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

Auto-apply to these banking jobs

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

Howden logo
HowdenNew York, New York

$105,000 - $115,000 / year

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

Mizuho logo
MizuhoNew York, New York

$190,000 - $235,000 / year

SUMMARY: Directors in Corporate Credit Structuring (“CCS”) work with Coverage Bankers to originate, structure, and negotiate facilities (including syndicated and bilateral loans, bridge, acquisition and structured financing across an IG, HY and Financial Sponsor client base as well as trade management solutions) for existing and prospective clients. A Director is expected to manage and monitor a sizeable sector credit portfolio and help manage junior staff, providing strategic direction in framing client opportunities and structuring transactions with a balanced focus on risk-return parameters, lead initiatives to drive client responsiveness and productivity. Working closely with Coverage and other product and risk management partners around the globe, Banking Americas utilizes its expertise to deliver creative ideas and tailor-made solutions to clients. PRINCIPAL DUTIES AND RESPONSIBILITIES : Work closely with Banking Americas Originations and Product Partners to identify customer business opportunities and gather required information to complete a business screening process, including Business Selection Committee. Respond to various customer requests. Prepare capital allocation / profitability projection package to assess the business case and secure required internal support and approvals. Prepare credit applications on new transactions and renewals, outlining transaction rationale, structure, terms and conditions, exposure management plan, business strategy and relationship return analysis, and any other requested or required forms or information needed to complete a proper assessment of the transaction. As part of credit application process, prepare: Front Sheets, Collateral and Guarantee Registrations, Facility Rating Simulations Coordinate/Manage all compliance requirements (Conflict of Interest, Reputational Risk, KYC, etc.) Ensure all related internal policies and procedures are followed, including sector/industry risk limits Work seamlessly with Credit Risk counterparts to coordinate completion of credit assessment, assisting with any required due diligence needed to finalize the credit opinion/approvals. Assist in financing structuring, underwriting transaction evaluation, preparation, due diligence and execution. Review and/or prepare legal documents in conjunction with in-house or outside counsel. Prepare, analyze and review transaction proposals, focusing on structure, terms and conditions and profitability Engage with Customer, Agent Bank, Bank Participants, Legal, Compliance and Operations to ensure seamless deal execution for the Client. Conduct in depth review of all legal documentation, in addition to commitment letters, NDAs, and LOIs, etc. (working with the Legal Department or Outside Counsel, as required) Engage Portfolio Management Team to optimize portfolio via risk mitigation measures (CDS, loan sales, CRI), assess appetite/returns and to monitor the portfolio Make recommendations on action/plan to Credit Risk (and senior management, when necessary) as it relates to credit issues/restructuring/exposure management. As part of first line of defense, act as credit steward monitoring client performance trends / market movements in coordination with risk and make recommendations for action plans as it relates to client credit issues/restructuring/exposure management. Monitor market movements and news in coordination with Credit Risk – submitting Form 19, when applicable. Manage credit issues with the clients – including assessment of requests/changes and restructuring balancing need to support client with protection of the Bank’s balance sheet. Assist with regulatory related requests/meetings/presentations, as needed. Assist with audit related requests/meetings/presentations, as needed. Qualifications: Undergraduate degree in Accounting, Business, Finance or Economics or strong quantitative background Formalized Credit Training from an accredited financial institution (minimum 9 years credit experience) and proficient modeling skills Ability to manage multiple projects simultaneously, work under pressure and adhere to tight deadlines Possess strong written and oral communication skills and ability to convey ideas efficiently Ability to work effectively both independently and in a team environment Proficiency with Capital IQ, Bloomberg, MS Excel, Word and PowerPoint The expected base salary ranges from $190K - $235k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. #LI-Onsite Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC .

Posted 6 days ago

C logo
Convergint CareerLa Palma, California

$35 - $45 / hour

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 service and support existing customers by responding to service calls, carrying out Customer Support Programs and small projects business. As a Banking Service Technician, you are a part of a dynamic team that allows you to grow as Convergint grows. For information about how we use your personal information, please see our Colleague & Applicant Privacy Notice, available on convergint.com/careers. Who You Are You have a passion for providing world-class service to customers, colleagues and communities. You are a person of integrity with a commitment to growth, accountability and delivering results. You want to join an organization with a positive culture that embraces equal opportunity and allows everyone to be the best version of themselves at work and home. You want to grow with us and deliver results as an exceptional Banking Service Technician. 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. Installs, programs, tests, repairs, and services a variety of non-routine systems and equipment for drive-up, locksmith, and electronic projects, ATM/ TCR. Systems include but are not limited to all manufacturer's drive-up equipment (including remote drive-up), deal drawers, and audio and video equipment related to drive-up banking. Repairs or replaces damaged components of remote units. May also work on larger projects with greater complexity as needed. 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 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, 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 manufacturers' specifications. Refers only to 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 Strong knowledge of drive up, locking and electronic systems specific to banking industry. Strong knowledge of Digital Video Recorders (DVR’s) and Network Video Recorders (NVR’s) connected to the remote system. Strong knowledge of mechanical and electrical systems. Customer Focus – Maintaining awareness of and seeking to meet of the needs and wants of the customer. Advanced communication skills both oral and written. Adaptability – Responds effectively to changes in situation or information. 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 Minimum Experience: 3-5 years locksmiths, drive-up and electronic, ATM's/TCR. 3 years Banking Specialist experience within a commercial, industrial, or facilities operation setting Preferred Experience: (but not required): 3 years in 1 or more of the following industries: security, electronic, banking equipment Convergint is an Equal Opportunity Employer. Visit our Convergint careers site to learn more about the company and the exciting opportunities available. The anticipated hourly compensation for this role is $35-$45/hr Please note that this job posting includes salary information for the assigned target market range within the primary geographic region the requisition is posted. If the position is posted in multiple locations or is a remote position, the salary range may vary. Individual pay rates will, of course, vary depending on the job, department, and location, as well as the individual skills, experience, certifications, specific licenses, and education of the applicant.

