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

Posted 30+ days ago

F logo
First Horizon Corp.Raleigh, NC
Location: On site in Memphis, TN, Charlotte, NC, Raleigh, NC, Orlando, FL, Miami, FL, Lafayette, LA, New Orleans, LA, Dallas, TX. Reports To: Head of Strategic Initiatives, Consumer Banking About the Role As a Data Integration Senior Analyst at First Horizon, you will serve as a strategic partner to Consumer and Small Business Banking leadership, driving data-informed decision-making through robust integration and analysis. You will lead efforts to collect, validate, and synthesize performance data across the bank into scalable, centralized systems that power scorecards, dashboards, and key metrics. Your expertise in geographic information systems (GIS) will be instrumental in advancing geospatial analytics and supporting the rollout of new GIS tools. This role requires a strong command of data architecture, visualization, and cross-functional collaboration to deliver actionable insights that shape strategic initiatives. Responsibilities Lead the design and maintenance of scalable data integration workflows to support performance reporting across Consumer Banking. Partner with cross-functional teams to identify and resolve data gaps, inconsistencies, and quality issues. Oversee the collection and analysis of external market data, including branch footprint and competitive intelligence across First Horizon's 12-state network. Collaborate with retail, business banking, analytics, and strategy teams to ensure timely and accurate data delivery. Develop and maintain documentation of data sources, methodologies, and update schedules to ensure transparency and repeatability. Produce high-impact reports and dashboards for senior leadership, including ad-hoc analysis to support strategic decisions. Champion data governance and integrity standards across all integration efforts. Contribute to the development and implementation of advanced GIS tools and spatial analytics capabilities. Qualifications: Bachelor's degree in Business, Finance, Economics, Data Science, Environmental Sciences, or related field; equivalent experience considered. 4+ years of experience in data integration, analytics, or operations, with increasing responsibility. Proven ability to architect and manage centralized databases and data pipelines for performance reporting. Advanced experience with GIS tools and spatial data analysis, including mapping and geospatial insights. Proficiency in Excel and data visualization platforms (Power BI, Tableau, GIS Insights). Strong scripting skills (SQL, Python) for data transformation, automation, and analysis. Excellent communication and stakeholder engagement skills, with a track record of cross-functional collaboration. Deep interest in banking strategy, branch networks, and market dynamics. Why Join First Horizon? You'll have an opportunity to make a visible impact alongside high-performing associates, help drive strategic change, and develop your skills in a collaborative environment. If you're proactive, curious, and thrive on turning information into action, we would love for you to apply. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Posted 5 days ago

T logo
Truist Financial CorporationMclean, VA

$110,000 - $130,000 / year

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: The Wealth Private Advisors primary responsibility is to deepen client relationships around banking, credit, and insurance with Wealth segment clients. The Wealth Private Advisor will act as the point of contact for the Private Client Group Financial Advisors (FAs) within their assigned Truist regions. The Wealth Private Advisor will coordinate with PCG FAs to deliver Truist Wealth banking Solutions for clients that have over $1MM in investments at Truist. The Wealth Private Advisor will identify and fulfill banking and credit solutions for clients where the FA will act as the Primary Relationship Advisor. The Wealth Private Advisor will build and maintain successful and effective partnerships with internal IRM (Integrated Relationship Management) partners including: FAs, Insurance Specialists, Wealth Lending Officers, Small Business Specialists, Mortgage Loan Officers, etc. The Wealth Private Advisor will be held accountable for relationship partnership with FAs. The Wealth Private Advisor should have working knowledge and experience in investments, banking, insurance, and lending products to provide appropriate recommendations to meet client needs and financial goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Work with PCG FAs to deliver Wealth Banking and Credit solutions for clients with +1MM of investments at Truist. a. Develop and deliver video (primary) and in person presentations to small and large groups alike, in order to demonstrate and train on the value of a Wealth Private Advisors relationship with both internal and external partners. Leverage business knowledge and the Trusted Wealth Relationship and Advisory Process (Wrap) to call upon existing clients and determine appropriate strategies to meet client needs by recommending financial solutions for Wealth Private Advisor segment clients. b. Help FAs and clients set and prioritize goals and develop customized solutions, set a progress timeline to implement multiple strategies and/or solutions and ensure follow up. c. Work with FAs, clients and potential clients to coordinate information gathering, development and delivery of financial profiling. In addition, liaise between client and appropriate internal and external partners to implement all solutions and/or recommendations presented in the plan. d. Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's client relationship management (CRM) system. e. Proactively call within the assigned Truist region with IRM partners on identified key IRM partnerships f. Educate clients and FA on Wealth credit and banking solutions. Also recommend solutions to clients to help achieve their financial goals. g. Ensure Credit and Banking Solutions are delivered and serviced with a "perfect client experience" Build strong relationship with Complex and Team Directors in assigned Truist region, in addition to all PCG FAs within region. a. Develop and execute training for FAs on value and referral process b. Create on-going two way feedback loops with Complex Directors and PSG FAs Work within the existing audit, compliance and regulatory framework to ensure a high quality, compliant book of business. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Results oriented with a proven track-record of outstanding ability to motivate and influence others to accomplish objectives. Proven track record of consultative communication and relationship building skills leading to client service, fulfillment and delight in previous roles Highly motivated and self-starter, dedicated, enthusiastic, driven and performance oriented individual with a strong work ethic and a keen ability to convey a sense of urgency to achieve business goals and exceed expectations Must have excellent verbal, written and phone communication skills and demonstrated leadership ability Ability to handle ambiguity and promptly capable to adapt to changing environment Respected business partner with ability to demonstrate value add to the broader team and can diplomatically handle conflict Demonstrated ability to engage and foster effective revenue generating IRM partnerships Ideal candidate is a demonstrated team player and collaborator who can transform knowledge and experience into strong productive relationships both internally and externally. Stay abreast of changing economic, legal, financial planning and investment trends and general market and business issues impacting High Net Worth clients. Serve as a personal financial advisory resource for clients, their attorneys and CPA's. 4-year degree, 10-15 years of demonstrated leadership ability, 8-10 years of direct sales experience in Financial Services, or 10-15 years of sales experience in a related industry FINRA licensing: 7, 66 and insurance life and health. Must be able to partner well internally Preferred Qualifications: CFP, CFA, Master's Degree The annual base salary for this position is $110,000 - $130,000. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

