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Investors Community Bank logo
Investors Community BankColumbia, Missouri
About Us Investors Community Bank is growing in Columbia and looking for great people to grow with us. Since 1934, we’ve proudly served Chillicothe with strong community ties and trusted relationships. Now, we’re bringing that same commitment to Columbia. Join us and help shape the next chapter of our story. Learn most about Investors Community Bank at my-investors.com . Be a Key Leader in Our Columbia Branch Investors Community Bank is a relationship-driven community bank with a strong focus on business banking and commercial lending—while still offering the personal banking services our customers rely on. We’re proud to serve our clients with expertise, integrity, and a deep commitment to local communities. We’re looking for a dedicated and service-oriented Branch Operations Lead to support the continued growth of our Columbia branch. In this role, you’ll guide and mentor Universal Bankers, ensure smooth and compliant daily operations, and help build strong relationships with customers, local businesses, and the broader community. Job Description As Banking Operations Lead, you’ll balance the day-to-day responsibilities of branch oversight with opportunities to represent Investors Community Bank at community events, chamber activities, and local business initiatives. This position is ideal for someone who values both operational excellence and community engagement—bringing steady leadership inside the branch and an approachable presence outside of it. Key Responsibilities Supervise and support Universal Bankers, providing guidance, training, and performance feedback. Oversee daily branch operations, including teller services, account openings, cash handling, and reconciliations. Ensure accuracy, efficiency, and compliance with all bank policies and regulatory requirements. Serve as the communication bridge between the branch and the Chillicothe main branch, implementing initiatives and sharing feedback. Deliver excellent customer service, building strong relationships and identifying opportunities for growth. Support branch marketing efforts and represent the bank at community events. Qualifications 2+ years experience in retail banking or financial services, with leadership or supervisory responsibilities preferred. Strong knowledge of branch operations, teller functions, and regulatory compliance. Excellent leadership, communication, and customer service skills. Ability to balance operational oversight with business development and community engagement. Proficiency with banking systems and Microsoft Office Suite. Benefits Offered Health Coverage: Medical, dental, and vision plans. Retirement: Features a Simple IRA retirement plan. Ancillary/Voluntary: Supplemental and voluntary options are available, including Life, Accident, Critical Illness, and Cancer.

Posted 2 days ago

Morgan Stanley logo
Morgan StanleySouth Jordan, Utah

$65,000 - $103,000 / year

We’re seeking someone to join our team as an Associate in Private Banking Operations- Collateral Middle Office to provide operational support by completing items that encompasses a wide range of operational, credit, and market risk management responsibilities within securities-based lending collateral management. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Analyst level position within Product Support & Services, which is responsible for providing transaction support and managing post execution processes. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Morgan Stanley Salt Lake has been rooted in the community since 1997 and supports the Firm’s global Wealth Management, Operations and Technology divisions. With the recent acquisitions of E*TRADE and Solium, Morgan Stanley super-charged its Wealth Management and Corporate and Institutional Solutions businesses to deliver a first-class experience for investors, traders and institutional clients and participants. Our talented teams have established strategic centers of excellence and earned multiple awards, including J.D. Power Customer Service Certification for more than 5 years. We proudly give back to local nonprofit organizations in Salt Lake by offering up our unique skillsets, thousands of volunteer hours and dedicated financial support. Interested in joining a team that’s eager to create, innovate and make an impact on the world? Read on… What you’ll do in the role: Process transactions/tasks within coverage area Respond to client requests with accuracy and speed, ensuring compliance with all policies and procedures Follow escalation framework, taking responsibility for identifying, escalating and preventing issues Raise issues, question others and offer solutions/ideas Analyzing large datasets to identify risk, exposure, and anomalies. Developing strategic solutions for new products and controls to support reporting, stress testing, and risk mitigation. Collaborating with Margin Managers, Credit Risk, Technology, and field teams. Interpreting new FINRA directives and assessing their impact on firm policies and procedures. What you’ll bring to the role: Ability to build trust and find innovative ways to improve teamwork, functions/processes and create a positive work environment Understanding of business area supported, client requirements, and importance of not compromising control to comply with client requests Culture carrier across Operations, embracing the Firm's core values At least 0-2 years’ relevant experience would generally be expected to find the skills required for this role Proven track record of achievement and ability to take initiative in a dynamic environment. Familiarity with financial markets and the current regulatory landscape. Strong written and verbal communication skills, with the ability to convey complex information to diverse audiences. Adaptability to multiple functions, including line work, projects, and process improvement initiatives. Ability to drive process enhancements and efficiency improvements. Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint. Strong proficiency in Python. Growth mindset with a commitment to continuous learning. Ability to perform under pressure and meet deadlines. Excellent organizational and time management skills. Self-motivated with a strong sense of accountability. Positive attitude and collaborative approach. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. For NY Based Candidates: Expected base pay rates for the role will be between 65,000 and 103,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 2 weeks ago

