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A
Ameriprise Bank, FSBCharlotte, North Carolina
In this role, you will manage a designated geographic territory to promote sales for Ameriprise Banking & Cash Solutions (BCS) through proactive outreach with geographically aligned advisors and field leaders with a secondary purpose of providing guidance via inbound calls. Additionally, you will represent the BCS team at internal meetings and in the field as needed. Key Responsibilities Leverage product expertise to educate field leaders and advisors on the comprehensive Banking and Cash Solution set. Provide end to end consultation from product benefits to application process and/or client experience. Training delivered via multiple channels including teleconference, video conference and in-person presentations at conferences, events and other sites visits that may require minimal travel. Achieve sales activity expectations by building strong rapport with advisors resulting in increased advisor sales in Securities-Based and Home Lending solutions, Deposit accounts, Personal Trust Services, and other products/services as directed. Engage with advisors through proactive outreach with geographically aligned territories, corresponding with advisors and staff on assigned campaign tasks. Develop territory sales plan to include targeted contacts, segmentation of advisors, sales activity model week, and peer-to-peer champion coaching program. Support sales team manager and other department management on various projects/assignments. Required Qualifications Bachelor's degree or equivalent experience 5+ years of direct sales experience and experience in the financial, banking or mortgage industry Active Series 7 or ability to obtain within 120 days Active State securities agent registration (S63 or S66) or ability to obtain within 120 days Preferred Qualifications Active Series 7 and state securities registration. Knowledge of Ameriprise Financial Knowledge of banking products, including lending and deposit products Solid understanding of financial planning process & experience working with financial advisors Excellent communication & presentation skills Proven ability to quickly build & establish credibility & relationships Strong ability to ask critical questions, anticipate needs, present creative solutions, take ownership and operate independently Extensive experience/knowledge in financial services industry preferably in lending and deposit products About Our Company We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Sales Line of Business FPPS Wealth Management Solutions

Posted 4 days ago

F
Fishback Financial CorporationBrookings, South Dakota
Job Description: This person shall be responsible for providing a superior service experience to all guests of FBT. This person must meet and resolve the transactional needs of guests in a timely and efficient manner, remaining ever aware of the guest. This person shall be responsible for developing and maintaining client relationships and managing client needs while proactively recognizing opportunities and offering solutions, all while putting people first. Qualifications: This person should have a high school diploma and a minimum of one year of related experience, or the equivalent. This person should demonstrate strong communication skills through excellent verbal and written correspondence, effective listening, and responsiveness. This person should be genuinely personable, empathetic to others, collaborative, and a solution driven problem solver. Principal Responsibilities: Provide a superior service experience that not only satisfies the wants and needs of the bank’s guests but provides them with a unique experience indicative of First Bank & Trust’s culture and commitment to the communities we serve. Enthusiastically develop, maintain , and grow new and existing relationships that are profitable to the bank while minimizing risk. While not , a general understanding and aptitude for sales aids in this responsibility. Perform general teller functions including processing deposits, withdrawals, payments, and negotiable items. Maintain a balanced cash drawer each day. Remain risk-aware, recognizing and swiftly reporting any suspicious transactions. Assist in the daily servicing of branch hardware; including ATM and/or TCR(s). Anticipate needs and advise clients on solutions that personally benefit them. Assist in the opening of new accounts and establishing new relationships. Be an expert and educate clients in the bank’s suite of products, services and processes that meet both client and community needs. Proactively seek direction from the Retail Banking Supervisor and/or Retail Branch Manager that assures daily work aligns with organizational goals. In addition, be persistent in building relationships and collaborating with colleagues both in and outside of the Retail business line to meet client needs. Monitor and maintain both the deposit and credit portfolios for quality and potential risk. If necessary, follow through on collection efforts, using all legal means as required by Loan Policy and Guidelines. Act in accordance with FBT policies and procedures as set forth in the employee handbook. Adhere to compliance procedures and participat e in required compliance training and all meetings deeme d appropriate b y supervisor. Compensation Grade Hourly Grade 3 First Bank & Trust is an Equal Opportunity, Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, or status as a protected veteran. Read our complete Equal Employment Opportunity Policy Statement . Applicants who would like to request reasonable accommodation to the application or interview process should call Human Resources at 800.843.1552 or email hr@bankeasy.com .

Posted 30+ days ago

F
Fishback Financial CorporationMilbank, South Dakota
Job Description: This person shall be responsible for providing a superior service experience to all guests of FBT. This person must meet and resolve the transactional needs of guests in a timely and efficient manner, remaining ever aware of the guest. This person shall be responsible for developing and maintaining client relationships and managing client needs while proactively recognizing opportunities and offering solutions, all while putting people first. Qualifications: This person should have a high school diploma and a minimum of one year of related experience, or the equivalent. This person should demonstrate strong communication skills through excellent verbal and written correspondence, effective listening, and responsiveness. This person should be genuinely personable, empathetic to others, collaborative, and a solution driven problem solver. Principal Responsibilities: Provide a superior service experience that not only satisfies the wants and needs of the bank’s guests but provides them with a unique experience indicative of First Bank & Trust’s culture and commitment to the communities we serve. Enthusiastically develop, maintain , and grow new and existing relationships that are profitable to the bank while minimizing risk. While not , a general understanding and aptitude for sales aids in this responsibility. Perform general teller functions including processing deposits, withdrawals, payments, and negotiable items. Maintain a balanced cash drawer each day. Remain risk-aware, recognizing and swiftly reporting any suspicious transactions. Assist in the daily servicing of branch hardware; including ATM and/or TCR(s). Anticipate needs and advise clients on solutions that personally benefit them. Assist in the opening of new accounts and establishing new relationships. Be an expert and educate clients in the bank’s suite of products, services and processes that meet both client and community needs. Proactively seek direction from the Retail Banking Supervisor and/or Retail Branch Manager that assures daily work aligns with organizational goals. In addition, be persistent in building relationships and collaborating with colleagues both in and outside of the Retail business line to meet client needs. Monitor and maintain both the deposit and credit portfolios for quality and potential risk. If necessary, follow through on collection efforts, using all legal means as required by Loan Policy and Guidelines. Act in accordance with FBT policies and procedures as set forth in the employee handbook. Adhere to compliance procedures and participat e in required compliance training and all meetings deeme d appropriate b y supervisor. Compensation Grade Hourly Grade 3 First Bank & Trust is an Equal Opportunity, Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, or status as a protected veteran. Read our complete Equal Employment Opportunity Policy Statement . Applicants who would like to request reasonable accommodation to the application or interview process should call Human Resources at 800.843.1552 or email hr@bankeasy.com .

