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Digital Banking App Tester - Hybrid (Rancho Cucamonga, CA Or Scottsdale, AZ)-logo
Digital Banking App Tester - Hybrid (Rancho Cucamonga, CA Or Scottsdale, AZ)
Arrowhead Credit UnionRancho Cucamonga, CA
Are you warm, caring, friendly, and have a passion for online banking or digital banking services? Are you excited about giving back to your community? Are you seeking a role that offers career advancement opportunities? If so, we want to talk to you - we are currently looking for Customer Service Superstars to join our Team! The Digital Experience Tester role provides optimal support in technology services by enhancing our members' seamless digital banking experience. These service outcomes reflect contemporary best practices, achieving optimal outcomes for the organization's strategic operations and business requirements. A Digital Experience Tester achieves this by providing technical support to users experiencing issues with digital platforms, troubleshooting problems, resolving queries, and ensuring a smooth user experience by acting as the first point of contact for digital-related technical issues. This role ensures the delivery of cutting-edge digital banking solutions through collaboration with departments across the organization and effectively responding to member feedback. Essential Functions and Responsibilities Personally, provides exceptional member service; uses Service Standards in every work-related interaction. Actively participates in meeting the goals of the department and the Credit Union. Work cooperatively with others as part of a formal or informal team to accomplish department and Credit Union goals. Provides excellent service by using a positive and professional tone to assist callers and team members accurately, thoroughly, and as efficiently as possible while maintaining consistent and friendly service. Uses organizational tools and techniques to complete tasks on time and successfully manage multiple competing priorities simultaneously. Service Fosters a partnering environment with an open communication forum within the department and throughout the organization. Excellent communication skills, patience, and ability to clearly explain technical concepts to users and team members with varying levels of technical expertise. Ability to meet and promote team goals; exemplifies innovative problem solving and maintains a positive working environment with all Arrowhead Credit Union (ACU) team members. Embraces new ideas, technologies, and processes with a positive mindset. Effectively navigates uncertainty, responds constructively to challenges, and supports others through transitions. Completes member-related inquiries via email, phone, instant messaging, and Member Account Research (MAR) requests. Provides support to all departments across the organization, including Branches, Call Center, and ISC, to research and resolve escalated member issues. Testing and Validation Serves as key contact for system technical errors. Works towards resolution by either handling or contacting necessary resources. Tracks and monitors issue frequency. Monitors digital platforms for potential issues such as slow loading times, crashes, and system errors; proactively identifies areas for improvement. Monitors complex technical errors, user feedback, and support trends to identify recurring issues, root causes, and potential areas for service enhancements; implements effective solutions. Identifies and resolves technical issues with digital platforms, including login problems, navigation errors, data inconsistencies, and system malfunctions. Utilizes system(s) test environments to create and test enhancements. Tests all system releases, enhancements, and updates for the associated digital service and core systems while following testing scripts. Identifies potential complications from any adjustment(s); updates test plans accordingly. Provides testing assistance after upgrades, releases, and/or patches have been applied to the production system. Assists with ensuring efficient and reliable operations are consistent in all digital interactions and processing systems, based on how each system coexists with the other. Takes a detailed approach to identifying and resolving issues, ensuring accuracy in documentation and data management. Works with management and Digital Banking vendors to maintain mirror images of production and stage admin systems, ensuring an accurate testing environment. Conducts fraud research and compiles data to assist in fraud prevention investigations. Accurately sends mass mail communication via digital/electronic messaging platforms. Regularly collects, organizes, and analyzes data on digital banking features and services to detect trends, identify defects, or usability issues, and supports continuous quality improvement. Responsible for vendor case management and vendor collaboration. Ensures the intranet department page is current and contains up-to-date materials. Maintains intranet department page and technologies through the use of multiple fundamental programming languages. Utilizes knowledge of Online and Mobile Banking FFIEC guidelines, Risk Management of Remote Deposit Capture, eSign Act, WCAG, and ADA Compliance to ensure adherence with regulatory guidelines and standards. Acts as a Subject Matter Expert (SME) and provides basic training on new features and services on digital platforms. Development Exemplifies the attitude, aptitude, and ability to learn quickly and efficiently while showing assertiveness in personal development. Independently takes responsibility for learning and development by acquiring and refining technical and professional skills needed in job-related areas. Continuously develops technical proficiency and stays current with industry trends, best practices, and emerging technologies. Provides feedback on department policies and processes to improve efficiency and service outcomes. Assists leadership in creating training resources for frontline team members. Assists management in evaluating and creating Standard Operating Procedures (SOPs) and desktop procedures as appropriate for frontline team members and the Digital Services Department. Regular and predictable attendance and punctuality. Maintains a working knowledge of Bank Secrecy Act (BSA), Anti-Money Laundering (AML), and Office of Foreign Asset Controls (OFAC), and complies with all laws/regulations applicable to area(s) of responsibility. Completes all required and assigned training modules by established due dates. Maintains working knowledge of Credit Union policies and procedures. Completes all other duties as assigned by supervisor/leadership as necessary to achieve the goals of the Credit Union and the department. Benefits Include: (not a complete list) Wellbeing Weekly pay 401K Retirement Savings Plan with company match Paid time off accrual begins upon hire, 15 paid vacation days, and 11 paid holidays Paid sick leave (and increases with tenure!) Company-provided life insurance at twice your annual salary Financial Education Programs DoorDash DashPass Health Medical, Dental, and Vision Insurance for part-time and full-time employees Modern Health Care.com subscription Teladoc Career Development Career development opportunities Team members are eligible to apply for assistance with educational expenses through ArrowHeart's scholarship program. To learn more about Arrowhead Credit Union and our service culture, visit our Career page and our ArrowHeart Foundation. The pay range for this position is listed below. Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our compensation approach is designed to support career growth and development over time. Offers are extended based on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands, and internal equity. Pay range Minimum: $24.44/hour | Midpoint: $30.55/hour | Maximum: $36.66/hour

Posted today

Banking & Capital Markets Tax Manager-logo
Banking & Capital Markets Tax Manager
PwCStamford, CT
Industry/Sector Banking and Capital Markets Specialism Industry Tax Practice Management Level Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. Additional Responsibilities: We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs. Custom Orgs: Global LoS: Tax Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Required Fields of Study: Accounting Minimum Years of Experience: 4 year(s) Certification(s) Required: CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates extensive abilities and/or a proven record of success in dealing with tax issues facing multinational US companies or publicly traded entities, especially in the areas of tax consulting and tax reporting and compliance. Demonstrates extensive abilities and/or a proven record of success as a tax technical professional, researching business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Demonstrates extensive abilities and/or a proven record of success with automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Demonstrates extensive abilities and/or a proven record of success in pricing, client value and the negotiation process, including reviewing contracts and finding opportunities to introduce new pricing options.Demonstrates extensiveabilities and/or a proven record of success in identifying and addressing client needs: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Participating in client discussions and meetings actively; Communicating a broad range of Firm services; and, Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Demonstrates extensive abilities and/or a proven record of success in: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Participating in client discussions and meetings actively; Communicating a broad range of Firm services; and, Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Executing corporate planning and compliance, as well as tax accounting and financial reporting, including tax provision preparation, audit and review with the ability to utilize ASC 740 techniques; Demonstrating some technical skills working with tax tools and resources including tax provision and compliance software such as Corptax, OneSource, or other similar platforms; and, Using research methods including but not limited to Westlaw, RIA and CCH. Demonstrates extensive abilities and/or a proven record of success as a team leader: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Participating in client discussions and meetings actively; Communicating a broad range of Firm services; and, Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Executing corporate planning and compliance, as well as tax accounting and financial reporting, including tax provision preparation, audit and review with the ability to utilize ASC 740 techniques; Demonstrating some technical skills working with tax tools and resources including tax provision and compliance software such as Corptax, OneSource, or other similar platforms; and, Using research methods including but not limited to Westlaw, RIA and CCH. Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; and, Providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues. PwC Financial Technology ("FinTech") practice, servicing start-ups, financial services and technology companies with innovative products and offerings, is expanding rapidly with exciting opportunities. Our FinTech dedicated team is looking for a candidate to work closely on clients with the latest technologies and platforms in lending, digital banking, payments, crypto and blockchain, insurance and real estate.We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $98,300 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 4 days ago

