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POSITION SUMMARY Provides individualized client service while handling daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures. Hours for the position: Monday through Thursday 1:30-5:30 p.m., Fridays 2:00-6:00 p.m. and two Saturdays a month 8:45-noon ESSENTIAL REQUIREMENTS Processes financial transactions for clients accurately and efficiently. Identifies client needs uncovered during business interactions and/or conversations, promotes products and services and refers clients to the appropriate bank colleague if needed. Builds client loyalty; establishes client relationships, including addressing each client by name. Consistently delivers exceptional customer service to each and every client. Follows established Bank policies, procedures and guidelines. Participates in retail sales programs to help meet personal and banking center goals. Actively participates in team meetings and participates in community projects and appropriate educational programs related to the position. Balances cash drawer and assists banking center team in operational duties (i.e.., balancing the ATM, vault and end of day work). Responsible for the completion of all compliance training related to the position. Must understand all applicable laws and regulations that apply to the position and complies with the requirements. Able to travel to branches in the region to cover for staffing shortages. NON-ESSENTIAL FUNCTIONS Performs all other duties as assigned. EXPERIENCE/SKILLS One (1) or more years of customer or retail service experience preferred. Cash handling experience preferred. Ability to respond and assist clients with inquiries and/or problem resolution. Customer service and sales oriented. Careful attention to detail and time management. Good listening and verbal and communication skills. Good PC skills - ability to work in Windows based system essential. Ability to cross-sell bank products and services. Ability to work evenings and weekends based on banking center needs. Ability to communicate in another language is a plus. Good organizational skills. Ability to work in a team atmosphere. Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records. Ability to handle multiple tasks in a fast-paced environment. EDUCATION High School Diploma/GED required. TRAVEL REQUIREMENTS Ability to travel to all locations as needed for meetings, projects, training, seminars, etc. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds. EQUIPMENT MS Office PC, fax, phone and standard office equipment.

Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Director- Risk & Controls for Open Banking & API The Services team and solutions fuel growth for partners globally by providing cutting edge services in the areas of Customer Acquisition and Engagement, Security Solutions, Business and Market Insights, and Open Banking. Focused on thinking big and scaling fast, our agile sales team is responsible for end-to-end solutions for a diverse global customer base including retailers, airlines, hotels, tourism agencies, public sector entities, restaurants, consumer goods and telecom companies. As the 1st line of defense in the Open Banking's Risk and Compliance team, you will partner with business leaders to assess operational risks and help design controls that align with our product risk strategy. This position will support the Open Banking teams in building a strong control environment as they innovate and develop new products and platforms. You will also manage relationships with the 2nd and 3rd lines of defense and participate in regulatory engagements. The ideal candidate will develop and implement a comprehensive target operating model, becoming a trusted advisor to business leaders. Success in this role requires exceptional communication, control management skills, and a strategic approach to risk assessment. You will work cross-functionally with teams including Product, Regulatory Affairs, Legal Counsel, Data Privacy/Data Usage, Global Ethics and Compliance, and Internal Audit. Role Responsibilities: Develop and Implement a Global Open Banking Control Framework: Establish a risk and control framework aligned with global standards; build governance structures to manage risks. Risk Identification and Mitigation: Partner with stakeholders to identify and mitigate risks in Open Banking products and processes. Regulatory and Compliance Engagement: Ensure compliance with global laws, rules and regulations (Dodd Frank 1033, FCRA, Nacha, PSD2, GDPR, etc.); participate in regulatory audits. Data Privacy and Security Controls: Design controls to protect customer data and ensure secure data exchanges. Control Testing and Continuous Improvement: Monitor control effectiveness; lead improvement initiatives using automation and analytics. Third-Party Risk Management: Vet and monitor third-party partners; develop risk management frameworks. Cross-Functional Collaboration and Advisory: Advise on risk implications for Open Banking initiatives; lead risk workshops. Reporting and Analytics for Executive Leadership: Provide data-driven reports on risk trends and control performance for senior management. Drive a Culture of Risk Awareness: Promote risk awareness and proactive mitigation; lead training programs on Open Banking risks. All About You: Extensive experience in Enterprise Risk Management or a related field within the Banking or Financial Services industry. Good tenure in the Payment industry, preferably in a bank/financial institution Significant knowledge of Risk Management principles, practices, and methodologies, including risk assessment techniques, and scenario analysis. Very strong background in RCSA and the ability to help design effective financial, regulatory, operational and financial crimes controls. Preferably a Strong understanding of Open Banking and regulatory requirements related to risk management, including control testing, and risk governance standards. Excellent analytical and problem-solving skills, with the ability to assess complex risks and develop pragmatic solutions to mitigate them. Experience in identifying metrics for reporting, monitoring, and preparing executive level status reports. Strong written/verbal communication skills and effective presentation style for risk committees and forums. Bachelors Degree preferred or equivalent relevant experience. Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary based on location, experience and other qualifications for the role and may be eligible for an annual bonus or commissions depending on the role. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance), flexible spending account and health savings account, paid leaves (including 16 weeks new parent leave, up to 20 paid days bereavement leave), 10 annual paid sick days, 10 or more annual paid vacation days based on level, 5 personal days, 10 annual paid U.S. observed holidays, 401k with a best-in-class company match, deferred compensation for eligible roles, fitness reimbursement or on-site fitness facilities, eligibility for tuition reimbursement, gender-inclusive benefits and many more. Pay Ranges New York City, New York: $154,000 - $238,000 USD