Posted 4 days ago

Director, Consult Partner - Banking / Cloud-logo
KyndrylNew York, New York
Who We Are At Kyndryl, we design, build, manage and modernize the mission-critical technology systems that the world depends on every day. So why work at Kyndryl? We are always moving forward – always pushing ourselves to go further in our efforts to build a more equitable, inclusive world for our employees, our customers and our communities. The Role Kyndryl Consult is the fastest growing business within the organization and instrumental to the company’s strategic growth objectives. You will play a key leadership role across multi-disciplinary teams, guiding them through complex consulting engagements and be responsible for creating and positioning strategic change agendas within Kyndryl's largest accounts across the C-suite, spanning the intersection between complex Business and IT customer solutions, transformations that impact across the entire customer Eco-system. As a Consult Partner, you will have a pivotal role in driving profitable growth, leveraging our comprehensive capabilities to build strong client relationships, and leading your team to success. This role demands a strong presence, industry expertise, and the ability to cultivate relationships with CXO-level clients. Your leadership will be critical in fostering talent development and innovation within the organization. This role will also be leading the overall client engagement and delivering high quality client work alongside senior client stakeholders. Working in a transaction environment which may be pre or post deal, planning post deal implementation, and ultimately supporting execution. Partners will be focused on financial impact, utilization and contribution, client impact and leadership. Contribute to Profitable Growth: Drive significant financial outcomes through signings and revenue targets Ensure sustained growth and profitability, managing margin expectations and backlog growth Support the identification, pursuit and conversion of a pipeline of business development opportunities Undertake scoping and fee negotiation on engagements, while enduring profitability and understanding and containing risk Client Engagement: Build and maintain deep relationships with client CXOs and be seen as the 'go to' person and a trusted advisor by senior executives Leading C-level client interactions and consulting initiatives, deliverables and outputs of a deal engagement Demonstrate credibility and experience to advise and deliver on complex consulting engagement Enhance client satisfaction, as measured by Net Promoter Score (NPS) and new relationship development; Secure client references Operational Excellence: Achieve individual and team utilization targets Lead the design of complex engagements and take responsibility for oversight of delivery, ensuring high performance and customer satisfaction Leadership, Management, People Lead by example; Fostering a culture of continuous personal and professional development and challenging our people to be curious and innovative and supportive for each other. At the same time ensuring that all outcomes are commercially focused, value adding and effectively executed Strategic Contribution: Utilize industry and technology expertise to shape and drive the company’s strategic initiatives. Align with Kyndryl’s strategic vision and contribute to its execution. Drive external eminence and innovation, establishing a strong personal and organizational brand in the industry. Proactively develop thought leadership and intellectual capital Kyndryl currently does not require employees to be fully vaccinated against COVID-19, however, if you are hired to work at a client, customer, or partner location, you may be required to show proof of vaccination to align with their respective COVID-19 vaccination policies. Those who believe they are eligible may apply for a medical or religious accommodation prior to the start of employment. Who You Are Who You Are You’re good at what you do and possess the required experience to prove it. However, equally as important – you have a growth mindset; keen to drive your own personal and professional development. You are customer-focused – someone who prioritizes customer success in their work. And finally, you’re open and borderless – naturally inclusive in how you work with others. Required Skills and Experience Develop and execute strategic sales plan to achieve targets Strong knowledge of banking domains such as core banking, digital banking, payments, lending, or regulatory compliance. Proven track record of closing mid-to-large deals Excellent communication, negotiation, and stakeholder management skills. Identify new business Opp , conduct outreach , present tailored solutions to key decision makers cultivate and maintain strong relationships with C-level stakeholders in banks (CIO, CTO, Head of Digital, etc.). Collaborate with solution architects, delivery teams, and technical experts to develop customized solutions for client needs. Monitor industry trends and competitive analysis to identify opportuntiies and threats Maintain pipeline via CRM tools The compensation range for the position in the U.S. is $151,560 to $272,760 based on a full-time schedule. Your actual compensation may vary depending on your geography, job-related skills and experience. For part time roles, the compensation will be adjusted appropriately. The pay or salary range will not be below any applicable state, city or local minimum wage requirement. There is a different applicable compensation range for the following work locations: California: $166,680 to $327,240 Colorado: $151,560 to $272,760 New York City: $181,800 to $327,240 Washington: $166,680 to $300,120 Washington DC: $166,680 to $300,120 This position will be eligible for Kyndryl’s discretionary annual bonus program, based on performance and subject to the terms of Kyndryl’s applicable plans. You may also receive a comprehensive benefits package which includes medical and dental coverage, disability, retirement benefits, paid leave, and paid time off. Note: If this is a sales commission eligible role, you will be eligible to participate in a sales commission plan in lieu of the annual discretionary bonus program. Applications will be accepted on a rolling basis. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Know Your Rights: Workplace Discrimination is Illegal Pay Transparency Nondiscrimination Provision Being You Diversity is a whole lot more than what we look like or where we come from, it’s how we think and who we are. We welcome people of all cultures, backgrounds, and experiences. But we’re not doing it single-handily: Our Kyndryl Inclusion Networks are only one of many ways we create a workplace where all Kyndryls can find and provide support and advice. This dedication to welcoming everyone into our company means that Kyndryl gives you – and everyone next to you – the ability to bring your whole self to work, individually and collectively, and support the activation of our equitable culture. That’s the Kyndryl Way. What You Can Expect With state-of-the-art resources and Fortune 100 clients, every day is an opportunity to innovate, build new capabilities, new relationships, new processes, and new value. Kyndryl cares about your well-being and prides itself on offering benefits that give you choice, reflect the diversity of our employees and support you and your family through the moments that matter – wherever you are in your life journey. Our employee learning programs give you access to the best learning in the industry to receive certifications, including Microsoft, Google, Amazon, Skillsoft, and many more. Through our company-wide volunteering and giving platform, you can donate, start fundraisers, volunteer, and search over 2 million non-profit organizations. At Kyndryl, we invest heavily in you, we want you to succeed so that together, we will all succeed. Get Referred! If you know someone that works at Kyndryl, when asked ‘How Did You Hear About Us’ during the application process, select ‘Employee Referral’ and enter your contact's Kyndryl email address.