Customer Service Representative Iii, Retail Banking (Kahala - Honolulu, HI) - $1000 Sign-On Bonus-logo
Customer Service Representative Iii, Retail Banking (Kahala - Honolulu, HI) - $1000 Sign-On Bonus
HomeStreet, IncHonolulu, HI
Salary Range: $20.14 - $28.17 (Depending on knowledge, skills, abilities and location. Certain level jobs may be eligible for bonus, commission, and/or equity awards.) Posting Date: April 22, 2025 This job will be open and accepting applications for a minimum of three days from the date it was posted. Benefits* worth writing home about: Medical, dental, and vision coverage for employees and their families Life, disability and family Leave 401(k) and Roth 401(k) with employer match Wellness program, employee assistance program, "Commute Trip Reduction" (CTR) and various employee discounts Generous vacation, sick leave, 11 paid holidays, and 16 hours of paid leave every year for community service work Free employee checking account and employee home loan discounts For eligible employees averaging 20 or more hours per week. EO/AA Employer including Vets and Disabled. Qualified applicants with arrest and conviction records will be considered in accordance with legal requirements. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy. California applicants may click this link Fair Chance Ordinance for Los Angeles County to see additional information. Job Description Summary: POSITION SUMMARY: This position is responsible for acquisition, retention and expansion of new and existing customer relationships. The Sr. CSR provides exceptional customer service by taking ownership of the customer experience from introducing the customer to HomeStreet Bank through profiling the customer, assessing their banking and borrowing needs, and recommending appropriate products based on a thorough knowledge of HomeStreet products and services. Provide a variety of teller services such as handling deposits, withdrawals, and maintaining accounts. Perform processing tasks such as making automatic transfers, updating records and balancing. At all times, provide superior customer service. Job Details: PRIMARY FUNCTIONS: New Accounts/Sales Activities Effectively interviews and profiles customers in order to recommend appropriate banking products and services. Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience. Processes complex transactions such as changing account ownership, living trusts, guardianship accounts, and estate assignments. Originates consumer loans, acting as customer advocate to ensure prompt processing of consumer loans. Opens and closes customer accounts including checking, savings, money markets, certificates of deposit, and IRAs. Where appropriate, actively takes advantage of all sales opportunities, cross-selling bank products and services to new and existing customers, ensuring recommended products meet needs of customer. Makes referrals to other business units for non-banking products. Participates in sales programs to generate new customers. Must sell financial products and services to meet referral goals and performance evaluation/personal goals. Maintains thorough knowledge of bank products and services. Service Activities Sets an example for the CSR staff in the area of customer service and customer advocacy. Actively listens to customers, and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact and diplomacy. Supports branch lobby management. Consistently demonstrates proficiency in providing exceptional customer service utilizing the STAR (Seamless, Trustworthy, Attentive, and Resourceful) qualities either in person or on the telephone. Resolves difficult situations using the HEAL guidelines of Hearing out the customer, Easing the tension, Acting to improve the situation, and Leaving a positive impression. Looks for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectation that makes them feel special. Participates in two community events per year. Teller Activities Performs daily teller services such as processing deposits, withdrawals, holds, loan payments, traveler's checks purchases, stop payments, telephone transfers, direct deposits, cash advances, sight drafts, verifications of deposit, ATM card requests, wire transfers and other related matters. Balances cash drawer independently, maintains cash over and short record within HomeStreet's compliance policy. May be assigned the control of the vault cash. Follows guidelines to maintain limits, meet cash shipment requirements, and balance daily. Effectively performs project responsibilities as assigned such as processing and balancing ATM, balancing travelers' checks, daily branch balancing, Customer Information System input, branch supply orders, and monthly branch report generation. Effectively assist other CSRs in the completion of work assignments and balancing. Operational Activities Participates in branch audit functions. Follows HomeStreet's policies and procedures and meet regulatory requirements. Performs all other duties as required. QUALIFICATIONS: Minimum of 3 years job experience as a CSR/New Accounts Representative or equivalent, plus demonstrated ability in an operations area related to Bank or retail operations. Technical skills and experience to operate teller software, Word, Excel, and other bank-related computer programs. Strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner. Must be a self-starter, dependable, able to work within deadlines under pressure. Must possess excellent judgment, and the ability to accept responsibility and handle confidential information. Ability to work quickly and accurately, to analyze information and make decisions. Excellent written and oral communication skills are required. High school diploma or equivalent. PHYSICAL CONSIDERATIONS: Requires ability to operate teller and office equipment including computers, adding machines, telephones, typewriters, copy machines, fax machines, electronic credit card authorization terminals, and security devices. Requires physical exertion of up to 10 pounds of force occasionally (1/3 of the time) and a negligible amount of force frequently (up to 2/3 of the time) to lift, carry, push, pull or otherwise move self or objects. Frequent (up to 1/2 of the time) sitting. Walking, standing, bending and reaching occasionally and for brief periods of time. This Position Description may not be limited to the Functions and Requirements as outlined, now or in the future. For example, changes in corporate needs, position demands, or individual performance may result in changes to the Functions or Requirements of this position. Area: Customer Service (Sales)

