landing_page-logo
  1. Home
  2. »All Job Categories
  3. »Banking Jobs

Auto-apply to these banking jobs

We've scanned millions of jobs. Simply select your favorites, and we can fill out the applications for you.

CrossCountry Consulting logo
CrossCountry ConsultingNew York, NY
From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here . By joining our rapidly growing Business Transformation practice you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery. What You'll Do: Assess and enhance our clients' banking and capital markets businesses by modernizing their operating model, processes, and architecture to address emerging business priorities, regulatory changes, and long-term business outlook adjustments Collaborate across our clients’ front, middle, and back offices as well as corporate functions or at the industry level, to drive performance improvement Participate in process improvement, process automation, and operating model design, as well as data management and model optimization Collaborate with team members to analyze, evaluate, and enhance our clients’ banking and capital markets businesses, including processes, governance, data, and technologies Create system test plans and conduct testing, leveraging testing tools such as JIRA Conduct current state/future state gap analysis for individual business areas Develop comprehensive report specifications, including data fields, data sources, and any necessary formulas or algorithms, to produce insightful reports Assist clients in defining and conducting user acceptance tests, ensuring the system functionality meets user requirements and expectations What You'll Bring: 3+ years of prior experience in professional services or management consulting Familiarity with a range of financial products including lending, finance, derivatives, equities, and fixed income; foreign exchange; and commodities Knowledge of industries, including commercial banking, investment banking, broker-dealers, custody, fund administration, and investment management Strong knowledge of banking and capital markets across the trade and client lifecycle; and typical systems and downstream processes (Risk, Finance, Compliance, etc.) Background in either operations improvement, data management, business analysis, business process improvement, change management, program/project management, and/or regulatory compliance Qualifications: Bachelor’s degree in, Business, Finance, Information Systems, Information Technology, or other technical discipline #LI-JF1 #LI-Hybrid For applicants located in New York, CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to, skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $75,500 - $160,000 per year + annual bonus + additional benefits. Benefits Summary The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. Equal Employment Opportunity (EEO) CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive, diverse, and inclusive workplace. As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, pregnancy, genetics, sexual orientation, protected veteran status, gender identity or expression or any other characteristic protected by federal, state or local laws. This policy also complies with pay transparency and labor laws and applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Posted 30+ days ago

Varo Bank logo
Varo BankAustin, TX
Varo is an entirely new kind of bank. All digital, mission-driven, FDIC insured and designed for the way our customers live their lives. A bank for all of us. What you'll be doing Manage and lead the internal core vendor team to ensure successful implementation and maintenance of our core banking platform. Develop deep knowledge of our bank infrastructure to inform technical product requirements. Lead projects for new system implementations or major upgrades to existing platforms. Diagnose and resolve issues with the core banking or money movement systems, often by providing expertise on transaction flows and account structures. Connecting the core banking system with other applications and services, such as mobile banking and digital payment systems. Ensure the system adheres to security protocols and regulatory standards, including data integrity and consistency. Working closely with various stakeholders, including IT teams, customer operations and business users, to define requirements and ensure operational readiness. Lead team planning and delivery routines Monitor vendor performance, understand the "why" of your domain, and propose improvements. Own the release management process and delivery. Drive the core platform strategy and create capabilities that application teams can leverage to have a direct impact on our end-user experience. Evangelize core banking and money movement vendor roadmap internally and externally in informal and formal settings. You'll bring the following required skills and experiences 5 years people management and development experience Experience driving strategy for infrastructure products in a top bank, fintech or payments company Experience with configuration of core banking modules and interfaces Knowledge of data migration for core banking systems Experience with performance tuning for core banking systems, including close-of-business (COB) batch processing and error handling Passion to seek an in-depth understanding of stakeholder needs and turn that insight into a compelling vision and strategy for the IT Operations teams Strong execution and ability to drive work to completion Comfortable with pulling and manipulating data using SQL Preferred: Experience with Temenos, Visa DPS and integrations with cloud services For cash compensation, we set standard ranges for all US-based roles based on function, level, and geographic location, benchmarked against similar-stage growth companies. Per applicable law, the salary range for this role is $170,000 - $230,000. Final offer amounts are determined by multiple factors as well as candidate experience and expertise and may vary from the identified range. This role is also eligible for a bonus, equity, and competitive benefits. We recognize not everyone will have all of these requirements. If you meet most of the criteria above and you’re excited about the opportunity and willing to learn, we’d love to hear from you! About Varo Varo launched in 2017 with the vision to bring the best of fintech into the regulated banking system. We’re a new kind of bank – all-digital, mission-driven, FDIC-insured, and designed around the modern American consumer. As the first consumer fintech to be granted a national bank charter in 2020, we make financial inclusion and opportunity for all a reality by empowering everyone with the products, insights, and support they need to get ahead. Through our core product offerings and suite of customer-first features, we aim to address a broad range of consumer needs while profitably serving underserved communities that have been historically excluded from the traditional financial system. Learn more about Varo by following us: Facebook - https://www.facebook.com/varomoney Instagram - www.instagram.com/varobank LinkedIn - https://www.linkedin.com/company/varobank Varo is an equal opportunity employer. Varo embraces diversity and we are committed to building teams that represent a variety of backgrounds, perspectives, and skills. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Beware of fraudulent job postings! Varo will never ask for payment to process documents, refer you to a third party to process applications or visas, or ask you to pay costs. Never send money to anyone suggesting they can provide work with Varo. If you suspect you have received a phony offer, please e-mail careers@varomoney.com with the pertinent information and contact information. CCPA Notice at Collection for California Employees and Applicants: https:// www.varomoney.com/privacy-legal/

Posted 2 weeks ago

C logo
Caxton WealthBoston, MA
Join an intellectually rigorous finance internship designed for high-performing individuals who are serious about launching a career in investment banking. This internship is tailored for ambitious individuals seeking real-world exposure in financial modeling, transaction analysis, and strategic advisory. You'll work alongside experienced professionals and gain front-line exposure to capital markets, company valuation, and deal execution workflows. Key Learning Areas & Tasks: Build and maintain detailed financial models using Excel, including DCF, precedent transaction, and comparables analysis. Conduct industry-specific market research and macroeconomic analysis to support transaction opportunities. Participate in the preparation of pitch materials, investor memos, and strategic presentations. Assist in developing client-ready documents including deal decks and financial summaries. Analyze company fundamentals and trends using earnings reports, M&A data, and public filings. Support business case development, sensitivity testing, and transaction structuring across live deals and internal projects. What We’re Looking For: Currently studying or recently completed a degree in Finance, Economics, Business, or a quantitative discipline (or equivalent experience). Strong interest in investment banking, corporate finance, and financial markets. Familiarity with Excel modeling, PowerPoint presentations, and financial statement analysis. Sharp analytical mind, attention to detail, and strong communication skills. A proactive, resourceful, and self-motivated work ethic. International or multicultural experience is advantageous but not required. What You'll Gain: Practical training in valuation, M&A analysis, and financial strategy. Mentorship and structured feedback from professionals with experience at top-tier investment firms. A results-oriented environment that simulates real-world investment banking workflows. Flexible working arrangements — remote opportunities available. Compensation: Paid internship route accessible Ideal For: Aspiring investment bankers, finance enthusiasts, and high-agency individuals eager to gain elite experience before entering full-time analyst roles at investment banks and private equity firms. Powered by JazzHR