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

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

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 6/2/25* This opportunity has been extended to 6/9*

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

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

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

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

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

Mechanics Bank is currently searching for a Business Banking Relationship Manager to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role can sit out of our Roseville, Modesto, San Francisco or Yuba City locations. Serves as the relationship manager and trusted advisor for new and existing business banking clients. Develops and grows new business and builds/maintains strong relationships with prospects, and spheres of influence. Drives financial performance through quality credit, profitable revenue and growth. The Business Banking Relationship Manger (BBRM) will focus on traditional business banking credit facilities, including C&I, commercial real estate, capital finance and equipment lending. The BBRM may also lean on a Senior BBRM, Business Banking Team Lead, or Business Banking Sales Manager to facilitate transactions that are more complex. What you will be doing: Initiates and develops new business through outside business development activities. Cultivates prospects from self-sourced leads and may include existing customers, referral leads, bank partners and other sources. Contacts prospective customers to present information on credit facilities and other banking needs. Responsible for managing a portfolio of business clients, and expanding current/existing portfolio. Manages the portfolio from a balanced perspective on sales, efficiency and risk. Is responsible for timely and adequate preparation of annual reviews and recommendation to the appropriate decision making bodies within the bank. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Active involvement in local civic and nonprofit organizations to promote goodwill, bank's commitment to the communities it serves and to support bank's CRA objectives. Who you are: Undergraduate degree in Business, Accounting, Finance or related field preferred, or High School Diploma with minimum of Three years progressively responsible experience in a similar lending environment or financial institution. Excellent relationship management and business development abilities, analytical and problem solving skills, sales skills, and credit and credit quality skills. Advanced credit analysis and commercial underwriting skills, including accounting, financial statement and cash flow analysis experience. Advanced knowledge of commercial C&I bank products and services that result in successfully capitalizing on all opportunities to cross-sell the bank's products. Proven track record of success and skills in developing new clients and business, including prospecting, sourcing and networking. Exemplary motivation, enthusiasm, and professionalism. Responsive and respectful team player that generates synergy between business units. Demonstrated history of volunteerism, including participation in community organizations and causes. #LI-AS1 Salary: $72,000-125,000 annually Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data. Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law. Please view Equal Employment Opportunity Posters provided by OFCCP here. To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank

When joining Elevations, you can expect to work for a company with: A leadership team that strives to make this the best place you've ever worked! A focus on supporting our employees' mental, physical, and financial well-being A commitment to diversity, equity, and inclusion recognized by the Denver Business Journal and Colorado Association of Realtors A highly engaged workforce devoted to innovation, continuous improvement, and collaboration A reputation for excellence, as evidenced by being a two-time recipient of the Malcolm Baldrige National Quality Award A passion for consistently providing amazing experiences and creating raving fans If you join our team, here are some of the perks you can expect: A competitive total rewards package with 4 weeks paid time off for full-time employees, work anniversary paid time off, paid volunteer time off, and 12 paid holidays Comprehensive medical, dental, and vision plans with employer contributions to supercharge your Health Savings Account Up to a 4% match on 401(k) contributions Up to twelve weeks of fully paid parental leave An extensive Employee Assistance Program that provides personalized care options for your whole household Ample opportunity to learn, develop and grow with access to LinkedIn Learning, career and leadership development programs, job shadowing, a mentor program, and tuition reimbursement up to $5,250/year Location: On-site: Boulder Elevations Branches Summary/Objective: The Business Banking Relationship Manager (BBRM) is responsible for managing and expanding relationships with Elevations Credit Union business members. They serve our business members with financial expertise, convenience and guidance. The BBRM provides tailored financial solutions to meet our business members needs to include deposit, cash management, and business lending products. The BBRM analyzes our member's financial information and business models to offer customized solutions. The BBRM implements strategies to attract new business members and increase awareness of business banking offerings in the markets we serve. Essential Functions Include: Manage and expand relationships with our business members through identifying opportunities for business products and services to include loans, line of credit, cash management and business deposit products. Proactively manage and grow deposit and loan portfolios in order to deliver strong financial results. Develop and implement strategies to attract new business members and expand market awareness and presence. Serve as a conduit between the member and underwriting, processing, and loan servicing teams. Deepen member engagement and loyalty by expanding members' share of wallet through partnering with the retail, mortgage, wealth management partners and other areas. Ensure compliance with regulations and internal policies. Monitor and assess the risk profile of business members and take appropriate actions as necessary. Representation of ECU at community events and network functions. Reports To: VP Business Banking Manages: Role does not have supervisory responsibility Required Skills, Education, and Experience: 3+ years of experience in business commercial banking, with a proven track record in managing and growing a diverse commercial client portfolio. Ability to analyze financial statements and assess credit risk, with a strong understanding of financial products and services tailored to business owners. Excellent interpersonal and communication skills, with the ability to build rapport and maintain long lasting relationships with members and stakeholders. Proven ability to identify and seize new business opportunities, while effectively managing multiple priorities and deadlines. Must meet the NMLS qualification and registration requirements under the SAFE Act of Regulation Z, including a criminal background and credit check. Adheres to all applicable Federal and State laws and regulations governing the Credit Union, including the Bank Secrecy Act (BSA). Preferred Skills, Education, and Experience: Bachelor's degree in business, accounting, finance, or equivalent work experience. Work Environment: Elevations uses multi-factor authentication to keep our data safe. As such, a personal smartphone is a requirement for employment with us. This job operates in an office setting and routinely uses standard office equipment. Physical Requirements: Retail Operations and Marketing: Sitting frequently, walking occasionally, use of hands frequently, hearing constantly, talking frequently, exerting up to 10 lbs of force occasionally and up to 25 lbs of force infrequently to lift, carry, push, pull, or move objects. Position Type/Expected Hours of Work: Full Time/40 Hours per week Compensation Information: The person hired into this position will likely earn between $70,562.27 and $88,204.84, plus annual bonus Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer. Anticipated Application Window: This role is anticipated to close within 35 days from the date of posting. However, if the position has not been filled, Elevations may keep the application period open longer. Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. About Us: Elevations Credit Union is a member-owned not-for-profit financial institution serving Colorado's Front Range. Founded in 1952, we've grown from 12 members and less than $100 in assets to an institution with 15 branches and more than 170,000 members that manages over $3 billion in assets and is the No. 1 credit union mortgage lender in Colorado. At Elevations, we've made a commitment to move away from a product-centered business model and focus instead on creating consumer solutions. Our objective is to provide our members, as well as the entire community, with unbiased consumer information. EEO Statement: The Credit Union is dedicated to the principles of equal employment opportunity. We prohibit unlawful discrimination against applicants or employees on the basis of age 40 and over, race (including traits historically associated with race, such as hair texture and length, protective hairstyles), sex, sexual orientation, gender identity, gender expression, color, religion, creed, national origin, ancestry, disability, military status, genetic information, marital status, or any other status protected by applicable state or local law. Candidates for certain positions may be required to submit to a credit history report in determining qualification for employment with Elevations Credit Union. If the position you are applying for requires a credit history report, any information received in such a report will not be the sole factor in making an employment decision. A history of personal financial irresponsibility may be reason for disqualification insofar as it relates to your potential job duties. Elevations Credit Union is aware that occasionally there are extenuating circumstances that may affect an individual's credit history. We comply with the Fair Credit Reporting Act and the Colorado Employment Opportunity Act. ELEVATIONS CREDIT UNION'S COMMITMENT TO PRIVACY Your privacy is important to us. When you use this Careers site to apply for a job at Elevations Credit Union ("we" and "us"), we collect your personal information. Examples of personal information collected on the Careers site include your name, contact details, and information you provide for purposes of job applications. We do not sell your personal information to a third party. We may share your information with a third party who is performing a service for us related to job applicants. If you have any questions about this privacy statement, please contact us. Applicants have rights under Federal Employment Laws Know Your Rights Poster Employee Polygraph Protection Act (EPPA)