Posted 2 weeks ago

Experienced Investment Banking Analyst-logo
Experienced Investment Banking Analyst
Walker & DunlopNew York, New York
Department: Research and Securities – Banking We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities — where people live, work, shop, and play — to life. We are committed to creating meaningful social, environmental, and economic change in our communities. Department Overview Founded in 2007, Zelman & Associates is the leading institutional research advisory and investment banking firm dedicated exclusively to the U.S. housing industry. Zelman provides distinguished institutional research and investment banking capabilities with the highest levels of client service, trust, sophistication, and credibility unique to the housing, institutional research, and investment banking industries. Zelman is a majority-owned subsidiary of Walker & Dunlop. Role Zelman & Associates is seeking an Experienced Investment Banking Analyst to work directly with senior origination and execution executives. Primary Responsibilities Support origination and execution of M&A and other corporate finance transactions Support origination and execution of equity and debt financings Support transaction execution including modeling, drafting marketing materials, and due diligence Maintain the high standards of industry-leading client service and execution that Zelman has developed a reputation for consistently delivering Develop strong relationships with internal departments to maximize firm-wide success and profitability Perform other duties as assigned Education and Experience Undergraduate degree in finance At least one year of investment banking or private equity experience at a recognized firm Academic excellence Knowledge, Skills and Abilities Strong understanding of accounting, corporate finance, and capital markets principles Advanced proficiency in financial modeling and valuation techniques, including DCF, LBO, and comparable company analysis Outstanding analytical capabilities; organizational discipline; attention to detail Exceptional interpersonal communication skills Creativity and entrepreneurial spirit Highly competitive; self-starter; ambitious; team-oriented Ability to show ownership of your work, proactively take on challenges and pursue growth opportunities, and demonstrate patience when learning new processes Strong learning orientation. Take ownership of personal development through active participation in training and career development Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders Embodiment of the Walker Way in approach to work: caring, collaborative, tenacious, driven and insightful This position has an estimated base salary of $100,000 - $115,000 plus discretionary bonus. An employment offer is based on the applicant’s relevant work experience, applicable knowledge, skills, abilities, internal equity, and alignment with market data. #LI-NA1 #LI-Onsite What We Offer The opportunity to join one of Fortune Magazine’s Great Places to Work winners from 2015-2023 Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation™, some of which include: - Up to 83% subsidized medical payroll deductions - Competitive dental and vision benefits - 401(k) + match - Pre-tax transit and commuting benefits - A robust health and wellness program – earn cash rewards and gain access to resources that promote health, engagement, and balance - Paid maternity and parental leave, as well as other family paid leave programs - Company-paid life, short and long-term disability insurance - Health Savings Account and Healthcare and Dependent Care Flexible Spending Career development opportunities Empowerment and encouragement to give back – volunteer hours and donation matching *Eligibility may vary based on average number of hours worked EEO Statement We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information. We strive to be a safe place to ask questions, build professional relationships, and develop careers. SPAM Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at 301.215.5500, if you have any concerns about information requested during or after the application process. Fair Chance Hiring Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.

Posted 6 days ago

Business Banking Portfolio Manager-logo
Business Banking Portfolio Manager
Mechanics BankWalnut Creek, CA
Mechanics Bank is currently searching for a Business Banking Portfolio Manager to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role can work onsite at our Roseville, Napa, Santa Rosa or Walnut Creek offices. Assists with the day-to-day management of existing BBG customer portfolios in high growth markets, having a moderate degree of difficulty. Monitors existing credit on a scheduled basis for issues or concerns. Works with Business Banking Credit Team and Business Banking Sales Manager to handle proposed credit requests from customers. Facilitates the documentation and closing process for new large, moderately complex credit facilities, ensuring that the loans are properly set up on the loan systems for accurate ongoing monitoring. What you will do: Assists in managing a portfolio of customer relationships to ensure compliance with loan approvals and loan documentation. This may include collecting necessary financial data, financial modeling for verification and understanding of past and future performance, analysis, presentation, recommendation, and completion of waivers and amendments Monitors existing credit on a daily basis for issues or concerns and conducts monthly, quarterly, and annual credit reviews as required. Reviews status of current accounts to include, but not limited to, past due accounts, maturities, and renewals. Notifies Business Banking Sales Manager on these matters and interacts with the customer where necessary. Notifies credit and Sales Manager immediately of any deterioration in operating performance Supports Business bankers in working with large and/or complex Business Banking customers to handle existing and proposed credit requests, providing a high level of customer service support, with an emphasis on obtaining and retaining high income customers. Works with community bankers, agent bank officers, and bank attorney(s) on the loan documentation and closing process for new large, complex credit facilities. Interfaces with the administration operations officer on the booking of new deals, setting up appropriate loan monitoring procedures, and ensuring proper set up on the loan systems for accurate ongoing monitoring. Ensures all transactions and processing are in compliance with regulatory and company guidelines, policies and procedures. Conducts review and maintenance of monitoring reports and uploading of pertinent approval documentation to ensure that loan information is in place to facilitate internal loan and regulatory review Assists in cross selling efforts and performs special projects related to individual portfolio dynamics or projects for the department manager. Who you are: Bachelor's Degree highly preferred in Finance, Accounting or related field. Additional experience will be considered in lieu of degree. Minimum of 3 years in finance, accounting, business or related field. Proficient with Microsoft Word, Excel, and PowerPoint, including Excel modeling and Moody's statement models Strong oral and written communication skills Strong customer service skills Ability to understand the core competencies of a business and recognize deviation from those principles Strong organizational skills Ability to gather information and provide appropriate solutions Ability to communicate effectively with potential, new, and established client groups Ability to work in a group environment with a number of different individuals, both senior and junior Ability to create, build, and maintain effective and mutually beneficial business relationships with key commercial clients Ability to maintain confidentiality of secured information Ability to work in a competing and demanding market Ability to work in a goal focused team environment #LI-DNI Salary: $70,000-100,000 annually Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data. Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law. Please view Equal Employment Opportunity Posters provided by OFCCP here. To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank

Posted 3 weeks ago

Banking Center Manager - Brewster-logo
Banking Center Manager - Brewster
Cape Cod Five Cents SavingsBrewster, MA
GENERAL SUMMARY: The Banking Center Manager leads a Banking Center or Centers with a focus on providing leadership, delivering exceptional customer service, business development, and community relations. Responsibilities include exercising sound judgment; guiding Banking Center team in delivering outstanding customer service; coaching, directing and developing staff; establishing and achieving growth goals; ensuring operational efficiencies; lending; operations; administration of the facility, equipment and budget. ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES, IN PRIORITY ORDER: Leadership and Staff Supervision Actively involved in instilling and maintaining a positive sales environment through education of the Bank's products and services. Clearly communicates productivity and performance standards to all branch personnel. Ensures effective communication to staff and implementation of all policies and procedures. Plays a positive role in the development and growth of staff. Responsible for managing employee performance including ongoing performance feedback and preparation of appropriate documentation. Interviews and select candidates for employment. Assures compliance with all Bank policies, procedures and processes, and all applicable state and federal banking laws, rules and regulations. Adheres to Bank Secrecy Act (BSA) responsibilities that are specific to the position. Customer Service Engages in leading and inspiring the Banking Center team in delivering exceptional customer service and financial guidance to customers. Develop staff in role of trusted financial advisor. Follows the Cape Cod 5 customer service standards to ensure the Banking Center team provides outstanding service to all new, existing and potential customers Resolves complex internal and external issues in a timely manner. Business Development and Community Relations Establishes and meets business development goals for the Banking Center in line with the organization's corporate goals. Focuses on developing commercial and retail prospects and building on existing customer relationships. Actively participates in centers of influence such as chambers of commerce and business and industry associations. Regularly attends organizations' meetings and develops/builds a referral and potential customer network. Participates in civic and community organizations that benefit the local communities. Banking Center Operations Ensures that the physical control and daily accounting of cash, checks, and other items of value is properly administered. Ensures satisfactory audit results through compliance with established policies and procedures. Identifies areas for improved workflow efficiencies. Maintains proper Banking Center security. Responsible for the day-to-day appearance and maintenance of the Banking Center. Participate in establishing and managing the Banking Center budget. Completes specialized training courses and certifications as assigned and within allotted timeframes. EDUCATION, CERTIFICATIONS: Bachelor's degree preferred, or combination of secondary education and four years of progressive retail banking experience National Mortgage Licensing System (NMLS) registration Notary Public Medallion Signature Guarantee KNOWLEDGE, SKILLS & ABILITIES: Four or more years' supervisory/management experience and proven leadership capabilities required, including a minimum of two years' retail banking management Thorough knowledge of Bank products and services Consumer and small business lending experience required Excellent business development, customer service, and problem-solving skills Effective training, coaching and mentoring skills Commitment to continuing education Ability to analyze and interpret general business periodicals, professional journals, and technical procedures Ability to resolve complex problems Computer literate, ability to quickly learn, promote and train to new programs and channels (mobile, digital, online) Ability to work a flexible schedule, including early mornings, evenings, and Saturdays at the Banking Center and community events Must have cyber security awareness to protect the digital environment, the Bank, and customers COMPETENCIES: Management Courage/Command Skills Leadership/Coaching/Development Business Acumen Culture/Guest/Customer Service Ambassador Sound Judgement Delegation Technology Enthusiast/Early Adopter Problem Solving Excellent Verbal and Written Communication Skills Critical Thinking Skills Financial Comprehension Learning Agility WORKING RELATIONSHIPS/CONTACTS: Existing and potential customers in all business lines; branch staff (subordinates); all Bank department heads; Bank employees; external business associations; external vendors and consultants; landlord; auditors and regulators; politicians; Bank attorneys

