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Banking Services Officer-logo
Mechanics BankSeaside, California
Mechanics Bank is currently searching for a Banking Services Officer to join our team at our Seaside Branch. The Banking Services Officer is responsible for managing the administrative, compliance, operations, and day-to-day functions of a Retail Branch. Under remote supervision the Area Operations Manager provides leadership to branch operations and FTE management with dotted line reporting to the Branch Manager. Leads branch in compliance, operations, service, and human resource related tasks for the operations staff. Develops and coaches employees in the branch. Is a subject matter expert in Bank policies and procedures and provides assistance on complex transactions. Oversees and supports the teller line, cash handling, dual control functions and is responsible for branch operations, staffing schedules, FTE budget management, and employee training and development. Ensures operations staff supports branch sales production activities through ethical referrals. Ensures exemplary customer service is provided and addresses any customer service escalations. What you will do: Manages the compliance and operations functions of a Retail branch. Sets priorities for Retail office operations, identifies and analyzes operating issues, solves operational issues and provides input for improvement in processes and procedures. Administers monthly, quarterly and annual self-audit checklist, reviews, approves daily reports, and verifies cash-on-hand balances. Responsible for compliance with regulatory requirements, adherence to Bank policies and procedures, risk management requirements, and safety and security of the branch. Responsible for overall operational quality of the branch as measured by internal audits, operational soundness reviews, and reports from other departments of the Bank. Manages a team of employees. Provides leadership, coaching, feedback and developmental support. Leads daily huddles in conjunction with branch management and regular branch operational meetings. Trains employees on cross-functions to ensure smooth operations of the branch. Hires new employees, conducts performance assessments, initiates disciplinary actions, and recommends promotions. Ensures exemplary customer services standards in branch. Manages appropriate staffing and skill levels in branch to support customer and business needs. Addresses and resolves customer complaints or concerns promptly. Ability to perform transactions for customers including, teller transactions, large cash transactions, and safe deposit box functions. Responsible for collaborating with Branch Manager to develop and execute strategic plan for branch success, including business development, customer retention, employee development and retention, succession planning, operational soundness and branch efficiency. Reviews, prepares and analyzes reports, and makes recommendations for improvement. Manages the office in the absence of the Branch Manager. Ensures active community participation and leadership, including CRA activities, in the local community. Who you are: High School Diploma or GED required or equivalent combination of education and experience required. Minimum 5 years banking experience with an emphasis in operations required. Minimum 2 years management experience preferred. Notary license preferred. Thorough knowledge of Retail Office operations, including complex transactions, Bank policy and procedures, and Risk Management policies. Thorough knowledge and skills related to standard banking services and products and banking internal operating policies and procedures. Knowledge of small business and consumer credit principles and practices. Excellent interpersonal skills; successful experience managing and leading people. Knowledge of State and Federal banking regulations pertinent to retail operations. Leadership ability to supervise and direct subordinate employees, and to provide coaching and development. Skilled handling customer issues in difficult situations. Excellent organizational skills to direct workflow, balance assignments, and provide consistent scheduling to ensure complete office coverage. Attention to detail and accuracy to mitigate risk. Considered a customer service role model. #LI-DNI Pay Range: $70,000 - $87,000 annually Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data. Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law. Please view Equal Employment Opportunity Posters provided by OFCCP here . To learn more about Mechanics Bank’s California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank

Posted 30+ days ago

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Irwin County Detention CenterOcilla, Georgia
Essential Duties and Responsibilities: Accurately post deposits to inmate accounts. Process financial transactions, including withdrawals and commissary purchases. Respond to inmate inquiries regarding account balances and transactions. Prepare monthly reports on indigent funds, commissary sales, and federal reimbursements. Maintain detailed records of inmate financial transactions and deposited funds. Prepare daily reports for inmate welfare accounts and related financial records. Issue checks from inmate welfare accounts as required. Crosstrain in booking and release procedures to assist with financial processing. Perform other duties as assigned by supervisory personnel. Required Knowledge, Skills, and Abilities: Strong verbal and written communication skills. Excellent customer service and interpersonal skills. High level of accuracy and attention to detail in financial transactions. Ability to prioritize tasks and meet deadlines in a fast-paced environment. Proficiency in Microsoft Office Suite (Excel, Word, Outlook) and related financial software. Basic knowledge of accounting and banking procedures required. Education and Experience: High School Diploma or GED required. Basic accounting or banking experience preferred. Valid Driver’s License required. Physical Requirements: Ability to sit for extended periods per shift. Frequent use of phone, computer, scanner, fax, and copier. Periodic walking and standing throughout the shift. Occasional lifting and carrying up to 20 lbs. Frequent grasping, reaching, bending, and twisting. Pay Range: $17.20 - $19

Posted 3 days ago

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Truist BankMiami, Florida
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for providing client coverage banking services to corporate clients, to include corporate finance, capital markets, and treasury and payment solutions, designated by industry vertical, with a focus on mid to large cap-sized private and public companies. Expertise in maximizing client engagement and delivering Truist’s full suite of products and capabilities. Additional responsibilities on internal client management duties as specified by manager and team. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Responsible for maximizing total product revenue and growth for clients within portfolio and sector and increase quality of revenue based on opportunity. 2. Responsible for loan generation and growing exposure year-over-year for portfolio and clients in sector 3. Responsible for gaining understanding of client's strategy, financial objectives, risk tolerance and desired outcomes / metrics of success 4. Responsible for developing strategic client plan to address client's strategic and financial objectives leveraging the expertise and solutions offered across our platform 5. Responsible for winning Capital Markets and Banking solutions or other advisory services that align with client's strategic and financial objectives based on banker's knowledge of sector and client 6. Responsible for engaging and facilitating introductions to the appropriate product teammates across Truist to discuss specific solutions as relevant and appropriate to clients' needs and our ability to be relevant in meeting those 7. Responsible for ensuring there is a reasonably attainable strategy for delivering appropriate return metrics on capital deployment. 8. Attract, retain and develop talent, with appropriate focus on diversity. 9. Additional responsibilities on internal client management duties as specified by manager and team. Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. BA/BS degree 2. Licenses: Series 7 or 79, 63 and 24 for managers only 3. 16-18 years of related work experience 4. Experience in leading the execution of an extensive variety of client transactions covering the full advisory and capital raising spectrum 5. Advanced knowledge of industry, market, and products 6. Proven ability to develop, nurture and monetize “trusted advisor” client relationships with senior executives 7. Advanced analytical and technical skills combined with a problem solving attitude 8. Excellent interpersonal style, good listening skills and the ability to communicate complex ideas clearly and concisely 9. Strong partnering and leadership skills in a complex, matrixed environment Preferred Qualifications: 1. MBA degree, with a Finance focus 2. 14+ years of related work experience 3. 4+ years of management experience General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site . Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 2 weeks ago

