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Sofi logo
SofiNew York City, NY
Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role: The Head of Fair and Responsible Banking is a key member of the Compliance senior leadership team responsible for designing, implementing, and overseeing the enterprise-wide strategy for fair lending, responsible banking, and consumer complaint management. This role leads the fair lending advisory and analytics functions, which ensures that all business practices are aligned with fair lending regulatory expectations and internal standards. The role will also provide strategic direction, subject matter expertise, and oversight for the broader fair banking practices and consumer complaints. This leader will partner with lines of business, compliance, risk and legal teams to proactively identify risks, provide credible challenge, and implement sustainable solutions. The successful candidate will bring deep fair lending, responsible banking and complaints oversight regulatory expertise, analytical acumen, and a passion for embedding responsible banking concepts into financial products, services, and operations. What you'll do: Strategic Leadership Develop and lead the bank's Fair and Responsible Banking program, ensuring alignment with regulatory requirements, enterprise risk appetite, and core values Serve as the enterprise subject matter expert on fair lending, UDAAP, and related consumer protection laws (e.g., ECOA, FHA, regulatory guidance) Provide strategic and operational leadership to the Fair Lending Advisory, Fair Lending Analytics, Responsible Banking, and Complaints Management Oversight teams Build, lead, and mentor a team of highly experienced compliance professionals and data scientists focused on all aspects of fair and responsible banking Fair Lending Advisory Maintain and execute the fair lending program Lead a team of experienced fair lending officers to execute the program Act as subject matter expert to both the first and second lines, regarding fair lending risk and oversight expectations Advise compliance, risk, product, credit, marketing, etc., teams on fair lending risks across the lending lifecycle Design and execute the fair lending risk assessment Design and execute fair-lending related review and monitoring activity Ensure appropriate and effective fair lending training across the organization Fair Lending Analytics Maintain and execute the fair lending analytics program Lead a team of data scientists to execute the program Act as subject matter expert to both the first and second lines regarding fair lending analytics and ongoing monitoring processes and oversight expectations Oversee the use of advanced statistical and analytics tools to detect and monitor fair lending risk Responsible Banking Maintain and execute the responsible banking program Lead a team of responsible banking officers to execute the program Design and execute the responsible banking risk assessment Act as subject matter expert to both the first and second lines regarding responsible banking risk and oversight expectations Ensure appropriate and effective responsible banking training across the organization Complaints Management Oversee the enterprise complaints management program, ensuring robust intake, analysis, resolution, and escalation processes. Analyze complaint trends to identify systemic issues and opportunities for product or service enhancements Implement effective regulatory complaint response policies Report findings to senior management and help drive root-cause remediation efforts Governance, Reporting, and Regulatory Engagement Prepare and present reports, metrics, and risk assessments to the Board, Risk Committees, and regulators Lead responses to regulatory examinations, inquiries, and feedback related to fair and responsible banking and complaints oversight What you'll need: Deep, applied knowledge of federal and state fair lending and consumer protection laws and regulations (e.g., ECOA, FHA, UDAAP, etc.) 15+ years directly leading fair lending and responsible banking programs at mid to large sized national banks 10+ years directly leading fair lending analytics teams 10+ years applying fair lending concepts to mortgage products and processes (additional experience in the 1LOD preferred) 10+ years applying fair lending concepts across multiple other products and processes (personal loans, student lending, card, auto) 10+ years applying responsible banking concepts across a broad range of banking and financial products and services 7+ years directly leading enterprise complaints oversight programs and broad understanding of a range of associated regulations (Reg E, Reg Z, Reg DD, etc.) Proven ability leading large, highly experienced, teams of compliance officers and data scientists Significant experience leading relationships with regulatory agencies (e.g., CFPB, OCC) Strategic thinker with strong solutions-focused business acumen and ability to influence across all levels of the organization Proven ability to build collaborative relationships with cross-functional partners Strong written and verbal communication skills. Comfortable presenting to and advising executive leadership and regulators High integrity, ethical judgment, and commitment to advancing financial inclusion and fairness Experience operating in a fast-paced, growth-oriented company Nice to have: Bachelor's degree or advanced degree in related field Experience working in a bank 1LOD Certification in compliance or risk management (e.g., CRCM, CCEP, FRM). Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! Pay range: $182,400.00 - $313,500.00 Payment frequency: Annual This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above. SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