Posted 3 weeks ago

Orion Innovation logo
Orion InnovationColumbus, Ohio
Orion Innovation is a premier, award-winning, global business and technology services firm. Orion delivers game-changing business transformation and product development rooted in digital strategy, experience design, and engineering, with a unique combination of agility, scale, and maturity. We work with a wide range of clients across many industries including financial services, professional services, telecommunications and media, consumer products, automotive, industrial automation, professional sports and entertainment, life sciences, ecommerce, and education. Position: Sales Hunter, Banking & Financial Services Location: Columbus, OH preferred Orion is a leader in digital transformation and digital product development. A new breed of player with a unique combination of agility, scale and maturity, we’re rooted in engineering and experience design. We have a team of over 5,500 associates in delivery centers across the U.S., Asia, and Eastern Europe. We help enterprises develop their roadmap for AI, analytics, cloud, and digital transformation and deliver technology-driven efficiencies, improved customer experiences and new digital offerings. Our “agility at scale”, along with our deep industry expertise and relentless focus on hands-on execution of our clients digital transformation initiatives, is what truly differentiates us. We are on an exciting journey of innovation, leadership and accelerated growth. Orion is buzzing with activity, and there are ample opportunities for everyone to contribute, grow professionally and help establish Orion as a leader in our industry space. For further details visit www.orioninc.com . Reporting to : Global Head of Financial Services Vertical Job Purpose : As a Sales Hunter / Director you will be responsible for: To pursue end to end GTM strategy from pursuit to closure Net New (Targeted list in the region/market aligned to Orion’s strategic growth objectives for Banking & Financial Services Go-to-client leader for developing key account and customer relationship strategies, identifying specific pursuit opportunities to build and expand Orion’s Financial Services footprint. Focus hunting new logos and key customers within the region Grow the firm’s business with these new clients through consultative selling & adoption of the Domain Led - Digital Transformation & Digital Product Development Solutions & Services. This leader will be directly interacting with senior client executives (CXO’s and 2-3 levels down) to understand: Strategic business goals, Business / Technology / Operations priorities and help them design solutions, services to meet these goals by leveraging Orion’s capabilities & competency areas. Develop, own & lead Account planning, GTM within these new logos Account penetration strategies land and expand, New Business Unit/LOB expansion, Geo/regional expansion Respond to and deliver on client requests, Respond to RFI’s/RFP’s, Technology & services needs. Proactively identify opportunities, digital transformation initiatives that align to Orion’s interest and capability areas Make solution proposals, pricing models, presentations to client(s) in line with account & client strategy Own the entire account operations process – Account Budgeting/Targets, Weekly / Monthly / Quarterly forecasting, MSA/contracts SOW(s), Invoices Engage with Delivery & Operations teams to manage project / program level margins (Cost’s) Oversee the delivery of Orion’s commitments to clients by working closely with various service delivery teams, COI’s – Experience Design, Engineering, Data & Analytics, AI, Cloud & Infrastructure, QA, etc. As a leader you will be responsible for developing alliances & partnerships that may be required for teaming up for purposes of a sale / initiative to provide or augment) Advisory/consulting Solution design Execution capabilities Customer Success: This leader will be required to continuously develop trust-based relationships, manage steering committee for engagements, overall account governance & customer satisfaction Domain, Thought Leader & Consulting The role also requires being a strategic advisor, provide management consulting becoming a coach / guide to key Stakeholder’s to drive Digital Transformation initiatives. You will need to be a Thought Leader in the Financial Services space with good understanding of macro & micro trends, regulatory impacts, geo (US, EU, LATAM), impact of various technologies & methodologies (Digital Experience, Cloud, DevSecOps, Data, Agile, Automation, AI/ML, IOT) and key enablers of Digital Transformation & Global Delivery This leader will need to be well versed in any one or more of the below industry segments/domains with deep understanding of business processes, products/ platforms, and digital transformation in that particular segment: Banking (Universal Banks, Super Regional and Regional Banks), Cards & Payments and Fintech companies Investment Management, Wealth Management & Asset Management, WealthTech Financial Services Marketplace (Clearing Settlements, Credit Risk Agencies, Regulatory Institutions, Market Data, Clearing House), RegTech Insurance (P&C) & InsurTech This leader will need to contribute to Digital marketing efforts to expand mindshare for Orion’s Domain Led Digital Transformation solutions offerings / assets through Digital Collateral (Blogs, Case Studies) Industry Webinars, Podcasts Account /Segment Campaigns, Analyst Briefings, Seminar presentations, roadshows etc. Qualifications : Requires solid understanding of FS Domains – (Note: We are not looking for generalist sales but solution & consultative sales). Requires ability to construct project bids, multi-year digital transformation deals, Digital POD’s with solid understanding of Design & Tech, co-development, co-innovation, co-sourcing models Requires significant interaction with business, technical, operations stakeholders. Communication will be a key Requires good understanding and prior experience of selling & managing Tier 1 /2 Financial Services relationships Banking & Financial Services: Retail, Commercial, Cards & Payments, Wealth Management, Investment Banking, Capital Markets, Asset Management Requires solid understand of digital solutions areas and use-case based consulting/selling in select domains – g. Front-Office, Middle-Office, Back-Office, Marketing, Sales & Services, Customer Onboarding, Risk, Regulatory & Compliance Payments, Lending, Retail /Digital Banking, Commercial Banking P&C Insurance, Policy Admin Requires good understanding of Digital Transformation, relevant technologies, industry leaders in Sales & Services (e.g. CRM), Digital Experience Platforms, Cloud, Infrastructure Services, API Management, DevOps, Data/Analytics, Omni Channel Solutions, RPA/Automation, Customer Experience, UX, Managed Services, Application Services Should have either worked or sold as a Platform/System Integrator or from one of management consulting / professional services firms (Accenture, Deloitte, etc.) Core Banking Platforms: Fiserv, FIS, Hogan, Temenos, SAP, Oracle Retail Banking platforms: Fiserv, FIS, ACI and new Fintech platforms (D3, Back base) Digital banking, Commercial banking: Fiserv, FIS, ACI, Bottomline, Finastra Wealth / Investment Banking / Capital Markets: Calypso, Murex, Sungard, Temenos, Fiserv, FIS, Wall street systems Risk & Regulatory Compliance: Actimize, BAE Detica, RSA, SAS Cards & Payments: TSYS, First data, Worldpay Insurance Platforms: Guidewire, DuckCreek Demonstrated success in leading engagements of all sizes from inception through completion in a fast-paced entrepreneurial environment Is articulate and readily adapt his/her style and message appropriately to their audience Understands how to navigate complex client environments and situations. Is Skilled at defining, communicating, clarifying and driving change and action Is a thought leader, adept at leading digital transformation journey Can lead and engage with teams with diverse backgrounds and inspire performing teams Works with cross functional peers accountable for success in delivering outcomes and high-quality customer experience Balance the focus on growth and revenue generation with clear ability meet account level targets & profitability goals Orion is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, citizenship status, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Candidate Privacy Policy Orion Systems Integrators, LLC and its subsidiaries and its affiliates (collectively, “Orion,” “we” or “us”) are committed to protecting your privacy. This Candidate Privacy Policy (orioninc.com) (“Notice”) explains: What information we collect during our application and recruitment process and why we collect it; How we handle that information; and How to access and update that information. Your use of Orion services is governed by any applicable terms in this notice and our general .