Posted 1 week ago

US Bank logo
US BankIowa City, IA

$108,375 - $127,500 / year

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They do this by approaching each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. You will also have access to an expansive set of products and solutions to better serve your business clients today and into the future. Strong client relationships are based on trust, assessing and attending to clients' banking needs, obtaining and processing client and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each client's unique goals and needs. U.S. Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term relationships. Basic Qualifications Bachelor's degree, or equivalent work experience Seven or more years of relevant experience Preferred Skills/Experience Strong relationship management and business development abilities Well-developed analytical and problem-solving skills Basic knowledge of credit administration, analysis, and credit policy/procedure Knowledge of cash flow management and business credit underwriting with commercial credit training preferred Demonstrated understanding of basic financial accounting and analysis Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank's products Ability to work effectively with individuals and groups across the company to manage customer relationships Excellent presentation, verbal and written communication skills Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $108,375.00 - $127,500.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 6 days ago

T logo
Truist Financial CorporationRichmond, VA
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: The Head of AI Enablement is a senior technology leader responsible for designing and deploying enterprise-grade AI and GenAI solutions across Consumer and Small Business Banking Technology, Data and Operations (TD&O). Reporting directly to the Chief Divisional TD&O CSBB Officer, this leader partners with business executives, product managers, and engineering teams to translate business requirements into scalable, production-ready AI applications that drive measurable value. This role is hands-on and technically deep - blending engineering expertise in LLMs, agentic frameworks, and applied ML with the ability to engage directly with business stakeholders. The ideal candidate has built and deployed AI platforms or intelligent products in a technology-first environment, demonstrating fluency in system design, data architecture, and model integration. Acting as both architect and catalyst, the Head of AI Engineering & Enablement leads cross-functional squads to develop prototypes, operationalize AI agents, and integrate cognitive capabilities into existing business platforms. They ensure solutions are built with security, ethics, and performance at scale, while establishing engineering patterns that accelerate adoption across all LOBs. This role requires a rare combination of technical acumen, strategic agility, and executive presence-someone who can earn credibility with engineers and inspire confidence from business leaders. Candidates from technology or product companies are strongly preferred; those from financial services must demonstrate equivalent experience delivering engineered AI products, not program oversight. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Translate complex business requirements into engineered AI and GenAI solutions that deliver measurable business outcomes. Architect and lead the development of LLM-based, agentic, and machine-learning systems that integrate with enterprise data and technology platforms. Guide engineering teams in model development, fine-tuning, and deployment, ensuring performance, security, and compliance. Build reusable frameworks, APIs, and components to accelerate AI adoption across product lines. Partner directly with the TD&O Divisional Leaders and their engineering, product, and operations teams to identify high-impact use cases and embed AI capabilities into existing workflows. Serve as a trusted engineering partner to business executives, translating strategic goals into technical blueprints. Foster a builder culture rooted in experimentation, delivery, and responsible innovation. Establish and enforce AI engineering standards-including model observability, version control, and performance telemetry in partnership with Enterprise Architecture and the Policy, Standards, Practices Governance team. Stay ahead of emerging AI technologies, tools, and frameworks; continuously assess opportunities to integrate frontier capabilities. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Technical Expertise: Proven experience designing, deploying, and maintaining AI or GenAI systems in production-such as LLM-based solutions, agentic architectures, or advanced ML pipelines. Engineering Leadership: 10+ years leading product, platform, or applied AI engineering teams in high-scale environments (e.g., cloud, SaaS, fintech, or large-scale enterprise systems). Architectural Fluency: Deep understanding of modern AI infrastructure, including vector databases, model orchestration, RAG pipelines, and MLOps/DevOps integration. Applied Business Translation: Ability to engage directly with business leaders to convert strategic goals into technical blueprints and deliver working solutions. Ethical and Regulatory Awareness: Demonstrated knowledge of Responsible AI frameworks, model risk governance, and secure data management practices in regulated industries. Communication and Influence: Ability to earn trust across senior leadership, from CIOs to product executives, by articulating AI's value in business terms. Education: Bachelor's degree in Computer Science, Engineering, Data Science, or a related technical field (advanced degrees preferred) or equivalent experience. Preferred Qualifications: Prior experience at a technology or product company, leading AI platform or applied ML development at scale. Hands-on experience with enterprise AI frameworks (Azure OpenAI, AWS Bedrock, LangChain, AutoGen, CrewAI, or similar). Demonstrated success establishing AI engineering standards, reusable frameworks, or AI Centers of Excellence. Experience delivering GenAI applications for customer engagement, operations, or risk functions in complex organizations. Industry leadership through publications, open-source contributions, or conference presentations. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