Banking Consultant I-logo
Magnifi FinancialFreeport, Minnesota
POSITION SUMMARY Responsible for consulting with Magnifi Financial members in person, on the phone and through digital channels. Educates, recommends, and sells products and services to members, including digital solutions. Performs member transactions in a timely, accurate and courteous manner. ESSENTIAL DUTIES AND RESPONSIBILITIES • Assists members with all routine transactions including teller machine transactions. • Creates a remarkable member experience by responding and providing resolutions to member requests with expertise. • Consults with members to identify and recommend Magnifi Financial products and services based on financial need. Makes referrals to appropriate departments. • Responsible for maintaining cash drawer, cash recycler and the day-to-day operation of ATM machines (deposit and restocking of ATM). • Performs a wide range of account services including, but not limited to setting up mobile deposit, mobile banking and digital banking, credit and debit card activation, debit card inquiries, transfers, funding loans, handling debit card inquiries, address changes, stop payments, transfers, check orders, etc. • Transforms the way banking is done by encouraging and coaching members to adopt new digital solutions (mobile banking, digital banking, ATM’s). • May perform opening and/or closing duties for the branch. • Contributes to the mission and visibility of Magnifi Financial by actively participating in community relations efforts. EDUCATION AND EXPERIENCE • High school diploma or currently pursuing a high school diploma required, two-year degree preferred • Customer service and/or sales experience required • Notary Public designation in this position is optional BENEFITS We are committed to investing in our team! Magnifi Financial offers benefits that help everyone achieve their full potential. Full-time employees are eligible for the following benefits (benefits with an asterisk are also available to eligible part-time positions): Opportunities for Training and Development * Leadership Development * Job Level Advancement (ability to move up in your position through training and development) * Tuition Reimbursement * 32 Hours Volunteer Paid Time Off * Paid Time Off - Begin accruing upon date of hire for a total of 4 weeks per year for FT; prorated for PT * Medical Dental Vision Employer paid Life Insurance/AD&D Employer paid Disability Insurance Retirement Plan - Employer match up to 4%, eligible for annual profit sharing * Paid Parental Leave Bonus/Incentive Program Health and Wellness Programs * PAY Salary Range: $17.12/hr. through $25.68/hr. Salaries vary based on factors such as location, internal equity, skills, experience, education, and qualifications for the role. Total compensation package varies based on position and may include bonuses, performance-based incentives, commission, and/or discretionary bonuses. WHO WE ARE At Magnifi Financial, we offer a collaborative, friendly environment where we support our employee's growth and development, and create a positive work atmosphere. As a member-owned organization, we are focused on making dreams come true for our members. Our vision is enhancing the lives of members and community through strength, service and growth. Magnifi Financial has grown to more than 90,000 members, over $2 billion in assets, over 400 employees, and over 25 branch locations throughout Minnesota. But what hasn’t changed is our focus on the members and communities we serve.

Posted 1 week ago

Managing Director, Relationship Manager Business Banking-logo
Webster BankFinancial District, New York
If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster’s values, these set us apart as a bank and as an employer. Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work! ​The Relationship Manager, Business Banking, is responsible for cultivating and growing a portfolio of business clients within our target segment. They will manage a portfolio of existing business relationships, with an extensive focus on new business development/client acquisition, expansion of existing relationships, and client retention. They will work with their team to execute against our segment strategy, and contribute to net deposit growth, loan production, and expansion of revenue generating products and services. They will also collaborate with bank partners within their assigned markets, in delivering an excellent client experience, looking for growth opportunities throughout the entire consumer segment. Contribute to growth of segment by executing against our segment strategy. Responsible for execution against targeted growth goals of our core KPIs, in New to bank Business Relationships, Deposit Growth, Loan Production & Treasury Management & Overall Fee Income. Develop & maintain network of business contacts, COIs, community leaders and other referral sources to develop new business relationships and generate revenue. Effectively manage and grow the pipeline consistent with production expectations. Work closely with Team Leader, Sr. Relationship Managers, Banking Centers, and cross line of business colleagues to deliver an excellent client experience and drive value to the clients that we serve. Encourage peers and colleagues to skillfully listen to client needs and identify business banking growth opportunities. Source opportunities and present effective credit proposals/memos for consideration. Work with senior leadership and credit to negotiate quality loans within our established policy & guidelines. Effectively identify & cross sell value added treasury management solutions to clients. Ensure & uphold operational integrity amongst team by complying with all regulations, policies, and procedures. Key skills/experience qualifications for the role: Candidates must have at least 3+ years of specific Business Banking Relationship Management sales experience, developing and managing business relationships, 5+ managing relationships/banking experience. Candidates must have an understanding of different treasury management products & services, with the ability to identify TM needs, and offer solutions. Experience in business/commercial credit, financial analysis techniques & lending policy, with ability to independently package and present credit deals to segment leadership & credit team up to $2MM Total Credit Exposure. Proven track record of business development success, commercial loan origination, and Relationship Management skills. Candidates with advanced degrees (Associates, Bachelor’s, and/or Master’s) preferred, yet a High School diploma or GED is required. Candidates with some combination of coursework and experience, or else extensive related professional experience, are eligible for consideration. Proven relationship management skills with demonstrated capabilities, in managing and growing a sales pipeline, fostering COI relationships & referral sources, and developing new business relationships. Commercial lending experience, with ability to analyze, package and present prospective financing opportunities to senior leadership & credit. Strong knowledge of business banking, bank profitability, commercial lending & treasury management products; possess a general understanding of operations. (Audit, compliance, fraud, loss, risk). Exceptional business development skills & Entrepreneurial business management orientation. #LI-RS1 The estimated salary range for this position is $120,000 to $160,000. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