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: Analyze and evaluate internal systems and procedures of assigned line of business by way of assigned projects, concentrating specifically on the efficiency and effectiveness of these systems and procedures, and the overall quality of the results or services provided. Assigned projects are high priority and may be high risk. May manage a small group of analysts. requires strong knowledge of banking products, specifically related to FDIC and titling of accounts. may be filled in either posted location 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. Perform special projects as assigned in the general areas of problem identification and resolution, performance and productivity improvement as well as quality enhancements. Responsible for recommendation of improvements and enhancements within area of responsibility. This is to include completing process mapping, workflow analyses, and process re-engineering. Prepare detailed procedural manuals for area of responsibility. Coordinate and participate in any training that is necessary as a result of conclusions reached in project-related activities or system implementation. Provide application support, which includes problem research, analysis, resolution, and on-call support. Upon assignment of a recommendation or stated enhancement project, complete a full evaluation to include efficiency, effectiveness and cost benefit analysis. Maintain and communicate knowledge of industry trends and technology. Develop and maintain a professional relationship with vendors supporting assigned systems. Help ensure regulatory compliance as applicable. Act as the technical resource for assigned systems, to include preliminary project plans, project workbooks, etc. for necessary actions involving IT for enhancements, upgrades or implementation. Maintain statistics, records and reports that help establish quality control standards at an acceptable rate. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree in business or equivalent education and related experience Seven years of banking experience, three years as a Line of Business expert or Senior Business Analyst Excellent negotiation and presentation skills. Thorough analytical, planning and quality control, problem-solving and organizational skills Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Strong interpersonal and communication skills, verbal and written; ability to successfully interact with and influence all levels of management and staff. Creative, flexible, decisive, and adaptable to a dynamically changing business/production environment Ability to support daily activities for large, multi-function operations of moderate to high risk in operations in a 24 X 7 environment Thorough understanding of process and production management principles. Demonstrates effective strategic planning and process improvement aptitude for multiple bank operations functions Preferred Qualifications: Advanced degree in Business, or equivalent education and related experience General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

