1. Home
  2. »All Job Categories
  3. »Banking Jobs

Auto-apply to these banking jobs

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

Houlihan Lokey logo
Houlihan LokeyHouston, Texas

$110,000 - $130,000 / year

Business Unit: Corporate Finance Industry: Business Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Oil & Gas Houlihan Lokey’s Oil & Gas (O&G) Group is a recognized leader in providing a wide range of investment banking advisory services to companies and investors operating in the oil & gas industry. This dedicated team of financial and technical professionals focuses primarily on large, complex transactions in the oil & gas industry, including across the upstream, midstream, and downstream sectors as well as in molecule-related alternative energies. The O&G Group is comprised of a global team with dedicated industry bankers in Houston, Dallas, New York, London, Dubai, and Hong Kong and regularly works on cross-border deals. The O&G Group is a cross-product industry vertical. Job Description Financial Analysts in the Oil & Gas Group are part of the investment banking engagements and new business development efforts. They work primarily on the execution of Capital Raising & M&A transactions, as well as develop expertise and build relationships with clients in one or more sectors within the company’s coverage universe. As part of our team, you will: Prepare, analyze, and help explain historical and projected financial information; Perform valuations of companies and businesses; Coordinate and perform business due diligence and execute Capital Raising & M&A transactions; Prepare confidential memoranda, management presentations, marketing pitches, and other presentations; Assist in the marketing and planning of engagements; and Build relationships and maintain direct contact with clients, prospective clients, and professional advisors. The environment at Houlihan Lokey is both collegial and entrepreneurial. Teamwork is essential to the firm’s success. At the same time, creativity and new ideas are encouraged. Financial Analysts are given substantial responsibility and are encouraged to help us grow our business. Basic Qualifications The ideal candidate will have one year of prior investment banking analyst experience, a strong work ethic, and the ability to work independently in a fast-paced environment. Preferred Qualifications Experience in investment banking required Oil and gas industry experience preferred Excellent verbal and written communication skills Undergraduate coursework in accounting and finance Strong analytical capabilities A fundamental understanding of valuation theory, methodologies, and applications Strong financial and computer (Excel, Word, and PowerPoint) skills Demonstrated ability to work cooperatively with all levels of staff Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000.00-$130,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-113145

Posted 30+ days ago

E logo
Everwise Credit UnionSouth Bend, Indiana
Job Description: Position Summary : The Business Banking Administrative Assistant provides administrative support for the Business Banking team, assisting in processes such as documentation, sales, due diligence, closing and monitoring of commercial loans . The incumbent is responsible for assisting in commercial loan applications, processing loan payments, advances on lines of credit, updating information, reporting and exceptional client service. Primary Responsibilities & Duties: Support the Business Banking team as a main point of contact and support for internal and external clients. Analyze issues and implement effective solutions to meet the needs of clients. Effectively communicate with clients and collaborate with the Business Banking team to support relationship management and operational goals. Assist Business Bankers in gathering due diligence documentation which may include financials, insurance, technical exceptions, and other relevant documentation. Enter and manage loan data within Baker Hill. Work directly with Microlenders in the review of loan files to ensure they necessary documentation has been obtained to move forward with loan requests. Track and monitor progress of referrals. Assist in projects, data research, preparing and managing reports. Plan and coordinate department initiatives and event logistics to support business objectives. Maintain accurate records and ensure compliance with credit union policies and procedures, as well as applicable state and federal banking regulations. Assumes additional responsibilities as necessary for the continued growth and advancement of Business Banking, Commercial and the Credit Union. Knowledge/ Skills: Excellent verbal and written communication skills. Excellent organizational and time management skills. Customer focused mindset with a commitment to service excellence. Ability to handle and respond effectively to the sensitive inquiries and complaints of clients/members with discretion and professionalism. Proficient in Microsoft Office Suite with a focus on Excel. Ability to manage multiple priorities and meet deadlines in a fast-paced environment. Minimum Requirements: High School Diploma, GED or equivalent certification 3+ years of administrative experience or financial industry experience Understanding of financial services Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Posted 2 days ago

