise clients with insights on financial trends, lending structures, and tailored banking solutions. Ensure compliance with risk management, credit policies, and regulatory guidelines. Represent Associated Bank in the community, strengthening our presence and building lasting connections. Required Education & Experience Bachelor's degree in Business, Finance, or Accounting (or equivalent combination of education and experience). 6-9 years of commercial banking or B2B sales experience with proven business development success. Strong knowledge of lending structures and non-borrowing products. Demonstrated track record of relationship management and revenue growth. Must have access to reliable transportation and the ability to lawfully drive self, if applicable. by start date Required In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more. Personal banking, loan, investment and insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish. Associated Bank is Pay Transparency compliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $93,310.00 - $159,960.00 per year

Apply Job Type Full-time Description Summary of Duties Provides effective management, of assigned branch office(s) to meet established performance objectives with regard to branch profitability and oversees all CSR related functions as well as CSR staff management. Implements policy, ensures proper security controls, assures conformance with compliance, and has total knowledge of products, services, policies, procedures and systems, practices excellent customer service skills and exercises managerial authority as a team leader. May have lending authority / goals. Calls on and corresponds with local businesses to generate loan and deposit business. Essential Duties and Responsibilities Included but are not limited to: Manages a team responsible for the daily deposit functions within the branch. Maintains and ensures the optimal departmental workflow to achieve corporate and departmental goals. Prepares work schedules and assigns duties to personnel to ensure efficient operation of the branch. Conducts staff meetings of department personnel, or confers with subordinate personnel to discuss departmental problems, regulatory updates, or to explain procedural changes or practices. Develops CSR staff and ensures that the team's service behaviors contribute to the bank's overall success. Re-engineers CSR tasks to maximize efficiencies and manages workflow capacity for effective utilization of resources. Monitors areas of responsibility and implements effective goals and tools to measure success for driving the team effectively. Identifies and addresses systemic issues and takes the appropriate actions to remedy exceptions. Supports efforts to increase revenue, manages expenses and initiates cost reduction programs. Stays abreast of industry trends by attending seminars, training sessions and workshops as necessary to develop and ensure compliance with banking regulations, federal and state regulations, and standards for financial institutions. Ensures that the front line is functioning as efficiently as possible, and the operational procedures are streamlined and efficient. Communicates business and departmental objectives to the team ensuring they remain well informed of business activities and of their required contributions to goals. Establishes standards, applicable goals and maintains accountability. Develops an effective network of communication within the CSR team and with key working departments to ensure shared knowledge and understanding of business activities. Depending on location and market demand, this Manager position will involve a variety of Treasury Support responsibilities. Key duties include providing support for online services and account management, with a focus on retaining and attracting Treasury Management clients. Managerial Responsibilities Included but not limited to: Carries out management responsibilities in accordance with the organization's policies and procedures. Appraises performance, rewards, and disciplines CSR staff, addresses and resolves complaints from customers. Conducts interviewing of job applicants, hiring and termination decisions and coordinates the training and development of the CSR staff. Manages employee time records and approval of paid time off. Provides direction for career development. Other Functions Familiar with and abides by all bank regulations including but not limited to BSA and OFAC. Adhere and comply with all Bank Policies. Other duties as assigned. Requirements To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Education/Certification/Licensing: High School Diploma/GED required. Advanced education in accounting, business administration or related field preferred. Experience: Minimum requirement of 3 years banking or related experience required. At least 1 year of prior supervisory/management experience required. Other Requirements: Good understanding of the core banking system, Word, Excel, Outlook Good understanding of bank policies and procedures. Ability to identify priorities and meet deadlines. Ability to multitask. Requires team-building skills. Excellent written, verbal, interpersonal, and problem-solving skills; ability to communicate effectively and project a professional image. This position may require Saturday hours. Equipment Used PC, laser printer, calculator, copy machine, fax machine, DL scanner, check encoder, mobile devices such as iPad and iPhone or similar. Software Used Word, Excel, PowerPoint, Publisher, Adobe Reader, Core Banking System, Outlook, Horizon XE, FIS Image Centre, BAI Learning & Development and various other financial institution platform systems. Physical Demands While performing the duties of this job, the employee is frequently required to work in front of a computer for extended periods of hours; use hands to finger, handle, or feel and talk or hear. Must be able to travel from location to location throughout the office and to other bank offices, clients, and outside meetings. The employee is occasionally required to reach with hands and arms; stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, color vision, depth perception and ability to adjust focus. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. In-person work is required however telework exceptions may be applicable. Regular and prompt attendance is required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job operates in a professional office setting with low to moderate noise level work environment; and, at times in various other environments of the clients they meet with. Equal Employment Opportunity & ADA Compliance: Commercial Bank provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Equal employment opportunity applies to all terms and conditions of employment including hiring, placement, promotion, termination, layoff, recall, transfer, leave of absence, compensation, and training. To ensure equal employment opportunities to qualified individuals with a disability, Commercial Bank will make reasonable accommodations for the known disability of an otherwise qualified individual, unless undue hardship on the operation of the organization would result. We support and promote equal employment opportunity, human dignity, and racial, ethnic, and cultural diversity by taking positive steps to eliminate barriers that may exist in hiring and in employment practices. Discrimination of any type will not be tolerated.

Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol "WTFC." Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 12 years) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and annual discretionary bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company matches and tuition reimbursement to name a few Family-friendly work hours Promote from within culture The Senior Portfolio Manager supports the Middle Market Commercial Banking team, analyzing commercial business financial statements ranging from $10MM to $500M in revenue and calculating critical credit metrics such as cash flow, leverage, working capital, and collateral coverage. In this role, you will be the point of contact for client relations and maintain a high level of client responsiveness. What You'll Do Manage an assigned portfolio of commercial customers in partnership with the relationship manager Provide support and oversight of reporting for portfolio management (delinquency, problem loans, exceptions, tickler tracking, etc.) as designated by the CCO Coordinate collection and review of financial statements, tax returns, covenant compliance certificates, and/or borrowing bases to comply with customers' reporting requirements Monitor assigned portfolio for early warning signs of financial weakness or other risks and work with borrowers to develop and execute an appropriate plan to mitigate risk and/or transfer to Special Assets Group Prepare credit packages for annual reviews, renewals, loan requests, portfolio reviews and criticized asset reviews Structure and underwrite complex commercial loan transactions in an assigned portfolio and new business transactions Provide credit recommendations to the appropriate level of credit administration Review and negotiate loan documentation in consultation with legal counsel and ensure renewals and modifications are properly closed Serve as contact for, provide support of and responses to internal audits, loan review, compliance reviews and regulatory exams for the bank Comply with all bank policies and procedures as well as applicable state and federal regulations Qualifications Bachelor's degree in business administration, finance, accounting, or related discipline Minimum 7 years' commercial credit experience including experience in one of the following sectors: corporate banking, middle market or CRE; leveraged lending experience preferred Thorough understanding of risk management and credit mitigants Knowledge risk ratings analysis, corporate finance and/or research Strong analytical and financial modeling abilities Exceptional verbal and written communication skills Strong interpersonal skills with a proven ability establishing client relationships Proficiency using Microsoft Office products including advanced Excel modeling skills Familiarity with Moody's analytics Benefits Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance Compensation The estimated salary range for this role is $98,000-$150,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience. #LI-AC1 From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.