Posted 2 weeks ago

B logo
Bravera CareersAlbertville, Minnesota
Bravera Bank is hiring for a Mortgage Banking Officer in Albertville, MN. Bravera is an employee- and director-owned company that is committed to helping our employees forge a new path in their career. We work together to drive continuous improvement which enhances the customers experience and keeps our organization moving forward. The purpose of this position is to originate mortgage loans on behalf of Bravera Bank. Measures of Success Completes one business development opportunity per week. Close 30 loans per year for 3 consecutive years. Proficient in loan products, programs, and investors used within the Bank. Duties and Responsibilities Responsible for cultivating new and existing mortgage customer relationships. Must fully understand Bravera Loan Policy and Procedures and recommend enhancements, as needed. Maintain a lending portfolio, approving mortgage credits within approved lending authority. Must maintain appropriate and complete documentation and files, as necessary. Make customer contacts, field inspections, and business visits, as necessary. Will analyze asset and repayment quality on existing loans and loan applications. Will recommend banking products and services, based on customer analysis. Responsible for collection of delinquent mortgage loans. Keep abreast of current industry trends, new programs, and regulations. Responsible for promoting teamwork and open communication among all mortgage functions of the organization and with other departments. Responsible for maximizing processes and delivery of services as they relate to mortgage customer relationship building functions. Responsible for promoting the organization in the community through participation in various civic and community events, activities, committees, and organizations. Must maintain a high level of confidentiality and professionalism regarding all employee and customer issues and information. Contribute to the overall success of the organization by leveraging opportunities as they relate to all entities of Bravera Holdings Corp. Adhere to all banking rules and regulations, including but not limited to the requirements of the Bank Secrecy Act. In addition, the employee will be proactive in the prevention of illegal activities, will vigilantly look for activities that may constitute any type of fraud including money laundering, and will report any suspicious activity to the BSA Officer. Qualifications Education: Bachelor’s degree in business administration, business management, finance, or other related field. Experience: Minimum 5 years related experience; OR an acceptable combination of education and experience. Location Albertville, MN Benefits To support this, we provide a competitive and rewarding compensation package which includes a competitive salary, incentive compensation opportunities, retirement plan with company match, health insurance, paid holidays, paid time off (PTO), paid community volunteer time and stock opportunities. As a learning organization, we are committed to investing in the growth and development of our team members, offering training opportunities and tuition reimbursement. Our Values Give and earn trust. We support and empower one another to earn trust through accountable performance. Learn, teach and mentor. We are a learning organization that invests in growth and development. Collaborate and innovate. We work together to drive continuous improvement to enhance your experience. Want to learn more about careers with Bravera? Go to bravera.bank/careers. #ForgeYourPath with us! Find us on Facebook , Instagram , Twitter , LinkedIn and Youtube . --- Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing or action, including an investigation conducted by the employer or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c).

Posted 3 weeks ago

Wells Fargo Bank logo
Wells Fargo BankCharlotte, North Carolina
About this role: Wells Fargo is seeking a Boots to Banking Customer Service Represtative for the Investment Contact Center(ICC). In this role, you will: Support customers and ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment Interact with customer service team and perform moderately complex customer support tasks Manage risk by following all policies and procedures and staying abreast of changes to them Advocate for digital services such as online delivery of statements and other documents, eSign paperwork, and any other digital opportunities, as needed Receive direction from customer service supervisor and escalate non-routine questions Required Qualifications: 2+ years of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Successfully completed the Financial Industry Regulatory Authority (FINRA) Securities Industry Essentials (SIE) exam Desired Qualifications: Military experience researching and assessing questions, process, and procedures to make recommendations on solutions. Military experience with tracking information in multiple computer systems with high level of accuracy. Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers. Job Expectations: Must be able to attend full duration of required training period. This position is not eligible for Visa sponsorship. Ability to work additional hours as needed. Schedule may be eligible for a shift differential under the terms of the shift differential policy. Must work on-site at the location posted. Posting End Date: 5 Oct 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Posted 3 weeks ago

Banc of California logo
Banc of CaliforniaBeverly Hills, California
BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values – Entrepreneurialism, Operational Excellence, and Superior Analytics – empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN® THE OPPORTUNITY Assist with establishing new deposit accounts, treasury services, online banking and other deposit associated products for new relationships introduced to the Bank. Provides accurate, timely and extensive information for all client inquiries and requests, ensuring retention of profitable clients. Works with various internal operational business units to facilitate timely financial reporting, accurate documentation and payment delinquencies resolutions, often serving as the liaison between the customer and the branch. Assists with sales related activities such as call preparation, pipeline and prospect database management. Individual should possess a strong operational background and have the capacity to establish relationships with customers and to proactively find solutions to operational issues to free up the Relationship Managers to pursue marketing initiatives. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates. HOW YOU’LL MAKE A DIFFERENCE Responds to account inquiries, performs account maintenance, and executes transactions. When applicable, assist with transfers, withdrawals, distributions, wires, payments, fee waivers, within delegated authority or applicable department guidelines, escalating to the assigned Relationship Manager for any requests outside specified norms or items requiring additional approvals. Where applicable, using familiarity with bank departments, products and services to offer additional product options to address client concerns, ensure optimum mix of products and services, and ultimately maintain and expand the relationship through client satisfaction. Utilizes knowledge gained through training and experience to provide timely problem research and resolution. When applicable, quotes rates on products and opens new accounts and inputs client’s data into appropriate bank computer systems. Sets-up and maintain client files, ensuring appropriate documentation and client records are kept up to date. Applies existing guidelines and procedures when proposing solutions within the department. Maintains up to date knowledge of banking services and implementation processes. Assists with loan portfolio, maintenance, including tickler system management; compliance adherence, past-due collections; financial reporting collection, ordering of credit reports, audit preparation and audit review, organization, and analysis; covenant compliance testing. Generates monthly loan and deposit reports, daily past due reports, and other daily, weekly and/or monthly reports as necessary to support the team. Works in tandem with the Market Manager to review and participate in negotiation of potentially complex legal documentation with outside counsel and specialists within the Bank. Engages with centralized communication systems (data rooms) related to syndicated and/or sponsored banking relationships. Works with loan coordinator and loan closing team to facilitate seamless loan closing experience for client. Works with deposit and treasury management operations teams to ensure positive client experience. Work with the Appraisal department to order the appraisal and environmental reports as well as preliminary title reports Performs new account system maintenance including manual boarding of loans when necessary. Provides effective customer service and assists in resolving problems within given authority. Responds to written and phone inquiries from customers and internal personnel relative to account balances, loan balances and payoff requests. Escalates customer calls and/or problem accounts as appropriate. Uses sound judgment and experience to work through potentially complex problems based on precedent, example, reasonableness or a combination of these. Calculates loan pay off amounts for all types of loans. Operates computer terminal or personal computer to process loan activity, determine balances, and resolve problems within given authority. Assist Regional Manager in preparing for sales activities and related material. Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct. Performs other duties and projects as assigned. WHAT YOU’LL BRING Experience Required: 5 years operations experience, branch banking experience Education, Certifications and/or Licenses Required: High School Diploma Preferred: Bachelor’s Degree HOW WE’LL SUPPORT YOU Financial Security: You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting. Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA). Building & Supporting Your Family: Banc of California partners with providers that offeradoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off. Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more. SALARY RANGE The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.

Posted 1 week ago

Banc of California logo
Banc of CaliforniaSanta Ana, California
BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values – Entrepreneurialism, Operational Excellence, and Superior Analytics – empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN® THE OPPORTUNITY Responsible for providing a full range of best in class professional servicing and fulfillment duties to both internal and external clients. The Client Banking Officer (CBO) – Community Banking Support role is dedicated to supporting Community Banking Relationship Managers. The role performs a variety of operational functions including, but not limited to, onboarding new deposit accounts and treasury products and services for both consumer and business clients with varying degrees of complexity. Handles incoming calls and emails regarding account inquiries from clients and business partners, and ensures daily transactions are processed accurately and efficiently. Consistently applies sound decision making techniques pertaining to inquiries, approvals and requests. Performs all duties in accordance with the company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates. HOW YOU’LL MAKE A DIFFERENCE Onboards Business and Consumer depository products and services that are routed through the Community Banking channel. Completes Treasury Management (TM) set-up forms to enable TM products and services for business clients. Fulfills various types of deposit account maintenance and supersede requests. Gathers, completes and validates for accuracy – CDD/KYC requirements and forms to support depository and TM services. Provides clients with detailed information about their depository and/or TM products and services. Responsible for transaction and wire requests up to prescribed authority limits. Processes, solves, and answers customer inquiries, transactions, or problems while using sound judgment and experience, based on precedent, example, reasonableness or a combination of these. Works daily requests and performs account maintenance, reviews transactions, related documents, verifies work, processes, reconciles, approves routine and complex transactions, and obtains appropriate approvals (i.e. Wire Transfers, Exception Item Processing, Non-Post, Fraud Alerts, Research, Adjustments, Stop Payments, Debit Cards, Mobile Capture Limits, RDC, etc.). Responds to inquiries or refers inquiries to the appropriate department or person, and exhibits the necessary follow through with clients and frontline staff Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct. Performs other duties and projects as assigned. WHAT YOU’LL BRING Knowledgeable of consumer and business account types and document requirements. Knowledge of regulations. Strong organizational and time management skills. Strong oral, written and interpersonal communication skills. Ability to develop rapport with clients, peers and partners. Ability to adapt well to change, work independently and in a group, understand and apply oral and/or written instructions, understand, remember and communicate routine information, understand complex problems and to collaborate and explore alternative solutions. Ability to make decisions that have moderate impact on the immediate work unit. Be able to organize thoughts and ideas into understandable terminology. Organize and prioritize own work schedule on a short-term and long-term basis. Ability to complete routine forms, letters and/or conduct routine oral communication. Ability to make informal presentations. High School diploma required and/or College degree preferred. A minimum of 1 year of client services experience required. 1 year of Banking or Financial Services, business, or equivalent work experience required. Experience in complying with Know Your Customer/Customer Identification Programs SALARY RANGE The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.