Posted 1 week ago

Commercial Banking Relationship Manager-logo
Commercial Banking Relationship Manager
US BankCincinnati, OH
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 We have an exciting opportunity for a talented Relationship Manager to come in and manage and grow a very large and very complex portfolio of commercial loans. This sales and relationship focused individual will prospect for and close new business relationships and retain and expand relationships with existing customers. The Relationship Manager will sell appropriate bank products and services to those prospects and clients, identifying and successfully capitalizing on One U.S. Bank and making appropriate referrals. The Relationship Manager provides financial advice to customers, approves loans within assigned limits, manages loans and portfolio credit quality. Basic Qualifications Master's degree in finance, accounting or other related field 10 or more years of commercial lending experience Three or more years of management experience Preferred Skills/Experience Considerable knowledge and experience in managing and growing a large and complex portfolio of commercial loans Strong leadership and strategic management skills Excellent verbal and written communication skills Well-developed analytical, decision-making and problem-solving skills 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: $143,905.00 - $169,300.00 - $186,230.00 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 4 days ago

Infrastructure & Public Finance Investment Banking Analyst (DC, NYC & Chicago)-logo
Infrastructure & Public Finance Investment Banking Analyst (DC, NYC & Chicago)
Siebert Williams ShankNEW YORK, NY
Siebert Williams Shank & Co., LLC (“SWS” or the “Firm”) is conducting a search for an experienced Investment Banking Analysts to join its Infrastructure and Public team and work hybrid (4 days in-office) from its Chicago, New York or Washington, DC offices. At SWS, all bankers are an integral part of the financing team, assume a high level of responsibility, and actively participate in all aspects of transactions. Investment Banking Analysts provide analytical and quantitative support and generally assist more experienced junior bankers, as well as senior bankers, to provide investment banking services to clients in the public sector. SWS is a full-service investment banking and financial services company dual-headquartered in New York and Oakland.  SWS is a perennial leader as a co-manager of investment-grade corporate debt, a national leader in public finance investment banking, a named dealer on more than 50 commercial paper programs, and a seasoned and successful share repurchase agent. All activities are supported by a robust secondary sales and trading platform, and a sound regulatory capital base. We are a SEC-registered securities broker-dealer and member of the Financial Industry Regulatory Authority (FINRA) and the Municipal Securities Rulemaking Board (MSRB). Our diverse professionals are not only committed to providing the highest level of value-added services to our clients but also committed to improving the communities in which we work and live.  We have a 25+ year track record built on integrity, experience and results. Primary Responsibilities: Work alongside senior staff in preparing proposals and/or coordinating responses; draft client presentation materials and memos discussing financing strategies, market trends, firm qualifications, etc. Prepare graphical representations or various debt statistics Compile municipal issuers' historical financial information from public documents Prepare and maintain databases on client debt Analyze historical debt issuance and debt affordability Performing financial modeling and cash flow analyses to evaluate debt financing alternatives Participating in active transactions Participate in presentations to clients, as needed Format, print and bind of professional-looking documents for meetings Ensure that all activities and duties are carried out in full compliance with regulatory requirements and internal policies and procedures Qualifications: B.S. or B.A. in finance, economics, public administration or related fields is preferred SIE, Series 52 & 63 licenses required  or must be obtained within 60 days of date of hire Relevant experience working in the public finance sector and/or familiarity with municipal debt instruments are extremely strong positives Excellent analytical and quantitative skills are a must and a good understanding of financial markets is expected Advanced user of Microsoft Excel, PowerPoint, and Word Ability to use Bloomberg and other finance industry statistical and structuring tools (WhatsBest!, DBC Finance and SDC); the ability to multitask efficiently across all these software platforms with prompt turnovers to bankers and clients is essential Highly self-motivated, well-organized, and willing to work long hours when needed Ability to prioritize tasks, react to changes, solve critical issues, and work independently while being team-oriented Demonstrated attention to detail with the highest standards of diligence in work product are essential to success Strong written and verbal communication skills and professional presence with clients are required We are Committed to Fair Pay. At SWS, we are committed to fair, transparent pay and strive to provide competitive, market-informed compensation. The target total fixed compensation range for the Analyst position is $95,000 - $125,000. Compensation for the successful candidate will be determined by the candidate's particular combination of knowledge, skills, competencies and experience. This position is also eligible for a discretionary bonus. SWS empowers talented and highly motivated individuals to thrive independently and collectively. We offer a competitive compensation package, an inclusive working environment and exceptional employee benefits. Our benefit program is designed to provide employees and their dependents with support in maintaining health and financial protection.  Siebert Williams Shank & Co., LLC is an Equal Opportunity Employer : EOE/M/F/V/D committed to a diverse workforce. We welcome and value the people and concepts that move our firm, our industry, and our communities forward.  All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age or any other characteristic protected by law.