Northwest Bank logo
Northwest BankLock Haven, Pennsylvania
Job Description Job Summary The C & I Commercial Relationship Manager is responsible for serving as a trusted business advisor to clients and providing a full breadth of banking solutions to meeting their financial objectives and needs while also establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The C & I Commercial Relationship Manager is also responsible for managing a portfolio of relationships, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team. Essential Functions Develop and expand existing commercial banking relationships Prospect actively and successfully bring in new relationships to Northwest Engage with the various product partners on a regular basis to discuss cross selling opportunities and referrals to expand and deepen client relationships Achieve and exceed budget goals as assigned individually and by region Actively participate in community and professional networking events Develop meaningful “Centers of Influence” relationships Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest Manage a commercial loan portfolio of both credit and noncredit clients Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis Ensure noncredit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate As required, collect on delinquent accounts Analyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management Complete loan closings in partnership with Portfolio Management Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management, compliance with Northwest policies and procedures, and with Federal and State regulations Participate in continued sales, product and credit training Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment Education+ Experience Bachelor’s degree in Business, Accounting, Finance, Economics, or Marketing 5-6 years of account relationship management experience 5-6 years of experience consistently delivering strong sales performance Banking experience Comprehensive knowledge and understanding of C & I lending, loan servicing, and credit and non-credit products. Strong negotiating skills in terms loan structure and pricing. Knowledge and understanding of risk management. Excellent verbal, written, and interpersonal communication skills. Ability to multitask and effectively prioritize responsibilities. #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Posted 30+ days ago

T logo
Truist BankNew York, New York
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. 1. Plays an integral role in supporting new business development, due diligence, and/or transaction execution2. Independently performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, executing transactions, as well as working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis3. May coach and mentor Analysts or Interns 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. 1. BA/BS degree 2. Minimum of 6 years of related work experience 3. Strong knowledge of investment banking, market, industry sector, and/or financial products 4. Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions 5. Strong organizational and leadership skills 6. Advanced skills in written and oral communications, and interpersonal relationship management 7. Solid analytical and sales skills Preferred Qualifications 1. MBA degree, with a Finance focus2. 8+ years of related work experience3. Experience in mentoring and coaching - The annual base salary for this position in New York is $200,000 General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site . Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

Posted 1 day ago

Morgan Stanley logo
Morgan StanleyMenlo Park, California
Pop quiz : Situation : Buyer (your client) and seller (counterparty) have a handshake agreement on transaction price (cash) and other deal terms previously agreed. You are discussing a handful of remaining items with your client CEO when the buyer CEO calls you to say that they just landed a substantial new customer contract that significantly increases the value of their company (the terms of which will take several weeks to complete), and they simply can’t proceed with the agreed deal given the new development. Question : What do you say to the counterparty’s CEO? What options should your client consider for responding? What factors will influence your recommendation to your client? Morgan Stanley’s Global Technology Group is looking for the most curious, creative and driven bankers to join our Technology M&A team in our Menlo Park office, in the heart of Silicon Valley. Morgan Stanley helps clients realize differentiated outcomes on the largest, most complex and challenging M&A assignments. In the last year, our group has advised on industry-defining transactions including: Wiz’s $32Bn Sale to Google $113Bn Combination of xAI and X Intel’s $9Bn Carve-out Sale of 51% of Altera to Silver Lake Clearlake’s $5.3Bn Acquisition of ModMed Just Eat’s $4.6Bn Sale to Prosus AMD’s $3bn Divestiture of ZT Systems Data Center Infra. Mfg. Business to Sanmina Rocket’s $1.75Bn Acquisition of Redfin CoreWeave’s $1.7bn Acquisition of Weights & Biases Couchbase’s $1.5Bn Sale to Haveli With the explosive impact of AI redefining sectors across the global economy, we see the pace of change in Technology rapidly accelerating, spurring an accelerating pace of deals of all types. We are in turn building out our team to lead the way in guiding clients through this wildly dynamic environment. Our clients look to us to guide them through a range of the most critical situations they face, including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, recapitalizations, leveraged buyouts, unsolicited overtures and generally evaluating the company’s strategic alternatives. In other words, we advise clients on some of the most important decisions they make. In this context, often facing the highest of stakes, our Vice Presidents play a pivotal role on our teams, planning and overseeing day-to-day project execution while engaging extensively with our clients and colleagues to deliver the best outcomes. We are looking for candidates that can break down complex situations, synthesize inputs from clients and colleagues, formulate strategies and workplans, mobilize teams, make adjustments on the fly, and ultimately to deliver successful outcomes for our clients. If you want to be part of our team, helping companies as they face their most challenging and transformative decisions, please apply here. Qualifications: 3-6+ years of investment banking experience Experience with a variety of M&A deals: Company sales, acquisitions, strategic alternatives reviews Involving both public and private companies Strong analytical, written and verbal communication skills Ability to work collaboratively in fast-paced, team-oriented environment, under tight deadlines Series licensing required or must be obtained Bachelor’s degree required; MBA or CFA designation a bonus Experience working with technology companies a bonus Submission: Resume, ideally including notable deal experience Optional cover letter, including a short explanation of why you think our group is right for you Optional response to the Pop Quiz outlined above WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. Expected base pay rates for the role will be $275,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 1 week ago