Posted 30+ days ago

Wells Fargo Bank logo
Wells Fargo BankWoodbridge, New Jersey

$76,300 - $135,700 / year

About this role: Wells Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team. This role will support customers in an assigned local market by deepening relationships and engaging in prospecting activities. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-25MM) within assigned portfolios Assess, through review and analysis of moderately complex data, the customer's financial needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk Effectively collaborate and consult with internal small business partners and stakeholders to independently resolve moderately complex customer or process issues and achieve small business goals Engage in prospect activities and employ contact strategies focused on generating new small business relationships Lead or participate in moderately complex initiatives and deliverables within small business and contribute to large-scale initiatives related to customer relationships and business growth This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 4+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 2+ years of experience sourcing and or managing a portfolio of clients with $1mm- 25mm in annual revenue Strong knowledge of deposit and cash management products and services Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally Ability to balances needs of clients with associated risks and interests of Wells Fargo 3+ years of experience in business-to-business sales Established network in the local market Knowledge and understanding of financial services industry Excellent verbal, written, and interpersonal communication skills Intermediate Microsoft Office skills A BS/BA degree or higher Job Expectations: Position will be responsible for visiting customers and prospects outside of the branch location within an assigned market/geography. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary ​ Posting Location: Woodbridge NJ Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $76,300.00 - $135,700.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits- Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 12 Dec 2025 Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Posted 4 days ago

Wells Fargo Bank logo
Wells Fargo BankLeesburg, Virginia
About this role: Wells Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team. This role will support customers in an assigned local market by deepening relationships and engaging in prospecting activities. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-25MM) within assigned portfolios Assess, through review and analysis of moderately complex data, the customer's financial needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk Effectively collaborate and consult with internal small business partners and stakeholders to independently resolve moderately complex customer or process issues and achieve small business goals Engage in prospect activities and employ contact strategies focused on generating new small business relationships Lead or participate in moderately complex initiatives and deliverables within small business and contribute to large-scale initiatives related to customer relationships and business growth This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 4+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 2+ years of experience sourcing and or managing a portfolio of clients with $1mm - 25mm in annual revenue Strong knowledge of deposit and cash management products and services Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally Ability to balances needs of clients with associated risks and interests of Wells Fargo 3+ years of experience in business-to-business sales Established network in the local market Knowledge and understanding of financial services industry Excellent verbal, written, and interpersonal communication skills Intermediate Microsoft Office skills A BS/BA degree or higher Job Expectations: Position will be responsible for visiting customers and prospects outside of the branch location within an assigned market/geography. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Posting Location: 701 E Market St Ste A, Leesburg, VA 20176 Posting End Date: 20 Nov 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Posted 2 days ago

F logo
First National Bank (FNB Corp.)Pittsburgh, PA
Primary Office Location: 626 Washington Place. Pittsburgh, Pennsylvania. 15219. Join our team. Make a difference - for us and for your future. Position Title: Director of University and Workplace Banking Business Unit: Retail Reports to: Chief Consumer Banking Officer Position Overview: The Director of University and Workplace Banking is responsible for developing and executing a unified strategy to expand the bank's presence and deepen relationships within both corporate workplaces and higher education institutions. This role leads a team of specialists focused on acquiring new consumer households, enhancing financial wellness, and building long-term partnerships with employers and universities. The Director will drive innovation, cross-functional collaboration, and measurable growth in customer acquisition and engagement. Primary Responsibilities: Lead strategic initiatives integrating University and Workplace Banking with FNB goals. Identify and prioritize target institutions and industries for partnerships. Collaborate cross-functionally with leaders across retail, wholesale, product, marketing, digital, HR, and operations to deliver innovative segment solutions. Develop and manage strategic partnerships with employers, universities, and campus groups. Oversee agreements for on-site presence, co-branded efforts, and sponsorships. Act as the main liaison to ensure partner alignment and service excellence. Oversee university and workplace banking products, including student accounts and financial literacy programs. Develop marketing materials, track business opportunities, monitor usage and feedback, and ensure compliance with partnership regulations. Build and lead a high-performing University Banking team, including relationship managers, campus ambassadors, and support staff. Oversee and optimize performance and execution of Workplace Banking Manager and workplace banking specialists. Set performance goals, provide ongoing training, and foster a culture of accountability and innovation. Work with marketing to create campaigns that engage students and university stakeholders. Support initiatives to drive volume, profitability, and performance through data-driven insights. Represent the bank at campus events and forums to enhance brand visibility and build trust. Track and report on key performance indicators (KPIs) such as account growth, deposit volume, customer retention, and partner satisfaction. Use data-driven insights to refine strategies and optimize resource allocation. 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: BA or BS Minimum#### of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 7 Skills Required to Perform the Primary Responsibilities of this Position: Excellent project management skills Excellent management skills Excellent organizational, analytical and interpersonal skills Excellent communication skills, both written and verbal MS Word- Expert Level MS PowerPoint- Expert Level MS Excel- Expert Level Experience in community and civic engagement Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Posted 5 days ago

