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Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com. Responsibilities Manage and lead the coordination of syndicated and whole loan closings from term sheet to initial funding and booking, including complex credits such as participations and syndications, by interfacing with internal business partners, clients, title companies, attorneys, syndicate bank members, and other third-party vendors and consultants. Responsible for reviewing loan documentation against the formal credit approval and ensuring documents comply with current bank, federal and state policies as well as legal standards and system functionality. Coordinate and prepare loan packages for closing utilizing wet signatures and/or DocuSign. Engage attorneys as needed and ensure the flow of information between the borrower, bank, and attorney firm. Establish and maintain effective relationships with customers, business partners and team members to ensure an exceptional client experience. Assist management with various operational duties and responsibilities. Assist with special projects, as necessary. Other duties may be assigned. Abide by Texas Capital policies, procedures, and regulatory compliance guidelines. Qualifications Experience with LSTA and LMA loan settlement documentation and Clearpar Minimum 3 years of experience with par and distressed loan settlement for an active trading desk preferred Familiarization with market standards for trade claim settlement, both as agent and as principal Ability to manage multiple loans at one time to meet critical closing deadlines Ability to interface effectively and build and maintain positive working relationships with executive management, clients, attorneys, title companies, third party consultants and handle confidential information with discretion Degree preferred, but commensurate work experience will be strongly considered ACBS system knowledge preferred Legal training preferred Superior oral and written communication skills Proven history as a self-starter who can add value by driving process related decisions while working independently with a minimum amount of supervision Strong change management skills and ability to work at a consistently changing pace High attention to detail Ability to obtain, analyze and synthesize information as well as multi-task under pressure Ability to communicate at all levels of the organization Ability to manage a high volume of deadline driven work in a fast-paced environment Ability to readily identify needs and requirements and establish plans and processes to ensure successful results. Superior client service skills/attitude Excellent problem-solving and critical thinking skills Proficient knowledge of Outlook, Word and Excel The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for conducting compliance risk oversight of assigned business units and/or functions. Executes compliance risk management activities to reasonably ensure compliance with the Compliance Risk Management Policy and Framework. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Maintain an understanding of all applicable laws, rules and regulations applicable to coverage areas and provide regulatory guidance to assigned business unit and/or function associates. Review regulatory changes and assess the impact those changes may have on assigned business units and/or functions. Manage compliance risk management communications, training, documentation, procedures, and processes. Monitor and communicate compliance risk management industry developments. Implement strategies and methods related to the compliance risk management framework within the organization, including quality assessments, key risk, and performance measurement data, along with oversight monitoring and mitigation strategies. Assess process, procedure and control documentation and other related compliance issues and documentation to help ensure they are accurate and easily understood by audit and/or external regulatory agencies Consult with business and/or functional units with respect to the design and implementation of remediation efforts as needed. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree in Business, Economics, Finance, or Accounting, or an equivalent combination of education and work experience. Two years of compliance-related experience Five years of financial institution experience Demonstrated working knowledge of standard compliance concepts, practices, policies and related state and federal laws. Detail orientated and strong analytical skills. Strong communication, presentation and facilitation skills; proven ability to interact with all levels of management. Leadership skills to guide and mentor the work of less experienced compliance consultants and analysts. Preferred Qualifications: Juris Doctor (JD) or Master's degree Certified Regulatory Compliance Manager (CRCM) or Completion of ABA Compliance School 5 years of consumer compliance experience Experience in Wealth and/or mass affluent client channels Previous investment compliance experience General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

POSITION SUMMARY Assists relationship manager and officers with administrative and customer service support within division/region. ESSENTIAL REQUIREMENTS Provides customer service support by handling daily calls to resolve problems or inquiries. Provides administrative support for manager or department (i.e., written correspondence, mail distribution, office supply maintenance, etc). Responsible for prepping loan packets ready to send to credit. Provides direct customer support as needed (i.e., picking up and/or delivering documents, meets new customers, etc.). Responsible for preparation of various reports for management, as requested. Responsible for the completion of all compliance training related to the positions. Must understand all applicable laws and regulations that apply to the position and complies with the requirements. NON-ESSENTIAL FUNCTIONS Performs all other duties as assigned. EXPERIENCE/SKILLS One (1) to three (3) years of related experience preferred. Strong working experience with proficiency in Microsoft Excel and Word. Good written and verbal communication skills. Ability to work with all different departments and business entities. Ability to prioritize. Good time management skills. EDUCATION One (1) - three (3) years college preferred. TRAVEL REQUIREMENTS Minimal or occasional travel for meetings, projects or training as needed. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds. EQUIPMENT MS Office PC, fax, phone and standard office equipment.