Northwest Bank logo
Northwest BankHazleton, Pennsylvania
Job Description The C & I Commercial Relationship Manager III is responsible for serving as a trusted business advisor to clients and provide a full breadth of banking solutions to meeting their financial objectives and needs while establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The C & I Commercial Relationship Manager III is also responsible for managing a portfolio of relationships, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team. Essential Functions: Develop and expand existing commercial banking relationships Prospect actively and successfully bring in new relationships to Northwest Engage with the various product partners on a regular basis to discuss cross selling opportunities and referrals to expand and deepen client relationships Achieve and exceed budget goals as assigned individually and by region Actively participate in community and professional networking events Develop meaningful “Centers of Influence” relationships Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest Manage a commercial loan portfolio of both credit and noncredit clients Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis Ensure noncredit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate As required, collect on delinquent accounts Analyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management Complete loan closings in partnership with Portfolio Management Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management Participate in continued sales, product and credit training Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment . Education and Experience: Bachelor's degree in Business, Accounting, Finance, Economics, or Marketing preferred 6 - 8 years account relationship management experience preferred 6 - 8 years e xperience consistently delivering strong sales performance preferred #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Posted 30+ days ago

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

Posted 30+ days ago

Wells Fargo Bank logo
Wells Fargo BankWashington, District of Columbia

$82,000 - $125,000 / year

About this role: Wells Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team. This role will support customers in an assigned local market by deepening relationships and engaging in prospecting activities. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-25MM) within assigned portfolios Assess, through review and analysis of moderately complex data, the customer's financial needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk Effectively collaborate and consult with internal small business partners and stakeholders to independently resolve moderately complex customer or process issues and achieve small business goals Engage in prospect activities and employ contact strategies focused on generating new small business relationships Lead or participate in moderately complex initiatives and deliverables within small business and contribute to large-scale initiatives related to customer relationships and business growth This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 4+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 2+ years of experience sourcing and or managing a portfolio of clients with $1mm- 25mm in annual revenue Strong knowledge of deposit and cash management products and services Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally Ability to balances needs of clients with associated risks and interests of Wells Fargo 3+ years of experience in business-to-business sales Established network in the local market Knowledge and understanding of financial services industry Excellent verbal, written, and interpersonal communication skills Intermediate Microsoft Office skills A BS/BA degree or higher Job Expectations: Position will be responsible for visiting customers and prospects outside of the branch location within an assigned market/geography. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Posting Location: 1001 Connecticut Ave NW Washington, DC 20036 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $82,000.00 - $125,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits- Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 4 Dec 2025 Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Posted 1 week ago