Narmi logo
NarmiNew York, NY

$200,000 - $275,000 / year

About Us Narmi is how community financial institutions unlock the very latest capabilities in digital banking, account opening, and lending so they can move faster, tap new growth opportunities, and be where banking is going. Since our founding, Narmi has enabled the movement of billions of dollars and the opening of hundreds of thousands of accounts for banks and credit unions across the U.S. The results speak for themselves: our customers have grown deposits, revenue, and customer satisfaction, with one of the first institutions powered by Narmi recognized by Bankrate and NerdWallet for delivering the #1 digital banking experience in the country. Purpose: Narmi is looking for a seasoned and driven financial institution executive who will help bring success to financial institutions across the country. A summary of responsibilities include: helping Narmi’s prospects and customers understand the power and value of the Narmi Platform, representing Narmi at industry events, and ultimately driving success of the company by leveraging real-life banking experience. Persona Profile: You are a highly experienced, executive-level professional with deep roots in the banking or credit union industry. Ideally you have been a C-Suite employee at a digitally focused, high performing financial institution. You are a natural relationship builder, excelling at earning trust and navigating complex industry matters and relationships. You have a proven track record of driving consensus both internally and externally and are comfortable as a public-facing representative for the company. Importantly, you can be a “road warrior”, ready and willing to travel frequently to build and maintain key relationships. In-person collaboration between financial institutions and Narmi is critical and we will need you onsite and ready to contribute. Finally, you know what it is like to run a successful financial institution. You understand the need for digital transformation and the complexity that comes with it. Ultimately, your goal is to drive confidence in the Narmi Platform for prospects and customers. At Narmi, how we work is just as important as what we build. We call this The Narmi Standard: High Ceiling: You go beyond the obvious, take initiative, and hold yourself to high standards with care. Low Ego: You put the mission above ourselves, share credit freely, and lead with curiosity. Alignment to Mission: You believe that helping community financial institutions win against Mega Banks and FinTechs is a worthy endeavor, and will use that belief as a northstar to anchor your efforts to that goal. High Commitment: You follow through, roll up your sleeves, and keep the bar high for yourself and others. What you'll do: Relationship Management: Build and maintain strong relationships with C-level executives at prospect and customer/regional/community financial institutions Deal Navigation: Provide both strategic and tactical guidance to navigate complex sales and expansion processes, driving internal and external consensus to close agreements Business Development: Use your existing network to generate new business opportunities and open doors for the company. Thought Leadership: Represent the company at speaking engagements, conferences, and industry events. Contribute to thought leadership content and initiatives Travel: Travel 30-50% of the time to meet with customers, prospects, attend events, and build a strong presence in the market. A willingness to travel is a must Communication : Be an expert communicator of Narmi’s message to leaders in meetings and demos in support of the sales process Internal Team Alignment: Collaborate closely with Sales, Marketing, & Customer Success teams to coordinate closely and align with existing processes, relationships, and customer touchpoints Product & Roadmap Influence : Collaborate with product teams to articulate customer & prospect impact of product development priorities, timelines, etc. Who you are: A former Senior Leader from a Banking/Credit Union Association A former C-level Executive from a Regional/Community Bank or Credit Union A seasoned Relationship Management Executive from a Core or similar FI Technology Service Provider A former Executive from a Banking Industry Consultant This role’s expected annual base salary is $200,000 - $275,000 , plus a target bonus of up to 50% of base salary . Base salary is only part of your total compensation. In addition to your base salary, you will be granted equity options that are intended to incentivize your performance in line with the company’s strategic objectives and future growth of Narmi. Compensation included in an offer will be commensurate with the candidate’s skills, experience and geographic location. Compensation ranges for candidates located outside of New York City may differ. You will also receive a full benefits package. We believe that high-performing teams include people from different backgrounds and experiences who can challenge each other's assumptions with fresh perspectives. To that end, we actively seek a diverse pool of applicants, including those from historically marginalized groups. Please note that all correspondence related to this role will come directly from Narmi (email addresses ending in @narmi.com or @narmitech.com), and not from a third party. If you receive correspondence from an individual claiming to represent Narmi please let us know immediately at security@narmi.com.

Posted 30+ days ago

DC Advisory logo
DC AdvisorySan Francisco, California

$175,000 - $200,000 / year

DC Advisory is an international investment bank with more than 700+ professionals in 24 locations throughout Asia, Europe, and the U.S. Through 11 industry-focused teams, the firm offers independent advice on M&A, debt raisings and restructurings, and private capital, and provides access to Asia investment knowledge. At DC Advisory, making a difference is our common vision and our respect for diverse thinking fosters an environment for our people to thrive. We are a global investment bank committed to providing the Right Advice™ with integrity, honesty, and respect. The Role As an Associate on the technology and software team based in our San Francisco office, you will be responsible for supporting day-to-day M&A, capital raising, restructuring, debt advisory and financial advisory deal processes and projects. You will learn the core knowledge of the investment banking industry and expand your knowledge in key analytical, communication, marketing, and sales skills. Every day is different, and your job responsibilities will include a range of projects and assignments including creating financial models, drafting pitch and marketing materials, participating in client presentations and training and managing Analysts. You will be a role model to our Analysts by identifying training and learning opportunities and monitoring work quality. Our Associates possess strong problem-solving and analytical skills, a strong work ethic and thrive under pressure. You will be expected to play a critical role on transaction teams and make a difference for our clients. We partner with you to advance your career goals while providing consistent transparent feedback fostering personal and professional growth. Position Requirements Qualities we seek include: An unwavering commitment to excellence and a high degree of maturity A high level of initiative, motivation, attention to detail, positive attitude, and the ability to excel in a fast-paced, entrepreneurial, high performance work environment An outstanding academic record (undergraduate and or MBA) The ability to work as part of a team in an environment that demands excellence, time and energy Personal integrity, initiative and leadership qualities Strong quantitative, verbal and written communication skills; strong financial understanding and financial modeling skills a plus Strong multi-tasking and time management skills Highly proficient with Microsoft Office suite SIE, Series 79, Series 63 (either must have or must take exams within 30 days of start date) Preferred Experience At least 3 - 5 years of experience with M&A transactions in the technology and software sector Compensation & Benefits: Salary Range: $175,000 - $200,000 + annual discretionary bonus Medical / Dental / Vision Insurance Long Term Disability, Short Term Disability, AD&D Insurance Pet Insurance Health Savings Account Retirement Pans (401K) Pre-Tax Commuter Benefits Working Arrangement Please note this position will operate in a hybrid capacity with four days on-site in our San Francisco, CA office (Monday - Thursday) with the option to work from home on Fridays