Posted 30+ days ago

Member of Technical Staff, Banking Solutions-logo
Member of Technical Staff, Banking Solutions
Anchorage DigitalNew York, NY
At Anchorage Digital, we are building the world’s most advanced digital asset platform for institutions to participate in crypto. Anchorage Digital is a crypto platform that enables institutions to participate in digital assets through custody, staking, trading, governance, settlement, and the industry's leading security infrastructure. Home to Anchorage Digital Bank N.A., the only federally chartered crypto bank in the U.S., Anchorage Digital also serves institutions through Anchorage Digital Singapore, Porto by Anchorage Digital , and other offerings. The company is funded by leading institutions including Andreessen Horowitz, GIC, Goldman Sachs, KKR, and Visa, with its Series D valuation over $3 billion. Founded in 2017 in San Francisco, California, Anchorage Digital has offices in New York, New York; Porto, Portugal; Singapore; and Sioux Falls, South Dakota. Learn more at anchorage.com, on X @Anchorage, and on LinkedIn. As a member of the Banking Solutions team, you will be responsible for implementing and maintaining innovative products, in a highly collaborative team, that empowers Anchorage’s NeoBank functionality. The crypto industry is one of the most exciting industries in tech today, and it is constantly changing! At Anchorage Digital, we are building foundational technology to help the crypto industry evolve in a safe, regulated and highly secure manner, which we believe is essential for maximizing the potential of this exciting industry We have created the Factors of Growth & Impact to help Villagers better measure impact and articulate coaching, feedback, and the rich and rewarding learning that happens while exploring, developing, and mastering the capabilities and contributions within and outside of the Member of Technical Staff role: Technical Skills: Participate in task breakdown, estimation, design, implementation and maintenance of the team Write, review, test, and document code according to Anchorage’s engineering and team standards, and practices. Dive deep into complex, ambiguous problems, formulate elegant and practical solutions. Review other developer’s code to ensure consistency, reduce errors and share context across the engineering team. Complexity and Impact of Work: Drive work independently, lead or significantly contribute to medium-to-large projects or processes, usually multi-person interdepartmental or cross-functional projects, including leading from end-to-end with little oversight and coordinating activities of other team members. Use ability to break down large projects into smaller tasks, and accurately estimating the time and scope of projects. Articulate effectively the different options considered, analyze trade-offs, justify and recommend priorities. Foster an efficient deterministic testing culture, with an emphasis on minimizing tech debt. Organizational Knowledge: Ensure that knowledge is shared among the team and do not position yourself or others as a single point of failure. Collaborate cross-functionally within the team and other teams at Anchorage Digital. Monitor the development of the company objectives and/or trends that may affect its capacity to succeed. Communication and Influence: Mentor and guide others on the team within their area of specialization or domain, and help others understand the strategic goals of Anchorage and how their work relates to these. Communicate outside team boundaries to solve problems, network with other teams, and establish positive working relationships in other disciplines and domains. You may be a fit for this role if you: Have demonstrated experience managing, mentoring, and growing a geographically distributed team. Have real world experience building complex distributed systems. We mostly use Go, however languages can be learned. We really care about your engineering and management skills more than any specific language or framework. Enjoy building services from scratch and supporting them over a meaningful period of time. Genuinely care about code quality and test infrastructure. Prioritize end-user experience and business value over “cool tech.” Have developed “computer science fundamentals”, i.e. concurrency, algorithms, and data structures (Formal CS degree NOT required). Self describe as some combination of the following: creative, humble, ambitious, detail oriented, hard working, trustworthy, eager to learn, methodical, action oriented, and tenacious. Although not a requirement, bonus points if: You have experience with applied cryptography. In your mind the word “crypto” stands for cryptography, not cryptocurrency. You read blockchain protocol white papers for fun, and stay up to date with the proliferation of cryptoasset innovations. You have a background in the finance industry. You have professional experience with Go/Rust/TypeScript/Solidity. You are familiar with optimistic & zero-knowledge tech. About Anchorage Digital: Who we are The Anchorage Village, what we call our team, brings together the brightest minds from platform security, financial services, and distributed ledger technology to provide the building blocks that empower institutions to safely participate in the evolving digital asset ecosystem. As a diverse team of more than 300 members, we are united in one common goal: building the future of finance by providing the foundation upon which value moves safely in the new global economy. Anchorage Digital is committed to being a welcoming and inclusive workplace for everyone, and we are intentional about making sure people feel respected, supported, and connected at work—regardless of who you are or where you come from. We value and celebrate our differences and we believe being open about who we are allows us to do the best work of our lives. Anchorage Digital is an Equal Opportunity Employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or veteran status. Anchorage Digital considers qualified applicants regardless of criminal histories, consistent with other legal requirements. “Anchorage Digital” refers to services that are offered either through Anchorage Digital Bank National Association, an OCC-chartered national trust bank, or Anchorage Lending CA, LLC a finance lender licensed by the California Department of Financial Protection and Innovation, License No. 60DBO-11976, or Anchorage Digital Singapore Pte Ltd, a Singapore private limited company, all wholly-owned subsidiaries of Anchor Labs, Inc., a Delaware corporation. Protecting your privacy rights is important to Anchorage Digital, and we work to maintain the trust and confidence of our clients when handling personal or financial information. Please see our privacy policy notices here.

Posted 30+ days ago

Director, Banking / Payments-logo
Director, Banking / Payments
CurrentNew York, NY
DIRECTOR, BANKING / PAYMENTS At Current, we’re on a mission to enable our members to create better financial outcomes for themselves. Headquartered in NYC, we’re a leading U.S. fintech and one of the fastest growing companies with over 5 million members. No matter your title, we welcome everyone to build great products, grow quickly, and make an impact together. ABOUT THE ROLE: We are looking for Director Banking / Payments to join our team and drive the growth of our Banking and Payments products and business. This is a critical role for Current at a time of rapid growth. The key objectives of this role are to enable profitable growth of our Banking / Payments products/businesses.  This role will be responsible for achieving P&L goals by managing all levers of this business including building and testing various products that achieve business objectives and bringing together various functional teams to drive business growth. We are looking for a person with exceptional Payments business building and management experience that spans product, analytics, technology and can lead/ manage cross-functional teams with a hands-on approach, and a business owner mentality. KEY RESPONSIBILITIES: Develop strategy and roadmap for banking and payments; drive continuous improvement of existing products to achieve business objectives Frame the banking and payments product design that achieves strong customer engagement while delivering business objectives Hands-on leader that manages the core banking features, debit, secured credit, instant payments and transfers business across its lifecycle and builds new products that maximizes conversion and retention of our primary customers Lead and manage cross-functional teams including product, engineering, compliance and finance and interface with Bank partners on risk and funding related agenda and processes ABOUT YOU: Business leader and manager - Experience leading and managing banking / payments businesses at fintechs Banking / Payments strategist - Has experience in neobanking and payments domain from standing up strategies and managing the ongoing growth and retention of primary customers while increasing attach and ARPU Critical thinker - consider problems from all angles to remove bias and touch bottom on key assumptions Creative problem-solver - able to find creative solutions that finds win win across constraints and objectives Results-oriented - You ground contributions in real business and customer impact and prioritize effectively to maximize speed-to-impact.  Intellectually curious - seek to understand the why behind the numbers and love nerding out over a new insight Exceptional written and oral communication skills. You drive alignment through grounded arguments, interpersonal skills, and negotiation skills.   Thrive when working in a fast-moving, ambiguous environment Excited by large breadth of problem areas REQUIREMENTS: 10+ years of management experience in standing up and managing successful new banking / payments businesses and high level of understanding of the emerging payments and banking technologies and trends Deep knowledge and experience in driving strong business outcomes by managing product, customer experience, analytics, funding, compliance and other critical processes in lending business Masters or Undergraduate degree with a quantitative concentration Exceptional written and oral communication skills. Strong people leader and collaborator. Able to handle competing priorities and influence leadership decision-making This role has a base salary range of $180,000.00 to $270,000.00. Compensation is determined based on experience, skill level, and qualifications, which are assessed during the interview process. Current offers a competitive total rewards package which includes base salary, equity, and comprehensive benefits. BENEFITS: Competitive salary  Meaningful equity in the form of stock options  401(k)  Discretionary performance bonus program  Semi-annual performance reviews Medical, Dental and Vision premiums covered at 100% for you and your dependents  Flexible time off and paid holidays  Generous parental leave policy Commuter benefits  Fitness benefits Healthcare and Dependent care FSA benefit  Employee Assistance Programs focused on mental health  Healthcare advocacy program for all employees  Access to mental health apps  Team building activities Our modern Chelsea-based office with open floor plan, stocked kitchen, and catered lunches