Posted 3 weeks ago

First Financial Bank logo
First Financial BankWorthington, OH
We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. The Relationship Manager will handle multi-faceted relationships as you call on prospective and existing clients to generate loans, deposits, and fees for a geographic area. You will determine credit eligibility, prepare loan narratives, ensure loans meet appropriate criteria, and effectively cross-sell a wide variety of products. Your responsibilities include marketing products and services, including preparing for client calls, making sales calls, and call follow-up as well as monitoring and enhancing profitability on all assigned relationships. The Relationship Manager participates in the achievement of corporate sales and service goals to build customer (external/internal) relationships and enhance shareholder value. Essential Functions/Responsibilities Essential Functions/Responsibilities for Level III: The RM III position will generally be located in a market hub or other high business potential area. Develops new and expands existing client relationships by participating in business development activities, proactively reviewing client's current and changing financial needs, and promoting products and services. Aggressively grows and maintains a profitable book of business (loans and deposits) to achieve individual and market goals. Develop a comprehensive understanding of client's needs based on the review and analysis of personal and financial data. Analyzes personal and financial data to deepen current, profitable client relationships. Qualifies prospects by collecting and analyzing financial and related data in order to determine the general credit worthiness of the prospect and the merits of the specific loan requests. Prepares or oversees the completion of the loan approval form. including careful underwriting of the loan so that the structure meets the needs of the borrower and the bank. Obtains appropriate approval for credit under consideration. Establishes and negotiates the terms under which the credit will be extended to include pricing fees, costs repayment method and schedule, collateral requirements, etc. Responsible for the credit quality which includes past due credits, non performing and credit exceptions of their active portfolio. Actively participates and represents First Financial Bank in various community, civic and professional organizations. Monitors the performance of the borrower over the life of the loan. Be able to recognize developing problems and bringing them to the attention of management. For troubled credits, assist in developing a strategy to return the credit to a pass rating or exit strategy. Refers loans to loan committee for approval. Promotes and cross-sells other establishment products and services as appropriate to customer requirements. Generally handles loan relationships with aggregate exposure between $4M and $15M and portfolios between $25 and $75M. Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job 5+ years of relationship/account management experience selling banking products in the appropriate segmentation required. Excellent interpersonal, written and verbal communication and presentation skills. Excellent organizational skills and ability to handle and prioritize multiple tasks. Well-developed analytical and problem-solving skills. Generating new business through a consultative sales approach. Demonstrated sales and negotiating experience. Ability to work effectively with individuals and groups in managing customer relationships. Undergraduate degree required; Accounting or Finance preferred. Credit training, credit quality and underwriting fundamentals experience; including financial analysis required. Preferred Knowledge and Skills Level of Complexity and Scope Degree of Independence and Decision-Making Required Supervisory Responsibilities Physical Requirements Compliance Statement The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements. Development and Training Benefits We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide. Incentive Eligibility All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions. It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law. We are an E-Verify Employer.

Posted 30+ days ago

T logo
Truist Financial CorporationAtlanta, GA
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for providing client coverage banking services to corporate clients, to include corporate finance, capital markets, and treasury and payment solutions, designated by industry vertical, with a focus on mid to large cap-sized private and public companies. Expertise in maximizing client engagement and delivering Truist's full suite of products and capabilities. Additional responsibilities on internal client management duties as specified by manager and team. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Plays an integral role in supporting new business development, due diligence, and/or transaction execution. Under limited supervision, performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, executing transactions, as well as working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis. May coach and mentor Analysts or Interns. Builds cross-functional relationships within CIB. Additional responsibilities on internal client management duties as specified by manager and team. Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. BA/BS degree Licenses: Series 7, 79, 63 4 years of related work experience Strong knowledge of investment banking, market, industry sector, and/or financial products Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions Strong organizational and leadership skills Advanced skills in written and oral communications, and interpersonal relationship management Solid analytical and sales skills Preferred Qualifications: MBA degree, with a Finance focus 6 years of related work related experience The annual base salary for this position is $100,000. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 30+ days ago

MidFirst Bank logo
MidFirst BankOklahoma City, Oklahoma
This position will provide ongoing support to banking centers by fielding phone and email inquiries regarding various approval requests. The successful candidate will work directly with all Personal Banking personnel to assist with various approval requests, providing excellent and efficient customer service. The successful candidate will be required to evaluate risk with each approval request to make a quality decision to support the banking center and customer while mitigating risk to the bank. The successful candidate will also share the responsibility of managing various tracking reports related to all incoming approval requests. This position will work closely with various departments such as Personal Banking Administration, Policy & Procedure, and the Personal Banking Governance Manager to ensure processes related to in person and remote approvals are effective. Hours of the position(s) will be scheduled between 9am to 8pm to support outside markets.

Posted 30+ days ago

MidFirst Bank logo
MidFirst BankFountain Hills, Arizona
Assistant Banking Center Managers will assist Banking Center Managers 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 valuable 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 our current relationships with customers. Your duties will include, but are not limited to: Assist in overseeing the operational functions of the banking center and provides support to staff (i.e. answering questions, coaching, providing 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 clients 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 Assist clients with concerns or questions regarding their accounts. Explain service charges, statement problems, product features, etc. and work to resolve sometimes complex or sensitive customer issues Create workforce stability by cultivating an engaged and enthusiastic team through effective coaching on proper behaviors, sales techniques, service expectations and compliance guidelines, while modeling the same Ensure the audit/compliance procedures of the center are followed, while maintaining the highest level of customer service Ensure completion of regulatory compliance and training specific to sales and service responsibilities for you and your associates Ensure that security measures are adhered to regarding opening and closing procedures within the bank Represent oneself and the bank in a positive, courteous, friendly, and professional manner 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. Availability to work weekends and/or extended hours as required. Proficient with all Microsoft applications (Word, Outlook, Excel etc.) Must have a current Notary or be willing to become one (pursue application, bond and notary seal) at the Bank’s expense 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 Operation:- Standard Hours: Monday - Friday from 9:00 a.m. - 6:00 p.m. and Saturday from 9:00 a.m. to 1:00 p.m. Shift differential is available for certain hours - $5/hr for Monday through Friday from 5:00 p.m. - 6:00 p.m., Saturday's from 12:00 p.m. - 1:00 p.m. Candidates must be available to work weekend hours.