Posted 30+ days ago

Associate, Investment Banking - Industrials-logo
Stout Risius RossChicago, Illinois
At Stout, we’re dedicated to exceeding expectations in all we do – we call it Relentless Excellence ® . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team. Stout is seeking an experienced Associate to join our Investment Banking group, specifically within the Industrials team. This role will focus on leading day-to-day transaction execution for middle-market mergers and acquisitions (M&A) and capital raising. The Associate will play a pivotal role in driving the firm’s M&A and Capital Markets advisory efforts while gaining extensive deal process experience by collaborating with senior bankers and serving as a critical resource in client coverage, prospecting, and engagement execution. This role offers Associate the opportunity to strengthen their technical skills, build client relationships, and gain valuable exposure to transaction processes while working alongside experienced professionals across the firm. Responsibilities: Collaborate with practice leaders and sector leaders within investment banking to secure and execute M&A transactions. Coordinate and perform business due diligence on clients and prospective opportunities. Conduct comprehensive valuation exercises for companies and business units. Prepare and deliver high-quality presentation materials for internal and external stakeholders. Take a leadership role in all phases of the transaction process, ensuring successful execution and client satisfaction. Attend client meetings and actively contribute to discussions. Requirements: A minimum of 2 years of relevant experience in investment banking, private equity, or financial analysis. Advanced proficiency in Excel, PowerPoint, Word, and other Microsoft Office applications. Ability to think critically and demonstrate excellent written and verbal communication skills. Strong transaction process orientation and attention to detail. Highly proficient financial analysis and modeling skills. Self-starter with the ability to thrive in an entrepreneurial, fast-paced, and demanding environment. Collaborative team player capable of working effectively within intimate deal teams. Knowledge, Skills & Attributes At Stout, we cultivate a collaborative and inclusive culture that values professionals who are driven, entrepreneurial, and team-oriented. Successful Associates possess the following attributes: Positive and team-oriented mindset. Accountability and reliability. Entrepreneurial spirit and commitment to excellence. Strong relationship-building and interpersonal skills. Exceptional communication and responsiveness. Intellectual curiosity and attention to detail. Advanced analytical and quantitative capabilities. Comprehensive understanding of the sell-side execution process. Mentorship and Career Development: Stout is committed to fostering the professional growth of its team members. As an apprenticeship-driven organization, Associates benefit from institutional support and the opportunity to work closely with senior leaders, gaining valuable mentorship and career development to help advance their roles in investment banking. Why Stout? At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life. We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve. We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals. Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives. Learn more about our benefits and commitment to your success. https://www.stout.com/en/careers/benefits The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job. Stout is an Equal Employment Opportunity. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law. Interested in joining a rapidly growing group of bright, ambitious professionals in a work environment that values culture, inclusion, and personal growth? Stout might just be the right place for you.

Posted 2 weeks ago

F
First National Bank Of PennsylvaniaTowson, Maryland
Primary Office Location: 1 Pennsylvania Avenue. Towson, Maryland. 21204. Join our team. Make a difference - for us and for your future. Position Title: Floating Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment Position Overview: This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market. Primary Responsibilities: Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Make appropriate recommendations in the selling and cross-selling of Bank products and services. Identifies and achieves individual weekly sales/referral goals set by the Branch Manager. Incorporate FNB digital products and services into customer interactions. Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards. Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 0 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Detail-oriented Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in a related position. Knowledge of banking policies, procedures consumer products and services. Sales and customer service skills. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required. Physical Requirements or Work Conditions Beyond Traditional Office Work: Frequent driving (car, van, truck) Compensation Grade: NEX08 Pay Range: $18.53 - $30.89 FNB’s total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits. Equal Employment Opportunity (EEO): It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.

Posted 1 week ago

U
U.S. Bank National AssociationRochester, Minnesota
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They do this by approaching each and every day with a single purpose – to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. You will also have access to an expansive set of products and solutions to better serve your business clients today and into the future. Strong client relationships are based on trust, assessing and attending to clients’ banking needs, obtaining and processing client and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each client’s unique goals and needs. U.S. Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term relationships. Basic Qualifications - Bachelor's degree, or equivalent work experience - Five to seven years of relevant experience Preferred Skills/Experience - Strong relationship management and business development abilities - Well-developed analytical and problem-solving skills - Basic knowledge of credit administration, analysis, and credit policy/procedure - Knowledge of cash flow management and business credit underwriting with commercial credit training preferred - Demonstrated understanding of basic financial accounting and analysis - Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank’s products - Ability to work effectively with individuals and groups across the company to manage customer relationships - Excellent presentation, verbal and written communication skills - Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants . Benefits: Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $86,360.00 - $101,600.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 3 days ago