SUMMARY Title: Investment Banking Associate Group: Debt Capital Markets Location: Dallas or Little Rock WHY STEPHENS Founded in 1933, Stephens is a privately held family-owned business whose mission is to become a trusted advisor to our clients in all aspects of their business and personal finances. We have a long history of identifying and seizing opportunities through economic cycles. Whether executing single transactions or developing holistic solutions, we create lasting value for our clients. We don't just focus on transactions, we develop relationships. We work with our clients as they interact with the financial markets, analyze strategic alternatives and raise capital. The men and women of Stephens Investment Banking have the opportunity to cultivate and advance their careers in a collegial and supportive environment. With offices in strategic locations across the U.S. and in Europe, we provide unvarnished advice and precise execution on the full array of investment banking services: Executing mergers and acquisitions, underwritings of public debt and equity securities, private placements of debt and equity, as well as restructurings and recapitalizations. Providing our clients insights on how historical trends and the latest developments are shaping their opportunities based on our deep knowledge of a variety of industries and subsectors. Serving public, private and family-owned businesses, as well as financial sponsors, family offices and other institutional investors. We prioritize earning our clients' trust, and we reward the individuals who make that happen. The exceptional candidates who join our transatlantic team of more than 275 investment banking professionals will participate in our collaborative approach to adding value for middle-market companies, as well as global organizations. Discover why our vibrant and stable atmosphere inspires our bankers to constantly strive for growth, while building their futures here over the long-term. DEBT CAPITAL MARKETS Our DCM bankers structure, market, negotiate and place all types of debt capital. We advise on evaluating capital structure options and work to create a competitive environment for clients to help drive toward the best terms available. We have proprietary relationships that extend beyond traditional bank debt capital. Our DCM services include: Revolvers, Term Loans (First Lien, Second Lien and Unitranche), Subordinated and Unsecured Debt, Forward Flow Facilities, Investment and Non-Investment Grade Bonds, Reg D, and more. ESSENTIAL DUTIES AND RESPONSIBILITIES Associates leverage their knowledge and experience to work with and mentor analysts, continually develop their expertise within Debt Capital Markets, and deliver top quality work products to the team and clients. As an Associate you have a broad array of responsibilities executing transactions and working with your team to build the business. These tasks include: Playing a key role in the transaction execution process Developing, and overseeing the development of, detailed financial analyses and the preparation of models for various types of transactions Performing extensive valuation and pricing analyses Creating Confidential Information Memorandums, management presentations, marketing pitches and other presentations Helping plan and execute live engagements Coordinating and performing business due diligence Performing industry research and comparable company analysis Training and developing analysts Building relationships and maintaining direct contact with current and prospective clients Performing other tasks as assigned by management QUALIFICATIONS 2+ years or an MBA + at least 1 year of experience in Investment Banking or high relevant Debt Capital Markets/Leveraged Finance role is required Excellent analytical and modeling skills High energy with strong interpersonal, accounting and finance skills Ability to perform under pressure and tight deadlines Strong commitment to respecting and safeguarding confidential information; Commitment to working hard Extraordinary focus on work quality and attention to detail Adherence to regulatory requirements Excellent written and verbal communication skills Ability to learn quickly, with a particular focus on accounting rules and financial valuation methodologies Strong client management skills Demonstrated ability to work well in team environment For benefits information, please visit: https://www.stephens.com/careers/benefits

Position Summary:This position is responsible to manage and grow a large, potentially complex portfolio of middle market business in the Arizona region with focus on clients with annual revenues of $20 million to $150 million.Essential Responsibilities: Develop and manage relationships with new and existing, large, complex commercial relationships, which may include a portion of time spent on specialty industry verticals specifically agreed upon.Responsible for understanding clients' financial goals, provide credible advice and recommend products that fit their holistic needs. Intimately understand clients' business priorities and refer them to other lines of business as appropriate.Responsible for revenue generation through targeted business development activities with existing clients and new prospect opportunities.Achieves quarterly/yearly portfolio goals.Partner with credit on the approval, documentation, and booking processes.Qualifies prospects by collecting and analyzing financial and related data to determine the general credit worthiness of the prospect and the merits of the specific loan requests.Recommends and negotiates the terms under which the credit will be extended to include pricing fees, costs repayment method and schedule, collateral requirements, etc.Partners with other departments to ensure ongoing and appropriate communication to support overall client and bank objectives.Responsible for complying with policies, procedures, security requirements, and government regulations.Participate in community and professional activities to expand your network of business contacts for development of new business. Qualifications: Bachelor's degree in Business, Finance or related field or equivalent work experience.Minimum 10 years of experience in commercial lending.Experience managing client relationships.Comprehensive knowledge of banking regulations and credit policies.Excellent communication and networking skills with the ability to effectively communicate with internal and external customers.Thorough knowledge of bank operations, products and services, and regulatory requirements. Personal Characteristics: Positive client centric attitude; strong customer service and interpersonal skillsAbility to prioritize and meet deadlines on multiple tasks through effective time management and organizational skills.Ability to work independently and in a team-oriented environment.Ability to accept, support and implement continuous change.Self-motivated and eager to take on new challenges.Detail-oriented with excellent organizational skills.Effective written and verbal communication skills.Professional appearance and attitude.Analytical and problem-solving abilities.Commitment to continued learning. Physical Demands - Must be met with or without a reasonable accommodation: Extended periods of time sitting at a desk and using office equipment.Ability to operate a personal computer/laptop for approximately 8 hours per day.Extended time is spent reviewing physical and electronic documents.The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl. Vision abilities required by this job include close vision.Periodically, may also do light lifting of supplies and materials which weighs in at approximately 20 lbs.Will spend most of time in an indoor environment.Ability to work outside of normal business hours for testing and project work as needed. Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