B logo
BMO (Bank of Montreal)Chicago, IL

$44,300 - $66,400 / year

Application Deadline: 12/15/2025 Address: 320 S Canal Street Job Family Group: Commercial Sales & Service Job Description BMO Commercial Banking BMO Commercial Banking provides clients with a comprehensive range of commercial products and services, including a variety of financing options and treasury and payment solutions, as well as risk management products. Our commercial bankers partner with clients to anticipate their financial needs, and offer valuable expertise and industry knowledge to help them manage and grow their businesses. As a member of BMO Financial Group, we are part of the eighth largest bank in North America by assets. We serve millions of customers across North America, and in select markets globally. Program Overview Catalyst is an 8-week internship program that brings together a cohort of talented rising sophomore and junior college students focused on training, development, mentorship, and networking. Catalyst interns individually report to a Sponsor who acts as a mentor, coach and manager and provides a highly engaging and interactive learning experience. Catalyst interns will work on real-time projects, attend informative lunch and learns, and prepare a final presentation all of which will enable them to build genuine relationships and gain meaningful work experience. Successful completion of the program may result in an offer to return as Commercial Banking Credit Analyst Intern. What's in it for you? Training and Orientation - learn about BMO, our Enterprise Resource Groups and the foundations of Commercial Banking Technical Training - an engaging and interactive learning program including an introduction to credit Mentorship Program - dedicated mentorship from Commercial Banking leaders to build your skills and capabilities Networking - build your network via senior leadership exposure and collaboration with high-performing teams and diverse clients Soft Skill Development - including communication skills, professionalism in the workplace, presentation skills, building your personal brand, etc. Capstone Project - complete a capstone project over your 9-week internship present to Senior leaders within Commercial Banking We are looking to assemble a cohort of rising sophomore and junior students which reflect the customers and communities BMO serves. Qualifications: You are a rising sophomore or junior student at an accredited U.S. College/University, currently enrolled in an undergraduate program with an anticipated graduation date of Spring 2028 or Spring 2029 You are available to work 35 hours/week (Monday to Friday) June 1 - July 31, 2026 You have a preferred minimum GPA of 3.0/4.0 You are a U.S. citizen, permanent resident of U.S., or an individual who is legally authorized to work in the U.S. and will not require sponsorship in the future You have an interest in kick-starting your career in Commercial Banking and are pursuing an undergraduate degree in a related field of study e.g. Finance, Accounting, etc. You demonstrate excellent communication skills (written and oral), proven analytical skills, strong work ethic, and a high level of professional integrity The annual base salary for this position is USD $45,886 Salary: $44,300.00 - $66,400.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 1 week ago

Huron Consulting Group logo
Huron Consulting GroupOregon, OH

$165,000 - $185,000 / year

Huron is a global consultancy that collaborates with clients to drive strategic growth, ignite innovation and navigate constant change. Through a combination of strategy, expertise and creativity, we help clients accelerate operational, digital and cultural transformation, enabling the change they need to own their future. Join our team as the expert you are now and create your future. Senior Managers serve in an outward-facing, hands-on, and multi-faceted role combining project and engagement management, team leadership and material interaction with clients at both tactical and strategic levels. While activities vary based on project size/scope and individual skill sets and strengths, the Senior Manager can expect to spend considerable time on client-facing engagements through all project phases (pursuit to delivery), project management, and intensive data-analysis to implement impactful recommendations. Additionally, Senior Managers time will revolve around overall practice development, the mentorship of Coachees (when assigned), and general project/organizational administrative tasks. We are looking for an Oracle Financials Sr. Manager / Solution Architect who can define and oversee ERP solution design across global transformation programs. This role requires deep Oracle ERP Cloud expertise, the ability to align solutions with client business strategy, and hands-on leadership in guiding design and architecture decisions. Key Responsibilities Own the end-to-end solution design for Oracle ERP Financials and EPM Cloud implementations, ensuring scalability, compliance, and performance. Lead workshops with business stakeholders to translate requirements into future-state designs. Support pre-sales activities and contribute to proposals and client presentations. Act as a thought leader, staying ahead of Oracle roadmap and innovation (AI, automation, analytics). Provide architectural oversight across modules (AHCS, GL, AP, AR, FA, CM). Collaborate with integration, reporting, and data teams to ensure seamless end-to-end design. Define standards, templates, and best practices for ERP implementations. Qualifications: Bachelor's or Master's degree in a field related to this position or equivalent work experience with Oracle SaaS solutions 5-7 years of related experience with ERP and EPM Cloud implementations in a consulting role Must have strong banking industry experience. Insurance and capital markets is nice to have but not mandatory. 5+ years of experience leading implementations with at least 2 of the following Oracle Cloud modules: Accounting Hub (AHCS), General Ledger (GL), Receivables (AR), Payables (AP), Asset Management (FA), Cash Management, OFSAA solutions Experience as a functional application specialist, but also familiarity with Oracle's FS Reference Architecture Proven experience with integrations from Banking, Insurance, and/or Capital Markets solutions; knowledge of OIC Excellent communication skills - oral and written - and the interpersonal skills needed to quickly establish relationships of trust and collaboration The ability to train and participate in the professional development of Huron staff in both project management and technical dimensions Proven ability to contribute on multiple projects of differing scale and duration Willingness to travel up to 50% as needed to work with client or other internal project teams The estimated base salary range for this job is $165,000 - $185,000. The range represents a good faith estimate of the range that Huron reasonably expects to pay for this job at the time of the job posting. The actual salary paid to an individual will vary based on multiple factors, including but not limited to specific skills or certifications, years of experience, market changes, and required travel. This job is also eligible to participate in Huron's annual incentive compensation program, which reflects Huron's pay for performance philosophy. Inclusive of annual incentive compensation opportunity, the total estimated compensation range for this job is $189,750 - $231,250. The job is also eligible to participate in Huron's benefit plans which include medical, dental and vision coverage and other wellness programs. The salary range information provided is in accordance with applicable state and local laws regarding salary transparency that are currently in effect and may be implemented in the future. Position Level Director Country United States of America