Posted 4 days ago

C logo
16 MS & Co.New York, New York
We are seeking a Product Lead to create, manage, and drive adoption of technology tools within the Investment Banking Division. The ideal candidate will have extensive experience in managing products through their full life cycle, a deep understanding of financial services, strong technology and project management skills, a passion for innovation and problem solving, and the ability to internally market products effectively. Key Responsibilities: • Product management: Oversee the entire product life cycle including collection of requirements, feasibility studies, design, development, validation, pilot, and production. Ability to handle multiple project priorities simultaneously. • Product development: Gain a deep understanding of business stakeholder requirements and collaborate with IT to translate into best-in-class products. Be customer-obsessed with designing the most end-user friendly tools that enable bankers to be more effective and efficient in their work. Collaborate with IT teams to address roadblocks and manage projects to meet aggressive deliverable deadlines. • Adoption: Market products to bankers to maximize ROI of development efforts. Train bankers on how to extract the most value from these tools. Success is measured by tool adoption and the benefits they bring to the organization. • Collaboration: Work closely with IT, Strats, Bankers, Risk, Compliance, Legal, Senior Management. Be the center of gravity for products and closely communicate product objectives and status to partners within and outside of the Investment Banking/Global Capital Markets division. Build and maintain relationships with delivery partners across functions. • Vendor engagement: Look for opportunities to integrate external technology and data into products for faster time to market and enhanced capabilities. • Innovation: Stay up to date with latest technology advancements to continuously improve existing systems and incorporate new innovations such as AI. • Continuous improvement: Monitor quality and proactively request feedback to drive continuous improvement of products. Extract insights from junior and senior bankers to deliver fine-tuned products. Qualifications: • Bachelor’s degree in Finance/Economics, Computer Science/Engineering, or similar field. • 7+ years of work experience in financial services, consulting, or technology, with investment banking experience highly desirable. • Knowledge of investment banking workflows -- such as capital markets and M&A -- and corporate finance highly preferred. • Experience with software development or software product/project management a plus. • Excellent problem-solving skills, with the ability to work under tight deadlines and manage multiple priorities. • Autonomous, self-starter with ability to think strategically and also roll up sleeves to execute. • Strong communication skills with collaborative mindset. • Strong work ethic and a positive attitude. Highly responsive and communicative. Investment Banking is a client services industry and our clients need our advice and expertise around the clock. • Inquisitive, feedback-oriented, adaptive, hungry, and results-oriented. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. Expected base pay rates for the role will be between 145,000 and 250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 1 week ago

Raymond James Bank logo
Raymond James BankSaint Petersburg, Florida
Job Description Summary Follow established procedures to perform tasks and receive general guidance and direction to perform other work with substantial variety and varied complexity. Some judgment is required to adapt procedures, processes, and techniques to apply to more complex assignments. Job Description Raymond James Overview One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations. Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options. We strive to ensure everyone feels welcomed, valued, respected, and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm, and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. Internship Program Overview Raymond James is the place where good people grow and nowhere is that better demonstrated than in our internship program. During the immersive experience, you will engage with and implement the firm’s core values through our five guiding behaviors. Featuring comprehensive orientation, onsite and remote training sessions in professional development, networking events, a speaker series, and volunteer opportunities, you will be equipped with knowledge of the business and culture to help you build relationships and develop skillsets for the internship and your future. To be eligible for the summer 2026 internship program, you must be a junior standing candidate pursuing a bachelor's or master's degree with a graduate date of May 2027. Most positions are based in St. Petersburg with other available locations depending on company need. Candidates who successfully complete the internship program have the opportunity to transition into a full-time role at Raymond James after graduation. Department Overview Raymond James Bank’s Corporate Banking division manages a portfolio of syndicated and direct loan commitments to borrowers located primarily in the U.S. and Canada. The team of professionals that make up the Corporate Banking group are dedicated to purchasing and originating corporate (C&I) loans, with an ongoing focus on active portfolio management. The Corporate Banking group is active in both the primary and secondary loan markets. Job Summary Under general supervision with a high level of autonomy , the intern will use knowledge and skills obtained through education, training, and experience to assist a business unit or department in making credit decisions and monitoring a portfolio of corporate loans. Verifies credit information and analyzes both publicly reported and privately disclosed financial information. Guidance from individual Manager and assigned Corporate Bankers is provided to perform work that may be fairly complex , requiring a certain degree of evaluation, originality, and ingenuity to make various credit related decisions. Provides support to Corporate Bankers overseeing a portfolio of syndicated corporate loans. Start Date: June 1 , 202 6 End Date: August 7 , 202 6 Work Schedule: Monday through Friday, up to 40 hours per week. Duties and Responsibilities Prepare financial spreads used to analyze company performance using public and private financial statements. Prepare quarterly reviews of Corporate borrowers. Corporate reviews include but are not limited to analysis of financial statements, credit metrics, enterprise valuation, performance vs budget, and recommended risk rating. Attend executive level meetings including the weekly Investment Committee meeting and the monthly Watch or Worse meeting (discussion on underperforming deals). Complete the Intern Final Project, which includes the preparation and presentation of an Investment Screening Memo to the Investment Committee. This project is meant to challenge the Interns and give them real world exposure to the investment decision making process. Performs other duties and responsibilities as assigned. Knowledge, Skills, and Abilities Knowledge of Financial Statement analysis Fundamental concepts, practices, and procedures of a professional office environment. Basic concepts, principles, and practices of the assigned business unit. Skill in Operating standard office equipment and using or have the ability to learn, required software applications. Ability to Organize and prioritize multiple tasks and meet deadlines. Communicate effectively, both orally and in writing, Work independently as well as collaboratively with a team environment. Provide a high level of customer service. Establish and maintain effective working relationships. Educational/Previous Experience Junior standing (December 2026-May 2027 graduates) pursuing a bachelor’s degree in business, finance, or related field. Any equivalent combination of experience, education, and/or training approved by Human Resources. Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD). Licenses/Certifications None required. Location Resident – St. Petersburg, FL No travel required. Education High School (HS) Work Experience General Experience - 4 to 6 months Certifications Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-RB1