Location to be determined at a later date within the West market* Founded in 1963, FirstBank is Colorado's largest locally owned holding company and we are still growing, serving customers in Colorado and Arizona. Our growth can be attributed to one simple philosophy: do right by customers, communities, and employees, which is at the center of the company's "banking for good" mantra. FirstBank believes that diversity, equity, and inclusion are part of everything we do, both within and outside our company, and we take pride in hiring and training a diverse and talented group. We strive to not only maintain a diverse workforce, but also ensure our employee experience garners a sense of belonging, is inclusive and equitable. FirstBank believes that a company is nothing without the people that comprise it. By joining the FirstBank team you will experience our great team culture with ample opportunity for growth. There's an opportunity for everyone with positions across the company, from Personal Banker and Call Center to Technology and Lending. Apply today to learn more and join the team! A Brief Overview A Personal Banking Representative assists customers by answering inquiries/requests, processing transactions, opening new accounts, and informing on products and services. A Personal Banking Representative is responsible for cross-selling the Bank's products and balancing a cash drawer. The Representative will develop and maintain account relationships by providing solutions and resolving customer problems through quality customer service and product knowledge. What you will do Assist customers with a wide range of inquiries and requests Process deposits/withdrawals and redeem/negotiate cash instruments for consumer and commercial customers while maintaining a balanced cash drawer Open new accounts and provide product/service information Accept wire order agreements, stop payment requests, and dispute forms and send to appropriate departments for processing Process transactions accurately and adhere to all compliance requirements Review daily reports and perform maintenance on accounts Recognize and develop opportunities for cross-selling FirstBank products and services Sell bank products and meet company sales goals Demonstrate knowledge and understanding of new account systems and account documentation requirements and disclosures Perform other duties and projects as assigned by the market or region Understand and comply with all provisions of the Safety in the Workplace policy Hours may vary from 35-40 hours per week Minimum Requirements Entry-level job with little or no prior relevant work experience in the function Bilingual in Spanish and English Preferred Requirements Cash handling and customer-service experience Knowledge, Skills, and Abilities Good customer-service skills and the ability to work well with others Basic mathematic and problem-solving skills Comfortable in a sales environment Detail-oriented with the ability to multi-task and change directions quickly Working Conditions and Physical Requirements Frequently remains stationary throughout a typical business day Frequently operates a computer and other office machinery, such as a calculator, copy machine, and computer printer Occasionally moves about inside the office to access file cabinets, office machinery, and other rooms Occasionally positions self to access drawers and shelves of various heights Frequently reaches for and handles paperwork and files Constantly communicates with customers, coworkers, and management in-person and on the phone Must be able to exchange accurate information FirstBank does not currently offer fully remote positions, except as required by law. The actual number of in-office days that may be required will vary by business unit, role, and business need. Salary Range $20.00 Per Hour Statement of Benefits FirstBank offers a suite of benefits that support our employees' professional, financial, physical, emotional and spiritual well-being. Benefits currently offered with our positions include: Paid Time Off/paid leave programs, 401K/Employee Stock Ownership, United Healthcare medical, MetLife dental, VSP vision, Employee tuition reimbursement, Volunteer Time Off, Short-Term Disability, Long-Term Disability, and Group Life Insurance/AD&D This Job may be eligible for the: New Accounts Cross-Sell Queue Incentive Plan EOE/Affirmative Action FirstBank is an EOE/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other legally protected characteristic. FirstBank does not permit pay inequities. Anyone who believes they have been subject to pay inequity should immediately report their concerns to the Human Resource Department. Colorado Job Application Fairness Act Under Colorado's Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting the documentation This job opportunity is expected to close on 6/6/25* This job opportunity's deadline has been extended to 6/13/25* This job opportunity's deadline has been extended to 6/18/25*

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