Royal Bank of Canada logo
Royal Bank of CanadaNew York, New York
Job Description 2027 Global Investment Banking Summer Analyst – New York What is the opportunity? RBC Capital Markets is a premier investment bank that provides a focused set of products and services to corporations, institutional investors and governments around the world. With more than 7,100 professionals, we operate out of 70 offices in 15 countries across North America, the U.K., Europe, and the Asia-Pacific region. We work with clients in over 100 countries around the world to deliver the expertise and execution required to raise capital, access markets, mitigate risk and acquire or dispose of assets. We are consistently ranked among the largest global investment banks according to Bloomberg and Dealogic. RBC Capital Markets is part of a leading provider of financial services, Royal Bank of Canada (RBC). Operating since 1869, RBC is one of the top 15 largest banks in the world and the fifth largest in North America, as measured by market capitalization. With a strong capital base and consistent financial performance, RBC is among a small group of highly rated global banks. RBCCM U.S. Summer Analyst Program Each year, we invite high-performing, rising college seniors to join our Global Investment Banking (GIB) platform for a 10-week U.S. Summer Analyst Program. The program offers Summer Analysts an opportunity to work alongside our investment bankers on a variety of live transactions as well as client-facing business development initiatives. What will you do? GIB provides a complete suite of strategic advisory services, as well as equity and debt capital raising capabilities for leading corporations, institutions and governments. RBC Capital Markets’ New York office recruits for the following industry and product groups: Industries: Communications, Media and Entertainment (CME) Consumer and Retail Financial Services (FIG) Healthcare Industrials Power, Utilities, and Infrastructure Real Estate Technology Product Groups: Equity Capital Markets (ECM) Debt Capital Markets (DCM) Financial Sponsors Leveraged Finance Capital Markets Mergers and Acquisitions (M&A) Global Private Capital Project Finance As a GIB Summer Analyst you will spend your time: Developing and preserving complex financial models Creating pitch books and other client materials Generating and maintaining financial models and analysis Conducting research to analyze market trends Supporting live deals and major transactions What do you need to succeed? In selecting Summer Analysts, we look for the following: Undergraduate students in their penultimate year of study at an accredited four-year college or university Excellent written & verbal communication skills Familiarity with computer applications such as MS Outlook, Word, and Excel Ability to manage multiple competing priorities and thrive in a fast-paced and challenging environment Value and possess strong competency in the following behaviors: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset Well-rounded set of interests and extra-curricular activities beyond academics What’s in it for you? We thrive on the challenge to be our best, think progressively, continue our growth, and deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our individual/collective potential, making a difference to our communities, and achieving success that is mutual. From this experience you would gain: A strong foundation in fundamental investment banking skills such as financial modeling and analysis, transaction execution and negotiation, and in-depth industry/product knowledge A better understanding of RBC’s products and services The support of a mentor (typically a full-time Analyst) An opportunity to network and discuss career opportunities through a number of social events The good faith expected salary for the above position is $110,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. 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 Inclusion and Equal Opportunity Employment RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request. Job Skills 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: Student/Coop (Fixed Term) Pay Type: Salaried Posted Date: 2025-11-03 Application Deadline: 2026-01-31 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 3 days ago

1St Summit Bank logo
1St Summit BankSomerset, Pennsylvania
Attracts, advises, and serves existing and prospective customers by: With every customer interaction, have in-depth conversations, in person and by phone, utilizing the C.A.R.E model to help customers work toward and achieve financial wellness. Provide extraordinary service to customers resulting in a full pipeline of referral opportunities. Provides direct and immediate response to customer requests or needs. Develops a top customer calling list. Completes High Touch Calls through analyzing current customer relationships and proactively contacting them with recommendations to help them achieve financial success. Listen, assess, and solve customer problems. Completes IQ Lead calls daily with the opportunity of retaining existing business and bringing in new business. Develops and maintains a broad knowledge of products and services to appropriately support customer needs: Collaborates with other internal business partners to provide customers with a full range of financial solutions to meet their needs: Wealth Management Electronic Banking Loan Provides prompt, accurate, and efficient customer service by processing a wide array of transactions: Opens new accounts on the platform system. Completes transactions on the teller processing system. Processes Cash Advances, Pre-Paid Cards, Check Orders, etc. Proficient in Electronic Banking to: Provide solutions to our customers’ needs. Answer our customers’ technical questions. Provides administrative support to the PBO/Supervisor and team by remaining aware of departmental goals, providing ongoing communication, and organizing priorities to meet customers’ needs and deadlines. Duties can involve all the following: Assists with the accumulation and completion of various Reports, Logs, and job duties to ensure timely delivery as directed by PBO/Supervisor. Preparing correspondence, filing, phone inquiries and other clerical duties. Contact overdraft and delinquent customers. Complete file maintenance on customer accounts. Requisition office supplies, loan documents, new account supplies, Money Orders, Treasurer’s Checks, Pre-Paid Cards, etc. Maintain Scanner and ATM. Balance Vault, Cash Advance Machine, and ATM daily. Transfers cash to and from the vault. Performs check cashing overrides when the PBO/Supervisor is not available; Open and close the branch in the absence of the PBO/Supervisor Strict adherence to security procedures, Bank Secrecy Act, USA Patriot Act, and safeguarding customer information: Participates in meeting Community Banking Department's long- and short-term goals and objectives: Attends and participates in annual meetings to develop departmental goals and objectives. Attends and participates in meetings to discuss and evaluate progress on meeting goals and objectives: Daily 5 Minute Meetings. Weekly Relationship Building Conference Calls. Weekly Branch Based Sales Meetings. Monthly Employee Relations Meetings. Performs other duties as assigned or directed. REQUIRED SKILLS/ABILITIES: Excellent verbal and written communication skills. Exceptional organizational skills and strong attention to detail. Basic computer skills and digital awareness. Typing 40 wpm. Must be results oriented. Manual dexterity and numerical skills. Knowledge of all products and services and all office functions. A positive, enthusiastic attitude. Ability to multi-task. Proficient with Microsoft Office Suite or related software. SUPERVISORY RESPONSIBLITY: This position does not supervise employees. EDUCATION and EXPERIENCE: Degree or equivalent. 1-3 years of experience preferred. PHYSICAL REQUIREMENTS: Ability to concentrate and perform responsibilities by maintaining a constant state of focus and mental alertness. Ability to lift up to 30 pounds (i.e., heavy boxes or coin). Ability to communicate in person, through email or via telephone with customers and staff members. Ability to sit or stand for an extended period. Specific vision abilities required by this job may include close vision and the ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Posted 30+ days ago