B
Bravera CareersHelena, Montana
Bravera Bank is hiring for a Mortgage Banking Officer in Helena, MT. Bravera is an employee- and director-owned company that is committed to helping our employees forge a new path in their career. We work together to drive continuous improvement which enhances the customers experience and keeps our organization moving forward. The purpose of this position is to originate mortgage loans on behalf of Bravera Bank. Measures of Success Completes one business development opportunity per week. Close 30 loans per year for 3 consecutive years. Proficient in loan products, programs, and investors used within the Bank. Duties and Responsibilities Responsible for cultivating new and existing mortgage customer relationships. Must fully understand Bravera Loan Policy and Procedures and recommend enhancements, as needed. Maintain a lending portfolio, approving mortgage credits within approved lending authority. Must maintain appropriate and complete documentation and files, as necessary. Make customer contacts, field inspections, and business visits, as necessary. Will analyze asset and repayment quality on existing loans and loan applications. Will recommend banking products and services, based on customer analysis. Responsible for collection of delinquent mortgage loans. Keep abreast of current industry trends, new programs, and regulations. Responsible for promoting teamwork and open communication among all mortgage functions of the organization and with other departments. Responsible for maximizing processes and delivery of services as they relate to mortgage customer relationship building functions. Responsible for promoting the organization in the community through participation in various civic and community events, activities, committees, and organizations. Must maintain a high level of confidentiality and professionalism regarding all employee and customer issues and information. Contribute to the overall success of the organization by leveraging opportunities as they relate to all entities of Bravera Holdings Corp. Adhere to all banking rules and regulations, including but not limited to the requirements of the Bank Secrecy Act. In addition, the employee will be proactive in the prevention of illegal activities, will vigilantly look for activities that may constitute any type of fraud including money laundering, and will report any suspicious activity to the BSA Officer. Qualifications Education: Bachelor’s degree in business administration, business management, finance, or other related field. Experience: Minimum 5 years related experience; OR an acceptable combination of education and experience. Location Helena, MT Benefits To support this, we provide a competitive and rewarding compensation package which includes a competitive salary, incentive compensation opportunities, retirement plan with company match, health insurance, paid holidays, paid time off (PTO), paid community volunteer time and stock opportunities. As a learning organization, we are committed to investing in the growth and development of our team members, offering training opportunities and tuition reimbursement. Our Values Give and earn trust. We support and empower one another to earn trust through accountable performance. Learn, teach and mentor. We are a learning organization that invests in growth and development. Collaborate and innovate. We work together to drive continuous improvement to enhance your experience. Want to learn more about careers with Bravera? Go to bravera.bank/careers. #ForgeYourPath with us! Find us on Facebook , Instagram , Twitter , LinkedIn and Youtube . --- Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing or action, including an investigation conducted by the employer or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c).

Posted 30+ days ago

Assistant Banking Center Mgr-logo
Midland States BankRockford, Illinois
At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Assistant Banking Center Manager Position Summary The Assistant Banking Center Manager is responsible for individual business development goals along with assisting with managing the sales and operations of the Banking Center. This role works in conjunction with the Banking Center Manager to ensure implementation of policies and programs, in order to achieve company objectives. Coaches Bankers and Tellers on identifying and meeting the needs of the bank’s existing and prospective customers, including answering inquiries regarding accounts and consumer loan balances, opening new accounts, and handling customer complaints. Proactively sells banking services to retail customers along with developing current and prospective business clients. Primary Accountabilities Extensive knowledge of consumer and business products and services and proficient with identifying cross-sell opportunities. Strong understanding of consumer and real estate secured lending products and able to obtain NMLS-registry. Maintain a customer base and continually deepening existing relationships. Assists in the training, coaching and motivation of the staff in order to cross-sell the bank’s products and services and deepen customer relationships. Support portfolio growth by identifying cross-sell opportunities and displaying sales leadership. Assists in the delivery of quality customer service through personal contact with customer prospects and adherence to approved quality standards. Encourages, by example, staff prospecting. Responsible for providing employees timely, candid, and constructive performance feedback through weekly check-ins, huddle meetings, individual coaching, and observation sessions along with objective performance evaluations. Assists the Banking Center Manger in assuring effective utilization and scheduling of staff along with timesheet approval. Communicates effectively and possess strong leadership skills to direct and coach Retail staff. Confidently drive sales through quality service and product knowledge allowing them to achieve or exceed personal and team goals as set. Track and monitor those sales and opportunities in the customer information software. Confident in recommending personal products, trusts, HSA’s, IRA’s, business products and services. Participate in onsite visits to customers to promote the Employee Perks at Work Program & Merchant Services. Accurately processing customer transactions, balancing, and safeguarding against fraud. Proficient in profiling and referring to our banking partners utilizing skills obtained through internal sales training courses. Strong decision-making skills and ability to conduct sales activities. Participate in outbound teleconsulting to promote and expand current client relationships on a daily basis. Participate in bank sponsored community activities. Train and mentor new hires on the teller and/or banker system. Timely completion of all assigned learning activities. Achieve or exceed personal and team goals as set. Actively participate in weekly huddles and one on one coaching sessions. Serves as relief and /or backup ABCM in other locations of Midland States Bank. Demonstrates and models Midland States Bank core values that support the bank’s culture. The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience: 2-3 years of relevant work experience. Broad knowledge of bank systems, consumer loans and deposit accounts. Cash handling and customer service background. Proven sales experience. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008. Ability to: Stand for extended periods of time. Ability to lift and transport coin and currency bags as required (bags may weigh between 25lbs and 50lbs). Other Desired Qualifications: Multilingual speakers are encouraged to apply. Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at HR@midlandsb.com . THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We’re proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at HR@midlandsb.com . THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT

Posted 3 weeks ago

SVP, Relationship Manager, Commercial Banking-logo
Banc of CaliforniaLos Angeles, California
BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values – Entrepreneurialism, Operational Excellence, and Superior Analytics – empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN® THE OPPORTUNITY Responsible for developing and managing a portfolio of primarily private clients. Performs all duties in accordance with the company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates. HOW YOU’LL MAKE A DIFFERENCE Develops and manages a portfolio of primarily private clients ranging from complex credits to deposit only relationships. Acts as lead negotiator with prospects & clients. Grows revenue by successfully prospecting for new business and retaining and expanding existing client relationships via interest income, fee income and cash management revenue. Provides financial advice to clients and identifies and sells appropriate bank products and services to those prospects and clients. Builds strong relationships with referral sources, centers of influence, etc. Structures credits jointly with Loan Portfolio Managers. Operates computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority. Answers direct, telephonic or email questions from clients and staff and directs callers to proper Company personnel when necessary. Assumes responsibility for various department functions in the absence of staff members or in overload situations. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct. Performs other duties and projects as assigned. WHAT YOU’LL BRING Bachelor’s degree from an accredited College or University and/or equivalent work experience. A minimum of fifteen (15) years’ experience in sales or relationship management. Experience in commercial and other related forms of lending and portfolio products preferred. Advanced skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs Intermediate knowledge of related state and federal banking compliance regulations governing lending including but not limited to fair lending, privacy, RESPA as well as company operational policies and procedures, and the company’s products and services. Intermediate math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs Excellent organizational and time management skills Exceptional oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees Ability to make decisions that have significant impact on the immediate work unit Ability to organize thoughts and ideas into understandable terminology Ability to organize and prioritize own work schedule on a short-term and long-term basis Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations Ability to work with little to no supervision while performing duties HOW WE’LL SUPPORT YOU • Financial Security: You will be eligible to participate in a 401k plan in which the Bank will match 100% of the first 4% of your contributions, which is immediately vested. • Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA). • Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. • Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off. • Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more. SALARY RANGE The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.