Posted 30+ days ago

Vice President, Global Investment Banking, Global Private Capital Group-logo
Royal Bank of CanadaNew York, New York
Job Description What is the opportunity? To join the Global Private Capital Group as a Vice President. What will you do? Private capital market transactions serve a variety of use cases, including but not limited to, growth capital raises, acquisition financing, recapitalizations, and PIPEs for private and public companies Serve as the primary day to day contact on private capital market transactions and new business pitches across various industry sectors Lead day to day execution of private capital mandates, including creation of financial models and other execution materials for private capital market deals Create and refine new business marketing presentations for use in pitches and bake-offs Be heavily involved with training / mentoring of the Group’s Associates and Analysts Cultivate and develop relationships with private market investors across strategies and sectors Partner with other Global Investment Banking groups to evaluate and originate new business ideas and opportunities What do you need to succeed? Bachelor’s degree and MBA, MA, or MS or equivalent emphasis in finance/accounting Minimum 5 years of experience in Investment Banking Excellent written and oral communication skills; excellent interpersonal skills with ability to maintain relationships at all levels of the organization Outstanding quantitative and qualitative analytical skills; strong knowledge of capital markets, finance, and accounting Maintain high standards of professional and ethical conduct, demonstrate ability to represent RBC in community and industry activities FINRA Series 79 and Series 63 licenses What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable Leaders who support your development through coaching and managing opportunities Ability to make a difference and lasting impact Work in a dynamic, collaborative, progressive, and high-performing team Opportunities to do challenging work Opportunities to build close relationships with clients The good-faith expected salary range for the above position is $275,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging, and retaining talent that: · Drives RBC’s high performance culture · Enables collective achievement of our strategic goals · Generates sustainable shareholder returns and above market shareholder value Job Skills Adaptability, Critical Thinking, Customer Service, Detail-Oriented, Financial Engineering, Financial Statement Analysis, Investments Analysis, Personal Development, Personal Initiative, Teamwork Additional Job Details Address: BROOKFIELD PLACE FKA 3 WORLD FINANCIAL CENTER, 200 VESEY STREET:NEW YORK City: New York Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: CAPITAL MARKETS Job Type: Regular Pay Type: Salaried Posted Date: 2025-08-14 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 4 days ago

Account Executive, San Francisco (Startup Banking)-logo
RhoSan Francisco, California
About Us Rho is the all-in-one banking platform for startups and the accountants who support them. With banking set up in minutes, 2% cashback cards, and powerful tools for managing spend, paying bills, and closing the books, Rho helps high-growth startups move fast and stay focused—with support that goes to the ends of the earth to help you win. About the Role We're looking for an Account Executive to research, identify, and acquire new clients through self-generated leads and establishing active partnerships on a local and national level. You will work with Rho leaders and team members across the organization to deliver on our mission of making finance frictionless for organizations by promoting and implementing Rho’s differentiated technology to mid-market clients. Responsibilities Generate new business opportunities by identifying and prospecting potential middle-market businesses. Build and maintain strong relationships with existing and prospective clients to maximize account retention and identify upselling or cross-selling opportunities. Conduct market research and analysis to identify industry trends, competitive positioning, and potential target clients for effective business development strategies. Collaborate with internal stakeholders across Product, Client Success, and Sales Development, to educate the team on banking products and align them with the specific needs and preferences of middle-market businesses. Monitor and report on sales activities, market trends, and competitor activities, providing insights and recommendations for continuous improvement and competitive advantage. Foster strong collaboration with internal teams to ensure a smooth and efficient sales cycle from initial client engagement through to deal closure and onboarding new clients, while ensuring client satisfaction and long-term relationship building. Develop and deliver persuasive sales presentations, proposals, and product demonstrations to potential clients, highlighting the value proposition and benefits of the banking products offered. Actively participate in networking events, conferences, and industry forums to expand professional networks, enhance the organization's visibility, and identify new business opportunities. Qualifications 2+ years of experience as a full-cycle sales professional; B2B sales and experience selling business banking/credit card products B2B sales background with track record of selling to SMBs/Middle-Market (company revenues $20m+) Posses deep local market network; experienced in cold calling and hunting new business Understands how to sell into traditional and non-traditional companies Experience working in complex sales processes involving multiple stakeholders that are part of the C-Suite A passion for networking, building relationships, and being part of a team Excellent written and verbal communication skills Proficient with sales tools including Salesforce and LinkedIn Sales Navigator Our people are our most valuable asset. The budgeted base salary for this role is $75,000 with an OTE of $105,000. Base salary may vary depending on relevant experience, skills, and business needs. In addition to base pay, Rho offers equity, healthcare benefits and paid time off. Diversity is a core value at Rho. We’re passionate about building and sustaining an inclusive and equitable environment for all those involved with our mission, including employees, contractors, candidates, customers and vendors. We believe every member of the Rho community enriches our ability to provide a broad range of ways to understand and engage with the market, identify problems, and drive solutions that align with our mission. We welcome all qualified applications and support each of our Rho’ers with ongoing professional growth opportunities.

Posted 2 weeks ago

Manager Portfolio Management - Middle Market Banking-logo
Webster BankFinancial District, New York
If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster’s values, these set us apart as a bank and as an employer. Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work! If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses, and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster's values, these set us apart as a bank and as an employer. Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work! At Webster Bank, our financial intermediation activities are organized broadly around three distinct lines of business: the Consumer Bank, the Commercial Bank, and HSA Bank. This position will be aligned with the Commercial Bank. Commercial Banking delivers solutions to a wide range of companies, investors, government entities, and other public and private institutions. We help our clients achieve their business and financial goals through our deep expertise in Commercial & Institutional Lending, Commercial Real Estate, Capital Markets, Capital Finance and Treasury Management. Our Wealth Management team pairs holistic wealth solutions, including tailored lending, with commercial banking services, helping our clients achieve their financial goals. The Manager, Portfolio Management role will work within the Commercial Banking Middle Market division and will partner with portfolio and relationship managers to support (i) underwriting new commercial loans for private and publicly owned businesses and (ii) the ongoing portfolio management of existing lending relationships. Responsibilities will include conducting underwriting due diligence, financial analysis of borrowers and guarantors, preparation of internal credit memos, presentation of underwriting diligence and portfolio management results to credit committee, monitoring covenant compliance, risk ratings and credit quality of the portfolio, and other activities in support of the region's overall goals. Throughout the process the Portfolio Manager will interact with multiple internal and external stakeholders, including credit professionals, capital markets, company management, investment bankers, legal counsel, and operations personal. The position will also have the opportunity to teach and mentor junior deal team members. Responsibilities: Lead underwriting due diligence and partner with relationship managers to produce deal screen and underwriting documents Interface with clients and other stakeholders to facilitate underwriting process Detail debt financings and company financials utilizing Excel and Webster’s credit management platform, Sageworks Draft approval document narrative, thoroughly identify all risks and mitigating factors, document variances to policy/procedures, and assign accurate risk grade Support approval discussions in credit committee Support legal documentation drafting and negotiations Facilitate loan closing process with commercial loan operations Portfolio Management Review, spread, and maintain periodic financial statements, compliance certificates and borrowing base reports Engage with borrowers' CFOs (or similar position) to get qualitative updates on performance Ensure the timely completion of renewals, annual reviews, and interim analyses. Ensure borrower is assigned an appropriate risk rating Present internal portfolio review memos to senior credit executives at periodic meetings Support amendment/waiver execution for existing borrowers Maintain ticklers, covenants, and borrower credit files Maintain customer information and data integrity on bank systems Ensure compliance with all regulations, policies, and procedures Other Generate new ideas and recommendations for continuous process improvement Represent Webster Bank as a brand ambassador at business and charitable events Participate in special projects on an as-needed basis Educations, Skills & Experience Education: Bachelor’s degree Experience: 3-5 years of prior professional experience or equivalent; professional experience in Accounting/Finance/Banking-related position is preferred Excellent analytic skills and attention to detail Strong written and verbal communication skills Strong competency in Microsoft Office suite – including Excel and Word; experience with financial modeling is required Good interpersonal skills with the ability to interface with relationship managers, portfolio managers, credit officers, clients, and senior management The ability to answer unstructured business questions and work independently to drive tasks to completion #LI-RS1 The estimated salary range for this position is $106,500.00to $129,600.00. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