U.S. Bank logo
U.S. BankCleveland, Ohio

$75,820 - $89,200 / year

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Our Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They approach each and every day with a single purpose – to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. They will have access to an expansive set of products and solutions to better serve our business clients today and into the future. The responsibilities are as follows: Bring new business clients to the bank through strong business development and prospecting. Be the primary advisor for our business clients. Build, develop, enrich and manage new and existing relationships with business clients. Deliver financial expertise and client-centric solutions that build strong, long-term relationships. Assess and attend to clients' banking needs. Obtain and process client and account information. Educate clients on available deposit and loan products and services. Recommend financial solutions based on each client’s unique goals and needs. Partner effectively with Treasury Management, Merchant Services and High Value Credit Card teams. Basic Qualifications - Bachelor's degree, or equivalent work experience- Three to four years of relevant experience Preferred Skills/Experience - Strong relationship management and business development abilities- Well-developed analytical and problem-solving skills- Advanced knowledge of credit administration, analysis, and credit policy/procedure- 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 Location The role offers a hybrid/flexible schedule. If not prospecting and meeting with clients, there's an in-office expectation of 3 or more days per week with 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: $75,820.00 - $89,200.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 1 day ago

First Bank & Trust logo
First Bank & TrustEdina, Minnesota

$20 - $26 / hour

Job Description: As an intern, this person will learn the fundamentals of underwriting commercial/business loans. This person will engage in commercial banking basics by analyzing smaller commercial credits, along with credit administration. This position will include exposure to Business Solutions/Cash Management and Wealth Management Services. Qualifications: This person should have a minimum of three years of business-related classes in a higher learning setting or equivalent. Being detail oriented and having excellent communication and customer service skills are essential. This person should be self-motivated with an eagerness to learn all aspects of Commercial Banking. Principle Responsibilities: Participate in interviewing loan applicants, collect, and analyze financial and related data to formulate proposals for existing and prospective clients. Observe meeting with loan customers List and describe various loan types and products Compile and prepare proper underwriting information Introduction to credit worthiness and cash flow by analyzing credit information and referring to policy and guidelines View loan servicing and closing Assist with analyzing and risk rating credit lines requiring Loan Committee review. The analysis must be consistent with the findings of the appropriate regulatory agencies. Gain knowledge of banking products and services. Develop and maintain effective working relationships throughout First Bank & Trust to promote cross-selling of products and services. Utilize banking systems and observe how they integrate into business processes. Gain skills related to professionalism, financial analysis, decision-making, customer service and communication. Complete special projects as assigned. Attend loan meetings as directed and participate in decisions that affect ongoing and future operations of the department. Maintain confidentiality, integrity, and honesty, especially in dealing with customer information. Act in accordance with FBT policies and procedures as set forth in the employee handbook. Adhere to compliance procedures and participate in required compliance training and all meetings deemed appropriate by supervisor. The anticipated salary range for this role is between $20.33 and $26.42 . This range is a good faith estimate for the position. The actual compensation offered to a candidate may differ based on various factors, including the individual’s relevant experience, training, skills, work location, and other considerations. For those in eligible roles, we offer incentive compensation based on individual performance. Furthermore, this role may qualify for a variety of benefits, such as Medical, Dental, and Vision insurance, Health Savings Accounts, 401(k)/ESOP, Paid Time Off, Flexible Work Arrangements, Paid Parental Leave and Student Loan Repayment Assistance. Learn more at www.bankeasy.com\careers . Compensation Grade Hourly Grade 3 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 30+ days ago