Posted 30+ days ago

Investment Banking Analyst-logo
HowdenNew York, New York
Howden Tiger is the global reinsurance broker and risk, capital, & strategic advisor focused on relentless innovation & superior analytics for top client service. ​ About Role Primary Responsibilities: An analyst will play an integral role on our teams, providing analytical support on mergers and acquisitions, public and private capital offerings, insurance-linked security (ILS) offerings and other financial advisory services for our clients. Analysts on the HTCMA team will be heavily involved in the following tasks: Preparation of company valuations including using various methodologies including discounted cash flow, leveraged buyout, trading comparables and transaction comparables; Preparation of company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation; Participate in the origination and execution of M&A, equity, debt and ILS transactions; Build detailed financial models to evaluate performance under various operating scenarios and to analyze the impacts of different capital structures and potential M&A transactions; Prepare presentation materials for use in client meetings; covering topics such as strategic alternatives, capital markets activity and general corporate finance; Participate in all stages of transaction executions, from the pitch phase through closing. Analysts / Associates develop their skills through broad and frequent exposure to both other junior and senior bankers. You will gain a strong career foundation in financial services. Our analysts / associates are the anchors of each team and are expected to make a personal impact right from the start. You will work on some of the biggest deals in insurance investment banking, interact with clients almost immediately, travel for the firm and handle increasingly important responsibilities. Qualifications : The ideal candidate will have (i) an enduring work ethic and track record of success; (ii) the ability to function equally well in both a team setting and on a self-directed basis; and (iii) excellent mathematical, writing, verbal and computer skills. Key required qualifications include: 1-2 years of investment banking experience as a FIG Analyst ; or 3+ years of investment banking, management consulting, accounting, or other relevant financial services industry experience (preferably with a focus on the (re)insurance sector) Demonstrated academic achievement and excellence outside of academics; Excellent written and verbal skills; Ability to work independently and as part of a team; Demonstrated ability to work in a time sensitive environment and under pressure with tight deadlines; Ability to multi-task with strong attention to detail; Ready to assume a high level of responsibility; Bachelor’s Degree required; well-rounded academic background, with coursework in finance, economics, mathematics, or actuarial science is preferred; Demonstrated leadership abilities; Solid interest in the financial sector; Excellent PC skills; advanced knowledge of Excel, Word and PowerPoint a must; Series 7, 79, and/or 63 licenses preferred; Legally authorized to work in the United States. The expected base salary range for this role is $105,000-115,000. The base salary range is based on level and does not include other types of compensation such as discretionary bonus or benefits.

Posted 30+ days ago

R
Raymond James & AssociatesChicago, Illinois
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 - Chicago, IL 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

Assistant Banking Center Manager - Val Vista & Baseline-logo
MidFirst BankGilbert, Arizona
Assistant Banking Center Managers will assist Banking Center Managers with the daily operations of the banking center as well as provide leadership to a team of sales and service professionals to meet and exceed sales goals and provide valuable service to customers. This position is also responsible for a variety of duties focused on the development of new business, as well as retaining and expanding our current relationships with customers. Your duties will include, but are not limited to: Assist in overseeing the operational functions of the banking center and provides support to staff (i.e. answering questions, coaching, providing encouragement, feedback, and constructive criticism as needed) Perform required steps to process loan applications and customer originated financial transactions, open new accounts and sell banking products and services Build and maintain relationships with clients to uncover and satisfy their needs through the sale of financial products and services Generate sales leads through community outreach activities and develop business partners, while building internal relationships Assist clients with concerns or questions regarding their accounts. Explain service charges, statement problems, product features, etc. and work to resolve sometimes complex or sensitive customer issues Create workforce stability by cultivating an engaged and enthusiastic team through effective coaching on proper behaviors, sales techniques, service expectations and compliance guidelines, while modeling the same Ensure the audit/compliance procedures of the center are followed, while maintaining the highest level of customer service Ensure completion of regulatory compliance and training specific to sales and service responsibilities for you and your associates Ensure that security measures are adhered to regarding opening and closing procedures within the bank Represent oneself and the bank in a positive, courteous, friendly, and professional manner Supervisory duties will include, but are not be limited to: coaching, counseling, scheduling, training, approving transactions, coordinating job duties, reviewing time cards, preparing and conducting performance evaluations. Required Skills: Minimum of three years successful sales experience in an incentive-driven or relational selling environment; demonstrated performance in meeting and exceeding goals. Previous banking experience is preferred. Supervisory abilities, including: leadership skills, sound decision making, the ability to motivate others, and the capability to address conflict in a positive and productive manner. Proven ability to proactively and effectively participate in a sales program, as well as meet or exceed expectations for the sales and referral activities established for this position. Availability to work weekends and/or extended hours as required. Proficient with all Microsoft applications (Word, Outlook, Excel etc.) Must have a current Notary or be willing to become one (pursue application, bond and notary seal) at the Bank’s expense Preferred Skills: Extensive knowledge and familiarity of banking products and services Bilingual (fluent verbal and written English/Spanish) skills; Sales management experience within a retail banking environment. Physical Requirements: This position requires long periods of standing or sitting as well as typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds. MidFirst Banking Center Hours of Operation:- Standard Hours: Monday - Friday from 9:00 a.m. - 6:00 p.m. and Saturday from 9:00 a.m. to 1:00 p.m. Shift differential is available for certain hours - $5/hr for Monday through Friday from 5:00 p.m. - 6:00 p.m., Saturday's from 12:00 p.m. - 1:00 p.m. Candidates must be available to work weekend hours.