At BBH, Partnership is more than a form of ownership-it's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what's next, this is the right place to build a fulfilling career. Join us as a Senior Risk Analyst As a Senior Risk Analyst you will be responsible for the execution of risk and control best practices for the Private Banking line of business. The position works closely with Relationship Managers and staff, CP Administration, Investment Operations, Global Financial Crimes Compliance, OGC, Compliance and Internal Audit. The position has primary responsibility for providing oversight/ support for Risk processes such as reporting, account lifecycle, Risk training and other initiatives that arise. Some of your key responsibilities include: Risk Management/Risk Mitigation Provide guidance to the line of business on new clients and account lifecycle issues Critically assess the Capital Partners control infrastructure as well as help design, recommend and implement change Actively participate in working groups and projects to ensure that the appropriate risk mitigation is applied to business initiatives and operating arrangements Assist with the ongoing analysis for risk events to develop solution-driven risk reduction Support driving a culture of risk awareness, which promotes transparency and escalation Assist with periodic risk management training and awareness sessions Perform risk management responsibilities in collaboration with broader Enterprise Risk Management team to ensure execution of best practices Reporting Support the development of metrics and reporting to measure, monitor and manage key risks across Capital Partners Assist with the analysis of periodic risk oversight reporting as well as presentation to the various stakeholders Contribute to the preparation and presentation to oversight committees on risk topics Qualifications: Bachelors' Degree required Minimum of 6+ years of related experience Understanding of risk management policies and methodologies Team management experience, preferred Understand private wealth management, corporate lending and private equity businesses Demonstrated ability to exercise independent judgment Exceptional interpersonal skills and ability to collaborate successfully Strong communication (both verbal and written) and presentation skills Strong analytical skills and the ability to identify patterns and trends Strong attention to detail This role can be based in either our Boston or NYC locations and is a hybrid role, with a minimum of three days per week in office. Salary Range $110k-$130k base salary + annual bonus target BBH's compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck-providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being. We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn't followed a traditional path, includes alternative experiences, or doesn't meet every qualification or skill listed in the job description, please do go ahead and apply. About BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us. We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development-so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice-creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often-pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours. Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Senior Counsel, Open Banking Overview: Mastercard is searching for a technology and transactional lawyer to provide product development and commercial sales legal support and counsel to the Mastercard Open Banking Americas team. The role will act as an advisor for Mastercard Open Banking's product and sales teams by partnering with the business to deliver on commercial objectives and strategy. The role will report to the Vice President for the Mastercard Open Banking Americas legal team. Role: The key responsibilities for the role include: Provide legal and business risk assessment and analysis on matters including new product constructs, sales agreements and go-to-market strategies related to Mastercard's open banking products in the Americas. Advise from the concept through development to launch stage and beyond of various solutions and services. Structure, draft, review, and negotiate a wide range of contracts with various partners in the open banking ecosystem. Provide legal advice to the business on a wide range of commercial and contractual matters. Collaborate with product and legal teams (including regulatory, compliance, and data privacy) to advise holistically on product constructs and commercial agreements to ensure that they are consistent with business strategy, internal policies and procedures and applicable laws and regulations. Work with internal and external regulatory counsel relating to the impact of local laws, government regulations and directives relating to Mastercard's open banking solutions. Develop strong relationships with product development, business and sales teams, and senior management within the company. Ensure compliance with company policies and procedures. Support initiatives of the open banking team in Americas and globally; provide support to international colleagues as needed. Take responsibility for special projects while continuing to handle a steady stream of day-to-day matters. All About You US qualified lawyer with solid transactional training and experience (preferably including both law firm and in-house work experience). Experience with product development and open banking or other regulated products is a specific plus. Strong drafting and negotiating skills with the ability to understand and simplify complex concepts, issues, technologies, and deal structures. Keen business insight and strong communication skills to interact confidently and effectively. Fast learner who can gain rapid familiarity with complex and evolving products and solutions and navigate complex legal and regulatory challenges. Thorough and detail-oriented, able to prioritize, and juggle multiple projects and demands. Team player and willing to take on a variety of responsibilities and roles that support the team, department and the company. Able to work independently and collaboratively, including with our global colleagues, but also take direction from manager and other team members, as appropriate. Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary based on location, experience and other qualifications for the role and may be eligible for an annual bonus or commissions depending on the role. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance), flexible spending account and health savings account, paid leaves (including 16 weeks new parent leave, up to 20 paid days bereavement leave), 10 annual paid sick days, 10 or more annual paid vacation days based on level, 5 personal days, 10 annual paid U.S. observed holidays, 401k with a best-in-class company match, deferred compensation for eligible roles, fitness reimbursement or on-site fitness facilities, eligibility for tuition reimbursement, gender-inclusive benefits and many more. Pay Ranges Purchase, New York: $187,000 - $300,000 USD Arlington, Virginia: $187,000 - $300,000 USD Atlanta, Georgia: $163,000 - $261,000 USD Boston, Massachusetts: $187,000 - $300,000 USD Chicago, Illinois: $163,000 - $261,000 USD O'Fallon, Missouri: $163,000 - $261,000 USD Salt Lake City, Utah: $163,000 - $261,000 USD San Francisco, California: $196,000 - $313,000 USD Seattle, Washington: $187,000 - $300,000 USD