A logo
Agentis Capital AdvisorsNew York, New York
Our Firm Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. Agentis acts as a sell-side and buy-side advisor on a wide variety of global transactions including renewable power, energy, digital, transportation, and public-private partnerships. Our clients include leading infrastructure funds, pension funds, contractors, and governments. Our guiding principles of excellence, client success, commitment, people, and entrepreneurship allow us to generate exceptional value for our clients, setting us apart. The firm has been the recipient of numerous industry rewards in recent years, including North American Financial Advisor of the Year by Proximo Infra (2022) and IJGlobal awards (2021), and several of our past vice presidents have been recognized as future leaders in the industry. The Opportunity As Vice President, you will play a pivotal leadership role in leading our North American financial advisory practice. You will be expected to pitch financial advisory mandates, manage complex transactions concurrently, build and train a growing team of practitioners, and consistently provide high-quality, bespoke services to our clients. This role requires a strategic mindset, strong leadership skills, a deep understanding of the infrastructure finance landscape, and expertise in deal management and technical delivery. Key Responsibilities Drive technical delivery excellence by overseeing financial modeling, due diligence, and transaction execution; Lead transaction teams to successfully execute financial advisory mandates; Mentor, develop, and manage junior team members; Develop and maintain relationships with clients and key stakeholders within the infrastructure sector; Identify, develop, and pitch financial advisory opportunities; and Position Agentis as the pre-eminent independent financial advisor in the North American infrastructure space Our Differentiators Exceptional level of responsibility on complex transactions across verticals and financial products; Opportunities to work on global transactions; Continuous internal training and leadership development programs; Competitive compensation, employee ownership, and comprehensive benefits package; Paid sabbatical every two years of employment; Entrepreneurial culture with a clear path to partnership; and Access to principal investment opportunities alongside Partners. Your Skills and Experience Minimum six years of relevant experience in infrastructure finance as a sponsor or as a financial advisor; Strong deal management and technical delivery capabilities; Demonstrated ability to structure and execute infrastructure mandates; Successfully closed challenging infrastructure transactions; Strong business development and client relationship skills; Exceptional communication and interpersonal skills; Ability to work with geographically dispersed teams; Ability to work under pressure and consistently deliver high-quality work with strict deadlines to meet team and client objectives; and Willingness and ability to travel. Position Type Permanent Full-Time Location: Remote Desired start date: Immediately

Posted 1 day ago

Raymond James logo
Raymond JamesHouston, Texas
Job Description Summary Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock. Will work on every aspect of the transaction process, including participating in drafting sessions, new business proposals and due diligence meetings. Job Description Responsibilities:Advise others on how to design new processes and systems that meet professional standards.Identify and evaluate complex, expertise-led solutions against a range of criteria to find the ones that best meet business needs.Use data from a wide range of sources to analyze key themes and identify possible impacts on the business.Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios.Assign short-term work schedules to a team of subordinates in order to achieve expectations while following established timelines.Explore issues or needs, establishing potential causes and barriers, as well as related issues.May include such responsibilities as supporting internal customers or helping senior colleagues manage internal client relationships.Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience.Develop and deliver financial guidelines and protocols to ensure the company complies with regulations and good financial practice.Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.Contribute to the management of partnering relationships with internal clients, building effective working relationships and providing high-quality professional services to support in delivering business strategy and plans.Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.Manage relationships with small clients while also helping senior colleagues manage relationships with larger key clients and customers.Skills:Acts as the organization's authority and established expert on understanding and using standard office equipment and standard software packages to support business processes.Works independently and provides guidance and training to others on analyzing data trends for use in reports to help guide decision making.Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.Works without supervision and provides technical guidance when required on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.Works without supervision and provides technical guidance when required on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives.Works without supervision and provides technical guidance when required on interpreting and applying knowledge of laws, regulations and policies in area of expertise.Works without supervision and provides technical guidance when required on developing appropriate plans or performing necessary actions based on recommendations and requirements.Works at an advanced level to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works independently and provides guidance.Works at an advanced level to understand business context, needs, rules, and architecture, as well as organizational structure, cultures, capabilities, and processes to document the current state of processes and the business. Typically works independently and provides guidance.Works at an advanced level to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the return on investment. Typically works independently and provides guidance.Uses comprehensive knowledge and skills to act independently while guiding and training others to orient the seller's organization around delivering to the key needs of their customers. Applies comprehensive knowledge and skills to work independently while providing guidance and training to others on acquiring, organizing, protecting and processing data to fulfill business objectives.Works at an advanced level to envision and document the future state of processes and products by identifying the solution scope, potential value of the future state, and the changes to the process, products, organization infrastructure, capabilities, and technology necessary to achieve the desired future state. Typically works independently and provides guidance.Uses comprehensive knowledge and skills to act independently while guiding and training others to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution.Works at an advanced level to conduct gap analysis between current and future states to identify components of the overall change strategy. Typically works independently and provides guidance.Uses comprehensive knowledge and skills to act independently while guiding and training others to uncover clients’ explicit needs and/or unforeseen opportunities and challenges.Works without supervision and provides technical guidance when required on managing client accounts in a way that provides benefits both for the organization and its clients.Conducts research and analyzes data without supervision while providing technical guidance as needed in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments.Communicates with other people without requiring supervision and provides technical guidance when required on speaking in a clear, concise and compelling manner.Works without supervision and provides technical guidance when required on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations.Works without supervision and provides technical guidance when required on achieving full compliance with applicable rules and regulations in management and/or operations. Education Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required) Work Experience General Experience – 10 to 15 years Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Travel Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: Grow professionally and inspire others to do the sameWork with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mindTake ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Posted 1 week ago