Account & Relationship Manager (Banking/Outbound Sales) - Hybrid R0047805 Job Description: As an Account & Relationship Manager (Banking/Outbound Sales/Account Executive), you will play a crucial role in building and maintaining effective long-term relationships with a portfolio of banking, credit unions and specialty lending clients. You will be responsible for a book of business, to identify and develop sales opportunities, while learning the essentials of account management. Your contributions help enhance customer satisfaction and drive revenue for the organization. Hybrid: Eight days a month we come together in the closest office within 50 miles to experience the value of connecting with colleagues. You will report to the Associate Director, Account & Relationship Management, and work under the leadership of the Director, Account & Relationship Management. This role is a part of FCC | CS - Wolters Kluwer Financial Services, Inc. | Please view the site office location directory for potential office preferences nationwide. | https://bit.ly/Find_A_WK_Office About Us - FCC | CS - Wolters Kluwer Financial Services Required Job Qualifications (minimum 2 yrs+): Lead Generation and Qualification: Identify and qualify potential customers through various channels (exclusively banking, credit unions, and specialty lending clients) Conduct initial outreach and establish first contact with potential banking, credit unions, and specialty lending customers. Sales Presentations and Closing: Present products/services effectively, address objections, and close deals. Experience working in a compensation structure that includes a base salary and a commission plan (uncapped) Achieving Sales Targets: Meet or exceed established sales quotas and goals. CRM Management: Maintain accurate and up-to-date records of sales activities and customer information in CRM systems. Essential Duties and Responsibilities : Building and Maintaining Relationships: Foster strong relationships with clients, both new and existing, to ensure satisfaction. Customer Needs Analysis: Understand customer needs and tailor solutions accordingly. Collaboration and Communication: Work effectively with other teams (marketing, customer support) to provide a seamless customer experience. Product Knowledge and Updates: Stay informed about product knowledge, industry trends, and competitive activities. Key product focus is materials lending institutions need to adhere to Regulatory Compliance. Maintain accurate records of customer interactions and sales activities. Respond to basic customer inquiries and escalate complex issues to senior team members. Assist in preparing sales reports and tracking performance metrics. Learn and understand the products/services offered by the organization. Contribute to customer satisfaction by ensuring timely follow-up and resolution of issues. Additional Information: Wolters Kluwer offers great benefits and programs to help meet your needs and balance your work and personal life, including: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available - https://www.mywolterskluwerbenefits.com/index.html Wolters Kluwer (EURONEXT: WKL) is a global leader in professional information, software solutions, and services for the healthcare, tax and accounting, financial and corporate compliance, legal and regulatory, and corporate performance and ESG sectors. We help our customers make important decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services. Wolters Kluwer reported 2022 annual revenues of €5.5 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 20,000 people worldwide. We are headquartered in Alphen aan den Rijn, the Netherlands. Ranked by Forbes Magazine as among America's Best Large Employers for 2022 - #84. Wolters Kluwer secures 2nd place in Newsweek's Most Trustworthy Companies List 2023 CEO Nancy McKinstry ranked 16th by Harvard Business Review of the best performing CEOs in the World. WK #1 for gender equality in the workplace in the Netherlands & #47 worldwide for 2023. Diversity Matters Wolters Kluwer strives for an inclusive company culture in which we attract, develop, and retain diverse talent to achieve our strategy. As a global company, having a diverse workforce is of the utmost importance. We've been recognized by employees as a European Diversity Leader in the Financial Times, as one of Forbes America's Best Employers for Diversity in 2022, 2021 and 2020 and as one of Forbes America's Best Employers for Women in 2021, 2020, 2019 and 2018. In 2020, we placed third in the Female Board Index, and were recognized by the European Women on Boards Gender Diversity Index. Wolters Kluwer and all of our subsidiaries, divisions and customer/departments is an Equal Opportunity / Affirmative Action employer. The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job. They're not intended to be an exhaustive list of all responsibilities and requirements. The job description provided is subject to revision and modification at any time. Texas-Houston-Allen Pkwy Texas-Dallas-Bryan St Pennsylvania-Philadelphia-Market St Florida-Tampa-West Boy Scout Blvd Ohio-Columbus-Easton Commons Way Indiana-Indianapolis-Woodfield Crossing Blvd Texas-Coppell-Rombauer Rd Wisconsin-Madison-Junction Rd Georgia-Kennesaw-Chastain Meadows Ct NW Kansas-Wichita-East Douglas Ohio-Hudson-Terex Road Delaware-Wilmington-Orange St Missouri-Clayton-South Central Ave Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking an Assurance Manager to join our Banking Assurance practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing clients with exceptional services. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work What Work You Will be Responsible For: Collaborate to plan audit objectives and determine an audit strategy Lead multiple audit engagements and competing priorities Review and examine, and analyze accounting records, financial statements, and other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards Maintain active communication with clients to manage expectations, ensure satisfaction, and lead change efforts effectively Understand and manage firm risk on audits and proposals Supervise, train and mentor staff during engagement Assess performance of staff for engagement evaluations Basic Qualifications: Bachelor's degree in Accounting or equivalent field 5+ years of progressive audit and/or assurance experience Experience with Banking clients CPA Preferred/Desired Qualifications: Master's degree in Accounting or equivalent field 1+ year of supervisory experience EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. About Our Assurance Team: In the EisnerAmper Assurance Group, we're transforming the traditional reputation of auditing. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements. To stay up to date with evolving industry processes and regulations, we place a heavy emphasis on continued education and the consistent adoption of new technologies. This enables us to effectively innovate, grow as individuals, and provide faster, more accurate solutions and due diligence for our partners. Acting as a trusted third party to our clients, we provide solutions that create assurance and peace of mind. Because we understand trust comes with time, we define success by the relationships we create and foster. We act as a trusted business advisor every step of the way, from a client's first financial report to their close of business. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com. #LI-MC1 #LI-Hybrid Preferred Location: Baton Rouge