Posted 30+ days ago

Summit Credit Union logo
Summit Credit UnionOak Creek, WI
We want to build a better, more equitable world and fulfill our mission of Dreams enabled. Financial Wellness achieved. Life richer. We do that through our Essential Behaviors of working as a team, putting our membership first and promoting change, and through our Values: Honesty, Make Things Better, Respect Others, Be Fair/Create Equity, and Care. As a VP Business Services (Commercial Banking), selected individuals will work closely with small to medium-sized businesses to understand the members' banking needs to deliver customized solutions such as loans, lines of credit, and treasury management services. The VP ensures member satisfaction, builds long-term relationships, and identifies opportunities for business growth. They also collaborate with other departments and stay informed about financial regulations and market trends to guide members effectively. Strong communication, analytical skills, and a deep understanding of business finance are key to success in this role. Expected Outcomes New Member relationships are developed through organized prospecting efforts. Members receive outstanding accurate and timely service. Relationships with Credit and Operations teams are marked by clear communication and mutual respect. Business Services is well represented at community events and local non-profits. Performance metrics demonstrate attainment of key business objectives, including loan and deposit growth, fee income, and portfolio quality. Member experience and profitability is strengthened through the implementation and promotion of Business Services initiatives and the fostering of a service to sales culture. Capability Requirements Bachelors Degree in Business Administration, Accounting, Finance or a related field. Five or more years of financial institution experience with at least three years in business lending and relationship management; or combination of applicable work experience and education. Professional well developed interpersonal skills; essential for interacting with credit union staff and members. Expert knowledge of business lending, deposit acquisition and treasury management products and strategies. Proven business development and leadership abilities. Expert knowledge of laws and regulations that govern lending and deposit products. Demonstrated ability to ask in-depth questions and effectively negotiate. In-depth mathematical skills required (calculations and concepts involving decimals, percentages, fractions, dividend, interest, amortization, payoff and equity calculations etc.). Basic knowledge of Microsoft Word, Outlook and intermediate knowledge of Excel. Summit has opportunities for Bankers in the following markets: Milwaukee/Waukesha Madison / Dane County Sheboygan and surrounding counties

Posted 30+ days ago

PwC logo
PwCNew York, NY

$77,000 - $214,000 / year

Industry/Sector Banking and Capital Markets Specialism Industry Tax Practice Management Level Senior Associate Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs Minimum years experience required 2 year(s) Minimum Degree Required Bachelor Degree Required Field(s) of Study Accounting Additional Educational Requirements Job seekers must demonstrate all of the minimum requirements are met for CPA licensure per respective state regulations Preferred Qualifications Certification(s) Preferred CPA or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure, or Member of the Bar. Basic Qualifications Preferred skills Demonstrates thorough knowledge and/or a proven record of success in tax issues affecting either the domestic or international banking industry and public accounting practices, internal domestic banking tax departments or internal foreign banking. Demonstrates thorough abilities and/or a proven record of success in FAS 109, FIN 48, and the banking industry; identifying and addressing client needs: actively participating in client discussions and meetings; communicating a broad range of Firm services; managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues; creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues. As a tax technical professional, demonstrates ability to research business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Experimentation with automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Exposure to pricing, client value and the negotiation process - including reviewing contracts and finding opportunities to introduce new pricing options. We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $77,000 - $214,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 1 week ago

First Financial Bank logo
First Financial BankSchererville, IN

$119,000 - $164,174 / year

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. Acts as the central relationship lead for a select group of clients that have minimum investable assets of $1 million dollars. Manages the client's complete banking relationship across the company. Functions as the client's personal advocate to internal partners, adding value through the ability to identify client needs, analyze customer information, define goals and build plans and make client recommendations. Serves as the main point of contact for personal banking and credit advice, as well as providing effective wealth management financial solutions. Owns delivering an integrated suite of solutions designed to address financial needs of existing relationships, as well as being actively involved in new client acquisitions and new business development. Acquires new clients by following the sales process and by actively soliciting referrals and developing other internal and external sources. Success will be measured by one's ability to meet revenue goals and deliver ongoing client satisfaction and retention targets. Essential Functions/Responsibilities In depth product knowledge and excellent sales and relationship management skills. Typical Client Revenue is between $3 and $5 million. The revenue would be the overall book of business and not any one single client. Consistently strong performer. Develops and strengthens client relationships within the client segment described above. Seeks new business opportunities for all lines of business throughout the bank. Grows revenues in accordance with agreed upon goals. Maintains excellent levels of client service by executing a client request/solution within a specific turnaround time. Client feedback scores will be used to help measure the level of client service. Participates in ongoing internal and client facing routines such as but not limited to annual tiered client contact requirements, to include compliance and regulatory activities. Effectively interface with internal partners, such as but not limited to Credit, Deposits, Mortgage, Investments, Brokerage, and Small Business Banking to deliver needs based solutions. Supports our data based marketing approach and integrated sales process. Executes within appropriate risk and compliance guidelines Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job Bachelor's degree. 6 years of client facing sales and relationship management experience with demonstrated ability to grow revenue and deliver satisfied clients. 6 years of banking and related financial services experience. Outstanding written and oral communication skills are required. Expert knowledge in banking services, to include credit is required. Advanced knowledge of wealth management products and services is required. Business and technical expertise are necessary; to include needs assessment, planning and analysis skills is required. Proven ability to manage and deliver results in a complex environment is required. Proven compliance record in previous roles. Preferred Knowledge and Skills CFP designation. Level of Complexity and Scope Degree of Independence and Decision-Making Required Supervisory Responsibilities Physical Requirements Occasionally lifts and carries up to 10 lbs. Occasionally drives. Frequently sits, stands and walks. Compliance Statement The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements. Development and Training Pay Range: $119,000/year - $164,174/year Benefits We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide. Incentive Eligibility All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions. It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law. We are an E-Verify Employer.