Posted 3 weeks ago

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The Huntington National BankCharlotte, Ohio
Description The Managing Director develops and maintains profitable relationships with large and mid-corporate Healthcare companies and select private equity groups nationwide. Please note: Preferred locations are Nashville, Columbus, Cincinnati, or Charlotte, but open to remote anywhere in the U.S. Develops and deepens relationships with clients and prospects within the for-profit, corporate Healthcare industry across multiple sectors. Drives new revenue growth through new client acquisition and cross-selling of applicable bank products including loans, deposits, capital markets, treasury management, and other services in all Huntington segments based on assigned goals. Retains and deepens existing and new relationships by delivering compelling ideas and insights in concert with product partners. Identifies and mitigates credit risks, makes recommendations on appropriate credit structure, and effectively articulates bank recommendations to clients and prospective clients. Adheres to bank policies and procedures and complies with legal and regulatory requirements. Works collaboratively with Healthcare Portfolio Management and Credit teams as well as other Huntington teams in a cross-functional environment. Helps coach and mentor junior colleagues. Performs additional duties as required. Requisite Skills and Job Experience: Excellent corporate finance and credit skills, particularly with larger and more complex Healthcare companies Ability to differentiate based on strong relationship building skills as well as ability to offer deep, compelling, and actionable insights. Proven business development track record in winning new relationships. Solid team player with strong collaboration and partnering skills. Excellent written and verbal communication skills. Adaptable and flexible self- starter with demonstrated ability to work independently and in a team environment to execute strategy. Basic Qualifications: Bachelor’s Degree 5 or more years’ experience in corporate banking 5 or more year’s banking in the Healthcare industry Preferred Qualifications: 7 or more years’ experience in corporate banking, preferably in the Healthcare industry Proven sales acumen and experience in corporate banking along with formal credit training Series 79 and 63 licensed, or willingness to obtain. #LI-MK1 Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay) Yes Workplace Type: Remote 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

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Raymond James & AssociatesNew York, New York
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 Raymond James Overview One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations. Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options. We strive to ensure everyone feels welcomed, valued, respected and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. Job Summary Analysts are given a high level of responsibility as members of a specific industry or product-focused team. Analysts 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. Analysts are expected to work on every aspect of the transaction process, including participating in drafting sessions, new business proposals and due diligence meetings. Analysts work independently on difficult assignments that are broad in nature, require originality and ingenuity, and have an appreciable latitude for un-reviewed actions or decisions. Analysts may also lead multiple projects that have significant scope and impact. Essential Duties and Responsibilities • Develop financial models to assess debt and equity financing alternatives for transactions. • Perform valuation methodologies comparative company analysis and discounted cash flow analysis on target companies. • Provide valuable input to equity offerings, valuations, private placements, mergers and acquisitions advisories. • Research, analyze, present and document drafting elements of a developing transaction. • Develop client presentations. • Follow current events in respective industry groups in order to keep Bankers informed about critical issues in the news that are relevant to current and prospective clients. • Maintain files related to active and prospective deals. • Assist with recruiting and training new Analysts and Interns. • Maintain group databases. • Perform other duties and responsibilities as assigned. Knowledge, Skills, and Abilities Knowledge of • Fundamental concepts, practices and procedures of Investment Banking. • Fundamental investment concepts, practices and procedures used in the securities industry. • Financial markets and products. Skill in • Communicating effectively, both orally and in writing. • Analytical skills sufficient to assess and explain events in the market. • Problem solving. • Operating standard office equipment's and using required software applications, including Microsoft Office and established databases. Ability to • Gather information, identify linkages and trends and apply findings to reports. • Attend to detail while maintaining a big picture orientation. • Remain cognizant of our commitment to daily workflow and regulatory compliance during high volume activity. • Think independently in order to market ideas. • Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment. • Establish and maintain effective working relationships at all levels of the organization. • Work independently as well as collaboratively within a team environment. • Assume full responsibility and accountability for own actions. • Demonstrate uncompromising adherence to ethical principles. • Be proactive and demonstrate readiness and ability to initiate action. Education/ Previous Experience • Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD). • Bachelor’s Degree (B.A.) in a related discipline is . Internship experience in a related field preferred. • OR ~ • Any equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses/Certifications • None . Location - New York, NY Education Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance Work Experience General Experience - None Salary Range $70,000.00-$105,000.00 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 same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take 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. #LI-KL1