As a Business Banking Relationship Manager, your day will be filled with opportunities to build relationships with potential and existing Business Banking customers and serve these customers in a highly consultative, needs-based manner. Experience in a banking relationship manager related role is important while Stock Yards Bank will provide a professional environment to continually improve the candidate's skills and to further his/her career goals for advancement to higher levels within the banking profession. Responsibilities Daily responsibilities include, but are not limited to, the following: Develop and utilize formal calling plans to target new business and expand existing Business Banking Clients Perform Credit analysis and portfolio management for assigned portfolio of business banking relationships for new and existing clients As part of portfolio management, maintain credit quality and process renewals and past dues in a timely manner Serve as the Business Banking "expert" for assigned Branch Managers located within an assigned territory Create a partnership with Branch Managers to build and expand relationships with the area businesses Assist with analyzing business financial statements, identifying strengths and weaknesses of loan requests Actively cross-sell appropriate SYB Banking products to new and existing customers Job Requirements The successful candidate will have the following qualifications: College degree required (preferably in area of business, finance, or accounting) Minimum of 3 years experience in a banking relationship manager type role Strong sales, relationship management, business development, and analytical skills Understand and articulate Business Banking strategies and philosophy Thorough level of lending skills Benefits 401(k) with a company match of up to 6% ESOP employer match Medical insurance Dental insurance Vision insurance Cancer / Disease insurance Accident insurance Flexible Spending Accounts Health Savings Accounts Bank paid Life / AD& D insurance Voluntary Life / AD&D insurance Bank paid Short-Term and Long-Term Disability insurance Employee Stock Purchase Plan Employee Assistance Program Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle or feel, reach with hands and arms, and talk or hear. The employee is frequently required to stand and walk. Requires mobility and local travel.

Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com. Brief Overview of Position: Reporting to the Houston Team Leader, the Relationship Manager role will have experience within the Commercial Banking line of business and enable the company's financial results by driving new relationships, new loan fundings, new deposits, PxV, commercial card spend, equipment Leasing, FX, and SBA deals for companies with revenue between $5 million and $25 million. This role carries a portfolio of clients and sales production goals and is accountable to deliver comprehensive financial solutions and best-in-class experiences to clients and prospects across a broad array of industries. Responsibilities: Drives financial results- Actively build a strategic client acquisition pipeline to deepen and expand your portfolio and the Bank's presence in the market. Requires strong business development and networking in the market to cultivate a robust prospect list and drive increased market share/revenue for the firm. Focuses on the client- Ensures appropriate client coverage through disciplined calling efforts, understanding of client strategic and financial objectives, identification and execution of optimal client solutions, and ensuring best in class client experiences. Partners across the firm- Delivers the whole bank through effective partner engagement to identify client opportunities and oversee/manage deals from inception to close. Knows the business- Actively pursues the latest information and builds knowledge base related to financial/banking products, financial markets, relevant regulations, as well as business trends, including businesses which are thriving in your market/or area of expertise. Manages Risk- Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks. Manages performance- Utilizes reports, data, and systems to actively self-manage pipeline and sales production. Qualifications: Bachelor's degree in Business Administration/finance, accounting, or related field preferred. Minimum 5 years of commercial banking experience preferred, with a focus on business banking clients. Knowledge of banking suite of products and services, industry trends, as well as financial acumen to assess and deliver on prospect/client need. Formal Credit Training (Commercial Credit certification or from another bank) or commensurate underwriting experience preferred. Self-starter and persistent. Possesses a natural disposition to strive to exceed calling metrics and production goals. Effective team player with ability to work across business partner groups in a fast-paced, highly collaborative environment. Operates with a sense of urgency balanced with adherence to the firm's risk appetite. Exceptional writing, interpersonal and communication skills, both verbal and written to communicate with clients, all levels of employees, management, internal partners, and clients. Strong organizational and time management skills with ability to manage multiple priorities. Ability to identify and solve problems/issues and timely escalation of known risks and issues. High interest in, outreach to, and involvement in the communities where we live and work. Strong knowledge and application using Salesforce and MS Office products including Outlook, Excel, Word, and PowerPoint. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Location: Onsite listed in the job posting. Summary If you're a natural leader and want to lead a team at a strong company with exceptional support, then you'll want to be one of our banking center managers! You will immerse yourself in the community, build and maintain client relationships, and oversee all banking center functions to lead your team's success. Weekly Scheduled Hours: Monday - Friday 8:30 - 5pm Key Responsibilities Include Business development of market area through proactive sales calls and networking to meet or exceed all consumer and business loans, deposits and fee income goals. Involvement in the local market/community through civic organizations or community groups. Ensure that personnel are trained and motivated to attain high quality customer service standards and profit goals through proactive sales. In conjunction with support groups such as retail administration for retail branch managers, develop, identify and implement activities within the branch market area. Ensure that appropriate staffing is maintained at all times to provide high quality customer service levels. Regularly monitor the efficiencies of production standards. Ensure that regulatory compliance standards are met. Responsible for controlling operational and administrative expenses. Responsible for resolving all customer service problems. Responsible for representing the company in a professional manner at all civic and community affairs. Qualifications Include Bachelor's degree 1-2 years related experience or an equivalent combination of education and experience Experience with Microsoft Word, Excel, and Outlook