Posted 30+ days ago

Morgan Stanley logo
Morgan StanleyNew York, New York

$200,000 - $300,000 / year

Role Summary: We are seeking a senior 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. Specific focus will be on client engagement and intelligence tools that enable senior bankers to more effectively cover their clients. 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 bankers to deliver fine-tuned products. Qualifications: Bachelor’s degree in Finance/Economics, Computer Science/Engineering, or similar field. Experience as an Executive Director or Vice President in investment banking required. Strong knowledge of investment banking client coverage required. 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. 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 $200,000 and $300,000 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 3 days ago

Magnifi Financial logo
Magnifi FinancialPaynesville, Minnesota

$17 - $26 / hour

POSITION SUMMARY Responsible for consulting with Magnifi Financial members in person, on the phone and through digital channels. Educates, recommends, and sells products and services to members, including digital solutions. Performs member transactions in a timely, accurate and courteous manner. ESSENTIAL DUTIES AND RESPONSIBILITIES • Assists members with all routine transactions including teller machine transactions. • Creates a remarkable member experience by responding and providing resolutions to member requests with expertise. • Consults with members to identify and recommend Magnifi Financial products and services based on financial need. Makes referrals to appropriate departments. • Responsible for maintaining cash drawer, cash recycler and the day-to-day operation of ATM machines (deposit and restocking of ATM). • Performs a wide range of account services including, but not limited to setting up mobile deposit, mobile banking and digital banking, credit and debit card activation, debit card inquiries, transfers, funding loans, handling debit card inquiries, address changes, stop payments, transfers, check orders, etc. • Transforms the way banking is done by encouraging and coaching members to adopt new digital solutions (mobile banking, digital banking, ATM’s). • May perform opening and/or closing duties for the branch. • Contributes to the mission and visibility of Magnifi Financial by actively participating in community relations efforts. EDUCATION AND EXPERIENCE • High school diploma or currently pursuing a high school diploma required, two-year degree preferred • Customer service and/or sales experience required • Notary Public designation in this position is optional Benefits: We are committed to investing in our team! Magnifi Financial offers benefits that help everyone achieve their full potential. Full-time employees are eligible for the following benefits (benefits with an asterisk are also available to eligible part-time positions): Opportunities for Training and Development * Leadership Development * Job Level Advancement (ability to move up in your position through training and development) * Tuition Reimbursement * 32 Hours Volunteer Paid Time Off * Paid Time Off - starting at 4 weeks per year for FT; prorated for PT * Medical Dental Vision Employer paid Life Insurance/AD&D Employer paid Disability Insurance Retirement Plan - Employer match up to 4%, eligible for annual profit sharing * Paid Parental Leave Bonus/Incentive Program Health and Wellness Programs * Pay Transparency: Salary Range: $17.12/hr. through $25.68/hr. Salaries vary based on factors such as location, internal equity, skills, experience, education, and qualifications for the role. Total compensation package varies based on position and may include bonuses, performance-based incentives, commission, and/or discretionary bonuses. Who We Are: At Magnifi Financial, we offer a collaborative, friendly environment where we support our employee's growth and development, and create a positive work atmosphere. As a member-owned organization, we are focused on making dreams come true for our members. Our vision is enhancing the lives of members and community through strength, service and growth. Magnifi Financial has grown to more than 85,000 members, $2.4 billion in assets, over 400 employees, and over 25 branch locations throughout Minnesota. But what hasn’t changed is our focus on the members and communities we serve.

Posted 2 weeks ago

Isabella Bank logo
Isabella BankMount Pleasant, Michigan
Position Title: Digital Banking Specialist This role will require being available for on-site work within the Isabella Bank footprint with a potential to work hybrid 2 days of the week after the training period. Reports To: Digital Banking Manager General Purpose: The Digital Banking Specialist is responsible for the overall day-to-day operational functions of the Bank’s electronic payments, products, and services. Responsibilities: Maintain a high level of knowledge and technical understanding regarding our digital products and services including all features and benefits, fees, and disclosures. Input and process all electronic transaction disputes using Regulation E and NACHA regulations. Maintain card portfolio for business and consumer cards, online and mobile banking, and all digital payment platforms. Provide direct customer support responding to general and technical inquiries via phone, online banking, or email related to digital banking services/systems. Monitor the daily operational activities of the Digital Banking Department. Maintain diligent awareness of potential fraud activity and report as necessary to the fraud team. Troubleshoot technical and operational issues. Assist with all digital services documentation including reporting, dispute filing, payments, etc. Process and reconcile numerous internal accounts in reference to digital banking products. Perform other duties as assigned. Education/Experience High School diploma or equivalent required. Associate degree in business, finance, or related field preferred. Minimum of 2 year of banking experience required, digital banking experience preferred. Prior experience with digital products and services is preferred. Skills Strong written and verbal communication skills with a demonstrated ability to communicate effectively with internal and external customers through many delivery channels. Strong organizational, time management and problem-solving skills. Proficiency in Microsoft Office software and other analysis tools. Proficient in electronic banking products / services / devices. Strong attention to detail. Positive and enthusiastic attitude. Isabella Bank is an AA/EEO employer.