Posted 30+ days ago

Investment Banking Associate-logo
Investment Banking Associate
AQ Technology PartnersRedwood City, CA
AQ Technology Partners is a boutique investment bank focused on the software ecosystem, specializing in M&A and financial sponsor transactions. We are seeking an experienced Investment Banking Associate to join our team supporting transactions with growth software companies based in our Redwood City, CA office. Both investment banking  and  technology industry experience required. Our Associates assume significant responsibility by working closely with senior bankers, overseeing and executing day-to-day deal activities, and managing and training analysts. Key responsibilities include the following: Partner with and support senior bankers in strategic M&A, private equity, and growth equity processes Initiate and manage the development of qualitative and quantitative analyses in support of transaction execution Responsible for modeling complex transaction scenarios and/or the oversight of such modeling Develop presentations in support of new business development Maintain a positive and supportive firm culture, focused on the effective delivery of world-class service to our clients Train and mentor analyst staff A successful candidate will possess the following characteristics: 2-3 years investment banking experience as an analyst and/or an associate in the technology or software sector Strong academic performance Demonstrated capability to lead and manage projects Excellent organizational, execution and time management skills Team player with competitive drive; motivated self-starter with collaborative, team-oriented approach to success Strong communication and presentation skills in both large and small group settings Exceptional critical thinking and problem solving ability U.S. work authorization FINRA Series 63 and 79 registration #LI-AQT

Posted 30+ days ago

Banking Analyst Intern, application via RippleMatch-logo
Banking Analyst Intern, application via RippleMatch
RippleMatch Opportunities Denver, CO
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we’ll get you interviews! Leading employers such as eBay and Teach For America leverage RippleMatch to build diverse, high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role: Currently pursuing a Bachelor’s or Master’s degree in Finance, Economics, Accounting, or a related field. Participation in relevant extracurricular activities, such as finance clubs or investment competitions is preferred. Basic understanding of financial markets, banking operations, and investment strategies. Ability to assist with financial analysis, including the review of balance sheets, income statements, and other financial documents. Understanding of risk management principles and practices. Skills in financial forecasting and the creation of predictive models. Strong analytical skills, with the capability to work with quantitative data and perform detailed financial modeling. Good organizational and project management skills, capable of managing multiple tasks and contributing to collaborative projects. Effective communication and interpersonal skills, essential for interacting with clients and colleagues. Proficiency with Microsoft Office Suite, particularly Excel for financial analysis. Eagerness to learn about the banking sector and its regulatory environment.

Posted 1 week ago

Banking Analyst Intern, application via RippleMatch-logo
Banking Analyst Intern, application via RippleMatch
RippleMatch Opportunities Boston, MA
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we’ll get you interviews! Leading employers such as eBay and Teach For America leverage RippleMatch to build diverse, high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role: Currently pursuing a Bachelor’s or Master’s degree in Finance, Economics, Accounting, or a related field. Participation in relevant extracurricular activities, such as finance clubs or investment competitions is preferred. Basic understanding of financial markets, banking operations, and investment strategies. Ability to assist with financial analysis, including the review of balance sheets, income statements, and other financial documents. Understanding of risk management principles and practices. Skills in financial forecasting and the creation of predictive models. Strong analytical skills, with the capability to work with quantitative data and perform detailed financial modeling. Good organizational and project management skills, capable of managing multiple tasks and contributing to collaborative projects. Effective communication and interpersonal skills, essential for interacting with clients and colleagues. Proficiency with Microsoft Office Suite, particularly Excel for financial analysis. Eagerness to learn about the banking sector and its regulatory environment.

Posted 1 week ago

Banking Analyst Intern, application via RippleMatch-logo
Banking Analyst Intern, application via RippleMatch
RippleMatch Opportunities San Jose, CA
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we’ll get you interviews! Leading employers such as eBay and Teach For America leverage RippleMatch to build diverse, high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role: Currently pursuing a Bachelor’s or Master’s degree in Finance, Economics, Accounting, or a related field. Participation in relevant extracurricular activities, such as finance clubs or investment competitions is preferred. Basic understanding of financial markets, banking operations, and investment strategies. Ability to assist with financial analysis, including the review of balance sheets, income statements, and other financial documents. Understanding of risk management principles and practices. Skills in financial forecasting and the creation of predictive models. Strong analytical skills, with the capability to work with quantitative data and perform detailed financial modeling. Good organizational and project management skills, capable of managing multiple tasks and contributing to collaborative projects. Effective communication and interpersonal skills, essential for interacting with clients and colleagues. Proficiency with Microsoft Office Suite, particularly Excel for financial analysis. Eagerness to learn about the banking sector and its regulatory environment.

Posted 1 week ago

Deposit Operations Specialist- Electronic Banking-logo
Deposit Operations Specialist- Electronic Banking
Axos BankSan Diego, California
Axos Bank Target Range: $19.00/hr. - $22.00/hr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 10% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets. About This Job Axos is seeking a Deposit Operations Specialist who will be responsible for a variety of regular and recurring deposit operational and electronic banking functions to support the overall bank deposit operations. Responsibilities: Researches and completes Service Cloud cases within their rotational unit; follows up with customers with resolution as needed. Researches and analyzes clients' bank accounts to detect and prevent possible fraudulent and illegal activities and transactions. Prepares and maintains appropriate reports of fraudulent and illegal activities and transactions for clients' bank accounts. Completes daily tasks such as wire processing, stop payments, exception processing, mobile deposit review, etc. Qualifications: HS Diploma 2-4 years of banking experience. Axos Employee Benefits May Include: Medical, Dental, Vision, and Life Insurance Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year) HSA or FSA account and other voluntary benefits 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading About Axos Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We’re a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers. Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX). Learn more about working at Axos Pre-Employment Background Check and Drug Test: All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization. Equal Employment Opportunity: Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws. Job Functions and Work Environment: While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc. The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

Posted 30+ days ago

Regional Banking Tax Program & Marketing Specialist-logo
Regional Banking Tax Program & Marketing Specialist
The Huntington National BankPittsburgh, Pennsylvania
Description Title: Regional Banking Tax Program & Marketing Specialist Summary: The Regional Banking Tax Program & Marketing Specialist will support the PA Tax Credit program and assist the Regional Marketing & Communications Manager with local marketing functions and supports activation of Huntington's brand through local market engagement and special projects. Duties & Responsibilities: Develops and updates documentation to support tax credit programs. Will interface with Huntington Regional Leadership and Leadership of various community organizations. Responds to questions and may provide specialized support to internal teams, representatives of the state’s tax credit program, and community organizations. Distributes tax credit checks to organizations within the timeframes outlined by the programs. May help support local marketing activities for the Tri-State region's sponsorships and strategic partnerships. Assist with invoice processing in support of the Regional Marketing team. May act as liaison between vendors and process/system users or between users and other corporate areas. Performs other duties as assigned. Basic Qualifications: Bachelor’s Degree Minimum of 5 years of monitoring or supporting a banking or financial process or program. OR High School diploma with 9 years of experience in monitoring or supporting a banking or financial process or program/education Preferred Qualifications: Proficiency with Microsoft Office Suite especially MS Excel Excellent written and verbal communication skills. Tax Credit program experience Ability to meet deadlines Strong analytical and mathematical skills Ability to multitask and work in a fast-paced environment with strong organizational skills and attention to detail. Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 1 week ago