Posted 1 week ago

Investment Banking Associate - Private Capital Markets-logo
William BlairChicago, Illinois
William Blair’s Private Capital Markets (PCM) group is a team of capital raising experts dedicated to advising and delivering bespoke, non-control capital solutions to our clients. Providing advisory services to clients including both sponsor- and founder-backed companies across a wide range of industries and at all stages of the business lifecycle – early / growth companies; middle-market companies; and scaled mature companies. Whether a client is looking for growth capital, acquisition funding, shareholder liquidity, or to refinance debt, the PCM group leverages our deep investor relationships across junior capital, structured equity, minority equity, growth equity, and pre-IPO crossover investors to deliver creative, bespoke solutions that achieve our client’s objectives. The PCM group’s understanding and expertise in all types of private capital help our clients navigate opaque and creative financing markets on a daily basis. As an Associate in Private Capital Markets, you will execute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. This role performs extensive financial modeling, capital structure analysis, research and completes due diligence activities. The selected individual will work closely with client staff to advance projects, gather necessary information, convey complex financial modeling outcomes and present analysis results. In addition, an Associate provides training and mentorship to less experienced staff. Responsibilities may include but are not limited to: Perform extensive financial analysis including capital structure analysis, cash flow modeling, and sensitivity analysis to support junior capital / structured equity, minority equity, or growth equity capital raises. Utilize creative approaches to illustrate key concepts / messages to internal teams, prospects, and clients. Build advanced three statement financial models to assess financial performance, cash flow and sensitize different capital structures / solutions to achieve the client’s objectives. Leverage broad understanding of different business models, finance / accounting topics and sources of capital. Demonstrate strong understanding of private capital markets, including market trends, key structures, and key investors / players. Lead due diligence, research, analysis and documentation of potential and live transactions. Anticipate potential deal issues and pass concerns through to team members in real time. Research current and prospective client companies, comparable companies and transactions, and industries; monitor and research capital markets, trends and investors; update private capital markets databases. Develop, produce and deliver proposals and presentations to clients and prospects, which exhibit broad knowledge of IB product solutions and underlying components. Engage, with analysts, in the development of pitch materials that highlight the competitive advantage of William Blair. Identify improvements to processes and propose solutions to complete tasks more efficiently. Create relationships with clients and foster effective dialogue with finance and accounting staffs to facilitate efficient processes. Anticipate needs and challenges and provide seamless solutions. Act as "on the job" trainer for analysts, providing constructive feedback. Focus on improving the quality of analyst and summer intern work product. Ensure senior team knows the valuable contributions of all team members. Ensure all activities are in compliance with applicable rules, regulations, policies and procedures. Additional responsibilities as requested. Qualifications: Bachelor’s Degree required. Prior investment banking experience required; capital markets or investing / lending experience is a plus. Advanced financial modeling skills required. Build detailed, fully-integrated financial models to construct financial projections and test their feasibility, analyze the impact of proposed transactions on capital structures, cash flows, debt service requirements, compliance with and financial covenants, and differences in GAAP and tax treatments, etc. Experience analyzing financial statements and related data to assess historical and projected financial performance for client companies and prospects. Required SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment. Detail oriented with strong analytical abilities. Effective leadership and coaching skills. Committed to satisfying internal and external customers. Ability to manage expectations of senior bankers, other deal team members, and clients while working on multiple projects simultaneously. Excellent mathematical, writing, verbal and computer skills. #LI-CG1

Posted 30+ days ago

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

Posted 30+ days ago

Analyst, Investment Banking (New Grad - July 2026 Start)-logo
Stout Risius RossChicago, Illinois
At Stout, we’re dedicated to exceeding expectations in all we do – we call it Relentless Excellence ® . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team. As an Analyst in the Investment Banking group at Stout, you’ll be a key member of multiple deal teams advising corporate and financial sponsor clients on mergers, acquisitions, divestitures, capital raising, and special situations transactions across a broad range of industries. Our lean deal teams mean that you’ll assume a high level of responsibility from the get-go and quickly build foundational finance, communication, marketing, and client facing skills that will benefit you for the rest of your career. We’ll partner with you to advance your career goals and support you through formal training programs, mentorship programs, and on-the-job training you’ll receive directly from all members of the team (both junior and senior bankers). At Stout Investment Banking, you are immersed in meaningful deal experience right away in order to establish a strong foundation for your future career growth. What You’ll Do: Perform industry and company research Analyze financial statements and building financial models to assess business performance and transaction scenarios Perform valuation analyses and analyzing data sets to inform strategic decision making Prepare marketing materials such as pitch books, teasers, confidential information memorandums, and management presentations Attend calls and on-site meetings with clients to support transaction processes Drive the transaction process, with support from experienced bankers Qualifications/Requirements: Pursuing a BA/BS in Accounting, Economics, Finance, or related discipline Strong academic record of at least a 3.5 (preferred) Relevant Investment Banking, Private Equity, Venture Capital, or relatable internship, or relatable fields Analytical, quantitative, and detail-oriented mindset Excellent communication and interpersonal skills Collaborative team player with strong work ethic and entrepreneurial focused on growth Must be eligible to work in the US, without employer sponsorship, at the time of hire and in the future How You’ll Thrive : Embrace high levels of responsibility and take initiative to deliver results in a fast-paced environment. Collaborate effectively with team members and clients while building strong relationships. Demonstrate analytical rigor and attention to detail in all aspects of the role. Exhibit a strong work ethic and entrepreneurial mindset, contributing to both personal and organizational growth. Leverage structured training, mentorship, and networking opportunities to develop professionally and achieve your career goals. Stout is required by applicable state and local laws to include a reasonable estimate of the compensation range for this role. The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills. The disclosed range estimate has not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. 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 $100,000 - $105,000 Annual. This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - https://www.stout.com/en/careers/benefits. Why Stout? At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life. We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve. We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals. Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives. Learn more about our benefits and commitment to your success. https://www.stout.com/en/careers/benefits The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job. Stout is an Equal Employment Opportunity. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law. Interested in joining a rapidly growing group of bright, ambitious professionals in a work environment that values culture, inclusion, and personal growth? Stout might just be the right place for you.