Posted 3 days ago

Morgan Stanley logo
Morgan StanleySan Francisco, California

$150,000 - $225,000 / year

Our Healthcare Investment Banking Group is looking for an Associate to join our West Coast team based in San Francisco. The team covers a wide variety of innovative clients in various healthcare and life sciences sub sectors, including biotechnology, medical technology, life sciences tools, diagnostics, specialty pharma and technology enabled healthcare. The successful candidate will have the opportunity to work with these regional and international clients on a wide range of complex transactions including acquisitions, mergers, divestitures, joint ventures, corporate restructurings, shareholder relations, recapitalizations, and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public, including Initial Public Offerings, and private capital markets transactions. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes senior professionals who will encourage you to go beyond the numbers and think creatively. Qualifications: Experience within the investment banking industry as an Associate with a proven track record working on executed deals Superior valuation skills, strong written and verbal communication skills, and comfortable reading and interpreting financial statements Extraordinarily high level of motivation and commitment to working hard Commercial instinct and ability to perform under pressure and tight deadlines Interest in developing a career in Healthcare Investment Banking Bachelor’s degree is required; an MBA would be an asset Series licensing or must obtain 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 $150,000 and $225,000 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

Howden logo
HowdenNew York, New York

$105,000 - $115,000 / year

Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service. ​ ​ About Role Primary Responsibilities: An analyst will play an integral role on our teams, providing analytical support on mergers and acquisitions, public and private capital offerings, insurance-linked security (ILS) offerings and other financial advisory services for our clients. Senior analysts on the HCMA team will be heavily involved in the following tasks: Preparation of company valuations including using various methodologies including discounted cash flow, leveraged buyout, trading comparables and transaction comparables; Preparation of company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation; Participate in the origination and execution of M&A, equity, debt and ILS transactions; Build detailed financial models to evaluate performance under various operating scenarios and to analyze the impacts of different capital structures and potential M&A transactions; Prepare presentation materials for use in client meetings; covering topics such as strategic alternatives, capital markets activity and general corporate finance; Participate in all stages of transaction executions, from the pitch phase through closing. Analysts / Associates develop their skills through broad and frequent exposure to both other junior and senior bankers. You will gain a strong career foundation in financial services. Our analysts / associates are the anchors of each team and are expected to make a personal impact right from the start. You will work on some of the biggest deals in insurance investment banking, interact with clients almost immediately, travel for the firm and handle increasingly important responsibilities. Qualifications: The ideal candidate will have (i) an enduring work ethic and track record of success; (ii) the ability to function equally well in both a team setting and on a self-directed basis; and (iii) excellent mathematical, writing, verbal and computer skills. Key required qualifications include: Prior investment banking experience Demonstrated academic achievement and excellence outside of academics; Excellent written and verbal skills; Ability to work independently and as part of a team; Demonstrated ability to work in a time sensitive environment and under pressure with tight deadlines; Ability to multi-task with strong attention to detail; Ready to assume a high level of responsibility; Bachelor’s Degree required; well-rounded academic background, with coursework in finance, economics, mathematics, or actuarial science is preferred; Demonstrated leadership abilities; Solid interest in the financial sector; Excellent PC skills; advanced knowledge of Excel, Word and PowerPoint a must; Legally authorized to work in the United States. The expected base salary range for this role is $105,000-115,000. The base salary range is based on level and does not include other types of compensation such as discretionary bonus or benefits. EEO Statement: We consider our people our chief competitive advantage and as such we treat colleagues, candidates, clients, and business partners with equality, fairness, and respect. Howden North America provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Howden North America will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

Posted 2 days ago

F logo
First National Bank Of PennsylvaniaPittsburgh, Pennsylvania
Primary Office Location: 626 Washington Place. Pittsburgh, Pennsylvania. 15219. Join our team. Make a difference - for us and for your future. Position Title: Relationship Banking Representative Business Unit: Mortgage Administration Reports to: Varies Based on Assignment Position Overview: This position is primarily responsible for opening new relationship accounts, driving customer relationship expansion through referral facilitation , and coordination of all account related actions during and after the mortgage loan process.This incumbent will provide the highest level of customer service to our clients while ensuring strict adherence to procedures and regulatory compliance. Primary Responsibilities: Receives relationship referrals from MBR / MBC / MBS team,facilitates opening of deposit accounts in the system according to established policies and procedures, and educates client on online banking, mobile, and other digital banking features and benefits. Obtains required documentation from customers, and provides required data to servicing partners to facilitate ACH for mortgage payments. Facilitates referrals for additional products and services, reviews customer financial needs, suggests appropriate products and services and assists in referral and handoff according to established policies and procedures. Communicates with key internal partners to insure the customer experience and handoff at all stages flows smoothly and provides an optimal customer experience. Complete and monitor all applicable reporting and tracking including set-up of client in CRM system for deposit and banking related campaigns. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines.Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum#### of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Detail-oriented Ability to use a personal computer and job-related software MS Word- Basic Level MS Excel- Intermediate Level MS PowerPoint- Basic Level Experience in a related or banking operational position.Knowledge of various government regulations such as Regulation CC, DD, O, and Z and how these regulations relate to the job. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required. Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Posted 1 week ago