Who We Are At Old Second, you're first! For more than 150 years, Old Second has consistently put businesses and individuals throughout the Chicago area first, and we're only getting started. With great employees we've grown from a single location in the back of a general store to 50 locations and over $6 billion dollars in assets. At Old Second we embrace values that foster an environment of community and growth. Recently, we've been voted a Forbes Best-In-State Bank for Illinois by our customers. Be a part of something big as we continue our growth story together! Position Overview The Group President, Senior Managing Director of Commercial & Industrial Banking is a highly experienced commercial banker with prior leadership and sales management experience. The Group President leads the Middle Market C & I group with a focus on growing and retaining profitable relationships within the Mid-Market segment (companies with annual revenues generally above $25 million). Incumbent focuses on the delivery of value-added financial solutions and marketing of ancillary bank services to clients and prospects that will help them reach their goals and maximize the Bank's revenues over the life of the relationship. Incumbent is responsible for generating leads and opportunities to lead team in company growth objectives and is expected to oversee commercial bankers with portfolios of $50 to $100 million and prospect for loans in the $5 million and above range. This individual leads others who are expected to book a minimum of $20 million-$40 million in C&I related business, with the emphasis on full relationship opportunities. The Group President is also responsible for C&I administration inclusive of meeting CRA and regulatory requirements, meeting credit risk mitigation expectations, participates in Loan Committee, interacts with other members of executive leadership and business partners within Compliance, Credit, Wealth & Retail Management, and others. Serves on Bank Committees as appropriate and fosters Community relationships. Essential Job Functions Leads C & I Group in building relationships with customers and prospects to thoroughly evaluate their commercial banking needs. Major focus will be lending with additional emphasis on cross-selling Cash Management products, Retail Banking and Mortgage products, and Wealth Management services. Oversees final assessment of the groups' business opportunities to ensure that the potential business follows prescribed profitability standards. Creates and executes comprehensive business/calling/prospecting plan to maximize business opportunities and relationships. As a seasoned lender, incumbent is expected to prospect for solid credits and relationships in markets that are inside and outside the Bank's historical footprint. Ensures Commercial regulatory requirements including CRA and general compliance standards are achieved. Develops strategies in concert with Compliance to achieve these expectations. Expands Centers of Influence base via ongoing, results-oriented community networking. Builds internal relationships with non-Commercial business unit representatives by inviting them out on appropriate client calls and working collaboratively to meet the banking needs of middle market customers. Coach/mentor/supervise a team of lenders. Supervisory Responsibilities This role has direct supervisory responsibilities and carries out responsibilities in accordance with the company's policies and applicable laws. Responsibilities include planning, assigning and directing employee's work; evaluating performance; rewarding and disciplining employees; addressing complaints, performance coaching, and resolving issues; interviewing, hiring and training. Minimum Requirements Bachelor's degree in Business, Finance, or related field and ten or more years of experience in Commercial Lending with a proven track record of successful business deals that feature total relationships. MBA preferred. Must have direct and extensive experience/knowledge within the Greater Chicago market. Competencies Excellent leadership skills; ability to attract and retain talent to grow the C&I Group. History of making sound decisions that produce quality results and mitigate risk exposure. Proven relationship management skill and the ability to establish rapport with business owners. Quantifiable credit skills and a proven sense of discernment about credit quality. Experience working within and meeting commercial regulatory and CRA requirements. Comprehensive understanding of the bank/financial needs of current and prospective customers. Proven record of developing comprehensive, results-oriented business plans that emphasize calling, prospecting and customer retention. Excellent written and verbal communication skills as well as strong listening skills. Location Details This position requires a regular onsite presence, however, offers flexibility to work remote or offsite dependent upon business needs. Business needs may require a variation to the regular schedule as needed. The preferred onsite location is the Wacker office in Chicago. Compensation & Benefits Base pay: $205,000 - $280,000 Officer Bonus Eligible: Eligible to participate in the Annual Officer Incentive plan with a target bonus up to 50% of base salary based various performance components. Equity: May be eligible for consideration to receive equity in the form of Restricted Stock Units; Equity grants are discretionary based on a variety of factors including Bank and personal performance and are not guaranteed. Old Second is committed to fair and equitable pay practices. Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience. Benefits: How We Support You - Old Second Thanks for considering Old Second!