Posted 30+ days ago

Wells Fargo Bank logo
Wells Fargo BankSan Francisco, California

$138,500 - $287,600 / year

2026 Investment Banking Summer Associate Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients. The 10-week Summer Associate Program is designed for MBA students between their first and second year. You’ll be aligned to a product or industry group and immediately contribute to active client engagements. The program includes immersive training, project-based learning, senior leader engagement, and networking opportunities across business lines. You will be part of a focused, high-performing team that supports clients through strategic transactions and capital raising. From day one, you will engage in live projects, build relationships with clients and senior bankers, and contribute to the work that helps our clients achieve their objectives in today’s dynamic environment. What to Expect The program begins with seven weeks of comprehensive training in Charlotte, covering financial accounting, credit analysis, valuation, and modelling. Following training, you will step directly into deal execution and client advisory work. Your responsibilities may include: Building valuation models and supporting transaction execution Conducting company and industry research Preparing client materials and pitch presentations Participating in diligence sessions, client meetings, and internal discussions Collaborating with senior bankers on engagements across sectors and geographies Supporting the development of junior team members Throughout the program, you will receive hands-on coaching, mentorship, and ongoing feedback to support your development. Is This Program Right for You? We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike. Required Qualifications 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education Desired Qualifications MBA with an expected graduation date of December 2026 to June 2027 Strong verbal and written communication skills Ability to operate effectively both independently and in teams Advanced Microsoft Office (Excel, PowerPoint, Word) skills Track record of leadership or involvement in professional or academic initiatives Program Locations Positions are available in San Francisco, with limited Los Angeles. Pay Range: CA (San Francisco, Los Angeles): $175,000 Yearly This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $138,500.00 - $287,600.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 31 Jan 2026 Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Posted 1 day ago

Royal Bank of Canada logo
Royal Bank of CanadaHouston, Texas
Job Description 2027 Global Investment Banking Summer Analyst - Houston What is the opportunity? RBC Capital Markets is a premier investment bank that provides a focused set of products and services to corporations, institutional investors and governments around the world. With more than 7,100 professionals, we operate out of 70 offices in 15 countries across North America, the U.K., Europe, and the Asia-Pacific region. We work with clients in over 100 countries around the world to deliver the expertise and execution required to raise capital, access markets, mitigate risk and acquire or dispose of assets. We are consistently ranked among the largest global investment banks according to Bloomberg and Dealogic. RBC Capital Markets is part of a leading provider of financial services, Royal Bank of Canada (RBC). Operating since 1869, RBC is one of the top 15 largest banks in the world and the fifth largest in North America, as measured by market capitalization. With a strong capital base and consistent financial performance, RBC is among a small group of highly rated global banks. U.S. Summer Analyst Program Each year, we invite high-performing, rising college seniors to join our Global Investment Banking (GIB) platform for a 10-week U.S. Summer Analyst Program. The program offers Summer Analysts an opportunity to work alongside our investment bankers on a variety of live transactions as well as client- facing business development initiatives. What will you do? GIB provides a complete suite of strategic advisory services, as well as equity and debt capital raising capabilities for leading corporations, institutions and governments. RBC Capital Markets’ Houston office recruits for the Energy industry group. As a GIB Summer Analyst you will spend your time: Developing and preserving complex financial models Creating pitch books and other client materials Generating and maintaining financial models and analysis Conducting research to analyze market trends Supporting live deals and major transactions What do you need to succeed? In selecting Summer Analysts, we look for the following: Undergraduate students in their penultimate year of study at an accredited four-year college or university Excellent written & verbal communication skills Familiarity with computer applications such as MS Outlook, Word, and Excel Ability to manage multiple competing priorities and thrive in a fast-paced and challenging environment Value and possess strong competency in the following behaviors: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset Well-rounded set of interests and extra-curricular activities beyond academics What’s in it for you? We thrive on the challenge to be our best, think progressively, continue our growth, and deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our individual/collective potential, making a difference to our communities, and achieving success that is mutual. From this experience you would gain: A strong foundation in fundamental investment banking skills such as financial modeling and analysis, transaction execution and negotiation, and in-depth industry/product knowledge A better understanding of RBC’s products and services The support of a mentor (typically a full-time Analyst) An opportunity to network and discuss career opportunities through a number of social events The good faith expected salary for the above position is $110,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: · Drives RBC’s high-performance culture · Enables collective achievement of our strategic goals · Generates sustainable shareholder returns and above market shareholder value Inclusion and Equal Opportunity Employment RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request . Job Skills Additional Job Details Address: 609 MAIN STREET:HOUSTON City: Houston Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: Job Type: Student/Coop (Fixed Term) Pay Type: Salaried Posted Date: 2025-11-03 Application Deadline: 2026-01-30 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above I nclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com .

Posted today

CrossCountry Consulting logo
CrossCountry ConsultingNew York, NY

$120,000 - $254,000 / year

From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here . By joining our rapidly growing Business Transformation – Banking and Capital Markets practice you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our clients solve today's challenges and set the foundation for future success. As an Associate Directo r at CrossCountry Consulting you will be responsible for a mix of client delivery, leading teams and developing junior team members, and participating in business development activities. What You'll Do: Working with high-performing teams to analyze, evaluate and enhance our clients’ capital markets businesses, including processes, governance, data and technologies Interface with clients at all levels of an organization to help them solve their most challenging questions and support the Capital Markets practice in developing new offerings and thought leadership to take to market, enhancing our capabilities and services Strong understanding of how capital markets firms operate across the trade life cycle (e.g., derivatives, securities) and corporate functions (e.g., product control, finance & regulator reporting, market/credit risk, compliance, etc.); and tools that are used across front, middle and back office such as Murex. Understanding of risk models and model validation process is a plus Conduct current state/future state gap analysis for individual business areas Develop business process flows using standard flowcharting methodology in tools such as Microsoft Visio Conduct requirements gathering/scoping sessions with clients, and provide all necessary documents (e.g. Meeting notes, Business Requirements Documentation, Functional Specifications, etc.) Develop report specifications showing data fields required, where sourced and any formulas or algorithms required to produce report Drive project management activities including status reporting or maintain RAID logs, and able to conduct scrum meetings for defect / development management Create system test plans and perform testing, being familiar with testing tools such as JIRA Assist clients in defining and performing user acceptance tests and ensure functionality matches user requirements Provide insight to clients’ teams in industry leading practices Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes Assist with training and other change management activities, including development of materials/communications Support CrossCountry leadership team on internal projects, including but not limited to the following: sales/marketing initiatives, recruiting, and organizational development What You'll Bring: Bachelor’s degree (or higher) in Accounting, Business, Finance, Information Systems, Information Technology, or other technical discipline 9+ years in Big Four or equivalent background working at a financial services company or comparable experience working as an advisor to a financial services organization Strong strategic planning skills with past experience working with C-Suites executives to build out Organizational Level Strategic Roadmaps. Strong knowledge with a range of financial products, including derivatives, equities, and fixed income; foreign exchange; and commodities Knowledge of industries, including investment banking, broker-dealers, custody, fund administration and investment management Strong understanding of capital markets across the trade and client life cycle, and typical systems and downstream processes (Risk, Finance, Compliance) Background in either finance optimization, operations improvement, business process improvement, change management, program/project management, acquisition and divestiture implementation and/or regulatory compliance Business acumen with a strong understanding of business processes, as well as information systems Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards Professionalism and discretion in interacting with executives and clients Excellent verbal and written communication skills Strong attention to detail and organizational skills #LI-CD1 #LI-Hybrid For applicants located in New York, CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to, skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $120,000 - $254,000 per year + annual bonus + additional benefits. Benefits Summary The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: https://www.crosscountry-consulting.com/careers/benefits/ . Equal Employment Opportunity (EEO) CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace. As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.