Posted 6 days ago

Senior Data Engineer – Investment Banking & Gen AI-logo
SynechronNew York, New York
We are At Synechron, we believe in the power of digital to transform businesses for the better. Our global consulting firm combines creativity and innovative technology to deliver industry-leading digital solutions. Synechron’s progressive technologies and optimization strategies span end-to-end Artificial Intelligence, Consulting, Digital, Cloud & DevOps, Data, and Software Engineering, servicing an array of noteworthy financial services and technology firms. Through research and development initiatives in our FinLabs we develop solutions for modernization, from Artificial Intelligence and Blockchain to Data Science models, Digital Underwriting, mobile-first applications and more. Over the last 20+ years, our company has been honored with multiple employer awards, recognizing our commitment to our talented teams. With top clients to boast about, Synechron has a global workforce of 14,500+, and has 58 offices in 21 countries within key global markets. Our challenge We are seeking a highly skilled and experienced Senior Data Engineer to join our innovative team, supporting our initiatives in Investment Banking and Generative AI (Gen AI). The ideal candidate will be responsible for designing, developing, and maintaining scalable data solutions tailored to complex financial systems and AI applications. Additional Information* The base salary for this position will vary based on geography and other factors. In accordance with law, the base salary for this role if filled within New York, NY is $140k - $160k/year & benefits (see below). The Role Responsibilities: Collaborate with business analysts and business users to understand technical specifications and business requirements. Develop and optimize data pipelines, models, and schemas using Python, SQL Server, Snowflake, Databricks, and other modern tools. Design data architecture to support data integration, analysis, and machine learning workflows. Implement data quality checks, validation procedures, and data governance standards to ensure data accuracy and consistency. Execute Unit Testing (UT) and System Integration Testing (SIT) with business analysts to ensure high-quality deliverables. Support User Acceptance Testing (UAT) with business teams. Maintain and support production data platforms, troubleshoot issues, and optimize performance. Participate in design reviews, architecture discussions, and continuous improvement of data systems. Requirements: Approximately 15+ years of experience in the IT industry, with a focus on data engineering. Excellent communication skills to collaborate effectively with global teams and stakeholders. Strong understanding of Agile methodologies and SDLC processes. Proven experience in designing and implementing data architecture and solutions. Experience working in global delivery models (onshore/offshore/nearshore). Strong problem-solving, analytical skills, and attention to detail. Self-driven, collaborative, and capable of working with minimal guidance. Proficiency in Python and SQL programming. Experience with relational databases (SQL Server) and data warehousing solutions (Snowflake, Azure Databricks). Knowledge of ETL processes, scheduling tools (Autosys, Control-M), and CI/CD pipelines. Familiarity with data validation, quality checks, and data governance. Preferred, but not required: Experience with PySpark for large-scale data processing. Prior experience working with financial systems, capital markets, credit risk, or regulatory applications. In-depth understanding of financial data, reporting, and analytics in an investment banking context. We offer: A highly competitive compensation and benefits package. A multinational organization with 58 offices in 21 countries and the possibility to work abroad. 10 days of paid annual leave (plus sick leave and national holidays). Maternity & paternity leave plans. A comprehensive insurance plan including medical, dental, vision, life insurance, and long-/short-term disability (plans vary by region). Retirement savings plans. A higher education certification policy. Commuter benefits (varies by region). Extensive training opportunities, focused on skills, substantive knowledge, and personal development. On-demand Udemy for Business for all Synechron employees with free access to more than 5000 curated courses. Coaching opportunities with experienced colleagues from our Financial Innovation Labs (FinLabs) and Center of Excellences (CoE) groups. Cutting edge projects at the world’s leading tier-one banks, financial institutions and insurance firms. A flat and approachable organization. A truly diverse, fun-loving, and global work culture. S​ YNECHRON’S DIVERSITY & INCLUSION STATEMENT Diversity & Inclusion are fundamental to our culture, and Synechron is proud to be an equal opportunity workplace and is an affirmative action employer. Our Diversity, Equity, and Inclusion (DEI) initiative ‘Same Difference’ is committed to fostering an inclusive culture – promoting equality, diversity and an environment that is respectful to all. We strongly believe that a diverse workforce helps build stronger, successful businesses as a global company. We encourage applicants from across diverse backgrounds, race, ethnicities, religion, age, marital status, gender, sexual orientations, or disabilities to apply. We empower our global workforce by offering flexible workplace arrangements, mentoring, internal mobility, learning and development programs, and more. All employment decisions at Synechron are based on business needs, job requirements and individual qualifications, without regard to the applicant’s gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law . Candidate Application Notice

Posted 1 week ago

Middle Market Banking Associate I-logo
Texas Capital BankDallas, Texas
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives . At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com . Overview: A Banker Associate I will have experience within the Commercial Banking line of business. Depending on the market, this role will report to the Market or Team Leader and will provide support to senior colleagues in delivering best-in-class experiences and comprehensive financial solutions to clients and prospects across a broad array of industries. We are seeking qualified candidates with a passion for a long-term career in Banking, that have extraordinary levels of motivation and initiative and aspire to deliver superior client experiences. Responsibilities: Participate in agenda-based client calls with Relationship Managers (approximately 10% of time spent). Support meeting preparation and follow ups as needed. Source new prospect opportunities and develop Centers of Influence (COIs). Identify cross-sell opportunities within active portfolio. Prepare and complete Balance Sheet Committee (BSC) forms and submissions. Prepare screening memos, term sheets, pitch book materials and manage screening process. Assist Portfolio (Credit) Managers with renewals, reviews, and new deal Credit Approvals. Ensure Covenant compliance and analysis. Accurately log all activity in applicable Texas Capital systems (Salesforce, Alloscape, etc.) and utilize sales tools to develop call planning strategies. Coach and mentor Analyst colleagues. Qualifications: Bachelor’s degree in business (Finance, Accounting, Real Estate, etc.) or other relevant degree. 2.5 to 3.5 years of experience in Banking, Commercial Banking preferred or other relevant experience. Effective team player with ability to work in a fast-paced, highly collaborative environment. Exceptional writing, interpersonal and communication skills. Analytical skills - critical thinking, data and information analysis, research, and problem solving. Organizational and time management skills. Strong knowledge and application of Credit Underwriting (i.e., cash flow models, financial spreads, and credit packages). Advanced knowledge of banking suite of products and services. Strong knowledge and application using Salesforce and Microsoft Office including Outlook, Excel, and PowerPoint to produce reports, correspondence, and presentations. High interest in outreach to, and involvement in, the communities where we live and work. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 3 weeks ago