Join a leading fintech company that's democratizing finance for all. Robinhood Markets was founded on a simple idea: that our financial markets should be accessible to all. With customers at the heart of our decisions, Robinhood and its subsidiaries and affiliates are lowering barriers and providing greater access to financial information. Together, we are building products and services that help create a financial system everyone can participate in. With growth as the top priority... The business is seeking curious, growth-minded thinkers to help shape our vision, structures and systems; playing a key-role as we launch into our ambitious future. If you're invigorated by our mission, values, and drive to change the world - we'd love to have you apply. About the team + role The Credit Cards & Banking team imagines, designs and builds the technical bedrock of our banking products, such as the Robinhood Gold Credit Card and our new Private Banking offering. Payments, transactions, money movement - it's a complex and high-dimensional space where inspired execution has an outsized impact on the team. We seek a software engineer hungry for growth, real impact, and looking for a place where they can do their best work. 2025 will be a year of both new build and unprecedented scale. Join us and be part of history. The role is located in the office location(s) listed on this job description which will align with our in-office working environment. Please connect with your recruiter for more information regarding our in-office philosophy and expectations. What you'll do Join a high-impact team that's scaling to meet Robinhood's growth and evolving product needs. In this role, you'll: Build and launch major new systems that power Robinhood's flagship Credit Card and Private Banking offerings. Solve complex engineering challenges, from scaling distributed systems to optimizing for rock-solid reliability. Design systems that will support millions of users while enabling seamless integrations with world-class financial partners. Drive innovation at the intersection of software engineering and financial technology, shaping the backbone of our products' success. Join a team of best-in-class engineers who will both challenge and inspire you to reach potential and exceed it. Get your next 2 years of career growth in 6 months. What you bring You're a creative problem solver with a passion for building reliable, high-performance systems that scale. You thrive in fast-paced environments and are excited about taking on complex challenges. You have: A track record of designing, building, and shipping highly scalable and secure systems. You tackle challenges with tenacity and creativity. You take pride in executing excellently and quickly. You can balance strategic thinking with execution, making thoughtful trade-offs to deliver results. A life philosophy of continuous improvement: you are always pushing yourself and your peers to raise the bar. You are passionate about building cultures of excellence, trust, and shared success. Prior experience with financial systems and related third parties a plus. The ability to balance strategic thinking with execution, making thoughtful trade-offs to deliver results.. What we offer Highly engaged management team with an established history of developing engineers Provide a work environment for you to perform at your best Market competitive and pay equity-focused compensation structure 100% paid health insurance for employees with 90% coverage for dependents Annual lifestyle wallet for personal wellness, learning and development, and more! Lifetime maximum benefit for family forming and fertility benefits Dedicated mental health support for employees and eligible dependents Ample time away including company holidays, paid time off, sick time, parental leave, and more! Catered meals, fully stocked kitchens, and geo-specific commuter benefits Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. This role is also eligible to participate in a Robinhood bonus plan and Robinhood's equity plan. For other locations not listed, compensation can be discussed with your recruiter during the interview process. Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC) $157,000-$185,000 USD Zone 2 (Denver, CO; Westlake, TX; Chicago, IL) $139,000-$163,000 USD Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL) $122,000-$144,000 USD Click here to learn more about available Benefits, which vary by region and Robinhood entity. We're looking for more growth-minded and collaborative people to be a part of our journey in democratizing finance for all. If you're ready to give 100% in helping us achieve our mission-we'd love to have you apply even if you feel unsure about whether you meet every single requirement in this posting. At Robinhood, we're looking for people invigorated by our mission, values, and drive to change the world, not just those who simply check off all the boxes. Robinhood embraces a diversity of backgrounds and experiences and provides equal opportunity for all applicants and employees. We are dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better our work (and work environment) will be for everyone. Additionally, Robinhood provides reasonable accommodations for candidates on request and respects applicants' privacy rights. Please review the specific Robinhood Privacy Policy applicable to the country where you are applying.