Posted 30+ days ago

D.A. Davidson logo
D.A. DavidsonIrvine, CA
D.A. Davidson & Co. - the Strength of Advice Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. Investment Banking – Summer Analyst D.A. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Summer Analyst positions working with the firm’s Investment Banking Group. The Investment Banking Internship Program is a 10-week program that will introduce potential candidates to our Investment Banking business and the firm. Interns will work on strategic assignments assisting deal teams with mergers and acquisitions, public offerings, private placements, and other advisory services. A portion of our permanent Analyst positions will be filled from our summer internship program. Qualifications: Finance, Accounting, Economics, or Business majors with a minimum 3.5 GPA. Junior in college. Excellent verbal and written communications skills. Self-motivated, with a strong desire to excel in a challenging field. Working knowledge of business software (especially Word, Excel and PowerPoint). General level of financial knowledge and interest (financial modeling, macroeconomics, current events, etc.). Good judgment in confidential situations and ability to exercise discretion when handling confidential information. Teamwork skills and strong work ethic. Flexibility to work long hours, nights, and weekends, as needed for workflow. In this role you will: Research and provide presentation / research material for pitch books, memorandums, presentations and other projects Develop financial modules to analyze a wide variety of client-specific projects. Collaborate with an industry team from peer analysts to managing directors. Work on various projects to support client relations Support business development activities of senior investment bankers Monitor and update contact/deal database as needed for specific deal teams Assist deal teams with other necessary day to day responsibilities During this internship, you will be paid on a bi-weekly basis at an annualized salary rate of $70,304 . At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy .

Posted 4 days ago

D.A. Davidson logo
D.A. DavidsonNew York, NY
D.A. Davidson & Co. - the Strength of Advice Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. D.A. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Analyst positions working with the firm’s Investment Banking Technology Group. The Analyst will play an important role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. Qualifications: Bachelor’s degree with a minimum 3.5GPA . Position starts in-office June 2026. Some investment banking or transaction experience in related fields such as accounting, consulting or corporate finance required. Do you enjoy preparing research/analytical content for pitch books, memorandums, presentations and other projects? Working knowledge of business software (especially Word, Excel and PowerPoint). General level of financial knowledge (financial modeling, macroeconomics, current events, etc.). Excellent verbal and written communications skills, strong work ethic and teamwork skills. Self-motivated, with a strong desire to excel in a challenging field. Good judgment in confidential situations and ability to exercise discretion when handling confidential information. Flexibility to work long hours, nights, and weekends, as needed for workflow. Upon hiring, the successful completion of the FINRA Limited Representative-Investment Banking Exam (Series 79) and the Uniformed Securities Agent State Law Exam (Series 63). In this role you will: Develop financial modules to analyze a wide variety of client-specific projects. Collaborate with an industry team from peer analysts to managing directors. Support business development activities of senior investment bankers. Attend client meetings and interact on transactional and technical issues. Are you looking to actively participate in live deals, such as M&A, IPOs, and advisory? The base pay for this role is $95,000 per year. This role is eligible to participate in applicable D.A. Davidson variable compensation programs. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy .

Posted 1 week ago

U.S. Bank logo
U.S. BankLos Angeles, California

$111,095 - $130,700 / year

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Our Business Banking Relationship Managers are the primary advisor for our business clients. They play a pivotal role in helping our business clients achieve their financial goals and they do this by approaching each and every day with a single purpose – to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. We're looking for candidates that have skills and experience in: Prospecting companies with revenues above $10MM. Working with SBA (7A and 504) loans Have an established COI (circle of influence) base Proactively manage an assigned portfolio of clients by staying on top of all renewals, annual reviews, etc. ​ The responsibilities of the role include the following: Build, develop, and manage both new & existing relationships. Deliver financial expertise and client-centric solutions that build strong, long-term relationships. Spend 60-70% of their time on outside business development activities and growing their Centers of Influence network. Typically, these customers are companies up to $25MM in annual revenue and are a mix of pure C&I as well as Developer & Investor Commercial Real Estate. Obtain credit approval on loans within assigned limits and manage both loan and portfolio credit quality. Provide appropriate credit structure recommendations to customers. Have an expansive set of products, solutions and services that allow recommendations to both prospects & clients. Make appropriate referrals to other internal business units. Basic Qualifications - Bachelor's degree, or equivalent work experience- Five to seven years of relevant experience Preferred Skills/Experience - Prior experience in Developer & Investor Commercial Real Estate- Prior Commercial & Industrial experience- Experience managing complex credit structures and loan requests larger than $2.5MM- Experience working with clients and prospects up to $25MM in annual revenue- Proven success developing new business and COIs- Demonstrated knowledge of commercial credit and credit quality- Agile and innovative approach to problem solving and decision making- Excellent verbal and written communication and presentation skills- Ability to work effectively with individuals and groups across the company to manage customer relationships Location This role offers a hybrid/flexible schedule, which means there is an expectation to work onsite or be with customers three or more days a week and the flexibility to work outside the office location for the other days. If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants . Benefits: Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,095.00 - $130,700.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted today