Posted 30+ days ago

Robinhood logo
RobinhoodMenlo Park, CA

$169,000 - $255,000 / year

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you're ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world's biggest financial problems. We're looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn't a place for complacency, it's where ambitious people do the best work of their careers. We're a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. At Robinhood Banking, we are building an elite infrastructure pod to power our next stage. Join us and scale our banking services from millions to tens of millions. This is a role for a builder who is ready to take their career to the next level. You will lead high-impact work that demands both vision and precision. We work on foundational systems that millions rely on every day to manage and spend their hard-earned cash-reliability and performance are just table stakes. As the lead for Banking Infrastructure, you'll command a small pod of exceptional engineers, driving lean, incisive execution. You'll make the critical calls on which parts of our infrastructure we keep, and which we evolve. You'll set the standard for scalability, stability, and operational excellence across databases, compute, distributed systems, and deployments - building the foundation that enables us to move faster, safer, and smarter. This role is based in our New York, NY or Menlo Park, CA office(s), with in-person attendance expected at least 3 days per week. At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams. What you'll do Lead high-stakes scaling efforts to support millions more customers without breaking stride Set and drive the long-term technical strategy for Robinhood Banking Infrastructure Determine which parts of our infrastructure to keep, which to evolve, and lead those transitions from the front Design bulletproof solutions for mission-critical systems that require extreme availability (think: transaction authorization) Establish and implement best-in-class practices for load testing, canary releases, recovery tooling, and deployment pipelines Drive stability and scalability across all layers - databases, compute, deployments, and beyond Reduce operational friction by improving oncall, crafting elegant protocols, and streamlining incident response Invest in developer experience so the whole ENG team can iterate faster with less risk Anticipate scaling bottlenecks before they appear and take decisive action to stay ahead What you bring Drive to take your career - and the systems you build - to the next level Ability to lead a small, high-caliber pod to deliver outsized impact Hands-on leadership - you set direction, make the key calls, and build alongside your team Proven success scaling complex, high-availability infrastructure in production Breadth across infrastructure experience: DevOps, SRE, backend performance, developer experience, pure infra Standout ability to structure initiatives for maximum business impact and aggressive sequencing Creativity and expertise to deliver lean, cost-effective solutions without compromising quality Strong judgment under pressure and skill at making high-impact technical decisions Track record of building fault-tolerant distributed systems and modernizing release/deployment pipelines Leadership skills with the ambition to grow into Senior Staff+ or management roles What we offer Challenging, high-impact work to grow your career An elite group of peers to realize this growth alongside you Performance driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching Best in class benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents Lifestyle wallet - a highly flexible benefits spending account for wellness, learning, and more Employer-paid life & disability insurance, fertility benefits, and mental health benefits Time off to recharge including company holidays, paid time off, sick time, parental leave, and more! Exceptional office experience with catered meals, events, and comfortable workspaces. In addition to the base pay range listed below, this role is also eligible for bonus opportunities + equity + benefits. Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected base pay range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. For other locations not listed, compensation can be discussed with your recruiter during the interview process. Base Pay Range: Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC) $217,000-$255,000 USD Zone 2 (Denver, CO; Westlake, TX; Chicago, IL) $190,000-$224,000 USD Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL) $169,000-$199,000 USD Click here to learn more about our Total Rewards, which vary by region and entity. If our mission energizes you and you're ready to build the future of finance, we look forward to seeing your application. Robinhood provides equal opportunity for all applicants, offers reasonable accommodations upon request, and complies with applicable equal employment and privacy laws. Inclusion is built into how we hire and work-welcoming different backgrounds, perspectives, and experiences so everyone can do their best. Please review the Privacy Policy for your country of application.

Posted 30+ days ago

T logo
Truist Financial CorporationWinston Salem, NC

$105,000 - $135,000 / year

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: The Business Unit Risk Specialist II engages with Business Unit stakeholders, primarily within Corporate Banking, Commercial Banking, and Specialized Industries Lending, in its management of risks and controls as well as its execution of risk program requirements. Execute, facilitate, and/or monitor execution of Risk Program requirements (e.g., RCSA, Issues Management, Internal/External Loss Events, KRIs, etc.) for high complexity areas within the Business Unit. Provide risk advice and influence to assigned Business Unit. Aggregate, integrate, correlate, and report risks for the assigned Business Unit. Identify and opine on remediation to address weaknesses related to inadequate or failed processes, people, and systems, or external events and ensure effective remediation. 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. Provide risk advice and serve as risk Subject Matter Expert (SME) to assigned Business Unit across all risk types to promote and strengthen compliance with applicable regulations, policies, procedures, and risk program requirements. Partner with first- and second-line defense teammates across highly complex business areas in identifying, escalating and in remediating risk control gaps to ensure compliance with Enterprise Risk Management programs and policy. Monitor and report on emerging risks potentially impactful to Business Unit partners and Truist. Execute processes and record retention routines necessary to ensure Business Unit compliance with enterprise risk monitoring requirements. Understand Business Unit goals, provide risk management expertise in strategic projects and seek engagement from appropriate peers for guidance and input. Other activities and special projects, as deemed required. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree in Accounting, Business, Finance or related field, or equivalent education and related training. 5+ years of experience in a financial institution with emphasis on risk management or equivalent work experience and training, and/or equivalent education, training and experience. Experience in compliance and operational risk mitigation and remediation. Strong communication, interpersonal, presentation and negotiation skills. Proven leadership and management skills. Strong time management and organizational skills adaptable to a dynamic and complex work environment; Capable of handling multiple projects concurrently. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Ability to travel, occasionally overnight Preferred Qualifications: Corporate Banking, Commercial Banking, and/or Specialized Industries experience. Demonstrated proficiency in identifying operational, reputational, and technology risks. Strong written and oral communication skills along with excellent decision making and judgment skills. Comfortable operating in an environment with a high degree of change. Experience in issues management (Identification, Remediation Planning, Management and Closure). Experience with Risk Control Self-Assessment to include documentation and evaluation of process, risks, and controls. Experience in Audit and/or Exam management. Proficiency and knowledge in ARCHER GRC Platform is a plus. The annual base salary for this position is $105,000-$135,000 General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