Texas Capital Bank logo
Texas Capital BankDallas, Texas
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives . At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com . Overview: Our mission is to provide proactive solutions to achieve best outcomes while cultivating an environment of trust and partnership in support of Texas Capital’s strategic objectives. Our team works well together in a fast-paced and highly rewarding firm culture. We have expertise in a wide array of legal fields and combined have several decades worth of experience giving legal counsel in private law firm and corporate legal department settings. We are looking to add another valuable legal asset to our team. Responsibilities: Advise the investment bank on capital markets transactions. A candidate should be able to advise on a wide range of issuer equity and debt transactions, including (i) IPOs, follow-on equity offerings and private placements and (ii) registered and 144A/Reg S note offerings. Liaise with other attorneys across the legal department and other control and support functions on legal, regulatory, risk, compliance, privacy and vendor management matters. Provide legal support to review policies and procedures for legal and regulatory requirements for the investment bank. Direct and supervise outside law firms on specific projects where appropriate. Qualifications: Juris Doctorate from an ABA-accredited law school; admitted to the State Bar of Texas or admitted in a state that allows reciprocal admission to the State Bar of Texas. Minimum of 5-7 years legal experience in representing investment banks in capital markets transactions. Experience with contract law, including structure of contracts and contract life-cycle management. Knowledgeable about laws and regulations applicable to financial institutions. Strong analytical and problem-solving skills. Excellent interpersonal and team player. Demonstrated clarity in written and spoken expression. Organizational skills and attention to detail required to handle diverse and concurrent assignments in fast paced environment. Must be able to work at a computer for extended periods of time in an office environment. Must be willing to work in office from the Texas Capital Center, 2000 McKinney Ave., Dallas, Texas 75201. Location: This position is located in office at Texas Capital’s corporate headquarters at Texas Capital Center, 2000 McKinney Ave., Dallas, TX 75201 No travelling required The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 30+ days ago