Business Banking Relationship Manager 3-logo
Business Banking Relationship Manager 3
U.S. Bank National AssociationDallas, Texas
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 - Five to seven 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: $105,400.00 - $124,000.00 - $136,400.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 1 week ago

Senior Associate, Global Investment Banking, Real Estate M&A-logo
Senior Associate, Global Investment Banking, Real Estate M&A
0000050176 RBC Capital MarketsNew York, New York
Job Summary Job Description What will you do? As a Senior Associate focused primarily on Real Estate in the M&A team, you will work closely with Real Estate Managing Director(s), Real Estate M&A Team, and Real Estate Industry team on real estate specific M&A transactions and potential business opportunities Transaction execution, new business presentations and meetings, and other such duties Work with Analysts and deal teams in development of pitch books and related client materials Coordinate with Industry groups and other groups to evaluate and originate new business ideas/opportunities Proactively identify operational risks/ control deficiencies in the business Review and comply with Firm Policies applicable to your business activities Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functions on a timely basis What do you need to succeed? Bachelor’s degree and MBA, MA or MS or equivalent with emphasis in finance/accounting Minimum of four years of Investment Banking experience - previous experience in the M&A space is highly desired and prior Real Estate investment banking experience is highly desired Strong understanding of valuation, financial and operational metrics, merger modeling and transaction execution’ Solid understanding of capital markets and spreadsheet modeling Outstanding quantitative and qualitative analytical skills; strong knowledge of finance and accounting Highly motivated with demonstrated ability to manage conflicting priorities and requests Ability to take initiative and function independently, balanced with strong teaming skills Strong written and oral communication skills; excellent interpersonal skills with ability to maintain relationships at all levels of organization Must maintain high standards of professional and ethical conduct Series 79 & 63 licensed Value and possess strong competency in the following behaviors: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable Leaders who support your development through coaching and managing opportunities Ability to make a difference and lasting impact Work in a dynamic, collaborative, progressive, and high-performing team Opportunities to do challenging work Opportunities to building close relationships with clients The good-faith expected salary range for the above position is $175,000-$225,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC’s high performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value Job Skills Adaptability, Critical Thinking, Customer Service, Detail-Oriented, Financial Engineering, Financial Statement Analysis, Investments Analysis, Personal Development, Personal Initiative, Teamwork Additional Job Details Address: BROOKFIELD PLACE FKA 3 WORLD FINANCIAL CENTER, 200 VESEY STREET:NEW YORK City: New York Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: CAPITAL MARKETS Job Type: Regular Pay Type: Salaried Posted Date: 2025-05-22 Application Deadline: Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above I nclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com .

Posted 1 week ago

Retail Banking Supervisor-logo
Retail Banking Supervisor
Fishback Financial CorporationBrookings, South Dakota
Job Description: This person shall be responsible for leading and developing a successful team who embodies the service culture principals while also strategizing to meet and exceed branch and organizational goals. In addition, this person will be responsible for creating and leading a customer-centric and efficient approach to daily teller line branch operations while also maintaining client relationships and proactively developing new opportunities that put people first. This person should possess a strong knowledgebase of banking principles that aides in their ability to satisfy the needs of clients, while also creating profitable relationships for the bank. Qualifications : This person should have a minimum of a bachelor’s degree plus three years of related experience or the equivalent. This person should have proven leadership skills that demonstrate assertiveness, integrity, empathy, agility, creativity, decisiveness, self-awareness. and gratitude. This person must possess strong written and verbal communication skills, be an active listener, and a knowledgeable facilitator. This person should be a solutions-driven problem solver who is able to provide sound advice to staff, clients and colleagues. This person should be genuinely personable, collaborative, and committed to nurturing the strengths and talents of their team . Principal Responsibilities: 1. Lead the team and develop an atmosphere of teamwork, open communication and unity . Provide oversight of all services offered. Actively mentor staff and ensure they are trained, evaluated, and motivated to perform their responsibilities in an effective and progressive manner. 2. Manage daily branch teller line operations to ensure professionalism, consistency, and efficiency while building accountability within each team member. 3. Consistently monitor teller line-related procedures and expectations, this includes regular quality control checks and cash counts. Conduct quarterly reviews and assure accordance with all branch audit requirements, providing training on updates and changes accordingly. 4. Ensure a positive environment that encourages staff growth, feedback, and engagement while cultivating the embracement of FBT’s mission and values. 5. Exemplify superior service that satisfies the wants and needs of the bank’s clients and guests and provides them with an experience indicative of FBT’s culture and commitment to the communities we serve. 6. Enthusiastically develop, maintain , and grow new and existing relationships that are profitable to the bank while minimizing risk. 7. Anticipate needs and advise clients on solutions that personally benefit them. 8. Be an expert and educate clients in the bank’s suite of products, services, and processes that meet both client and community needs. 9. Proactively seek direction from the Branch Manager to ensure daily teller line operations align with organizational goals. In addition, be persistent in building strong internal relationships, collaborating often with colleagues inside and outside of the Retail business line to meet client needs, branch and organizational growth efforts. 10. Seek and sustain community involvement. 11. Follow Loan Policy and Guidelines, when originating, underwriting, and closing consumer and business loans. 12. Act in accordance with FBT policies and procedures as set forth in the employee handbook. 13. Adhere to compliance procedures and participate in required compliance training and all meetings deemed appropriate by supervisor. Compensation Grade Salary Grade 5 First Bank & Trust is an Equal Opportunity, Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, or status as a protected veteran. Read our complete Equal Employment Opportunity Policy Statement . Applicants who would like to request reasonable accommodation to the application or interview process should call Human Resources at 800.843.1552 or email hr@bankeasy.com .