Posted 30+ days ago

Southstate Bank logo
Southstate BankHouston, Texas
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! Program Overview: Our Commercial Banking Internship Program offers a dynamic 10-week experience designed to provide undergraduate students with a comprehensive introduction to Commercial Banking operations, strategies, and career opportunities. Interns will collaborate with seasoned professionals within our Commercial Banking team, gaining hands-on exposure to market-leading financial solutions and industry insights that drive client success and community impact. Throughout the program, we prioritize your professional growth, equipping you with the skills and knowledge needed to advance your career. You’ll develop a deep understanding of our corporate and credit culture while engaging in professional development, analytical training, networking, and community involvement. Key program components include: Onboarding Week : Kick off your internship with an orientation, featuring training sessions, networking with peers and SouthState leaders, and an introduction to our business. Hands-On Experience : Work alongside high-performing teams, participating in daily activities to build analytical skills and gain insight into critical banking processes. Mentorship & Support : Partner with experienced team members who provide guidance, answer questions, and offer feedback to help you navigate challenges and grow professionally. Speaker Series : Hear from senior leaders about industry trends and how to maximize your internship experience. Networking Opportunities : Engage in organized events to connect with peers, employees, and leaders across the organization while contributing to community initiatives. In This Role, You Will: Participate in internship program activities, including workshops, training sessions, and special projects. Conduct market research and financial analysis to identify client needs and recommend tailored banking solutions. Assist with financial spreads, due diligence on potential borrowers or guarantors, and loan document reviews to support client transactions. Collaborate with relationship managers, credit analysts, and team leaders to contribute to real-time business initiatives. Support marketing activities to enhance client engagement and promote banking services. Prioritize tasks, maintain attention to detail, meet deadlines, and thrive in a fast-paced, dynamic environment. Qualifications and Education Requirements: Education : 3.4 GPA preferred. Current undergraduate student pursuing a Bachelor’s degree in Business Management, Mathematics, Accounting, Finance, or a related field; Rising Senior graduating in 2027. Skills : Proficient in Microsoft Excel and Word; strong analytical mindset and eagerness to learn. Attributes : Detail-oriented, proactive, and able to work effectively under pressure. Training Requirements: Complete mandatory new hire compliance training and New Employee Orientation. Physical Demands: Ability to effectively access and interpret information on computer screens, documents, and reports. The role requires extended time using a computer, which can be accommodated by sitting or standing at an appropriate desk. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. This internship provides a unique opportunity to immerse yourself in Commercial Banking, build a professional network, and develop skills that will propel your career forward. Join us to make a meaningful impact while gaining invaluable experience! WORK ENVIRONMENT This position is onsite in an office environment 5 days a week: 40hours a week. Equal Opportunity Employer, including disabled/veterans.

Posted 4 days ago

Centier Bank logo
Centier BankMerrillville, Indiana
Minimum Hourly Rate: $50.00 Recognizing and valuing diversity strengthens our ability to attract, retain and engage associates and reinforces our relationship within our communities. Our associates are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge and talent that our associates invest in their work represents a significant part of not only our culture, but our reputation and company’s achievement as well. A Centier Associate is someone who embodies a servant heart, is unaccepting of anything less than remarkable service, and is self-motivated and driven to deliver exceptional results. What are our values? Our Corporate values are Caring, Loyalty, Integrity, Friendship, Fun....who wouldn't want to work for an AWARD-WINNING company that's built on these pillars? What about the perks? Access to our Marathon Health Clinics which provide FREE visits & prescriptions, Generous Paid Time Off benefit, Tuition Reimbursement, 401K match, Associate Stock Ownership Plan, Daycare Reimbursement, FREE Onsite Fitness Center/Fitness Reimbursements, Health and Wellness Programs, the ability to have a voice with our Diversity/Equity/Inclusion Council, Career Growth, Work/Life Balance, AND MORE. Position Summary: The FIS Core Banking Accounting Consultant is responsible for managing the accounting conversion process in the implementation of a new core banking system. This role involves analyzing, mapping, and migrating accounting data and business processes from legacy systems to the new IBS (Integrated Banking Services) Core Banking System and PeopleSoft General Ledger. The consultant works closely with stakeholders to ensure seamless conversion, data accuracy, and system compatibility. Key Responsibilities: IBS Accounting/ PeopleSoft GL Conversion Methodology expertise: Understand the FIS core banking system conversion methodology from Target Operating Model (TOM) through data mapping, process mapping, product design, system and data validation, Operational Analysis, Readiness Reviews, conversion, and post conversion support. Accounting Data Analysis and Mapping: Work closely with FIS to analyze accounting data from legacy systems, including general ledger structures, account balances, and financial transactions. Map data from legacy systems to the new IBS Core Banking System and PeopleSoft GL, ensuring accuracy and consistency. Identify and document any data discrepancies or inconsistencies. Support data quality approaches to clean up data pre-conversion. Data Conversion and Migration: Working closely with FIS, support the end-to-end process of accounting data migration, ensuring accurate transfer of all accounting-related data to the new system. Collaborate with technical teams to develop data migration strategies and implement conversion scripts. Test the data conversion process to ensure data integrity and functionality in the new system. Accounting Business Product and Process Definition and Validation Working closely with FIS, support the end-to-end definition of business processes impacted by the core banking system conversion, including changes to chart of accounts, cost centers, and transaction codes. Determine how to validate business processes in support of application acceptance, Operational Analysis, and Readiness Reviews. System Testing and Validation: Perform testing to validate data in the new system, ensuring that all accounts are properly converted and functioning. Coordinate with functional QA teams to ensure that all accounting-related features in the IBS Core Banking System and PeopleSoft GL are working as expected. Troubleshoot any issues or discrepancies that arise during testing and work to resolve them quickly. Documentation and Reporting: Maintain clear and detailed documentation of the account conversion process, including mapping documents, test plans, and validation results. Prepare reports on the status of account conversion projects, highlighting key milestones, risks, and issues. Provide regular updates to project stakeholders on progress, including any challenges encountered. Stakeholder Collaboration: Work closely with business analysts, project managers, developers, and other stakeholders to ensure the conversion meets business requirements and objectives. Communicate with accounting teams and provide training on using the new system(s). Provide guidance and support to end-users throughout the conversion process. Post-Conversion Support: Provide post-conversion support to ensure that the IBS Core Banking System and PeopleSoft GL continues to meet the organization's needs. Monitor system performance and resolve any post-migration issues that may arise. Participate in post-conversion reviews to evaluate the success of the conversion and identify any areas for improvement. Skills and Qualifications: Bachelor’s degree in finance, Accounting, Information Systems, or a related field. Strong knowledge of banking systems, particularly Accounting. Expert knowledge of PeopleSoft General Ledger. IBS Core Banking System conversion or deconversion experience preferred. Expert Report writer (FIS BIC and SQL). Knowledge of account balancing. Understanding of how other applications (DDA, SAV, TDA, CD, SDB) interact with the GL system. Understanding of non-Core/Third Party Relationships (Manufactured Housing, Student Loans, IntraFi, CDARs, ICS, etc.) and how they interact with the GL system. Understanding of diverse organizational structures with holding companies and subordinates. Proven ability to analyze, map, and migrate account/GL data. Familiarity with data conversion tools, techniques, and processes. Strong problem-solving and troubleshooting skills. Excellent communication and interpersonal skills to interact with cross-functional teams. Knowledge of regulatory requirements and compliance in banking (e.g., accounting documentation, risk management). Detail-oriented with a focus on accuracy and data integrity. This is a temporary consultant role to support through a core conversion project estimated to last through mid-2027. Full-time hours are anticipated throughout the project timeline. The role is based out of our Corporate Centre in Merrillville. A hybrid schedule is available. What do I do now? Apply with us! Refer this opening to others! Disability Accommodation Statement Centier Bank is an Equal Employment Opportunity/Affirmative Action employer and is committed to providing reasonable accommodations to individuals with disabilities in the employment application process. If you need an accommodation due to a disability to use our online system to apply for a position at Centier Bank, please call us at 219-755-6160 or send us an email at hrcareers@centier.com . Equal Opportunity Employer: Disability/Veteran Centier Bank is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status. Member FDIC