C logo
Convergint CareerAsheville, North Carolina

$25 - $30 / hour

Convergint is looking for a full-time, enthusiastic, results driven and forward-thinking Banking Service Technician to join our amazing culture. In this role, you will troubleshoot, repair, and perform preventive maintenance on banking equipment including alarm systems, CCTV's, pneumatic drive-ups, ATMs, vaults, safe deposit boxes, etc. Must have good verbal, written, and interpersonal communication skills. As a Banking Service Technician, you are a part of a dynamic team that allows you to grow as Convergint grows. For information about how we use your personal information, please see our Colleague & Applicant Privacy Notice, available on convergint.com/careers. Pay Range: $25-30/HR Who You Are You have a passion for providing world-class service to customers, colleagues and communities. You are a person of integrity with a commitment to growth, accountability and delivering results. You want to join an organization with a positive culture that embraces equal opportunity and allows everyone to be the best version of themselves at work and home. You want to grow with us and deliver results as an exceptional Banking Service Technician. Who We Are With 20-years of proven growth and exceptional performance, our mission is to be our customer’s best service provider. We realize the importance of diversity in achieving that goal. Our company was built upon a solid foundation of 10 Values and Beliefs which drive our unmatched culture, making us the #1 global, serviced-based systems integrator in the industry. We take great pride in protecting the lives and assets of our customers and their communities with the solutions we provide. What you’ll do with “Our Training and Your Experience” Convergint's greatest strength is our people! Every colleague is encouraged to participate in our Recruit Awesome People program, helping us grow Convergint by promoting our colleague-first culture and referring top talent to the Talent Acquisition Team and hiring managers. The Banking Specialist is expected to be skilled in at least one of the three areas of specialization: locksmiths, drive up and electronic. Installs equipment and services/supports existing customers by responding to service calls. Drive up Specialists install, repair, rebuild, and service remote drive up systems, audio and video equipment. Locksmiths handle a variety of locking mechanisms from basic drawer locks to more complex locking devices such as vaults, secure keyways, and other systems unique to the banking industry. Electronics Specialists provide support for a variety of electrical and electronics projects. Installs, programs, tests, repairs, and services a variety of non-routine systems and equipment for drive up, locksmith and electronic projects. Systems include but are not limited to all manufacturers drive up equipment (including remote drive up), deal drawers, audio and video equipment related to drive up banking. Repairs or replaces damaged components of remote units. Troubleshoots, repairs, and replaces all components of remote, audio and video equipment. May install, configure, and support a variety of network systems and equipment for assigned projects. Performs preventative maintenance as needed. Acts as a mentor to less experienced staff by using technical knowledge, skills and experience. Handles moderately complex installations for the remote units such as alert systems. Installs new units with final connections, testing and training. Responds to moderately complex customer service calls, scheduled maintenance calls, and emergency and after-hours service calls on a timely basis. Work assignments are varied, and of moderate scope and complexity and may require originality and ingenuity in some situations. Identifies potential project challenges, communicates to appropriate parties and assists in the development and implementation of strategies to minimize deviations from estimated costs and project deadlines. Inspects completed work for conformance with specifications, requirements, and compliance with applicable with manufacturers specifications. Refers only the most complex issues to higher levels. Estimates cost, time, and materials for replacement equipment. Cleans, maintains, adjusts, calibrates, and services equipment used in the performance of duties. Executes all work in accordance with State and local regulations, general best practices as well as company health and safety policies and procedures. Uses strong troubleshooting skills to isolate and fix problems in malfunctioning equipment or software systems. Acts as “our customer’s best service provider” at all times thereby ensuring Convergint is the customer’s first choice for service. Communicates with and works with the other team members consistently to improve overall operations of the Convergint Center, and company. May advise management regarding customer satisfaction, product performance, installation techniques and standards as well as suggestions for product improvements. Keeps up to date and informed on all company policies. Presents a professional image of Convergint at all times in appearance and behavior. Performs other duties and responsibilities as requested or required. What You’ll Need Working knowledge of drive up, locking and electronic systems specific to banking industry. Basic knowledge of Digital Video Recorders (DVR’s) and Network Video Recorders (NVR’s) connected to the remote system. Solid knowledge of mechanical and electrical systems. Customer Focus – Maintaining awareness of and seeking to meet of the needs and wants of the customer. Strong communication skills both oral and written. Adaptability – Responds effectively to changes in situation or information. Company Benefits Convergint fosters a supportive, accessible, and inclusive environment in which all individuals are able to realize their maximum potential within the company. We offer a variety of programs and exceptional benefits: 10 Company Holidays and Paid Time Off starting at 13 days annually Fun & Laughter Day Off Medical, Dental & Vision Plan Life insurance & Disability Plan Wellness Program 401K Matching Plan Colleague Assistance Program Tuition reimbursement Competitive salary and compensation plan Vehicle reimbursement plan or company vehicle Corporate Social Responsibility Day Cell phone reimbursement (if applicable) Paid parental leave Requirements: Education: High School/GED or equivalent experience Preferred Experience: (but not required): Technical diploma and/or equivalent trade experience (e.g. Electrician) 1 year of previous banking specialist experience within a commercial, industrial, or facilities operation setting. Experience in 1 or more of the following industries: electronic, fire alarm & life safety, and/or building automation Please note that this job posting includes salary information for the assigned target market range within the primary geographic region the requisition is posted. If the position is posted in multiple locations or is a remote position, the salary range may vary. Individual pay rates will, of course, vary depending on the job, department, and location, as well as the individual skills, experience, certifications, specific licenses, and education of the applicant. Convergint is an Equal Opportunity Employer. Visit our Convergint careers site to learn more about the company and the exciting opportunities available.

Posted 30+ days ago

Texas Capital Bank logo
Texas Capital BankDallas, 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 . As a key member of our healthcare corporate banking team, the Relationship Manager (RM) will lead strategic client engagement across a diverse portfolio of healthcare entities. This role is responsible for delivering tailored financial solutions, managing complex credit structures, and deepening relationships with for-profit, non-real estate healthcare organizations. The RM will serve as a subject matter expert across the bank, helping to grow the healthcare vertical and collaborating closely with internal partners including investment banking, credit, and product teams. Key Responsibilities: Client Relationship Management: Serve as the primary contact for C-suite executives and decision-makers across a portfolio of healthcare clients, ensuring high levels of engagement and satisfaction. Strategic Growth: Develop and execute a disciplined calling strategy and client acquisition pipeline to expand the bank’s presence in the healthcare sector. Tailored Solutions: Leverage deep industry knowledge to deliver customized banking solutions, including credit, treasury, and capital markets products. Cross-Functional Collaboration: Partner with internal teams to structure and execute deals, cross-sell products, and deliver comprehensive financial support. Credit & Risk Oversight: Work closely with credit teams to underwrite and monitor transactions, proactively identifying and managing risk. Deal Execution: Lead client pitches, negotiations, and presentations to secure new business and expand existing relationships. Mentorship & Team Leadership: Mentor junior talent, fostering a collaborative and high-performing culture within the Corporate Banking team. Compliance & Governance: Ensure adherence to regulatory requirements, internal policies, and risk frameworks. Qualifications: Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field. 10+ years of experience in Corporate or Commercial Banking, with a strong focus on healthcare clients. Formal credit training or equivalent experience in credit analysis and underwriting. Proven track record of relationship management, business origination, and portfolio growth. Strong understanding of capital markets, bank products, and financial regulations. Excellent communication, organizational, and problem-solving skills. Proficiency in Salesforce and Microsoft Office (Teams, Word, Excel, PowerPoint). FINRA Series 79, 63, and SIE licenses required (or must be obtained within 120 days of employment). The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 30+ days ago