PricewaterhouseCoopers logo
PricewaterhouseCoopersIndianapolis, New York

$150,000 - $438,000 / year

Industry/Sector Banking and Capital Markets Specialism Industry Tax Practice Management Level Director Job Description & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Lead in line with our values and brand. Develop new ideas, solutions, and structures; drive thought leadership. Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. Balance long-term, short-term, detail-oriented, and big picture thinking. Make strategic choices and drive change by addressing system-level enablers. Promote technological advances, creating an environment where people and technology thrive together. Identify gaps in the market and convert opportunities to success for the Firm. Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The OpportunityAs part of the Financial Services Tax team you are expected to lead the way as technologyenabledtax advisors who provide benefits through digitization, automation, and increasedefficiencies. As a Director you are expected to set the strategic direction, lead businessdevelopment efforts, and oversee multiple projects while maintaining impactful executive-levelclient relations. You are expected to provide exceptional technical knowledge and specialization,coupled with the One Firm knowledge that brings everything PwC offers to solve our clients'needs.Responsibilities- Set the strategic direction for the Financial Services Tax team- Lead business development initiatives to drive growth- Oversee multiple projects maintaining quality delivery- Maintain executive-level client relationships- Provide technical knowledge and industry insights- Foster a culture of digitization and automation- Equip professionals to succeed in complex transactions- Leverage One Firm knowledge to address client needsWhat You Must Have- Bachelor's Degree in Accounting- 6 years of experience- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify forthis opportunityWhat Sets You Apart- Considerable knowledge of tax issues in banking industry- Considerable knowledge of public accounting practices- Significant technical skills including FAS 109 and FIN 48- Identifying and addressing client needs- Developing and sustaining meaningful client relationships- Preparing and presenting complex written and verbal documents- Leading teams to generate a vision and establish direction- Utilizing automation and digitization in professional services- Evaluating and negotiating new and existing contracts Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-workPwC 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.Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlinesThe salary range for this position is: $150,000 - $438,000, 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 30+ days ago

FirstBank logo
FirstBankEvergreen, CO

$20+ / hour

Location to be determined at a later date between the ASPNPK branch and the EVER branch * 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 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 10/17/25* This job opportunity's deadline has been extended to 10/27/25* This job opportunity's deadline has been extended to 11/05/25* This job opportunity's deadline has been extended to 11/10/25* This job opportunity's deadline has been extended to 11/14/25* This job opportunity's deadline has been extended to 11/21/25*

Posted 2 weeks ago

R logo
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 leverage RippleMatch to build 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

R logo
RippleMatch Opportunities Dallas, TX
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 leverage RippleMatch to build 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

R logo
RippleMatch Opportunities Atlanta, GA
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 leverage RippleMatch to build 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

Houlihan Lokey logo

Investment Banking Analyst | Oil & Gas

Houlihan LokeyHouston, Texas

$110,000 - $130,000 / year

Automate your job search with Sonara.

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

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

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

pay-wall

Job Description

Business Unit:

Corporate Finance

Industry:

Business Services

Overview

Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG.

Corporate Finance

Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions.

Oil & Gas

Houlihan Lokey’s Oil & Gas (O&G) Group is a recognized leader in providing a wide range of investment banking advisory services to companies and investors operating in the oil & gas industry.

This dedicated team of financial and technical professionals focuses primarily on large, complex transactions in the oil & gas industry, including across the upstream, midstream, and downstream sectors as well as in molecule-related alternative energies.

The O&G Group is comprised of a global team with dedicated industry bankers in Houston, Dallas, New York, London, Dubai, and Hong Kong and regularly works on cross-border deals. The O&G Group is a cross-product industry vertical.

Job Description

Financial Analysts in the Oil & Gas Group are part of the investment banking engagements and new business development efforts. They work primarily on the execution of Capital Raising & M&A transactions, as well as develop expertise and build relationships with clients in one or more sectors within the company’s coverage universe.

As part of our team, you will:

  • Prepare, analyze, and help explain historical and projected financial information;

  • Perform valuations of companies and businesses;

  • Coordinate and perform business due diligence and execute Capital Raising & M&A transactions;

  • Prepare confidential memoranda, management presentations, marketing pitches, and other presentations;

  • Assist in the marketing and planning of engagements; and

  • Build relationships and maintain direct contact with clients, prospective clients, and professional advisors.

The environment at Houlihan Lokey is both collegial and entrepreneurial. Teamwork is essential to the firm’s success. At the same time, creativity and new ideas are encouraged. Financial Analysts are given substantial responsibility and are encouraged to help us grow our business.

Basic Qualifications

The ideal candidate will have one year of prior investment banking analyst experience, a strong work ethic, and the ability to work independently in a fast-paced environment.

Preferred Qualifications 

  • Experience in investment banking required

  • Oil and gas industry experience preferred

  • Excellent verbal and written communication skills

  • Undergraduate coursework in accounting and finance

  • Strong analytical capabilities

  • A fundamental understanding of valuation theory, methodologies, and applications

  • Strong financial and computer (Excel, Word, and PowerPoint) skills

  • Demonstrated ability to work cooperatively with all levels of staff

Compensation and Benefits

Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000.00-$130,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience and the location where this position may be filled.

Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:

2025 Benefits

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.

#LI-113145

Automate your job search with Sonara.

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

pay-wall