Regional Commercial Banking Market Executive-logo
Northwest BankFishers, Indiana
Job Description The Commercial Banking Market Executive is responsible for leading and coaching a team of relationship managers to grow portfolio of C&I banking relationships through the addition of new clients and the expansion of existing relationships. The Commercial Banking Market Executive will provide oversight, guidance, advice and support to relationship managers as needed to ensure adherence to corporate policy and risk parameters, appropriate loan structure/pricing, cross-sale penetration and prospect conversion. Essential Functions Develop new and expand existing commercial banking relationships and partnerships with branches, treasury management, trust and investments to promote additional business opportunities and profitability for Northwest Prospect actively and successfully bringing in new relationships to Northwest Achieve and exceed budget goals as assigned to Region Actively participate in community and professional networking events Develop meaningful “Centers of Influence” relationships Encourage clients and their employees to maintain their personal banking at Northwest Establish market sales and 1 on 1 coaching meetings to promote best practices and help win business Engage with various product partners on a regular basis to discuss cross sell opportunities and referrals to expand and deepen client relationships Work closely with Credit Administration, Loan Review, Special Assets, and Senior Management in providing feedback on the condition of loan portfolio Manage a commercial loan portfolio Develop close working relationship with Portfolio Management Team Leader and develop new and expand existing commercial banking relationships Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis Ensure noncredit clients have appropriate treasury management and other related commercial services and risk ratings are appropriate As required, collect on delinquent accounts Analyze financial statements and related credit material to assess risk on a continuous basis in conjunction with Portfolio Management Complete loan closings in conjunction with Portfolio Management Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management, compliance with Northwest policies and procedures, and compliance with Federal and State regulations Participate in continued sales, product and credit training Maintain a working knowledge of all treasury management services Complete all required Compliance training in a timely basis Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment Complete special projects as assigned Education, Experience and Skills Bachelor's Degree in Business, Accounting, Finance, Economics, or Marketing More than 15 years of commercial lending experience Experience managing a sales team Experience consistently delivering strong sales performance and exceeding goals Comprehensive knowledge and understanding of commercial lending, loan servicing, and credit and non-credit products Strong negotiating skills in terms, loan structure, and pricing. Commercial credit and sales training from a banking organization or equivalent preferred. #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Posted 4 days ago

Investment Banking Analyst | Business Services-logo
Houlihan LokeyNew York, New York
Business Unit: Corporate Finance Industry: Business Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in advising corporate clients on mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services across a broad range of end markets in the U.S. and internationally. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Business Services Houlihan Lokey’s Business Services Group offers M&A advisory, capital raising, valuation, and corporate restructurings to public and private companies. We work with companies providing professional and technology-related services across a number of end markets and regularly collaborate with other Houlihan Lokey industry and product groups to bring the highest level of knowledge, services, and relationships to our clients. As one of the leading M&A advisors in our sector, we help open doors to opportunities—whether our clients are seeking a strategic or financial partner in a change-of-control or minority-investment transaction. Job Description Financial Analysts support investment banking engagements and new business development efforts. They work primarily on the execution of mergers and acquisitions transactions, as well as develop expertise and build relationships with clients. As part of our team, you will: Prepare, analyze, and help explain historical and projected financial information Perform valuations of companies and businesses Coordinate and perform business due diligence and execute M&A transactions Prepare confidential memoranda, management presentations, marketing pitches, and other presentations Assist in the marketing and execution of existing engagements Build relationships and maintain direct contact with clients, prospective clients and professional advisors The environment at Houlihan Lokey is both collegial and entrepreneurial. Teamwork is essential to the firm’s success. At the same time, creativity and new ideas are encouraged. Financial Analysts are given substantial responsibility and are encouraged to help us grow our business. Basic Qualifications The ideal candidate will have 1 year of finance/investment banking experience, a strong work ethic, and the ability to work independently in a fast-paced environment. Coursework in accounting and finance required Strong analytical capabilities and excellent verbal and written communication skills A fundamental understanding of valuation theory, methodologies, and application Preferred Qualifications Strong financial and computer (Excel, Word, and PowerPoint) skills Demonstrated ability to work cooperatively with all levels of staff Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation . The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000.00-$130,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. 

#LI-114736

Posted 6 days ago

Audit Manager - Banking-logo
CroweWashington DC, District of Columbia
Your Journey at Crowe Starts Here: At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you’re trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That’s why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry. Job Description: Crowe is growing tremendously. We are looking for future leaders, which means a partner career path or growth opportunities . Are you up for the challenge? About the Team: The Audit & Assurance team at Crowe provides traditional attestation services as well as accounting and consulting on applying accounting principles. Audit & Assurance professionals demonstrate deep specialization through an understanding of the market and business challenges their clients face and a dedication to audit quality. Though Crowe has various different business units, Audit & Assurance is one of the largest practices. Learn more about our Audit & Assurance team! ​ We’re looking for Audit Managers with experience in the Banking industry vertical. As an Audit Manager , you will further learn to lead, gain deep industry insight, and continue to grow relationships. With access to many resources and the support of executive leadership and your team, this is what your work includes: Responsibility of client relationships with a variety of clients to build positive relationships. Leading multiple teams and providing performance feedback to all members of those teams when engagements end. Your feedback is valuable. Anticipating and addressing client concerns and resolving problems as they arise. Promoting new ideas and business solutions that result in extended services to existing clients. We encourage creativity and to grow your expertise, which could make a difference at our firm. Continue learning the latest developments and the firm's standards and policies. Staying on top of industry developments and their effects on client's competitive position. Qualifications: 5+ years of recent and relevant public accounting external audit experience. Your background should have experience in external audit working with Banking clients. Organization, communication, technical, time management, and accounting and auditing skills as you work efficiently with clients and adequately work on multiple engagements and teams. It is important that you interact with clients, prospects, all levels of staff, and colleagues in a professional fashion. You will need to be able to multi-task since planning, executing, and wrapping up various engagements may have to be performed concurrently. We require experience supervising engagement team members and instructing them on completing assigned task. This position requires you to be a licensed CPA in your aligned home office state or being able to acquire a reciprocal one for that state. Ability to work additional hours as needed and travel to various client sites. #LI-Hybrid #LI-Onsite We expect the candidate to uphold Crowe’s values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $81,000.00 - $192,000.00 per year. Our Benefits: Your exceptional people experience starts here. At Crowe, we know that great people are what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you! How You Can Grow: We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper! More about Crowe: Crowe (www.crowe.com) is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world. Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge. Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws. Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.