William Blair logo
William BlairChicago, Illinois
Our Leveraged Finance Group is a team of dedicated debt advisory bankers focused on delivering an optimal financing outcome for each client’s specific situation. We provide conflict-free advisory and arrangement services for middle-market companies across a wide range of industries and transaction types, along with trusted, objective advice on how best to structure debt issues, and are skilled at negotiating key terms of debt agreements, often working in conjunction with our private equity placement professionals to provide single-source solutions for our clients' capital requirements. Whether the objective is to finance an acquisition, refinance an existing facility, support growth with additional capital, or provide liquidity to existing shareholders, our team leverages a broad lender network to deliver the best financing solution available in the market. These relationships, along with our group’s extensive experience and proprietary 360° view of the leveraged finance market, allow us to provide our clients with a full menu of product options. We know you have choices on how you spend your summer but encourage you to apply for William Blair’s 2027 Investment Banking Leveraged Finance Group Summer Analyst Program. Take the opportunity to build on the fundamentals of your academic background, gain practical knowledge to help prepare you for your next steps and be part of an organization that fosters innovation and invests in our most important asset, our people. The summer program provides all summer analysts with unique opportunities to: Work alongside current analysts, associates, and VPs over the course of the 9-week program Take on all functions of a full-time analyst Receive direct client exposure in a culture of collaboration and accountability Analyze financial statements and related data to assess historical financial performance, current conditions, and outlook for client companies and prospects Build detailed, fully integrated three-statement financial models to analyze the impact of alternative transactions and capital structures on cash flows, covenant cushions, and investor rates of return Assess information required to perform all pertinent analyses; compile information request lists and track information gathered; assist lenders and investors in their due diligence processes Draft offering memorandums, management presentations, and other communications with clients and investors Participate in client meetings and drafting sessions Support client relationship development by forming a detailed understanding of client needs and challenges, providing professional/responsive service, and anticipating client needs Research current and prospective client companies, comparable companies and transactions, and industries; monitor and research capital markets; update client and debt/equity databases Qualifications: Pursuing undergraduate bachelor’s degree with anticipated graduation between December 2027 - June 2028 Cumulative GPA of 3.5 or above preferred (but open to all applicants) Undergraduate major: all majors considered Strong analytical and quantitative skills General understanding of accounting and finance Exceptional verbal and written communication skills Strong computer skills, specifically Microsoft Excel, Word, and PowerPoint You are adaptable in an ever-changing environment and can manage through change with a high degree of emotional maturity You are highly motivated, detail oriented, and thrive in a collaborative environment Willingness to be located in Chicago Throughout the 9-week program, summer analysts are evaluated for opportunities in our full-time class, upon graduation. Once you have submitted your application, you will receive a link to complete our pre-interview assessment, Suited, which will need to be completed within 48 hours. Please monitor your spam folder, as the email may get caught in spam filters. William Blair is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Application Deadline: Apply before January 22nd to be considered for this opportunity.