As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. NMLS Language As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Description Summary: As Managing Director, Industrials, Metals & Chemicals on the Corporate, Specialty and Government (CSG) Banking team, your role is crucial in driving business growth, managing client relationships, ensuring financial performance, mitigating risks, and staying informed about specialty market trends. Your expertise and leadership will contribute to the overall success of the banking division and the organization as a whole. Please note: Preferred locations are Columbus, Cincinatti, OH, Dallas TX, and Charlotte, NC. However, open to remote as well. Duties and Responsibilities: Business Development: Identify and pursue new business opportunities within the Industrials, Metals & Chemicals sectors. Build and maintain strong relationships with clients, understanding their needs and providing tailored banking solutions. Collaborate with the product specialist partners to achieve business growth targets. Client Relationship Management: Serve as the primary point of contact for Corporate & Specialty clients. Develop and maintain long-term relationships, providing exceptional customer service and addressing any concerns or issues. Continuously assess client satisfaction and take proactive measures to enhance the overall client experience. Partner with product partners across the bank to maximize return, including Capital Markets, Risk Management (IRD, Rates & Commodities), Asset Based Lending, Treasury Management and other product partners. Financial Management: Manage the financial performance of the banking division. Monitor revenue generation, profitability, and cost management. Develop and implement strategies to maximize profitability and minimize risk. Risk Management: Ensure compliance with regulatory requirements and internal policies and procedures. Implement robust risk management practices to mitigate potential risks and protect the bank's assets. Stay updated on industry trends and changes in regulations to adapt the division's practices accordingly. Product Development: Work closely with the product development team to identify and develop banking products and services that meet the specific needs of corporate, specialty, and government clients. Ensure the division remains competitive in the market by staying informed about industry trends and client preferences. Market Intelligence: Stay informed about market conditions, industry trends, and competitive landscape. Use market intelligence to identify opportunities for growth, assess risks, and make informed business decisions. Participate in sector conferences and networking events to maintain pulse on market intelligence and sector trends. Provide regular market updates to senior management, risk partners, and middle market colleagues within these sectors. Collaboration: Collaborate with other departments, such as credit, operations, compliance, and marketing, to ensure seamless delivery of banking services. Foster strong working relationships to streamline processes, resolve issues, and optimize overall operational efficiency. Performs other duties as assigned. Basic Qualifications: Bachelor's Degree 7 or more years of business development and building meaningful relationships with companies in Banking industry 5 or more years Industrial industry specific experience in a client-focused sales role in General Industrials, specifically Metals & Chemicals Series 79 and 63 (or equivalent) required or obtained within 120 days of start date Preferred Qualifications: MBA preferred Deep industry expertise and history of building meaningful relationships with companies in excess of $500MM with sponsor, private and public company clients 7 or more years Industrial industry specific experience in a client-focused sales role in General Industrials, specifically Metals & Chemicals Proven ability to lead strategic client dialog & business development efforts #LI-MK1 #CML 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 is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Location: For Those Who Work At Home - Various, Utah 84111 THE INCUMBENT CAN BE LOCATED IN EITHER SALT LAKE CITY, UT OR IDAHO FALLS, ID. YOU NEED TO BE ABLE TO BE ONSITE FOR MEETINGS OR TRAININGS, WHEN NEEDED* Job Summary Actively manages a portfolio of clients within the entry end of the Business Banking segment. Effectively manages the client relationship by selling and promoting a broad array of financial products and services, providing pertinent financial information to clients and identifying/referring cross-marketing opportunities to meet the clients' need and become their trusted advisor. Develops strategic relationships with Key lines of business in order to effectively refer business and leverage partnerships to deepen and enrich the client experience and increase client engagement and retention. Actively engages partners to mitigate client run off within portfolio. Responsibilities Maintain and manage an assigned client portfolio of Business Banking and Commercial clients in an effort to grow and retain the banking relationship(s). Proactively calls on a portfolio of assigned clients within set interval periods to address service or business-related needs. Promotes and cross-markets products and services to clients by keeping clients informed of products, services, special promotions, and provides appropriate financial solutions via consultative review and proactive contact. Makes joint calls with partners to enhance their selling skills and uncover consumer opportunities, as well as engages Business Banking RMs, Branch Managers and/or other specialty partners on role assigned sales opportunities. Reviews financial statements, assesses credit lines and amongst other products, renew loans. Identifies opportunities to lend in the form of a business loan and complete associated lending responsibilities. Aggressively maintains client back book and mitigates profitable client run-off. Responsible for various operational tasks while acting as a bank advocate and advisor to the client. Manages all administrative tasks associated with client portfolio to ensure all clients are within bank compliance. Embraces a virtual team model and enhances the professional atmosphere that leads to a successful sales environment. Adheres to established policies and procedures related to sales, regulatory compliance, quality, and sales client contact strategy Strategically manage(s) unprofitable and/or at anticipated exiting client relationships Performs other duties as assigned; duties, responsibilities and/or activities may change, or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Qualifications Associate's degree or equivalent in business experience required. Experience Qualifications A minimum of 1 year in a comparable or skill transferrable role, demonstrating strong customer service & selling skills required. A minimum of 1 year of