Posted 6 days ago

Crowe logo
CroweIndianapolis, Indiana
Your Journey at Crowe Starts Here: At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you’re trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That’s why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry. Job Description: Crowe is growing tremendously. We are looking for future leaders, which means a partner career path or growth opportunities . Are you up for the challenge? We’re looking for Audit Managers with experience in Financial Services industry verticals including but not limited to Banking, Private Equity, Asset Management, Insurance, & Fintech. As an Audit Manager , you will further learn to lead, gain deep industry insight, and continue to grow relationships. With access to many resources and the support of executive leadership and your team, this is what your work includes: Responsibility of client relationships with a variety of clients to build positive relationships. Leading multiple teams and providing performance feedback to all members of those teams when engagements end. Your feedback is valuable. Anticipating and addressing client concerns and resolving problems as they arise. Promoting new ideas and business solutions that result in extended services to existing clients. We encourage creativity and to grow your expertise, which could make a difference at our firm. Continue learning the latest developments and the firm's standards and policies. Staying on top of industry developments and their effects on client's competitive position. Qualifications: 5+ years of recent and relevant public accounting external audit experience. Your background should have experience in external audit working with Banking, Private Equity, Asset Management, Insurance, & Fintech clients. Organization, communication, technical, time management, and accounting and auditing skills as you work efficiently with clients and adequately work on multiple engagements and teams. It is important that you interact with clients, prospects, all levels of staff, and colleagues in a professional fashion. You will need to be able to multi-task since planning, executing, and wrapping up various engagements may have to be performed concurrently. We require experience supervising engagement team members and instructing them on completing assigned task. This position requires you to be a licensed CPA in your aligned home office state or being able to acquire a reciprocal one for that state. Ability to work additional hours as needed and travel to various client sites. About the Team: The Audit & Assurance team at Crowe provides traditional attestation services as well as accounting and consulting on applying accounting principles. Audit & Assurance professionals demonstrate deep specialization through an understanding of the market and business challenges their clients face and a dedication to audit quality. Though Crowe has various different business units, Audit & Assurance is one of the largest practices. Learn more about our Audit & Assurance team! For this specific opportunity, we are seeking talented professionals for full-time or seasonal work arrangement options. ​#LI-Hybrid #LI-Onsite We expect the candidate to uphold Crowe’s values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, 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 case. A reasonable estimate of the current range is $81,000.00 - $192,000.00 per year. Our Benefits: Your exceptional people experience starts here. At Crowe, we know that great people are what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you! How You Can Grow: We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper! More about Crowe: Crowe (www.crowe.com) is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge. Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws. Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.

Posted 1 week ago

Webster Bank logo
Webster BankConey Island, New York
If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster’s values, these set us apart as a bank and as an employer. Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work! The Relationship Banker 2 role will provide services for Banking Center customers and assist the team in achievement of sales, service, and operation goals, based on Webster's Strategic Guidelines. The role will process all customer related financial transactions in accordance with the rules, regulations, and guidelines of the Bank. Additionally, this role uses excellent communication and active listening skills to learn about the customer's financial needs, establish trust, optimize sales opportunities, generate leads, and provide quality customer service as well as develop and maintain a strong partnership with various business segments through collaboration and communication. Ability to supervise and coach fellow relationship Bankers. What you will do Responds to customers' needs in an accurate and timely fashion, capitalizing on resources and tools available. Evaluates needs of clients and offers appropriate financial products and services, through needs-based conversations, to build and deepen relationships. Perform routine teller transactions like deposits, withdrawals, check cash, loan payments and other transactions as needed. Support segmentation strategy by implementing sales, retention, and other bank initiatives to execute Banking Center’s growth and profitability objectives. Expected to achieve/ exceed both individual and team goals in sales, service and operations. Maintains compliance with Federal and State regulations as well as bank policies and procedures. Meet/exceed branch audits and operations evaluation requirements. Assist with supervision of banking center colleagues offering coaching support to fellow bankers. Act as a role model and help onboard new bankers. Skills and Abilities Demonstrated success in leading, coaching, and motivating. Working knowledge of all products and services Keeps current with all systems used for branch transaction processing. Demonstrates strong customer service skills and the ability to support teamwork, creating a positive working environment. Ability to work a flexible and/or rotating schedule. May be required to work Saturdays, Sundays and extended hours. Travel may be required to alternate Banking Centers. Education Qualifications H.S. Diploma or General Education Degree (GED) required Bachelor’s Degree in Arts/Sciences (BA/BS) or degree preferred Experience Qualifications 3-4 years customer sales/service experience with 1-2 years supervisory. Needs-based banking sales experience preferred The estimated salary range for this position is $23.00 per hour USD to $23.00 per hour USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation. #LI-SO1 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

Posted 1 day ago

Midland States Bank logo
Midland States BankGrant Park, Illinois
At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Banking Center Manager Position Summary The Banking Center Manager is a proven leader with a track record of success. They will be responsible for individual business development goals, and for leading, managing and coaching a team of sales and service professionals to meet and exceed performance targets, to provide mentorship and leadership within the region, ensure the operational excellence of the banking center and create an excellent customer experience. As a Best Banker at Midland States Bank, this position plays a critical role in developing and maintaining the staff’s effectiveness to present the best solutions to customers, delivering an exceptional customer experience during every interaction. Expectations for this position require the ongoing focus of developing teams that build solid and long-lasting relationships by engaging all customers in a positive manner, and providing an experience that includes undivided attention, straightforward and knowledgeable service while ensuring that the customer’s best interests are our number one priority. Primary Accountabilities Regularly and customarily directs the work of the staff to effectively identify the financial needs of our customers. Set expectations, goals, career development plans for branch staff, fostering a cohesive and inclusive environment in which team members work together to achieve all business goals. Generates portfolio growth by identifying cross-sell opportunities, coaching the team to deepen and strengthen relationships, while increasing client acquisition and retention, as well as utilizing professional relationships to drive new business. Integrate business partners (e.g., Commercial and Small Business, Home Lending, Financial Advisors) into the branch team to drive sales and ensure that all client expectations are met. Fluent with all lending products to include consumer lending, consumer real estate secured lending. Proficient and demonstrated ability to create and execute an effective business plan that identifies market opportunities and challenges, engages their team and partners, and best utilizes bank resources to grow market share within their community. Demonstrates a track record of success calling on small business customers to generate new business clients, while also maintaining and expanding existing consumer and business banking relationships. Proven ability to develop and foster COI relationships. Responsible for providing employees timely, candid and constructive performance feedback through weekly check-ins, huddle meetings, and coaching & observation sessions. Reviews and evaluates branch activity reports, including staffing, loan and deposit growth, overdrafts, charge-offs, and audits to meet profit and performance objectives. Create workforce stability by cultivating an engaged, inclusive, and well coached team. May be responsible for multiple branch locations. Is a leader and center of influence within local community organizations and activities. Confidently drive sales through service and knowledge allowing them to achieve or exceed personal and team goals as set. Track and monitor those sales, referrals, and opportunities in the customer information software. Confident in recommending personal products, trusts, HSA’s, IRA’s, business products and services. Participate in onsite visits to customers to promote the Perks at Work Program & Merchant Services. Participate in outbound teleconsulting to promote and expand current client relationships on a daily basis. Participate in bank sponsored community activities. Leads strategic District initiatives to improve process and results. Timely completion of all assigned learning activities. Achieve or exceed personal and team goals as set. Actively participate in weekly huddles and one on one coaching sessions. Serves as relief and /or backup BCM in other locations of Midland States Bank. Demonstrates and models Midland States Bank core values that support the bank’s culture. The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience: Minimum 5 years of sales management experience with a proven track record of driving sales, both individually and as a leader of a sales team. Minimum 5 years of retail sales and customer service experience. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008. Ability to: Stand for extended periods of time. Ability to lift and transport coin and currency bags as required (bags may weigh between 25lbs and 50lbs). Other Desired Qualifications: Multilingual speakers are encouraged to apply. Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at HR@midlandsb.com . THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We’re proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at HR@midlandsb.com . THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT

Posted 30+ days ago

Texas Capital Bank logo
Texas Capital BankRichardson, Texas
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives . At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com . Responsibilities Collaborate with business stakeholders to identify high-impact data opportunities and translate them into scalable reporting and analytics solutions Provide requirements to technology and partner to design and implement scalable, reusable data marts, feature stores, and curated datasets within the Enterprise Data Warehouse (EDW), optimized for BI, reporting, and AI/ML Develop and maintain robust data pipelines and transformation workflows using modern tools (e.g., dbt, Coalesce, Airflow) Refine and develop dashboards and reports in collaboration with other developers and business users, ensuring they meet evolving business needs and data quality standards Build and support lightweight web applications using tools like Streamlit or Posit Connect to deliver interactive analytics experiences beyond traditional dashboards Enable business teams by delivering clean, well-documented, and performant data models that support self-service analytics and dashboarding Mentor and support junior team members in best practices for data modeling, pipeline development, and analytics enablement Ensure data quality and governance through validation frameworks, lineage tracking, and collaboration with data governance teams Ensure production-grade code and lead by example in code reviews, testing, and documentation Drive adoption of modern data engineering practices, including modular development, CI/CD, and version control Maintain clear documentation of data models, transformations, and workflows to support transparency and scalability Qualifications 10+ years of experience in analytics engineering, data engineering, or BI development, with at least 2 years in a technical leadership or managerial role (experience in financial services and/or banking is strongly preferred) Bachelor’s degree in Data Science, Computer Science, Data Analytics, Information Systems, Mathematics, or a related field (Master’s preferred) Deep expertise in modern data warehouse architectures and dimensional modeling (e.g., star schema, snowflake schema); familiarity with Data Vault 2.0 is a plus Expert-level SQL skills and strong proficiency in Python for data transformation, automation, and analytics workflows Experience with data transformation tools such as dbt or Coalesce, and orchestration tools like Airflow Experience with version control (e.g., Git) and CI/CD practices for data pipelines and analytics workflows Strong working knowledge of Power BI or similar tools for dashboard development and data visualization Experience developing and deploying interactive data applications using tools such as Streamlit, Shiny, or Posit Connect Strong business acumen with the ability to translate complex data into actionable insights for non-technical stakeholders Experience working in cloud-based data environments and familiarity with platforms such as Azure, AWS, or GCP Awareness of data privacy, security, visibility / entitlement, and compliance requirements (e.g., SEC, FINRA, GDPR) in financial services Strong communication and stakeholder management skills, with a track record of mentoring and developing team members Experience working in Agile environments and using tools like Azure DevOps The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 30+ days ago

LPL Financial logo
LPL FinancialCharlotte, New York
Are you ready to lead the charge in building next-gen fintech platforms? At LPL Financial , we’re launching a new Banking & Lending Solutions team to deliver fully integrated, in-house lending capabilities for advisors and clients. This is a greenfield opportunity to architect and build scalable, secure, and high-performance applications using modern full-stack technologies. We’re looking for a Lead Full-Stack Engineer with deep expertise in .NET/C# , Angular , and AWS , who can drive technical excellence, mentor developers, and deliver impactful solutions in a fast-paced, agile environment. Your Role: Lead architecture and development of cloud-native applications using .NET 6+, Angular 14+, and AWS services. Build and deploy containerized microservices using Docker and Kubernetes (EKS). Design and implement RESTful APIs , event-driven architectures , and serverless workflows using AWS Lambda, EventBridge, and Step Functions. Integrate with data platforms using Aurora, RDS, Athena, Glue, and S3 for real-time and batch processing. Collaborate with cross-functional teams (Product, UX, Architecture) to deliver seamless advisor and client experiences. Ensure code quality and performance through automated testing, CI/CD pipelines, and observability tools (CloudWatch, Dynatrace, etc.). Own the technical delivery , contribute to sprint planning, and drive continuous improvement. Tech Stack You’ll Work With: Frontend : Angular, TypeScript, RxJS, NgRx, SCSS Backend : .NET 6+, C#, Web API, Entity Framework Core Cloud & DevOps : AWS (EKS, Lambda, Glue, Aurora, S3, EventBridge), Docker, Kubernetes, Terraform, GitHub Actions Data & Reporting : SQL Server, PostgreSQL, Athena, Glue, Python Monitoring & Logging : CloudWatch, ELK Stack, Prometheus, Grafana What You Bring: 7+ years of full-stack development experience with strong backend and frontend skills. 5+ years in a technical leadership role, mentoring engineers and driving delivery. Proven experience designing and deploying scalable cloud-native applications preferably on AWS. Strong understanding of microservices , API-first design , and event-driven systems . Experience with CI/CD pipelines , infrastructure-as-code, and DevSecOps practices. Excellent communication skills and ability to work with both technical and non-technical stakeholders. Why Join Us? Greenfield development – build from scratch with modern tools and practices. High-impact work – shape the future of lending for thousands of advisors and clients. Innovative culture – agile, collaborative, and focused on engineering excellence. Career growth – opportunity to lead, innovate, and influence enterprise-wide solutions. Pay Range: $140,475-$234,125/yearActual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit www.lpl.com . Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947. EAC1.22.25

Posted 1 week ago

U logo
U.S. Bank National AssociationLas Vegas, Nevada
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description What you’ll do Do you have a passion for helping business owners fulfill their dreams? Businesses are vital to the growth and stability of our economy. Our Business Banking Rotation Program will provide you with accelerated learning and skill development. Throughout 3 ten-month rotations you’ll build core sales and credit skills through a mix of on-the-job training, mentorship, and a community of peers & advisors. As a B usiness B anking Rotational Program Associate , you wi ll: Learn to develop new client relationships and deepen existing relationships through our consultative and holistic approach to solving client needs. Clients within this segment of business banking range from $2.5 million to $25 million in annual sales revenue Get hands-on experience in a variety of business banking roles including Business Banking Relationship Analyst (BBRA) and Business Banking Relationship Manager (BBRM) Develop technical and business acumen through training, mentorship, and exposure to senior executives Build a supportive community of peers through a variety of cohort strengthening activities such as social events, development workshops, and catered insight to support your transition from college to the workforce Give back to the communities where we live and work Who we’re looking for If you enjoy building relationships, have a passion for sales, and want to contribute to the growth and stability of our national economy, check out our business banking rotational development program! Basic qualifications: Bachelor’s degree in business, finance, or similar majors completed prior to start date Basic understanding of banking terms, concepts, and applications through relevant coursework or projects in cost and managerial accounting, business finance (basic functions), and advanced financial management (financial analysis for decision making), and micro & macro economics Experience or exposure to small businesses or business owners Customer service experience and/or highly adept at building and maintaining strong relationships Ability to start rotation program on July 13, 2026 Preferred qualifications: Preferred GPA of 3.0 or above Strong written and verbal communication skills Ability to think and work independently within a professional setting Strong analytical, problem solving and critical thinking skills Flexibility to work within a multi-discipline team and receive dynamic on-the-job training Highly organized; ability to manage and prioritize multiple tasks and deadlines simultaneously Work ing model and hour s : This role is hybrid . Team members who are in a hybrid role typically spend three days a week at the listed U.S. Bank location(s), while having flexibility on their work location for the other working days. R otational program members work approximately 40-hours each week in this fulltime role. The application process If you are interested in applying and learning more, click on the Apply Now icon to submit your application. Most applications will be closed October 3rd, 2025 . If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants . Benefits: Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $66,640.00 - $78,400.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 2 weeks ago