Posted 5 days ago

SBA/USDA Business Banking Underwriter IV-logo
SBA/USDA Business Banking Underwriter IV
The Huntington National BankCleveland, Ohio
Description Summary: The Business Banking Underwriter IV is responsible for underwriting Business Banking loans to determine credit worthiness and compliance with Bank lending policy. Duties and Responsibilities: Supports Business Banking production by maintaining an individual pipeline of work. Reviews all financial and credit application information to make sound credit decisions. Loans would typically include those with most complex credit structures and customer exposure up to $10MM. Utilizes single approval authority up to $4MM. Appropriately assess risk profile of borrower. Assist with training and mentoring new hires as well as providing support for the UWI, UW II & UW III job families as needed. Tasks as needed to support the line of business and job family. Act as primary back up for their manager as needed for team huddles & meetings. Is positioned with knowledge and expertise to represent direct manager outside of function group as needed. Collaborate with both credit and segment risk to meet or exceed department goals. Performs other duties as assigned. Basic Qualifications: Bachelor's degree 7+years’ experience with business or commercial underwriting in a centralized lending environment Preferred Qualifications: Bachelor's degree in business related field 3-4 years leadership / management experience USDA experience preferred Ability to underwrite credit exposures in excess of $4MM. Previous authority to underwrite and decision credits without additional signers. Demonstrates confidence, assertiveness, professionalism, and ability to interact with all levels within the organization in a professional manner. Proficient use of Microsoft Office and other internet resources Excellence in customer service, highly motivated, focused and goal oriented. Excellent written and verbal communication skills, including grammar and demeanor. Strong organizational skills with attention to detail, planning and follow-up. Ability to work independently on multiple tasks without compromising quality. Ability to determine and make necessary changes without oversight within their functional team to better the unit as a whole. Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: 70,000.00 - 140,000.00 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 1 week ago

Arrowhead Credit Union logo
Digital Banking App Tester - Hybrid (Rancho Cucamonga, CA Or Scottsdale, AZ)
Arrowhead Credit UnionRancho Cucamonga, CA
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Job Description

Are you warm, caring, friendly, and have a passion for online banking or digital banking services? Are you excited about giving back to your community? Are you seeking a role that offers career advancement opportunities? If so, we want to talk to you - we are currently looking for Customer Service Superstars to join our Team!

The Digital Experience Tester role provides optimal support in technology services by enhancing our members' seamless digital banking experience. These service outcomes reflect contemporary best practices, achieving optimal outcomes for the organization's strategic operations and business requirements. A Digital Experience Tester achieves this by providing technical support to users experiencing issues with digital platforms, troubleshooting problems, resolving queries, and ensuring a smooth user experience by acting as the first point of contact for digital-related technical issues. This role ensures the delivery of cutting-edge digital banking solutions through collaboration with departments across the organization and effectively responding to member feedback.

Essential Functions and Responsibilities

  • Personally, provides exceptional member service; uses Service Standards in every work-related interaction.
  • Actively participates in meeting the goals of the department and the Credit Union.
  • Work cooperatively with others as part of a formal or informal team to accomplish department and Credit Union goals.
  • Provides excellent service by using a positive and professional tone to assist callers and team members accurately, thoroughly, and as efficiently as possible while maintaining consistent and friendly service.
  • Uses organizational tools and techniques to complete tasks on time and successfully manage multiple competing priorities simultaneously.

Service

  • Fosters a partnering environment with an open communication forum within the department and throughout the organization.
  • Excellent communication skills, patience, and ability to clearly explain technical concepts to users and team members with varying levels of technical expertise.
  • Ability to meet and promote team goals; exemplifies innovative problem solving and maintains a positive working environment with all Arrowhead Credit Union (ACU) team members.
  • Embraces new ideas, technologies, and processes with a positive mindset. Effectively navigates uncertainty, responds constructively to challenges, and supports others through transitions.
  • Completes member-related inquiries via email, phone, instant messaging, and Member Account Research (MAR) requests.
  • Provides support to all departments across the organization, including Branches, Call Center, and ISC, to research and resolve escalated member issues.

Testing and Validation

  • Serves as key contact for system technical errors. Works towards resolution by either handling or contacting necessary resources. Tracks and monitors issue frequency.
  • Monitors digital platforms for potential issues such as slow loading times, crashes, and system errors; proactively identifies areas for improvement.
  • Monitors complex technical errors, user feedback, and support trends to identify recurring issues, root causes, and potential areas for service enhancements; implements effective solutions.
  • Identifies and resolves technical issues with digital platforms, including login problems, navigation errors, data inconsistencies, and system malfunctions.
  • Utilizes system(s) test environments to create and test enhancements.
  • Tests all system releases, enhancements, and updates for the associated digital service and core systems while following testing scripts. Identifies potential complications from any adjustment(s); updates test plans accordingly.
  • Provides testing assistance after upgrades, releases, and/or patches have been applied to the production system.
  • Assists with ensuring efficient and reliable operations are consistent in all digital interactions and processing systems, based on how each system coexists with the other.
  • Takes a detailed approach to identifying and resolving issues, ensuring accuracy in documentation and data management.
  • Works with management and Digital Banking vendors to maintain mirror images of production and stage admin systems, ensuring an accurate testing environment.
  • Conducts fraud research and compiles data to assist in fraud prevention investigations.
  • Accurately sends mass mail communication via digital/electronic messaging platforms.
  • Regularly collects, organizes, and analyzes data on digital banking features and services to detect trends, identify defects, or usability issues, and supports continuous quality improvement. Responsible for vendor case management and vendor collaboration.
  • Ensures the intranet department page is current and contains up-to-date materials.
  • Maintains intranet department page and technologies through the use of multiple fundamental programming languages.
  • Utilizes knowledge of Online and Mobile Banking FFIEC guidelines, Risk Management of Remote Deposit Capture, eSign Act, WCAG, and ADA Compliance to ensure adherence with regulatory guidelines and standards.
  • Acts as a Subject Matter Expert (SME) and provides basic training on new features and services on digital platforms.

Development

  • Exemplifies the attitude, aptitude, and ability to learn quickly and efficiently while showing assertiveness in personal development.
  • Independently takes responsibility for learning and development by acquiring and refining technical and professional skills needed in job-related areas.
  • Continuously develops technical proficiency and stays current with industry trends, best practices, and emerging technologies.
  • Provides feedback on department policies and processes to improve efficiency and service outcomes.
  • Assists leadership in creating training resources for frontline team members.
  • Assists management in evaluating and creating Standard Operating Procedures (SOPs) and desktop procedures as appropriate for frontline team members and the Digital Services Department.
  • Regular and predictable attendance and punctuality.
  • Maintains a working knowledge of Bank Secrecy Act (BSA), Anti-Money Laundering (AML), and Office of Foreign Asset Controls (OFAC), and complies with all laws/regulations applicable to area(s) of responsibility. Completes all required and assigned training modules by established due dates.
  • Maintains working knowledge of Credit Union policies and procedures.
  • Completes all other duties as assigned by supervisor/leadership as necessary to achieve the goals of the Credit Union and the department.

Benefits Include: (not a complete list)

Wellbeing

  • Weekly pay
  • 401K Retirement Savings Plan with company match
  • Paid time off accrual begins upon hire, 15 paid vacation days, and 11 paid holidays
  • Paid sick leave (and increases with tenure!)
  • Company-provided life insurance at twice your annual salary
  • Financial Education Programs
  • DoorDash DashPass

Health

  • Medical, Dental, and Vision Insurance for part-time and full-time employees
  • Modern Health
  • Care.com subscription
  • Teladoc

Career Development

  • Career development opportunities
  • Team members are eligible to apply for assistance with educational expenses through ArrowHeart's scholarship program.

To learn more about Arrowhead Credit Union and our service culture, visit our Career page and our ArrowHeart Foundation.

The pay range for this position is listed below.

Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our compensation approach is designed to support career growth and development over time. Offers are extended based on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands, and internal equity.

Pay range

Minimum: $24.44/hour | Midpoint: $30.55/hour | Maximum: $36.66/hour