Raymond James logo
Raymond JamesBoston, Massachusetts

$80,000 - $110,000 / year

Job Description Summary Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock. Will work on every aspect of the transaction process, including participating in drafting sessions, new business proposals and due diligence meetings. Job Description Responsibilities: Conduct research using primary data sources, and select information needed for the analysis of key themes and trends. Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice. Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios. Advise managers how to apply a wide variety of existing procedures and precedents. Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy. Edit document in line with organizational style guidelines and prepare information for publication. Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues. Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media. Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature. Develop short- or medium-term work schedules in order to achieve planned commitments. Approve overtime or use additional resources as needed. Explore issues or needs, establishing potential causes and barriers, as well as related issues. May include such responsibilities as supporting internal customers or helping senior colleagues manage internal client relationships. Manage relationships with small clients while also helping senior colleagues manage relationships with larger key clients and customers. Skills: Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies. Works without supervision and provides technical guidance when required on analyzing data trends for use in reports to help guide decision making. Independently supports business processes with comprehensive understanding and effective use of standard office equipment and standard software packages, while also providing guidance and training to others. Works without supervision and provides technical guidance when required on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives. Works without supervision and provides technical guidance when required on developing appropriate plans or performing necessary actions based on recommendations and requirements. Works without supervision and provides technical guidance when required on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations. Works without supervision and provides technical guidance when required on achieving full compliance with applicable rules and regulations in management and/or operations. Works without supervision and provides technical guidance when required on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives. Works without supervision and provides technical guidance when required on interpreting and applying knowledge of laws, regulations and policies in area of expertise. Works without supervision and provides technical guidance when required on managing client accounts in a way that provides benefits both for the organization and its clients. Works with full competence to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works without supervision and may provide technical guidance. Conducts research and analyzes data without supervision while providing technical guidance as needed in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments. Works without supervision and provides technical guidance when required on acquiring, organizing, protecting and processing data to fulfill business objectives. Works with full competence to envision and document the future state of processes and products by identifying the solution scope, potential value of the future state, and the changes to the process, products, organization infrastructure, capabilities, and technology necessary to achieve the desired future state. Typically works without supervision and may provide technical guidance. Communicates with other people without requiring supervision and provides technical guidance when required on speaking in a clear, concise and compelling manner. Works with full competence to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the return on investment. Typically works without supervision and may provide technical guidance. Works without supervision and provides technical guidance when required to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution. Works without supervision and provides technical guidance when required to uncover clients’ explicit needs and/or unforeseen opportunities and challenges. Works with full competence to understand business context, needs, rules, and architecture, as well as organizational structure, cultures, capabilities, and processes to document the current state of processes and the business. Typically works without supervision and may provide technical guidance. Works with full competence to conduct gap analysis between current and future states to identify components of the overall change strategy. Typically works without supervision and may provide technical guidance. Works without supervision and provides technical guidance when required to orient the seller's organization around delivering to the key needs of their customers. Education Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required) Work Experience General Experience - 13 months to 3 years Certifications Salary Range $80,000.00-$110,000.00 Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: Grow professionally and inspire others to do the sameWork with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mindTake ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Posted today

Mechanics Bank logo
Mechanics BankHonolulu, Hawaii

$68,440 - $107,610 / year

Mechanics Bank is currently searching for a Branch Manager Retail Banking to join our team at our Kahala Branch. The Branch Manager is vital in driving the branch towards achieving success across key areas including sales initiatives, consumer and commercial banking management, customer service, operational management, and community involvement. The Branch Manager is expected to actively make outside business development sales calls and take a leadership role within the community through participation in community events. The Branch Manager will develop and implement strategies that align with the branch’s budget and profitability goals, ensuring the delivery of superior banking services and fostering a culture of teamwork and exceptional service. What you will be doing: Develops and implements sales strategies to meet sales goals, providing ongoing training, coaching and performance feedback. Achieves targets for commercial and consumer banking products and services. Conducts outside business development efforts to expand the branch’s market presence and customer base. Leads the branch team towards achieving sales goals, providing ongoing training, coaching and performance feedback. Manages and deepens commercial and consumer banking relationships, ensuring high levels of satisfaction and loyalty. Responsible for partnering with commercial lenders and treasury sales teams in a collaborative environment to deliver the best product and services solutions. Offers tailored financial advice by thoroughly understanding client needs and available banking solutions. Continuously assess portfolio performance, initiating strategies for growth and improvement. Ensures compliance with banking regulations and policies, overseeing smooth daily branch operations. Develops and implements a strategic branch plan that considers market potential and aligns with budget and profitability goals. Enhances operational efficiency to improve productivity and minimize costs. May process transactions and account maintenance activities including processing daily transactions, opening a cash drawer, balancing the ATM, Wire Transfers, and/or acting as a back-up for the vault banker. Serves as a resource for complex account servicing needs. Works with staff to generate ways to pleasantly surprise customers, differentiating the bank from competitors. Proactively educates customers on utilizing available access channels. Assists customers with account servicing needs and resolves difficult customer issues with diplomacy. Conducts care and relationship review calls with consumer and business clients to ensure satisfaction. Represents the bank at community and business events, participating actively to enhance the bank’s community relations. Serves as the face of the bank in community and business events, actively sponsoring and participating to strengthen the bank’s community ties. Builds and maintains strong community relationships, leading initiatives that contribute to local development and underscore the bank’s commitment to the community. Who you are: Bachelor’s degree in finance, business administration or related field. Minimum of 5 years in banking with at least 3 years in a leadership role, inclusive of experience in outside sales and business development. In depth knowledge of banking regulations, market trends and a wide array of financial products and services. Successful track record in sales, business development, and managing successful teams. Strong leadership skills with a focus on community involvement and the ability to build and maintain professional relationships. Strong analytical, planning, and decision-making skills. Competency in banking systems and proficiency in Microsoft Office Suite. Local travel required. Valid driver's license, vehicle, and liability insurance required. Maintenance of internal and professional licenses and certifications specific to this job classification as directed by the Bank. #LI-AS1 Salary: $ 68,640.00 - 107,610 annually Eligible for Commission/Incentive Plan Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire.Benefits package includes[1]: Medical, prescription, dental, and vision coverage for employees and their eligible family members Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits Health Savings Account with employer contribution Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit 401(k) and Roth 401(k) with company contribution 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program Supplemental Health plans, Voluntary Legal and Identity Theft Services 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply) 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 [1] The benefits listed in this job posting reflect the Bank’s most reasonable and genuinely expected benefits offered for this position.