Posted 30+ days ago

Dir Banking Center Manager-logo
Webster BankHuntington, West Virginia
If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster’s values, these set us apart as a bank and as an employer. Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work! The Director, Banking Center Manager role is responsible for all functions, staff, and daily operations within a banking center. They are responsible for implementing the Webster banking center network strategy, which includes achievement of sales, customer service, P&L management, operations, and colleague development goals while also contributing to the achievement of District goals. This role is tasked with acquisition, integration, and optimization of new and existing client relationships. The colleague must develop and maintain a strong level of partnership with segment and line of business partners through collaboration and communication. Duties & Responsibilities • Consistently meet/exceed all sales goals, retention goals, and Superior Service Quality (SSQ) standards. • Develop, implement, and manage a detailed business plan and participate in establishing team sales and service goals. • Expand and retain client relationships, actively cross-sell and resolve client issues. Support segmentation strategy with existing clients by implementing sales, retention and other bank initiatives to support Banking Center’s growth and profitability objectives • Identify, cultivate, and support key customer segment relationships through focused sales and referral activity • Maintain a working knowledge of all Webster asset, liability, and partner products and services as well as alternative delivery channels. • Coach, develop and hold team accountable by demonstrating leadership skills and modeling the way • Utilize and model usage of all available sales tools and resources. • Ensure timely completion of audits with an expectation to meet/ exceed branch operations review requirements • Ensure compliance with Federal and State laws as well as bank policies and procedures. • Schedule all branch employee shifts to meet customer service needs; provides flexibility of coverage for the banking center. • Drive high performance by holding team accountable for superior results. Enhance employee engagement by providing team with coaching, support, timely and constructive performance feedback. Provide opportunity in career growth and recognize and reward employees for accomplishments. • Execute on effective colleague onboarding, training new colleagues on policies, procedures and all banking center operational duties/responsibilities REQUIREMENTS: • High school diploma/GED required; Bachelor’s degree preferred. • 5-7 years of banking experience, with a proven track record in leadership, customer service, managerial, communication and organization skills. • Intricate knowledge of retail banking products and services. • Strong customer service skills, relationship building, organizational, computer skills, comfortable with current technology, and communication skills. The estimated salary range for this position is $70,000.00 to $105,000.00 USD annually. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation. #LI-SO1 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

Posted 4 weeks ago

Banking Center Auditor-logo
MidFirst BankOklahoma City, Oklahoma
Description The Banking Center Auditor’s responsibility involves executing back office and on-site retail banking center audits to determine compliance with internal policy, OTS regulations and all other applicable laws. This is accomplished through the documentation and testing of daily Banking Center processes and morning security observations. An Auditor I is able to perform these evaluations alone using judgment regarding policy interpretation, departmental standards and their observations on-site. They will help prepare comprehensive written reports regarding their findings and recommendations for use by the Bank at the direction of the Sr. Banking Center Auditor and/or the Operations Control Manager. Required Skills: One year of retail banking experience that includes cash handling experience required One year of audit related experience required Previous experience working with various reporting system software programs preferred Strong working knowledge of Microsoft Excel and Word Strong analytical and independent thinking skills A healthy skepticism of policy adherence is necessary Strong attention to detail Effective and professional verbal and written communication skills Detail-oriented and adaptable to change Dependable, results-driven, and self-motivated Frequent travel is required. All banking centers/PB offices across the MFB and 1CB footprints are audited at least once per year. Out of town travel is at least 1 day per week and overnight and/or out of state travel is 5-10 days per month. Travel can be with other members of the audit team or solo depending on the location(s) being audited.

Posted 2 weeks ago

Associate  - Investment Banking Energy-logo
Texas Capital BankDallas, Texas
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives . At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com . Texas Capital’s Energy Investment Banking team combines provides a full suite of investment banking services to public and private companies. The team combines investment banking transaction experience with a large technical team of engineers and geologists to advise clients on a full range of corporate transactions across the energy sector, with a focus on energy transition, exploration and production, midstream, power and energy services. The Energy Investment Banking team is actively looking for an Associate I to help support the Energy coverage team, based in [Houston], Texas. Job Profile Summary : An Investment Banking Associate I is an experienced level position within the Investment Banking line of business. This role will report to the Managing Director or Team Leader and interact with clients including the C-Suite of large public and private companies as well as other industry professionals. The Associate will provide support to colleagues in delivering best-in-class experiences and comprehensive financial solutions to clients across a broad array of products including M&A, Capital Markets, and Leveraged Finance. We are seeking qualified candidates with a passion for a long-term career in Investment Banking, that have extraordinary levels of critical thinking, motivation, and initiative and aspire to deliver superior client service. Responsibilities : Prepare and participate in the presentation of marketing materials, pitch books, confidential offering memoranda and management presentations Ability to manage due diligence sessions as well as manage the execution of transaction from pitch to closing Proficient in financial modeling and detailed company analysis and presentation Draft and review private and public materials including offering memoranda, S-1s, engagement letters, bid instruction letters, purchase and sale agreements, etc Actively participate in drafting/diligence sessions Mentor and train junior analysts Work experience : Minimum 3 years of experience of investment banking experience in the energy sector or in leveraged finance, capital markets, or M&A with a significant amount of energy sector transaction experience Competencies: Demonstrated team player with strong work ethic Exceptional writing, interpersonal and communication, presentation skills Strong analytical skills – strong modeling skills as well as significant valuation experience Strong organizational and time management skills; strong attention to detail Self starter; ability to work independently Passion for financial services and delivering superior client experiences Education : Bachelor’s degree in business (Finance, Accounting, Real Estate, etc.) or bachelor’s degree in engineering (Chemical, Petroleum, Mechanical, etc.) Licenses: SIE, 7, 63, & 79 required The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 3 weeks ago

Banking Services Officer-logo
Mechanics BankIndio, California
Mechanics Bank is currently searching for a Banking Services Officer to join our team at our Indio Branch. The Banking Services Officer is responsible for managing the administrative, compliance, operations, and day-to-day functions of a Retail Branch. Under remote supervision the Area Operations Manager provides leadership to branch operations and FTE management with dotted line reporting to the Branch Manager. Leads branch in compliance, operations, service, and human resource related tasks for the operations staff. Develops and coaches employees in the branch. Is a subject matter expert in Bank policies and procedures and provides assistance on complex transactions. Oversees and supports the teller line, cash handling, dual control functions and is responsible for branch operations, staffing schedules, FTE budget management, and employee training and development. Ensures operations staff supports branch sales production activities through ethical referrals. Ensures exemplary customer service is provided and addresses any customer service escalations. What you will do: Manages the compliance and operations functions of a Retail branch. Sets priorities for Retail office operations, identifies and analyzes operating issues, solves operational issues and provides input for improvement in processes and procedures. Administers monthly, quarterly and annual self-audit checklist, reviews, approves daily reports, and verifies cash-on-hand balances. Responsible for compliance with regulatory requirements, adherence to Bank policies and procedures, risk management requirements, and safety and security of the branch. Responsible for overall operational quality of the branch as measured by internal audits, operational soundness reviews, and reports from other departments of the Bank. Manages a team of employees. Provides leadership, coaching, feedback and developmental support. Leads daily huddles in conjunction with branch management and regular branch operational meetings. Trains employees on cross-functions to ensure smooth operations of the branch. Hires new employees, conducts performance assessments, initiates disciplinary actions, and recommends promotions. Ensures exemplary customer services standards in branch. Manages appropriate staffing and skill levels in branch to support customer and business needs. Addresses and resolves customer complaints or concerns promptly. Ability to perform transactions for customers including, teller transactions, large cash transactions, and safe deposit box functions. Responsible for collaborating with Branch Manager to develop and execute strategic plan for branch success, including business development, customer retention, employee development and retention, succession planning, operational soundness and branch efficiency. Reviews, prepares and analyzes reports, and makes recommendations for improvement. Manages the office in the absence of the Branch Manager. Ensures active community participation and leadership, including CRA activities, in the local community. Who you are: High School Diploma or GED required or equivalent combination of education and experience required. Minimum 5 years banking experience with an emphasis in operations required. Minimum 2 years management experience preferred. Notary license preferred. Thorough knowledge of Retail Office operations, including complex transactions, Bank policy and procedures, and Risk Management policies. Thorough knowledge and skills related to standard banking services and products and banking internal operating policies and procedures. Knowledge of small business and consumer credit principles and practices. Excellent interpersonal skills; successful experience managing and leading people. Knowledge of State and Federal banking regulations pertinent to retail operations. Leadership ability to supervise and direct subordinate employees, and to provide coaching and development. Skilled handling customer issues in difficult situations. Excellent organizational skills to direct workflow, balance assignments, and provide consistent scheduling to ensure complete office coverage. Attention to detail and accuracy to mitigate risk. Considered a customer service role model. #LI-DNI Pay Range: $70,000 - $87,000 annually Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data. Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law. Please view Equal Employment Opportunity Posters provided by OFCCP here . To learn more about Mechanics Bank’s California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank

Posted 3 weeks ago

1
16 MS & Co.New York, New York
Our New York office is looking for talented investment bankers at the Associate or Vice President level to join our leading insurance services investment banking coverage team. Successful candidates will have the opportunity to work with preeminent clients on a wide range of complex transactions including M&A, IPOs, private capital raises, and debt financings, and other strategic advisory engagements. We work closely with insurance firms at the C-suite level as well as with private equity sponsors to provide best-in-class strategic advice and execution, collaborating closely with other industry and product bankers across the Firm globally. We pride ourselves on maintaining an excellent culture and investing in the career development of our team. Qualifications: 3-6+ years of relevant experience within the investment banking industry as an Analyst, Associate and/or Vice President with a proven track record of working on complex executed deals across M&A and various industry sectors High level of motivation, commitment, work quality, and attention to detail Collaborative approach and ability to work closely in small teams Commercial instinct and ability to perform under pressure and tight deadlines Strong written and verbal communication, client, and interpersonal skills Comfort interpreting financial statements and performing financial modeling and valuation work Bachelor’s degree required; an MBA and/or CFA designation would be an asset Series licensing or must obtain WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. Expected base pay rates for the role will be between $150,000 and $225,000 for an Associate, and between $250,000 and $275,000 for a Vice President, per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 1 week ago

Mechanics Bank logo

Banking Services Officer

Mechanics BankSeaside, California

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Job Description

Mechanics Bank is currently searching for a Banking Services Officer to join our team at our Seaside Branch.

The Banking Services Officer is responsible for managing the administrative, compliance, operations, and day-to-day functions of a Retail Branch. Under remote supervision the Area Operations Manager provides leadership to branch operations and FTE management with dotted line reporting to the Branch Manager. Leads branch in compliance, operations, service, and human resource related tasks for the operations staff. Develops and coaches employees in the branch. Is a subject matter expert in Bank policies and procedures and provides assistance on complex transactions. Oversees and supports the teller line, cash handling, dual control functions and is responsible for branch operations, staffing schedules, FTE budget management, and employee training and development. Ensures operations staff supports branch sales production activities through ethical referrals. Ensures exemplary customer service is provided and addresses any customer service escalations. 

What you will do:

  • Manages the compliance and operations functions of a Retail branch. Sets priorities for Retail office operations, identifies and analyzes operating issues, solves operational issues and provides input for improvement in processes and procedures. Administers monthly, quarterly and annual self-audit checklist, reviews, approves daily reports, and verifies cash-on-hand balances. Responsible for compliance with regulatory requirements, adherence to Bank policies and procedures, risk management requirements, and safety and security of the branch. Responsible for overall operational quality of the branch as measured by internal audits, operational soundness reviews, and reports from other departments of the Bank.

  • Manages a team of employees.  Provides leadership, coaching, feedback and developmental support.  Leads daily huddles in conjunction with branch management and regular branch operational meetings. Trains employees on cross-functions to ensure smooth operations of the branch. Hires new employees, conducts performance assessments, initiates disciplinary actions, and recommends promotions.

  • Ensures exemplary customer services standards in branch. Manages appropriate staffing and skill levels in branch to support customer and business needs. Addresses and resolves customer complaints or concerns promptly. Ability to perform transactions for customers including, teller transactions, large cash transactions, and safe deposit box functions.

  • Responsible for collaborating with Branch Manager to develop and execute strategic plan for branch success, including business development, customer retention, employee development and retention, succession planning, operational soundness and branch efficiency. Reviews, prepares and analyzes reports, and makes recommendations for improvement.

  • Manages the office in the absence of the Branch Manager.

  • Ensures active community participation and leadership, including CRA activities, in the local community.

Who you are:

  • High School Diploma or GED required or equivalent combination of education and experience required.

  • Minimum 5 years banking experience with an emphasis in operations required.

  • Minimum 2 years management experience preferred.

  • Notary license preferred.

  • Thorough knowledge of Retail Office operations, including complex transactions, Bank policy and procedures, and Risk Management policies.

  • Thorough knowledge and skills related to standard banking services and products and banking internal operating policies and procedures.

  • Knowledge of small business and consumer credit principles and practices.

  • Excellent interpersonal skills; successful experience managing and leading people.

  • Knowledge of State and Federal banking regulations pertinent to retail operations.

  • Leadership ability to supervise and direct subordinate employees, and to provide coaching and development.

  • Skilled handling customer issues in difficult situations.

  • Excellent organizational skills to direct workflow, balance assignments, and provide consistent scheduling to ensure complete office coverage.

  • Attention to detail and accuracy to mitigate risk.

  • Considered a customer service role model.

#LI-DNI

Pay Range:   $70,000 - $87,000     annually

Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.

  • Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.

  • Please view Equal Employment Opportunity Posters provided by OFCCP here.

  • To learn more about Mechanics Bank’s California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit

    California Privacy Policy for Prospective Employees | Mechanics Bank

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

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