extensive financial services experience, in business/commercial banking, with a thorough understanding of the regulatory and competitive environment, key industry players, economic drivers, and operating issues required. A minimum of 1 year in small business lending experience required. Tactical Skills Trusted Advisor: Ability to build trust by taking a client centric approach Strategic Thinking: Deploys a long-term, innovative approach to problem solving and decision making with clients to build the relationship and generate solutions Technical Expertise: Demonstrates expertise within defined industry or geography (vertical/sub vertical) and within product set Revenue Driver: Exhibits a relentless focus on creating and driving revenue growth and generating results Enterprise Mindset: Demonstrates a broad enterprise perspective and delivers the bank Effective Sales Approach: Uses structured sales methodologies, principles and practices without losing sight of the client and environment Risk Management: Understands Key's risk culture and effectively manages risk/reward trade-offs Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Travel Occasional travel to include overnight stay. Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be Mobile or Home-based, which means you may work primarily either at a home office or in a Key facility to perform your job duties. Job Posting Expiration Date: 07/04/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com. #LI-Remote

Location: On site at location listed in job posting. Summary As a Business Banker (BB), you are responsible for business development of small-mid size companies as well as professional associations including Law Firm, CPA and Healthcare Practices. You are responsible for advising these clients on their overall banking needs by providing depository, treasury management, lending as well as working together with Private Banking partners to assist company owners and senior executives with their individual banking and wealth management needs. You will be part of a local team and supported by a platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Bring in new relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from new client acquisition Advise clients on their overall balance sheet including credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Connect your clients across all lines of business Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term Strictly adhere to all risk and control policies, regulatory guidelines and security measures Performs all other duties as assigned. QUALIFICATIONS 5 plus years of work experience in Business or Commercial Banking Bachelor's Degree and formal bank credit training preferred Proven sales success and strong business acumen Strong community presence with an established network Experience or demonstrated understanding of credit and banking concepts Focuses on the client experience and works tirelessly on the client's behalf PREFERRED QUALIFICATIONS Proactive, takes initiative, and uses critical thinking to solve problems Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

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

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector. Industry coverage includes industrials, financial sponsors, consumer and retail, healthcare, financial institutions, energy, and technology, media and telecom. Senior investment banking professionals are expected, over time, to generate a balanced mix of M&A, debt and equity capital raising of $7 million to $30 million subject to the attributes of their sector coverage. In addition, senior investment banking professionals are expected to "sell the bank" by appropriately positioning the banks treasury and payment solutions product suite as well as floating rate and F/X, private wealth, insurance and other services. Senior investment banking professionals are also expected to serve the bank's corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Plays an integral role in supporting new business development, due diligence, and/or transaction execution Under limited supervision, performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, modeling, due diligence, executing transactions, as well as working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis May coach and mentor Analysts or Interns. Builds cross-functional relationships within CIB Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. BA/BS degree Minimum of 5 years of related work experience Strong knowledge of investment banking, market, industry sector, and/or financial products Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions Strong organizational and leadership skills Advanced skills in written and oral communications, and interpersonal relationship management Solid analytical and sales skills Preferred Qualifications MBA degree, with a Finance focus 6+ years of related work related experience The annual base salary for this position in New York is $175,000 General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Account & Relationship Manager (Banking/Outbound Sales) - Hybrid R0047805 Job Description: As an Account & Relationship Manager (Banking/Outbound Sales/Account Executive), you will play a crucial role in building and maintaining effective long-term relationships with a portfolio of banking, credit unions and specialty lending clients. You will be responsible for a book of business, to identify and develop sales opportunities, while learning the essentials of account management. Your contributions help enhance customer satisfaction and drive revenue for the organization. Hybrid: Eight days a month we come together in the closest office within 50 miles to experience the value of connecting with colleagues. You will report to the Associate Director, Account & Relationship Management, and work under the leadership of the Director, Account & Relationship Management. This role is a part of FCC | CS - Wolters Kluwer Financial Services, Inc. | Please view the site office location directory for potential office preferences nationwide. | https://bit.ly/Find_A_WK_Office About Us - FCC | CS - Wolters Kluwer Financial Services Required Job Qualifications (minimum 2 yrs+): Lead Generation and Qualification: Identify and qualify potential customers through various channels (exclusively banking, credit unions, and specialty lending clients) Conduct initial outreach and establish first contact with potential banking, credit unions, and specialty lending customers. Sales Presentations and Closing: Present products/services effectively, address objections, and close deals. Experience working in a compensation structure that includes a base salary and a commission plan (uncapped) Achieving Sales Targets: Meet or exceed established sales quotas and goals. CRM Management: Maintain accurate and up-to-date records of sales activities and customer information in CRM systems. Essential Duties and