Posted today

Royal Bank of Canada logo
Royal Bank of CanadaHouston, Texas
Job Description • Opportunity:• RBC Capital Markets Energy Investment Banking platform is seeking an entry-level GIS Analyst. The successful candidate will play a critical role in analyzing spatial data and providing insights that inform investment strategies and decisions. This position requires proficiency with GIS software enabling the candidate to conduct analyses and create maps always ensuring high data-fidelity. Candidate must be willing to work in a fast, dynamic environment and be flexible working with cross-functional teams including engineers, geologists, and finance professionals of various seniority and expertise.• Responsibilities:• o Utilize ArcGIS to create a variety of presentation-quality maps to be used in marketing materials such as pitch books, executive summaries, and data room presentations• o Conduct spatial analyses utilizing various oil and gas specific datasets, both public and private• o Support individuals of various experience levels and disciplines, including business development, engineering, and geology• o Work closely with the GIS team to meet deadlines for day-to-day requests and collaborate on improving workflows to enhance team’s efficiency• o Primary function includes creating maps using preliminary data, leveraging industry software (Enverus Prism/IHS), digitizing, and utilizing various geoprocessing tools, including Spatial Analyst extension• o Utilize automation and technical expertise to continuously improve workflows, dataflows, and solution delivery• o Perform due diligence on shapefiles in conjunction with information supplied in Visual Data Rooms• o ~45-65 hours/week and some weekends required, i.e., on-call on a rotating basis• Qualifications:• o BS or BA in Geographic Information Science, Geography, or equivalent required• o Must be proficient in ArcGIS or similar software or demonstrate ability to learn quickly• o Must be proficient in Microsoft 365 suite• o Experience with graphics software, such as CorelDRAW, Adobe Illustrator, or similar preferred• o Basic knowledge of Python scripting or proficiency with ArcGIS ModelBuilder a plus• o Background knowledge of upstream oil and gas industry a plus• o Personality-fit:− Self-driven with a positive attitude and open to new ideas and methodologies− Able to work in a fast-paced and dynamic environment− Able to prioritize projects and requests with competing timelines− Able to pick up on new concepts and industry knowledge− High level of attention to detail− Excellent communication and interpersonal skills; ability to write clear emails and communicate with personnel is essential Job Skills Adaptability, Critical Thinking, Customer Service, Detail-Oriented, Financial Engineering, Financial Statement Analysis, Investments Analysis, Personal Development, Personal Initiative, Teamwork Additional Job Details Address: 609 MAIN STREET:HOUSTON City: Houston Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: CAPITAL MARKETS Job Type: Regular Pay Type: Salaried Posted Date: 2025-10-02 Application Deadline: Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above I nclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com .

Posted today

F logo
First National Bank Of PennsylvaniaRaleigh, North Carolina
Primary Office Location: 501 Fayetteville Street. Raleigh, North Carolina. 27601. Join our team. Make a difference - for us and for your future. Position Title: Area Mortgage Banking Manager Business Unit: Mortgage Administration Reports To: Regional Mortgage Banking Manager Position Overview: This position is primarily responsible for residential mortgage sales activities on a market level including recruiting, coaching and supporting Mortgage Loan Originators and meeting or exceeding personal mortgage production goals. The incumbent is responsible for sales management duties including accountability for mortgage production goals and other key department objectives (cross-sell initiatives, customer satisfaction results, file quality) and is also responsible for the management and facilitation of key Bank partnerships in their respective markets. Primary Responsibilities: Recruits, trains and coaches a small team of Mortgage Loan Originators to drive external and internal mortgage production and meet or exceed established goals.Originates loans from internal and external referral sources.Develops relationships with Centers of Influence (COI) to drive personal production and support production for the team through sales activities and joint sales call efforts.Executes key strategies to achieve production goals, support partnership initiatives and manages key sales activities that drive mortgage volume and production.Supports and assists Mortgage Loan Originators with structuring loans, delivering quality files, adhering to industry and corporate guidelines and facilitating solid internal partnerships with the Operations team. Assists in managing the mortgage pipeline to help facilitate and support a great customer experience.Participates in various sales and operational meetings as needed in their specific market and presents updates, market information, partnership success and other key information related to the mortgage channel.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: High School or GED Minimum Years Experience: 5 Special Skills: Detail-orientedExcellent communication skills, both written and verbalExcellent organizational, analytical and interpersonal skillsAbility to use general office equipmentAbility to use a personal computer and job-related softwareMS Word- Basic LevelMS Excel- Intermediate LevelMS PowerPoint- Basic LevelBA or BS preferred. Experience with mortgage originations and mortgage sales management. Special Licenses and Certificates: Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required. Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Posted 6 days ago

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

Posted 6 days ago

Wells Fargo Bank logo
Wells Fargo BankChandler, Arizona
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. It all begins with outstanding talent. It all begins with you. About this role: Wells Fargo is seeking a Loan Documentation Processor as part of the Commercial Banking Operations Division. Learn more about the career areas and lines of business at wellsfargojobs.com In this role, you will: Support in performing a variety of loan documentation duties on moderately complex loans to ensure compliance with company's policies and procedures for loan products Perform loan documentation for moderately complex loans Process and close for loan products Interpret Loan Documentation policies while analyzing applicant, property, and documentation, ordering all required verifications, documentation, and subsequent follow ups Receive direction from Loan Documentation supervisor and escalate non-routine questions Manage an assigned pipeline of loans and provide guidance and training to other Loan Documentation individuals Interact with immediate Loan Documentation team and functional area on routine process Required Qualifications: 2+ years of customer service, loan administration, collections, or sales environment experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Commercial Banking Experience Experience with one or a combination of the following systems: nCino, Business Lending and Sales Tracking (BLAST), Automated Financial Systems (AFS) commercial loan system, and ICMP (Imagining and Content Management Platform) Intermediate Microsoft Office (Word, Excel, and Outlook) skills Good analytical skills with high attention to detail and accuracy Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment Excellent verbal, written, and interpersonal communication skills Ability to exercise independent judgment and creative problem-solving techniques The capability to achieve high production and quality standards Ability to analyze applicable policies and procedures to ensure financial integrity of customers Job Expectations: Ability to work a hybrid schedule, at least 3 days a week working in office Posting Location: 2800 S Price Rd, Chandler, AZ #Commercialbanking Posting End Date: 14 Dec 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Posted 3 days ago