Posted 3 days ago

Business Banking Spec-logo
United Prairie BankMankato, Minnesota
Join a team that has shaped United Prairie Bank to be a Top Workplace of choice! United Prairie Bank is hiring a Business Banking Specialist in our Mankato location. This position is part-time, working approximately 20 hours Monday – Friday, located in Mankato, MN. Job Overview: In this position you will provide administrative support to lenders by coordinating the flow of documents for commercial and consumer loan applications. You will be responsible for the assembly of documents for the loan files; ensuring documents are obtained and submitted in a timely fashion in order to complete loan closings on time and in compliance with lending regulations. In this role you may answer basic customer inquiries. Hourly Compensation Range: $20.35-$29.63 Qualifications for this Opportunity: High school diploma or GED (Required) 1-3 years of experience in loan processing preferred. 1 or more years of related experience in the financial services industry preferred. Deliver an exceptional customer service experience. Problem solving skills to find effective solutions. Ability to work independently and cooperatively with other team members. Benefits Include: Medical, Dental, Vision insurance 401(k) with Employer Match Health Savings Account (HSA) with Employer Match Flexible Spendings Plans Time Off Benefits – PTO, Paid Parental Leave, Volunteer Time Off, 11 paid holidays. Company-paid Life Insurance and Short- & Long-Term Disability Profit Sharing Why United Prairie: United Prairie Bank is a family-owned community bank serving customers for over 100 years throughout Minnesota. Our vision is to inspire dreams and bring them to life. We recognize that our team members are our most important resource. We strive to create a positive work environment through accountability, communication, trust, and service. We are a team of highly engaged employees and foster a culture of opportunity for you to achieve career growth and success. United Prairie Bank is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual preference or orientation, gender identity, gender expression, national origin, disability status, veteran status and all other protected classes.

Posted 3 weeks ago

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Truist Financial CorporationAtlanta, GA
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: Supports the effectiveness of leaders and teams by providing industry-aligned insights, content, and execution support. This role partners closely with Relationship Managers and the Industry Specialist to vet and prioritize opportunities, deliver market-relevant materials, and manage pipeline activity. The Associate serves as a key point of contact in client engagements and internal deal discussions, with increasing autonomy over time. They play a critical role in enhancing team capacity and helping drive business development efforts through analysis, strong communication, and strategic coordination. 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. Conduct industry and company research using available resources to source prospect names, develop and refine prospect lists in coordination with industry coverage team and partners Develop pitch materials including industry specific and general economic information Contribute industry relevant material for internal deal discussions i.e. org calls and credit screens and take leadership role in such calls Generate customized industry-specific content for internal and external purposes Partner with RMs to deliver on value proposition; demonstrate growing comfort level with client interactions; may own less-complexity opportunities on behalf of RM. Track calling and marketing efforts to clients and prospects, reinforce proper use of CRM system with the coverage team, assisting as needed Develop enhanced understanding of the market, credit, and products; continue to develop relationship management skills with appropriate autonomy Demonstrate a continuously increasing knowledge of assigned industry, proactive creativity around idea generation Require less oversight and direction from assigned RM or team; effectively work with partners and teammates with greater independence, able to take ownership of projects Provide strategic perspective around industry expertise and initiatives that drive business growth Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree Four years of related financial services work experience Strong analytical skills and attention to detail Strong written and verbal communication skills Competitive drive and high work ethic, self-starter, team-oriented Solid leadership and interpersonal skills High level of adaptability and flexibility with strong organizational and time management skills Advanced proficiency in Microsoft Excel and PowerPoint Preferred Qualifications: Minimum GPA: 3.0 Demonstrated work experience in finance or related field 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 30+ days ago

Senior Data Analyst, Banking-logo
CurrentNew York, NY
SENIOR DATA ANALYST, BANKING  Current is a leading US-based fintech company dedicated to empowering individuals to achieve their financial goals. We're committed to providing innovative and accessible financial solutions, and data plays a crucial role in driving our success. We're looking for a talented and passionate Data Analyst to join our Banking team and help us leverage data to optimize our operations, enhance our products, and deliver exceptional customer experiences. ABOUT THE ROLE As a Data Analyst on the Banking team, you'll be at the forefront of shaping our understanding of customer behavior, banking product performance, and operational efficiency. You'll work closely with product managers, engineers, and other stakeholders to translate business questions into actionable insights. Your work will directly impact key decisions related to our banking products, features, and overall strategy. RESPONSIBILITIES Analyze large datasets to uncover trends, patterns, and improvement opportunities in banking products and services. Build and maintain dashboards and reports to track KPIs and deliver clear insights to stakeholders. Conduct discovery and deep-dive analyses to support data-driven decision-making. Partner with product managers and engineers to define and measure the success of features and initiatives. Design and evaluate experiments to optimize products and enhance customer experience. Monitor and analyze customer behavior across deposits, transactions, and other banking activities. Deliver actionable insights to leadership on emerging trends and innovation opportunities. Work with analytics and backend engineers to ensure accessible, accurate, and high-quality data. Communicate findings and recommendations effectively to both technical and non-technical audiences. Continuously improve data analysis processes and methodologies. Uphold data integrity, accuracy, and governance across analytics pipelines. Support production analytics and fraud response through participation in on-call rotations. REQUIREMENTS Bachelor's degree in a quantitative field such as Analytics, Statistics, Economics, Computer Science, or a related field. Experience as a data analyst for 5+ years, ideally in B2C, financial services, or technology. Strong proficiency in SQL and experience working with relational databases (e.g., Bigquery, Snowflake, Redshift, etc). Proficient in utilizing data visualization tools like Tableau, Looker, or other similar platforms. Excellent analytical and problem-solving skills with a strong attention to detail. Ability to communicate complex data insights clearly and effectively to both technical and non-technical audiences. Strong business acumen and the ability to translate business questions into data analysis plans. Experience with A/B testing and experimental design. Working experience with Python for data analysis. ADDITIONAL DESIRED SKILLS AND QUALIFICATIONS Familiarity with the fintech industry and banking products is a plus. Ability to thrive in a fast-paced, collaborative environment. Exposure to dimensional modeling concepts to power meaningful analytics. Experience building data pipelines in dbt. Familiarity with machine learning techniques and predictive analytics is a plus. Experience modeling data using dbt. This role has a base salary range of $150,000 - $205,000. Compensation is determined based on experience, skill level, and qualifications, which are assessed during the interview process. Current offers a competitive total rewards package which includes base salary, equity, and comprehensive benefits. BENEFITS Competitive salary  Meaningful equity in the form of stock options  401(k) plan Discretionary performance bonus program  Biannual performance reviews Medical, Dental and Vision premiums covered at 100% for you and your dependents  Flexible time off and paid holidays  Generous parental leave policy Commuter benefits  Fitness benefits Healthcare and Dependent care FSA benefit  Employee Assistance Programs focused on mental health  Healthcare advocacy program for all employees  Access to mental health apps  Team building activities Our modern Chelsea-based office with open floor plan, stocked kitchen, and catered lunches