Posted 4 days ago

Lead Bank logo
Lead BankKansas City/Lee's Summit/Blue Springs, MO
Lead is a fintech building banking infrastructure for embedded financial products and services. We operate an FDIC-insured bank headquartered in Kansas City, Missouri. Additionally, we have offices in San Francisco, Sunnyvale, and New York City, where our technical, product, design, and legal teams operate. We are built for a constantly evolving financial landscape, where new ventures and technological advancements emerge daily. Guided by a team of entrepreneurs and technologists with decades of experience navigating intricate banking and payments regulations, Lead blends regulatory and technological expertise to help our fintech partners scale their operations with compliance and creativity. Simply put, Lead offers the essential attributes that every fintech seeks in a partner bank. First, unparalleled technical expertise from a distinguished team of developers with an extensive understanding of the banking and payments systems. Second, oversight expertise, automated compliance systems, and bespoke program management to navigate the ever shifting regulatory landscape. Finally, a commitment to transparency and operational rigor to ensure everyone's money does what it's supposed to do. As a Community Bank, we provide personalized banking services and solutions to support the businesses, individuals, and charitable organizations of the Kansas City Metropolitan Area, both in branch and online. We are committed to fostering strong relationships, supporting local economic growth, and we believe in the power of being an integral part of the community we serve. In this role you will: Be a subject matter expert on the cash management products suite, including analysis pricing and setup, Check and ACH Positive Pay, and Remote Deposit Capture Open new commercial accounts for clients, assist in initial and ongoing due diligence, and provide client education at onboarding and throughout the relationship Assist with gathering requested information for required audits Assist in updating client agreements to incorporate rule changes and new products/policies Complete documentation needed for enrollment of commercial products such as online banking, ACH and wire origination, remote deposit capture and mobile remote deposit capture, sweep accounts, account analysis, and positive pay Troubleshoot client issues, both internally and with our core processor, to resolution and escalate as needed Cross-sell bank services to existing and prospective clients Possess clear and working knowledge of all products offered by the bank, including specific operational and compliance settings required to establish the product or service Verify personal and business identification documents (CIP/KYC) and archive supporting documentation Bring excellent client service skills that will help you build professional relationships and curate interactions based on client motivations and needs Perform other duties as assigned Qualifications: 2+ years of banking experience Proficiency in Google Suite Demonstrated history of providing exceptional customer service Experience and understanding of the cash management products suite, including analysis Strong communication and interpersonal skills To succeed in this role, you: Bring excellent client care skills that will help you build professional relationships and curate interactions based on client motivations Thrive working in a fluid environment with high autonomy, multitasking when required while also showing great attention to detail Love to collaborate to get to the best, most efficient outcome Show curiosity and humility, while being open to new ideas and approach your work with a growth mindset Are a team player and enjoy working with people to achieve the best and most efficient result Display strong accountability and group responsibility for the customers we serve, taking on and performing tasks What we offer At Lead, we design our benefits to support company culture and principles, to foster an efficient and inspiring work environment, and to create the conditions for our team to give their best in both work and life Competitive compensation based on experience, geographic location, and role Medical, Dental, Vision, Life, 401k matching, and Disability benefits Flexible vacation policy, plus three mental health days and your birthday off A challenging and fulfilling opportunity to join one of the most experienced teams in banking and fintech A fun team-oriented environment where your career will be supported Dress for your day dress code Hours: Monday-Friday 8am to 5pm Lead Bank is proud to have an inclusive culture committed to ensuring equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. #LI-BC1

Posted 30+ days ago

Varo logo
VaroCharlotte, NC

$170,000 - $230,000 / year

Varo is an entirely new kind of bank. All digital, mission-driven, FDIC insured and designed for the way our customers live their lives. A bank for all of us. What you'll be doing Manage and lead the internal core vendor team to ensure successful implementation and maintenance of our core banking platform. Develop deep knowledge of our bank infrastructure to inform technical product requirements. Lead projects for new system implementations or major upgrades to existing platforms. Diagnose and resolve issues with the core banking or money movement systems, often by providing expertise on transaction flows and account structures. Connecting the core banking system with other applications and services, such as mobile banking and digital payment systems. Ensure the system adheres to security protocols and regulatory standards, including data integrity and consistency. Working closely with various stakeholders, including IT teams, customer operations and business users, to define requirements and ensure operational readiness. Lead team planning and delivery routines Monitor vendor performance, understand the "why" of your domain, and propose improvements. Own the release management process and delivery. Drive the core platform strategy and create capabilities that application teams can leverage to have a direct impact on our end-user experience. Evangelize core banking and money movement vendor roadmap internally and externally in informal and formal settings. You'll bring the following required skills and experiences 5 years people management and development experience Experience driving strategy for infrastructure products in a top bank, fintech or payments company Experience with configuration of core banking modules and interfaces Knowledge of data migration for core banking systems Experience with performance tuning for core banking systems, including close-of-business (COB) batch processing and error handling Passion to seek an in-depth understanding of stakeholder needs and turn that insight into a compelling vision and strategy for the IT Operations teams Strong execution and ability to drive work to completion Comfortable with pulling and manipulating data using SQL Preferred: Experience with Temenos, Visa DPS and integrations with cloud services $170,000 - $230,000 a year For cash compensation, we set standard ranges for all US-based roles based on function, level, and geographic location, benchmarked against similar-stage growth companies. Per applicable law, the salary range for this role is $170,000 - $230,000. Final offer amounts are determined by multiple factors as well as candidate experience and expertise and may vary from the identified range. This role is also eligible for a bonus, equity, and competitive benefits. We recognize not everyone will have all of these requirements. If you meet most of the criteria above and you're excited about the opportunity and willing to learn, we'd love to hear from you! About Varo Varo launched in 2017 with the vision to bring the best of fintech into the regulated banking system. We're a new kind of bank - all-digital, mission-driven, FDIC-insured, and designed around the modern American consumer. As the first consumer fintech to be granted a national bank charter in 2020, we make financial inclusion and opportunity for all a reality by empowering everyone with the products, insights, and support they need to get ahead. Through our core product offerings and suite of customer-first features, we aim to address a broad range of consumer needs while profitably serving underserved communities that have been historically excluded from the traditional financial system. Learn more about Varo by following us: Facebook - https://www.facebook.com/varomoney Instagram - www.instagram.com/varobank LinkedIn - https://www.linkedin.com/company/varobank Varo is an equal opportunity employer. Varo embraces diversity and we are committed to building teams that represent a variety of backgrounds, perspectives, and skills. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Beware of fraudulent job postings! Varo will never ask for payment to process documents, refer you to a third party to process applications or visas, or ask you to pay costs. Never send money to anyone suggesting they can provide work with Varo. If you suspect you have received a phony offer, please e-mail [email protected] with the pertinent information and contact information. CCPA Notice at Collection for California Employees and Applicants: https://www.varomoney.com/privacy-legal/ We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Posted 30+ days ago