A logo
Alantra Solar Energy AdvisorsBoston, Massachusetts
ALANTRA is a global investment banking, asset management and portfolio advisory firm focusing on the mid-market with offices in 22 countries across Europe, the US, Latin America and Asia. With over 500 professionals, the firm is publicly listed since 2015 with a €500Mn market capitalizations as of October 2022. Its Investment Banking division employs over 300 professionals, providing independent advice on M&A, debt advisory, financial restructuring, and capital markets transactions. In Asset Management, Alantra offers its clients unique access to a wide range of investment strategies (direct investments, fund of funds, co-investments and secondaries) in six highly specialized asset management classes (private equity, active funds, private debt, infrastructure, real estate and venture capital) as well as private wealth management services. Alantra’s portfolio advisory team is the leading portfolio advisory unit in Europe, with over 160 seasoned professionals across the UK, Spain, Ireland, Italy, Portugal and Greece dedicated to transaction execution, structuring, pricing, modelling and data enhancement in relation to credit portfolios and banking platform. For more information, visit www.alantra.com Job Description: Overview: Alantra is seeking to hire an Investment Banking Vice President to help support its M&A and capital raising advisory business. The position is located in Boston, MA or New York, NY . The ideal candidate will have at least 3 years of relevant experience with the ability to immediately and meaningfully impact the team, while also engaging thoughtfully with Alantra's training and onboarding practices. The Associate will have the opportunity to consistently work directly with Alantra’s U.S. Managing Directors and Partners. The Vice President will have the opportunity to work directly with Managing Directors and over time high performers will have long-term opportunities to rotate through our other U.S. and overseas offices, if desired. The environment at Alantra is both collegial and entrepreneurial, and teamwork is essential to the firm’s success. A focus on innovative new ideas across all levels of the team are welcomed and encouraged, and leaders provide various career development opportunities for long-term success. The ideal candidate should be motivated, creative, outgoing, and possess a strong background in finance and accounting. Role / Responsibilities: Vice Presidents represent our firm as both a business developer and executor. They must demonstrate professional judgement and are expected to become capable of handling any assignment on their own. Vice Presidents determine project tactics, develop strategy, and conduct negotiations. They must demonstrate credibility, high level interpersonal skills, and facility in verbal and written communications. Main responsibilities include: Manage mandates, direct project teams, and build M&A process expertise Perform execution activities such as drafting buy-side and sell-side documentation, analyzing industries and companies, and developing client presentations Interact comfortably and build relationships with the full range of third-party professional advisors (legal, tax, accounting) and senior management teams at client companies Interpret and effectively present financial analysis, company valuation and modeling, and M&A-related documentation Communicate frequently with each project team and be continually aware of each mandate's progress Maintain an appropriate balance among delegation, performing the work itself, and supervision Supervise Associates and Analysts, and facilitate their learning of the M&A process Work with our recruiting team to identify, interview, and select junior candidates Why Alantra Alantra offers a unique experience for Vice Presidents to advise both domestic and international clients and to work with global colleagues on cross-border transactions. Alantra is a meritocracy, and high performing Vice Presidents will be presented with significant career growth opportunities across numerous sectors and offices. Team-oriented and collaborative culture Unique career development opportunities with focus on long-term growth and success Global training programs 100% Healthcare coverage options, HRA and FSA options, dental, vision insurance Fitness reimbursement 401k with match Employee assistance program Competitive salary and bonus plans Competitive vacation and holiday plans Pre-tax commuter benefits Company events and international offsites Team-wide community service initiatives Access to global network Requirements: Qualifications / Requirements ​ Bachelor's degree required, MBA preferred 2 to 3 years of investment banking experience at the Associate level required Established and strong professional track records in M&A Expertise in all phases of project management Results-oriented and focused on producing high-quality product Objective and constructive problem solver Able to provide direction and leadership to build a strong team environment Effective oral and written communication skills Strong client management skills Excellent analytical and modeling skills Advanced Microsoft Office skills; Expert in Excel and PowerPoint FINRA Series 79/7 and 63 licenses are required, or to be obtained within the first six months of employment Location: Boston, MA or New York, NY Start Date: Immediately Alantra is an equal opportunity employer.