Responsibilities : Building and Maintaining Relationships: Foster strong relationships with clients, both new and existing, to ensure satisfaction. Customer Needs Analysis: Understand customer needs and tailor solutions accordingly. Collaboration and Communication: Work effectively with other teams (marketing, customer support) to provide a seamless customer experience. Product Knowledge and Updates: Stay informed about product knowledge, industry trends, and competitive activities. Key product focus is materials lending institutions need to adhere to Regulatory Compliance. Maintain accurate records of customer interactions and sales activities. Respond to basic customer inquiries and escalate complex issues to senior team members. Assist in preparing sales reports and tracking performance metrics. Learn and understand the products/services offered by the organization. Contribute to customer satisfaction by ensuring timely follow-up and resolution of issues. Additional Information: Wolters Kluwer offers great benefits and programs to help meet your needs and balance your work and personal life, including: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available - https://www.mywolterskluwerbenefits.com/index.html Wolters Kluwer (EURONEXT: WKL) is a global leader in professional information, software solutions, and services for the healthcare, tax and accounting, financial and corporate compliance, legal and regulatory, and corporate performance and ESG sectors. We help our customers make important decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services. Wolters Kluwer reported 2022 annual revenues of €5.5 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 20,000 people worldwide. We are headquartered in Alphen aan den Rijn, the Netherlands. Ranked by Forbes Magazine as among America's Best Large Employers for 2022 - #84. Wolters Kluwer secures 2nd place in Newsweek's Most Trustworthy Companies List 2023 CEO Nancy McKinstry ranked 16th by Harvard Business Review of the best performing CEOs in the World. WK #1 for gender equality in the workplace in the Netherlands & #47 worldwide for 2023. Diversity Matters Wolters Kluwer strives for an inclusive company culture in which we attract, develop, and retain diverse talent to achieve our strategy. As a global company, having a diverse workforce is of the utmost importance. We've been recognized by employees as a European Diversity Leader in the Financial Times, as one of Forbes America's Best Employers for Diversity in 2022, 2021 and 2020 and as one of Forbes America's Best Employers for Women in 2021, 2020, 2019 and 2018. In 2020, we placed third in the Female Board Index, and were recognized by the European Women on Boards Gender Diversity Index. Wolters Kluwer and all of our subsidiaries, divisions and customer/departments is an Equal Opportunity / Affirmative Action employer. The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job. They're not intended to be an exhaustive list of all responsibilities and requirements. The job description provided is subject to revision and modification at any time. Texas-Houston-Allen Pkwy Texas-Dallas-Bryan St Pennsylvania-Philadelphia-Market St Florida-Tampa-West Boy Scout Blvd Ohio-Columbus-Easton Commons Way Indiana-Indianapolis-Woodfield Crossing Blvd Texas-Coppell-Rombauer Rd Wisconsin-Madison-Junction Rd Georgia-Kennesaw-Chastain Meadows Ct NW Kansas-Wichita-East Douglas Ohio-Hudson-Terex Road Delaware-Wilmington-Orange St Missouri-Clayton-South Central Ave Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

Primary Office Location: 55 Public Square Suit 105. Cleveland, Ohio. 44113. Join our team. Make a difference - for us and for your future. Position Title: Workplace Banking Specialist Business Unit: Retail Reports To: Manager of Workplace Banking Position Overview: This position is primarily responsible for working with local and regional banking personnel to implement strategies and initiatives that expand product offering to newly identified consumer groups beyond the traditional market. The incumbent works extremely closely with Commercial Regional Managers and Sales Managers to cross sell Workplace Banking to their respective customers. This position requires travel to non-bank site locations and non-traditional bank hours including weekends and evenings. Primary Responsibilities: Manages and supports existing business relationships while sourcing additional business prospects. Researches to identify prospective consumers of the corporation's services through community-of-interest on-site outreach and using that research to implement innovative methods of marketing corporate services to new customer bases. Maintains client relationships to conduct on-site visits to access potential new customers and meets production and cross sales goals both externally and internally within the Workplace Banking area. Internally, provides direction on identifying prospective new customers and developing strategies and plans to access venues that attract new potential customers. Actively guides the efforts among branch personnel and internal business partners within to source and work referral opportunities. Independently creates onsite presentations and site visits based upon research conducted on clients to facilitate Workplace Banking initiatives. Makes cold calls and promotes the Bank's quality and services. Maintains a prospective customer calling program by using referrals and other methods to identify potential customers and network referral sources according to Bank's policies and procedures. Promotes the Bank's professional image through involvement with community organizations and events where potential customers may be present and centers efforts around promoting products and services within the boundaries of the current budget and time to develop new business relationships. Serves as an advisor to branch personnel and business partners by attending internal meetings and conducts product training on Workplace Banking products and services. Maintains and submits reports for business development activities as directed by the Manager of Workplace Banking. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: BA or BS Minimum Years Experience: 5 Special Skills: Excellent project management skills Excellent communication skills, both written and verbal Excellent customer service skills Ability to work and multi-task in a fast paced environment Ability to use a personal computer and job-related software MS Word- Basic Level MS Excel- Intermediate Level MS PowerPoint- Basic Level Experience in a personal banking field and a basic understanding of financial institution lending policy and procedures Experience in community and civic activities preferred Special Licenses and Certificates: Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required. Physical Requirements: Frequent driving (car, van, truck) Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.