Posted 1 week ago

Stout logo
StoutChicago, Illinois

$175,000 - $215,000 / year

At Stout, we’re dedicated to exceeding expectations in all we do – we call it Relentless Excellence ® . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team. The Stout ESOP Investment Banking team is seeking a Senior Vice President to lead the execution and origination of ESOP Formation, Recapitalization, and Capital Markets transactions. As a senior leader on the team, you will drive deal strategy, oversee execution teams, manage key client relationships, and meaningfully contribute to the continued growth of our ESOP Advisory practice. The ideal candidate is an accomplished investment banking professional with deep transaction experience, a strong command of complex financial modeling, and the ability to provide strategic guidance to clients, colleagues, and senior leadership. This role requires a high level of technical expertise, thought leadership, and the ability to independently manage transactions from pitch through close. You will play a central role in shaping the direction of the practice, developing junior talent, and expanding Stout’s presence in the ESOP market—supporting family- and founder-owned businesses, established ESOP companies, and dual-track transaction processes across industries. What You’ll Do Lead the full lifecycle of ESOP transactions, including feasibility, structuring, valuation, modeling, financing, negotiations, and closing Serve as primary relationship manager for business owners, Boards of Directors, shareholders, and capital providers Oversee and guide Associates and Analysts in building complex three-statement financial models, valuation models, transaction scenarios, and pro forma financials Direct the preparation and delivery of high-impact pitch materials, management presentations, CIMs, Databooks, and other deal-related content Partner with sector leaders, capital markets professionals, and cross-functional teams to originate and win new mandates Drive strategic decision-making in live transactions, including deal structuring, lender engagement, capital raising, and negotiation of key terms Manage end-to-end execution activities: timelines, due diligence, data room management, financial model oversight, funds flow, and all other deal components Conduct and lead due diligence sessions and communicate complex technical concepts to clients in a clear, compelling manner Develop thought leadership and serve as a subject matter expert (SME) in the ESOP ecosystem, market trends, and transaction feasibility Play a critical leadership role in mentoring, developing, and evaluating junior team members Contribute meaningfully to strategic initiatives aimed at scaling the ESOP practice What You Bring 10+ years of experience in investment banking, corporate finance, private capital advisory, or related fields Significant experience leading and closing complex transactions; ESOP experience strongly preferred but not required Mastery of valuation methodologies (DCF, LBO, Comparable Companies, Precedent Transactions, Sum-of-the-Parts) Proven ability to guide teams in building complex financial models from scratch Deep experience across the deal execution lifecycle, including due diligence, structuring, modeling, negotiation, and closing Prior debt structuring, underwriting, or capital markets experience preferred Bachelor’s degree required (Finance, Economics, Mathematics, or related fields preferred); advanced degree or professional designation (MBA, CFA) is a plus Exceptional communication, presentation, and relationship-building skills Demonstrated ability to manage multiple processes simultaneously in a fast-paced environment High emotional intelligence, sound judgment, and strong leadership and mentorship capabilities How You’ll Thrive Lead with a collaborative, team-first approach that drives excellence and shared success Demonstrate accountability, reliability, and integrity in all client and internal interactions Lean into an entrepreneurial mindset—bringing new ideas, solutions, and opportunities that propel the practice forward Cultivate meaningful, trust-based relationships with clients, colleagues, and capital providers Communicate with clarity, purpose, and confidence across all levels of the organization Apply intellectual curiosity and exceptional attention to detail to solve complex problems Use advanced analytical and quantitative abilities to generate insights and inform transaction strategy Leverage deep experience in sell-side execution to navigate dynamic and challenging deal environments Why Stout? At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life.We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve.We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals.Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives.Learn more about our benefits and commitment to your success. https://www.stout.com/en/careers/benefits The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job. Stout is an Equal Employment Opportunity. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law. Stout is required by applicable state and local laws to include a reasonable estimate of the compensation range for this role. The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills. The disclosed range estimate has not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. 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 $175,000 - $215,000 Annual. This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - https://www.stout.com/en/careers/benefits.

Posted 3 days ago

U.S. Bank logo
U.S. BankSan Francisco, California

$117,725 - $138,500 / year

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Our Relationship Managers approach each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. They have access to an expansive set of products and solutions to serve our business clients today and into the future. This role is heavily sales focused and we're looking for sales professionals who aren't afraid to knock on doors, cold call and bring in new business clients to US Bank. Role responsibilities include: Large portion of time spent on prospecting and developing new business for the bank. Build, develop, cultivate and manage new and existing relationships with business clients. Recommend financial solutions based on each client’s unique goals and needs. Be the primary advisor for our business clients. Deliver financial expertise and client-centric solutions that build strong, long-term relationships. Assess and attend to clients' banking needs. Collaborate with internal partners to deliver a One Bank set of solutions to our business clients. Basic Qualifications - Bachelor's degree, or equivalent work experience- Five to seven years of relevant experience Preferred Skills/Experience - Strong relationship management and business development abilities- Well-developed analytical and problem-solving skills - Knowledge of cash flow management, business, and commercial credit - Basic knowledge of credit administration, analysis, - Strong business development and relationship management skills- Self-motivation, team player, positive and outgoing personality, and production driven. -Ability to work effectively with individuals and groups across the company to manage customer relationships- Excellent presentation, verbal and written communication skills- Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts Location The role offers a hybrid/flexible schedule. If not prospecting and meeting with clients, there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants . Benefits: Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $117,725.00 - $138,500.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 1 day ago

1st Source Bank logo

Teller (Client Services Representative), Plymouth Banking Center, Plymouth, IN

1st Source BankPlymouth, IN

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Job Description

POSITION SUMMARY

Provides individualized client service while handling daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures.

ESSENTIAL REQUIREMENTS

  • Processes financial transactions for clients accurately and efficiently.

  • Identifies client needs uncovered during business interactions and/or conversations, promotes products and services and refers clients to the appropriate bank colleague if needed.

  • Builds client loyalty; establishes client relationships, including addressing each client by name.

  • Consistently delivers exceptional customer service to each and every client.

  • Follows established Bank policies, procedures and guidelines.

  • Participates in retail sales programs to help meet personal and banking center goals.

  • Actively participates in team meetings and participates in community projects and appropriate educational programs related to the position.

  • Balances cash drawer and assists banking center team in operational duties (i.e.., balancing the ATM, vault and end of day work).

  • Regular and predictable attendance is an essential requirement of the position.

  • Responsible for the completion of all compliance training related to the position.

  • Must understand all applicable laws and regulations that apply to the position and complies with the requirements.

NON-ESSENTIAL FUNCTIONS

Performs all other duties as assigned.

EXPERIENCE/SKILLS

  • Bilingual Preferred

  • One (1) or more years of customer or retail service experience preferred.

  • Cash handling experience preferred.

  • Ability to respond and assist clients with inquiries and/or problem resolution.

  • Customer service and sales oriented.

  • Careful attention to detail and time management.

  • Good listening and verbal and communication skills.

  • Good PC skills - ability to work in Windows based system essential.

  • Ability to cross-sell bank products and services.

  • Ability to work evenings and weekends based on banking center needs.

  • Ability to communicate in another language is a plus.

  • Good organizational skills.

  • Ability to work in a team atmosphere.

  • Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records.

  • Ability to handle multiple tasks in a fast-paced environment.

EDUCATION

High School Diploma/GED required.

TRAVEL REQUIREMENTS

Ability to travel to all locations as needed for meetings, projects, training, seminars, etc.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.

While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.

EQUIPMENT

MS Office PC, fax, phone and standard office equipment.

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