MidFirst Bank logo
MidFirst BankOklahoma City, Oklahoma
The Assistant Banking Center Manager will assist the Banking Center Manager with the daily operations of the banking center as well as provide leadership to a team of sales and service professionals to meet and exceed sales goals and provide valued service to customers. This position is also responsible for a variety of duties focused on the development of new business, as well as retaining and expanding current relationships with customers. Duties will include, but are not limited to, the following: Assist in overseeing the operational functions of the banking center and provide support to staff (i.e. answer questions, coach, provide encouragement, feedback, and constructive criticism as needed) Perform required steps to process loan applications and customer originated financial transactions, open new accounts and sell banking products and services Build and maintain relationships with customers to uncover and satisfy their needs through the sale of financial products and services Generate sales leads through community outreach activities and develop business partners, while building internal relationships Respond to customer inquiries and concerns to create positive solutions/outcomes Ensure audit/compliance procedures are followed, while maintaining the highest level of customer service; Ensure completion of regulatory compliance and training specific to sales and service responsibilities Ensure security measures are adhered to regarding opening and closing procedures Friendly, outgoing, assertive, confident, and enthusiastic personality Supervisory duties will include, but are not be limited to: coaching, counseling, scheduling, training, approving transactions, coordinating job duties, reviewing time cards, preparing and conducting performance evaluations Required Skills: Minimum of three years successful sales experience in an incentive-driven or relational selling environment; demonstrated performance in meeting and exceeding goals. Previous banking experience is preferred. Supervisory abilities, including: leadership skills, sound decision making, the ability to motivate others, and the capability to address conflict in a positive and productive manner. Proven ability to proactively and effectively participate in a sales program, as well as meet or exceed expectations for the sales and referral activities established for this position. Must have a current Notary or be willing to become one (pursue application, bond and notary seal) at the Bank’s expense. Availability to work weekends and/or extended hours as required. Proficient with all Microsoft applications (Word, Outlook, Excel etc.) Preferred Skills: Extensive knowledge and familiarity of banking products and services Bilingual (fluent verbal and written English/Spanish) skills; Sales management experience within a retail banking environment. Physical Requirements: This position requires long periods of standing or sitting as well as typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds. MidFirst Banking Center Hours of Operations: Monday- Friday from 7:15 a.m.- 6:15 p.m. and Saturday from 8:45 a.m. to 1:15 p.m. (Full time employees are scheduled for 40 hours per week within these time frames) Candidates must be available to work weekend hours.

Posted 4 weeks ago

NTT DATA logo
NTT DATAMiami, Florida
NTT DATA is a team of more than 190,000 diverse professionals, operating in more than 50 countries throughout the world. The sectors where we have activities include: telecommunications, finance, industry, utilities, energy, public administration and health. Our mission? Offer technological solutions, business, strategy, development and maintenance of applications, while being a benchmark in consulting. All thanks to the collaboration between teams, the human quality of our people and the fact that we do not conform to what is established, we always seek innovation that brings us closer to the future. Our essence has led us to the forefront of technology, breaking paradigms and providing solutions that truly respond to the needs of each client. Our talent has led us to be one of the top 6 technology companies in the world. Because #Greattech, needs #GreatPeople, like you NTT DATA is looking for high-achieving team players that are quickly adaptable to new challenges and entrepreneurial ventures. We are looking for an Executive Director of International Banking to work in Miami, FL . Overview: NTT DATA is seeking an Executive Director to serve as a strategic client manager responsible for driving sales and delivery of NTT DATA’s solutions to international banking clients. This role requires a visionary leader to define and execute growth strategies, foster strong client relationships, and ensure seamless alignment between sales and delivery teams across diverse banking markets. Role Highlights: Strategic Leadership: You’ll define and execute the wealth management strategy, driving innovation and ensuring the team delivers consistent Client-Centric Growth: Build long-term relationships with culturally diverse clients across the US and Latin Sales & Delivery Ownership: Lead both the sales cycle and delivery execution—this is a dual-impact role with full Cross-Functional Collaboration: Work closely with Sector Heads to position NTT DATA’s Operational Oversight: From budgeting to forecasting, you’ll manage the nuts and bolts that keep the business running smoothly. Responsibilities: Develop and implement comprehensive strategies that drive innovation and consistently deliver high-value solutions to international banking clients. Build and nurture a diverse portfolio of banking clients across the U.S. and Latin America, demonstrating cultural awareness and adaptability to varied business environments. Lead end-to-end sales cycles and manage successful delivery of client projects, ensuring alignment and collaboration between sales and delivery teams. Work closely with Sector Heads and internal stakeholders to position NTT DATA’s banking solutions effectively, driving go-to-market strategies and revenue growth. Manage budgeting, forecasting, and procurement processes to maintain financial discipline and operational efficiency. Build and lead a high-performing team capable of supporting multiple international banking clients, fostering a culture of accountability and excellence. Champion continuous enhancement of banking service offerings by identifying market trends and introducing innovative technology-driven solutions. Ensure projects meet client expectations, comply with internal standards, and are delivered on time and within budget through rigorous process management. Requirements: 10+ years of experience leading complex sales pursuits and managing high-value transactions within the banking industry. 3+ years in a senior leadership role within a consulting or technology services firm, with proven success in driving strategic initiatives for banking clients. Strong track record of generating multi-million-dollar revenues through strategic sales and client relationship development in international banking markets. Deep understanding of the banking technology landscape and how digital transformation drives client success. Experience managing projects for U.S.-based banking clients, with expertise in leveraging offshore capabilities to enhance delivery efficiency. Proven ability to develop and execute go-to-market strategies aligned with business objectives. Skilled in integrating consulting expertise with business strategy to develop compelling sales and marketing plans. Exceptional relationship management skills with key stakeholders, including senior banking executives, decision-makers, and industry influencers. Demonstrated ability to establish and lead strategic partnerships that expand market reach and enhance service offerings. Strong presentation and communication skills, comfortable engaging diverse audiences across technical and non-technical roles. Ability to navigate complex, matrixed organizations and manage diverse stakeholder expectations effectively. Fluency in English and Spanish (Portuguese is desirable), with demonstrated cross-cultural experience across U.S. and Latin American/European banking markets. Why NTT DATA? Empowerment and rewards are the cornerstone of our career development model. We are a young, fast-growing company, with a highly innovative and entrepreneurial spirit, because of this professional experience and growth will be unmatched. Our talent and positive attitude allows us to transform our goals into achievements, and projects into realities. NTT DATA is committed to hiring and retaining a diverse workforce. We are proud to be an Equal Opportunity/Affirmative Action-Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. NTT DATA is an Equal Opportunity Employer Male/Female/Disabled/Veteran and a VEVRAA Federal Contractor.

Posted 2 weeks ago

CrossCountry Consulting logo

Senior Consultant - Business Transformation (Banking and Capital Markets) (NY)

CrossCountry ConsultingNew York, NY

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.1

Reclaim your time by letting our AI handle the grunt work of job searching.

We continuously scan millions of openings to find your top matches.

pay-wall

Job Description

From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value.

Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here.

By joining our rapidly growing Business Transformation practice you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery.  

What You'll Do:

  • Assess and enhance our clients' banking and capital markets businesses by modernizing their operating model, processes, and architecture to address emerging business priorities, regulatory changes, and long-term business outlook adjustments
  • Collaborate across our clients’ front, middle, and back offices as well as corporate functions or at the industry level, to drive performance improvement
  • Participate in process improvement, process automation, and operating model design, as well as data management and model optimization
  • Collaborate with team members to analyze, evaluate, and enhance our clients’ banking and capital markets businesses, including processes, governance, data, and technologies
  • Create system test plans and conduct testing, leveraging testing tools such as JIRA
  • Conduct current state/future state gap analysis for individual business areas
  • Develop comprehensive report specifications, including data fields, data sources, and any necessary formulas or algorithms, to produce insightful reports
  • Assist clients in defining and conducting user acceptance tests, ensuring the system functionality meets user requirements and expectations

What You'll Bring:

  • 3+ years of prior experience in professional services or management consulting
  • Familiarity with a range of financial products including lending, finance, derivatives, equities, and fixed income; foreign exchange; and commodities
  • Knowledge of industries, including commercial banking, investment banking, broker-dealers, custody, fund administration, and investment management
  • Strong knowledge of banking and capital markets across the trade and client lifecycle; and typical systems and downstream processes (Risk, Finance, Compliance, etc.)
  • Background in either operations improvement, data management, business analysis, business process improvement, change management, program/project management, and/or regulatory compliance

Qualifications:

  • Bachelor’s degree in, Business, Finance, Information Systems, Information Technology, or other technical discipline
#LI-JF1
#LI-Hybrid

For applicants located in New York, CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to, skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $75,500 - $160,000 per year + annual bonus + additional benefits.

Benefits Summary
The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being.

Equal Employment Opportunity (EEO)
CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive, diverse, and inclusive workplace. 

As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, pregnancy, genetics, sexual orientation, protected veteran status, gender identity or expression or any other characteristic protected by federal, state or local laws. This policy also complies with pay transparency and labor laws and applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.  

Automate your job search with Sonara.

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

pay-wall