First Commonwealth Bank logo
First Commonwealth BankLancaster, PA
A Business Banking Relationship Manager I cultivates new business from potential and existing small-mid-sized business clients by providing financial advice, managing relationships, and recommending banking products to help clients achieve their financial goals. They serve as the primary point of contact, helping clients navigate a range of financial products and services to meet their business needs. Essential Job Responsibilities ____ Sales and Business Development a. Conducts a minimum of 10 client or prospect calls per week to build new relationships and strengthens existing ones. b. Pursues new small-mid-sized business clients with borrowing needs less than $3mm and who are generally less than $10mm in revenue and provide opportunities to generate deposit, loan and revenue growth for the bank. c. Promotes a full suite of banking products and services, ensuring clients are aware of all available options. d. Works closely with business partners such as the Financial Solutions Centers, Treasury Management, Mortgage, Equipment Finance, FCI and FCA to deepen the relationship and expand the relationship revenue. Financial Solutions Advisory a. Shares insights with clients, positioning the bank as a trusted partner in their business growth. b. Assesses clients' financial needs and objectives to provide tailored banking solutions. Compliance and Risk Management a. Works with Credit Administration to determine initial credit worthiness, understanding their credit strengths and weaknesses and ensuring adherence to bank policies. b. Works with Business Banking Portfolio Management to ensure credit quality standards are met/maintained including financial statement monitoring and past due accounts. Client Support and Relationship Management a. Addresses client inquiries, troubleshoot issues and provides ongoing support to clients. b. Prepares and maintains accurate call records of client service calls made and meetings held with present and prospective clients. Bona Fide Occupational Qualifications_ ____ A bachelor's degree or equivalent experience. A minimum of three (3) years of relevant business development experience in a customer-centric sales environment with a proven track record of exceeding assigned goals. Exceptional communication skills with ability to influence others, as well as strong computer and analytical skills are necessary. A valid driver's license and travel, including some overnight stays, are required.

Posted 30+ days ago

Enterprise Bank & Trust logo
Enterprise Bank & TrustCreve Coeur, MO
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: AVP, Business Banking Treasury Specialist Job Description: Summary: Provides internal and external treasury support and portfolio management to Business Banking team and clients. Ensures customer service is provided and recommends products and services to prospects and existing clients. Essential Duties and Responsibilities: Provide inside sales support for the Business Bankers Analyze prospect's account statements and prepare Product Matrix for proposal Complete Contract and Service Schedule for Treasury Management products Facilitate onboarding for new clients for Online Banking and Treasury Management products Cross sell Treasury Management products Provide support to Business Banking clients Have a thorough understanding of all Business Banking Treasury Management products Foster working relationships with CSOs, Operations Support associates and Lobby Managers for purposes of client support and to ensure continuous client experience Provide general customer support and portfolio management Prepare annual Client review of account(s) and TM services usage Organizes and provides training for new Business Banking associates as needed Provide training on Bank Products, focusing on Business Banking Bundles and Treasury Management products Ensure new Business Banking associates have a thorough understanding of Business Banking processes Coordinate training schedule with other team members and other departments as needed Review department processes periodically to ensure continuous improvement Perform other miscellaneous duties as assigned Qualifications: Thorough knowledge of banking policies, procedures, compliance and regulations Excellent interpersonal and customer service skills Strong oral and written communication skills Ability to work well under pressure while managing various competing demands Strong inside sales and problem-solving skills Strong organizational skills and detail oriented with a high degree of accuracy Professional demeanor and phone voice with well-groomed appearance Self-starter, outgoing personality and able to address problems in a prompt, professional manner Team oriented, possess a positive attitude and works well with others Personal transportation that is reliable to visit customer sites and bank branches, if necessary Ability to demonstrate flexibility, versatility, commitment and good judgment in team-oriented environment Supervisory Responsibilities: None Education and/or Experience: Two years of college or equivalent plus three to five years of banking experience with an emphasis on treasury management, customer service experience, and retail experience. Computer and Software Skills: Microsoft Suite (Word, Excel, PowerPoint) Core banking system, IBS experience a plus Salesforce Google Mail/Calendar Certificates, Licenses and Registrations: None Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at hr@enterprisebank.com. Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE.