Posted 6 days ago

Director, Banking / Payments-logo
CurrentNew York, NY
DIRECTOR, BANKING / PAYMENTS At Current, we’re on a mission to enable our members to create better financial outcomes for themselves. Headquartered in NYC, we’re a leading U.S. fintech and one of the fastest growing companies with over 5 million members. No matter your title, we welcome everyone to build great products, grow quickly, and make an impact together. ABOUT THE ROLE: We are looking for Director Banking / Payments to join our team and drive the growth of our Banking and Payments products and business. This is a critical role for Current at a time of rapid growth. The key objectives of this role are to enable profitable growth of our Banking / Payments products/businesses.  This role will be responsible for achieving P&L goals by managing all levers of this business including building and testing various products that achieve business objectives and bringing together various functional teams to drive business growth. We are looking for a person with exceptional Payments business building and management experience that spans product, analytics, technology and can lead/ manage cross-functional teams with a hands-on approach, and a business owner mentality. KEY RESPONSIBILITIES: Develop strategy and roadmap for banking and payments; drive continuous improvement of existing products to achieve business objectives Frame the banking and payments product design that achieves strong customer engagement while delivering business objectives Hands-on leader that manages the core banking features, debit, secured credit, instant payments and transfers business across its lifecycle and builds new products that maximizes conversion and retention of our primary customers Lead and manage cross-functional teams including product, engineering, compliance and finance and interface with Bank partners on risk and funding related agenda and processes ABOUT YOU: Business leader and manager - Experience leading and managing banking / payments businesses at fintechs Banking / Payments strategist - Has experience in neobanking and payments domain from standing up strategies and managing the ongoing growth and retention of primary customers while increasing attach and ARPU Critical thinker - consider problems from all angles to remove bias and touch bottom on key assumptions Creative problem-solver - able to find creative solutions that finds win win across constraints and objectives Results-oriented - You ground contributions in real business and customer impact and prioritize effectively to maximize speed-to-impact.  Intellectually curious - seek to understand the why behind the numbers and love nerding out over a new insight Exceptional written and oral communication skills. You drive alignment through grounded arguments, interpersonal skills, and negotiation skills.   Thrive when working in a fast-moving, ambiguous environment Excited by large breadth of problem areas REQUIREMENTS: 10+ years of management experience in standing up and managing successful new banking / payments businesses and high level of understanding of the emerging payments and banking technologies and trends Deep knowledge and experience in driving strong business outcomes by managing product, customer experience, analytics, funding, compliance and other critical processes in lending business Masters or Undergraduate degree with a quantitative concentration Exceptional written and oral communication skills. Strong people leader and collaborator. Able to handle competing priorities and influence leadership decision-making This role has a base salary range of $180,000.00 to $270,000.00. Compensation is determined based on experience, skill level, and qualifications, which are assessed during the interview process. Current offers a competitive total rewards package which includes base salary, equity, and comprehensive benefits. BENEFITS: Competitive salary  Meaningful equity in the form of stock options  401(k)  Discretionary performance bonus program  Semi-annual performance reviews Medical, Dental and Vision premiums covered at 100% for you and your dependents  Flexible time off and paid holidays  Generous parental leave policy Commuter benefits  Fitness benefits Healthcare and Dependent care FSA benefit  Employee Assistance Programs focused on mental health  Healthcare advocacy program for all employees  Access to mental health apps  Team building activities Our modern Chelsea-based office with open floor plan, stocked kitchen, and catered lunches

Posted 30+ days ago

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Internal Wholesaler Banking Consultant

Ameriprise Bank, FSBCharlotte, North Carolina

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Job Description

In this role, you will manage a designated geographic territory to promote sales for Ameriprise Banking & Cash Solutions (BCS) through proactive outreach with geographically aligned advisors and field leaders with a secondary purpose of providing guidance via inbound calls. Additionally, you will represent the BCS team at internal meetings and in the field as needed.

Key Responsibilities

  • Leverage product expertise to educate field leaders and advisors on the comprehensive Banking and Cash Solution set.  Provide end to end consultation from product benefits to application process and/or client experience.  Training delivered via multiple channels including teleconference, video conference and in-person presentations at conferences, events and other sites visits that may require minimal travel.
  • Achieve sales activity expectations by building strong rapport with advisors resulting in increased advisor sales in Securities-Based and Home Lending solutions, Deposit accounts, Personal Trust Services, and other products/services as directed. 
  • Engage with advisors through proactive outreach with geographically aligned territories, corresponding with advisors and staff on assigned campaign tasks.
  • Develop territory sales plan to include targeted contacts, segmentation of advisors, sales activity model week, and peer-to-peer champion coaching program.
  • Support sales team manager and other department management on various projects/assignments. 


Required Qualifications

  • Bachelor's degree or equivalent experience
  • 5+ years of direct sales experience and experience in the financial, banking or mortgage industry
  • Active Series 7 or ability to obtain within 120 days
  • Active State securities agent registration (S63 or S66) or ability to obtain within 120 days

Preferred Qualifications

  • Active Series 7 and state securities registration.
  • Knowledge of Ameriprise Financial
  • Knowledge of banking products, including lending and deposit products
  • Solid understanding of financial planning process & experience working with financial advisors
  • Excellent communication & presentation skills
  • Proven ability to quickly build & establish credibility & relationships
  • Strong ability to ask critical questions, anticipate needs, present creative solutions, take ownership and operate independently
  • Extensive experience/knowledge in financial services industry preferably in lending and deposit products

About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Sales

Line of Business

FPPS Wealth Management Solutions

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