Posted 5 days ago

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

Posted 30+ days ago

Royal Bank of Canada logo
Royal Bank of CanadaSan Francisco, California
Job Description Vice President, Software Investment Banking, RBC Capital Markets, LLC, San Francisco, CA: Transaction execution and new business presentations and meetings. Working with Associates and Analysts in development of pitch books and related client materials. Developing client relationships, identifying and developing business opportunities, transaction execution. Coordinating with Industry, Product and other groups to evaluate and originate new business ideas/opportunities and project manage transactions. Mentoring and developing analyst and associates. Building RBC’s presence in the above referenced area and/or assist with other areas as directed by the Firm. Identifying and pursuing investment banking business opportunities in furtherance of agreed budgets and plans. Proactively identify operational risks/ control deficiencies in the business. Review and comply with Firm Policies applicable to business activities. Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functions on a timely basis. Telecommuting permitted up to 1 day per week. #LI-DNI Full time employment, Monday – Friday, 40 hours per week, $275,000 per year. MINIMUM REQUIREMENTS: Must have a Bachelor’s degree or foreign equivalent in Computer Science, Mathematics, Engineering, Business, Economics or a related field and 5 years of progressive, post-baccalaureate related work experience in Finance and Accounting. Alternatively, the employer will accept a Master's degree or foreign equivalent in Computer Science, Mathematics, Engineering, Business, Economics or a related field and 3 years of related work experience in Finance and Accounting. Must have 3 years of experience in each of the following: * Investment Banking, Equity Research, M&A transaction, or Corporate Development for a publicly-listed company in the Software industry; * Capital markets and spreadsheet modeling; * Quantitative and qualitative analytical skills in finance and accounting; * CapIQ, FactSet, Dealogic, and Workday; * Corporate finance; and, * Financial statement analysis and valuation methodology. International travel required up to 5%. Domestic travel required up to 20%. Employer will accept any suitable combination of education, training, or experience. The base salary for this job is $275,000 per year. This salary does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: · Drives RBC’s high performance culture · Enables collective achievement of our strategic goals · Generates sustainable shareholder returns and above market shareholder value TO APPLY: Please click “Apply Now” Button Job Skills Investment Banking, Investment Operations, Investments Analysis, Long Term Planning, Order Processing, Quality Management, Recruiting, Risk Management, Trade Processing, Waterfall Model Additional Job Details Address: TWO EMBARCADERO CENTRE, 2 EMBARCADERO CENTER:SAN FRANCISCO City: San Francisco Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: CAPITAL MARKETS Job Type: Regular Pay Type: Salaried Posted Date: 2025-10-23 Application Deadline: Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above I nclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com .

Posted 1 day ago

Huntington National Bank logo
Huntington National BankCharlotte, North Carolina
Description Summary: Huntington Commercial Bank's Senior Regional Banking Relationship Manager will be responsible for acquiring new business relationships to Huntington as well as maintaining and deepening business relationships with existing customers. Our new colleague will provide insights and guidance to business owners. The Huntington Bank Relationship Manager Senior portfolio will target businesses with sales sizes $2 MM to $50 MM and credit exposures up to $25 MM. This is senior level sales position within Regional Banking with heavy focus on acquisition of business clients. Duties and Responsibilities: Acquires new, profitable business relationships through aggressive prospecting, networking, and providing insights and advice. Builds and maintains a robust network of local market COI relationships, both external and internal. Analyze, structure and close profitable loan s ofcomplex nature in Regional Banking. Maintain and confirm credit worthiness of customers. Gather, review, and track appropriate documentation from applicants. Manages and maintains strong relationships with existing business customers by providing insights and advice. Heavy focus on businesses above $25 MM in sales size. Deepens existing relationships through active engagement of internal partnerships and providing insightful advice and guidance to customers. Delivers the entire bank to customers. Responsible for Portfolio Management in varying sizes in terms of complexity of credits and number of accounts to include quarterly portfolio reviews and collecting of necessary document. Works with the Huntington Loan Center and Commercial Loan Servicing department to ensure accuracy and completeness of credit packages and delivery. Represents the bank within the community through representation on key Boards and at business and community functions. Works well within a team environment and collaborates closely with internal partners to deliver customer solutions. Partner with more colleagues on more complex credits. Performs other duties as assigned. Basic Qualifications: Bachelor’s degree 10+ years of Business Banking or Commercial Banking experience In lieu of a Bachelor’s degree 14 years of Business Banking or Commercial lending experience may be considered Preferred Qualifications: Well-versed incommercial credits with 5+ years Business Banking or Commercial sales experience Experience in a role requiring sales strategy, planning and acquisition of new clients Knowledge of business banking products Analytical, credit and negotiating skills Direct outside financial sales and business development experience Excellent customer service and interpersonal skills #LI-ME1 #LI-Onsite Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 30+ days ago

Investors Community Bank logo

Banking Operations Lead

Investors Community BankColumbia, Missouri

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Job Description

About Us 

Investors Community Bank is growing in Columbia and looking for great people to grow with us. Since 1934, we’ve proudly served Chillicothe with strong community ties and trusted relationships. Now, we’re bringing that same commitment to Columbia. Join us and help shape the next chapter of our story. Learn most about Investors Community Bank at my-investors.com

Be a Key Leader in Our Columbia Branch

Investors Community Bank is a relationship-driven community bank with a strong focus on business banking and commercial lending—while still offering the personal banking services our customers rely on. We’re proud to serve our clients with expertise, integrity, and a deep commitment to local communities.

We’re looking for a dedicated and service-oriented Branch Operations Lead to support the continued growth of our Columbia branch. In this role, you’ll guide and mentor Universal Bankers, ensure smooth and compliant daily operations, and help build strong relationships with customers, local businesses, and the broader community.

Job Description

As Banking Operations Lead, you’ll balance the day-to-day responsibilities of branch oversight with opportunities to represent Investors Community Bank at community events, chamber activities, and local business initiatives. This position is ideal for someone who values both operational excellence and community engagement—bringing steady leadership inside the branch and an approachable presence outside of it.

Key Responsibilities

  • Supervise and support Universal Bankers, providing guidance, training, and performance feedback.
  • Oversee daily branch operations, including teller services, account openings, cash handling, and reconciliations.
  • Ensure accuracy, efficiency, and compliance with all bank policies and regulatory requirements.
  • Serve as the communication bridge between the branch and the Chillicothe main branch, implementing initiatives and sharing feedback.
  • Deliver excellent customer service, building strong relationships and identifying opportunities for growth.
  • Support branch marketing efforts and represent the bank at community events.

Qualifications

  • 2+ years experience in retail banking or financial services, with leadership or supervisory responsibilities preferred.
  • Strong knowledge of branch operations, teller functions, and regulatory compliance.
  • Excellent leadership, communication, and customer service skills.
  • Ability to balance operational oversight with business development and community engagement.
  • Proficiency with banking systems and Microsoft Office Suite.

Benefits Offered 

  • Health Coverage: Medical, dental, and vision plans.
  • Retirement: Features a Simple IRA retirement plan.
  • Ancillary/Voluntary: Supplemental and voluntary options are available, including Life, Accident, Critical Illness, and Cancer.

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