Posted 30+ days ago

PwC logo
PwCDallas, TX

$77,000 - $214,000 / year

Industry/Sector Banking and Capital Markets Specialism Industry Tax Practice Management Level Senior Associate Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs Minimum years experience required 2 year(s) Minimum Degree Required Bachelor Degree Required Field(s) of Study Accounting Additional Educational Requirements Job seekers must demonstrate all of the minimum requirements are met for CPA licensure per respective state regulations Preferred Qualifications Certification(s) Preferred CPA or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure, or Member of the Bar. Basic Qualifications Preferred skills Demonstrates thorough knowledge and/or a proven record of success in tax issues affecting either the domestic or international banking industry and public accounting practices, internal domestic banking tax departments or internal foreign banking. Demonstrates thorough abilities and/or a proven record of success in FAS 109, FIN 48, and the banking industry; identifying and addressing client needs: actively participating in client discussions and meetings; communicating a broad range of Firm services; managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues; creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues. As a tax technical professional, demonstrates ability to research business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Experimentation with automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Exposure to pricing, client value and the negotiation process - including reviewing contracts and finding opportunities to introduce new pricing options. We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $77,000 - $214,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 1 week ago

First Bank Online logo
First Bank OnlineFranklin, TN
This position is NOT remote or hybrid. This position can work in the Nashville, Franklin or Knoxville, TN FirstBank offices or in our Birmingham, AL office. Summary: The Senior First Line Compliance Specialist support's the bank's First Line of Defense for compliance. Sr. Specialists support the Sr. First Line Compliance Manager and partner with all segments of the bank to lead the development, implementation and execution of the institution's first line controls and monitors within the various areas of the bank. The Sr. First Line Compliance Specialist is responsible for partnering with multiple areas of FirstBank, including Corporate Compliance and Risk Management, in addition to other First Line Compliance roles and teams, to identify and mitigate regulatory compliance risk. Essential Duties and Responsibilities: Perform first line daily check backs, weekly reviews or monthly reviews for quality control of critical bank compliance processes and procedures Partner with the business unit to enhance regulatory compliance within all processes, procedures and practices Partner with the Sr. First Line Compliance Manager on findings and recommended remediation Perform research in areas of compliance to ensure a good understanding of the recommendations and findings presented in audits Coach and mentor less experienced staff to meet challenging project deliverables and timelines while supporting Lead and Manager on assigned tasks/projects Develop best practices of ongoing quality control reviews for bank compliance Look for opportunities to create/enhance compliant operational efficiencies Assists Bank leadership with consumer complaint response, as needed, and monitor for appropriate complaint resolution timelines Evaluate all current and new compliance regulations; review company processes; identifies areas and assist with development of compliance training materials, as needed Monitor testing reports for trending items and ensure any process/systemic root causes of issues are addressed with the business units and/or reported through appropriate channels Aligns priorities to meet team goals established by Manager in timely manner with proactive communication and quality work product Assists with development and implementation of a First Line Compliance Testing Calendar using a risk-based approach Establishes reporting and tracking for emerging risks, control effectiveness, compliance risk exposure and mitigation efforts Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 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. Ability to convey complex regulatory requirements in a clear and concise manner Proven track record of building and creating processes, procedures and reporting Ability to build rapport and trust with teams cross-functionally and across all levels and provide a positive atmosphere to the team and others. Demonstrated ability and experience providing successful and efficient solutions to discovered risks Proven experience successfully interacting with auditors, consumers, and internal staff Ability to thrive in a fast-paced company Willingness to complete training courses that are available to compliment work experience Proven experience successfully working in a confidential environment Education and/or Experience: 4+ years of banking regulatory compliance experience with retail banking and/or operations experience a plus Experience coaching and mentoring peers CRCM or similar certification, or additional years of compliance experience, preferred Working knowledge of Federal and State regulations, particularly consumer lending regulations including but not limited to Reg. Z, Reg. X, ECOA, HMDA, and UDAAP is highly preferred.

Posted 6 days ago

PwC logo
PwCMinneapolis, MN

$150,000 - $438,000 / year

Industry/Sector Banking and Capital Markets Specialism Industry Tax Practice Management Level Director Job Description & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Lead in line with our values and brand. Develop new ideas, solutions, and structures; drive thought leadership. Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. Balance long-term, short-term, detail-oriented, and big picture thinking. Make strategic choices and drive change by addressing system-level enablers. Promote technological advances, creating an environment where people and technology thrive together. Identify gaps in the market and convert opportunities to success for the Firm. Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Financial Services Tax team you are expected to lead the way as technologyenabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Director you are expected to set the strategic direction, lead business development efforts, and oversee multiple projects while maintaining impactful executive-level client relations. You are expected to provide exceptional technical knowledge and specialization, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs. Responsibilities Set the strategic direction for the Financial Services Tax team Lead business development initiatives to drive growth Oversee multiple projects maintaining quality delivery Maintain executive-level client relationships Provide technical knowledge and industry insights Foster a culture of digitization and automation Equip professionals to succeed in complex transactions Leverage One Firm knowledge to address client needs What You Must Have Bachelor's Degree in Accounting 6 years of experience CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart Considerable knowledge of tax issues in banking industry Considerable knowledge of public accounting practices Significant technical skills including FAS 109 and FIN 48 Identifying and addressing client needs Developing and sustaining meaningful client relationships Preparing and presenting complex written and verbal documents Leading teams to generate a vision and establish direction Utilizing automation and digitization in professional services Evaluating and negotiating new and existing contracts Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $150,000 - $438,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

Howden logo

Investment Banking Analyst

HowdenNew York, New York

$105,000 - $115,000 / year

Automate your job search with Sonara.

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

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

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

pay-wall

Job Description

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.

Automate your job search with Sonara.

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

pay-wall