Join a leading fintech company that's democratizing finance for all. Robinhood Markets was founded on a simple idea: that our financial markets should be accessible to all. With customers at the heart of our decisions, Robinhood and its subsidiaries and affiliates are lowering barriers and providing greater access to financial information. Together, we are building products and services that help create a financial system everyone can participate in. With growth as the top priority... The business is seeking curious, growth-minded thinkers to help shape our vision, structures and systems; playing a key-role as we launch into our ambitious future. If you're invigorated by our mission, values, and drive to change the world - we'd love to have you apply. About the team + role Robinhood's Money team is building the next generation of money products for all Americans, starting with jaw-dropping Credit Cards. Our team members drive never-before-seen products and features from concept to launch to hyperscale. As a Product Manager, you will focus on product led growth, marketing and cross-sell for all money products, specifically Banking, etc. You will be at the core of shaping the future of our Banking product to supercharge customer operations, ultimately helping drive best-in-class customer experience. The role is located in the office location(s) listed on this job description which will align with our in-office working environment. Please connect with your recruiter for more information regarding our in-office philosophy and expectations. What you'll do Lead a team of engineers, designers, researchers, data scientists and marketers to better understand our customers and their most pressing needs Establishing a product vision and shared set of priorities across the team and the company, which meet the most important needs of our customers Work with cross functional stakeholders such as legal, compliance, operations, finance etc to ensure products are built the right way Deliver products are delivered on time with an extremely high quality bar Launch delightful trendsetting consumer experiences What you bring Bachelor's, Master's, or equivalent experience At least five years of product management experience building high-quality consumer products Experience in a growth product management role Superb product and business sense Excellent analytical and communication skills Delight in bringing innovation and impact to customers, particularly in complex and dynamic environments Experience in fintech products is a plus but is not required What we offer Market competitive and pay equity-focused compensation structure 100% paid health insurance for employees with 90% coverage for dependents Annual lifestyle wallet for personal wellness, learning and development, and more! Lifetime maximum benefit for family forming and fertility benefits Dedicated mental health support for employees and eligible dependents Generous time away including company holidays, paid time off, sick time, parental leave, and more! Lively office environment with catered meals, fully stocked kitchens, and geo-specific commuter benefits We use Covey as part of our hiring and / or promotional process for jobs in NYC and certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on September 19, 2024. Please see the independent bias audit report covering our use of Covey here. Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. This role is also eligible to participate in a Robinhood bonus plan and Robinhood's equity plan. For other locations not listed, compensation can be discussed with your recruiter during the interview process. Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC) $166,000-$195,000 USD Zone 2 (Denver, CO; Westlake, TX; Chicago, IL) $146,000-$172,000 USD Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL) $129,000-$152,000 USD Click here to learn more about available Benefits, which vary by region and Robinhood entity. We're looking for more growth-minded and collaborative people to be a part of our journey in democratizing finance for all. If you're ready to give 100% in helping us achieve our mission-we'd love to have you apply even if you feel unsure about whether you meet every single requirement in this posting. At Robinhood, we're looking for people invigorated by our mission, values, and drive to change the world, not just those who simply check off all the boxes. Robinhood embraces a diversity of backgrounds and experiences and provides equal opportunity for all applicants and employees. We are dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better our work (and work environment) will be for everyone. Additionally, Robinhood provides reasonable accommodations for candidates on request and respects applicants' privacy rights. Please review the specific Robinhood Privacy Policy applicable to the country where you are applying.

DUTIES: Maintain and distribute all loan approvals. Complete the necessary Patriot Act Search, request flood and property reports, UCC searches, Credit Reports, DNBireports, Value Line reports and all other requested reports from the appropriate provider/vendor. Must review items provided to ensure correct searches/reports are ordered. Follow up to make sure reports are received. Prepare Commercial Loan documents utilizing the Bank's contracted Documentation Preparation software, Microsoft Office products, Adobe Acrobat or other programs as needed. Requires an understanding of Commercial Lending/Loan structure and how that translates to documentation preparation. Must have the ability to analyze the information provided and properly document the loans in accordance with the approval, Credit Policy, and State and Federal laws and regulations. Calculate payments and determine interest rate change details. Prepare commercial banking's Notice of Adverse Action letters and image all Denied and Withdrawn commercial loans. Fund new loans and process advances on existing loans, monitor customer's borrowing base certification and ensure that all required documentation/approvals are received prior to advance being completed. Process fees for loans including, but not limited to, commitment fees, documentation fees, and report fees. Log all required financial and documentation information received. As requested, work with branch personnel to open deposit accounts on specified commercial related accounts. Respond to internal/external customers as assigned. Assist with software upgrade testing and assist with research and communication talks with software vendors to resolve issues with system functionality. Complete commercial banking's HMDA reporting by reviewing loan approvals/rejections to determine which loans are HMDA reportable and then complete the LAR, all within the guidelines of Federal Law. Prepare, submit and track invoices for service providers (legal, appraisal, environmental, credit reporting, etc.) Reconcile general ledger accounts including, but not limited to, Loans in Process, deferred Remittance, etc. Prepare, organize and compile all Board packages as well as copy, scan and distribute credit/discount loan packages. Work with Loan Administration to research and resolve servicing errors. Perform all other related duties as assigned pertaining to the job function.