Posted 30+ days ago

Sofi logo
SofiSan Francisco, CA
Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role: The Head of Fair and Responsible Banking is a key member of the Compliance senior leadership team responsible for designing, implementing, and overseeing the enterprise-wide strategy for fair lending, responsible banking, and consumer complaint management. This role leads the fair lending advisory and analytics functions, which ensures that all business practices are aligned with fair lending regulatory expectations and internal standards. The role will also provide strategic direction, subject matter expertise, and oversight for the broader fair banking practices and consumer complaints. This leader will partner with lines of business, compliance, risk and legal teams to proactively identify risks, provide credible challenge, and implement sustainable solutions. The successful candidate will bring deep fair lending, responsible banking and complaints oversight regulatory expertise, analytical acumen, and a passion for embedding responsible banking concepts into financial products, services, and operations. What you'll do: Strategic Leadership Develop and lead the bank's Fair and Responsible Banking program, ensuring alignment with regulatory requirements, enterprise risk appetite, and core values Serve as the enterprise subject matter expert on fair lending, UDAAP, and related consumer protection laws (e.g., ECOA, FHA, regulatory guidance) Provide strategic and operational leadership to the Fair Lending Advisory, Fair Lending Analytics, Responsible Banking, and Complaints Management Oversight teams Build, lead, and mentor a team of highly experienced compliance professionals and data scientists focused on all aspects of fair and responsible banking Fair Lending Advisory Maintain and execute the fair lending program Lead a team of experienced fair lending officers to execute the program Act as subject matter expert to both the first and second lines, regarding fair lending risk and oversight expectations Advise compliance, risk, product, credit, marketing, etc., teams on fair lending risks across the lending lifecycle Design and execute the fair lending risk assessment Design and execute fair-lending related review and monitoring activity Ensure appropriate and effective fair lending training across the organization Fair Lending Analytics Maintain and execute the fair lending analytics program Lead a team of data scientists to execute the program Act as subject matter expert to both the first and second lines regarding fair lending analytics and ongoing monitoring processes and oversight expectations Oversee the use of advanced statistical and analytics tools to detect and monitor fair lending risk Responsible Banking Maintain and execute the responsible banking program Lead a team of responsible banking officers to execute the program Design and execute the responsible banking risk assessment Act as subject matter expert to both the first and second lines regarding responsible banking risk and oversight expectations Ensure appropriate and effective responsible banking training across the organization Complaints Management Oversee the enterprise complaints management program, ensuring robust intake, analysis, resolution, and escalation processes. Analyze complaint trends to identify systemic issues and opportunities for product or service enhancements Implement effective regulatory complaint response policies Report findings to senior management and help drive root-cause remediation efforts Governance, Reporting, and Regulatory Engagement Prepare and present reports, metrics, and risk assessments to the Board, Risk Committees, and regulators Lead responses to regulatory examinations, inquiries, and feedback related to fair and responsible banking and complaints oversight What you'll need: Deep, applied knowledge of federal and state fair lending and consumer protection laws and regulations (e.g., ECOA, FHA, UDAAP, etc.) 15+ years directly leading fair lending and responsible banking programs at mid to large sized national banks 10+ years directly leading fair lending analytics teams 10+ years applying fair lending concepts to mortgage products and processes (additional experience in the 1LOD preferred) 10+ years applying fair lending concepts across multiple other products and processes (personal loans, student lending, card, auto) 10+ years applying responsible banking concepts across a broad range of banking and financial products and services 7+ years directly leading enterprise complaints oversight programs and broad understanding of a range of associated regulations (Reg E, Reg Z, Reg DD, etc.) Proven ability leading large, highly experienced, teams of compliance officers and data scientists Significant experience leading relationships with regulatory agencies (e.g., CFPB, OCC) Strategic thinker with strong solutions-focused business acumen and ability to influence across all levels of the organization Proven ability to build collaborative relationships with cross-functional partners Strong written and verbal communication skills. Comfortable presenting to and advising executive leadership and regulators High integrity, ethical judgment, and commitment to advancing financial inclusion and fairness Experience operating in a fast-paced, growth-oriented company Nice to have: Bachelor's degree or advanced degree in related field Experience working in a bank 1LOD Certification in compliance or risk management (e.g., CRCM, CCEP, FRM). Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! Pay range: $182,400.00 - $313,500.00 Payment frequency: Annual This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above. SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

Posted 30+ days ago

Mizuho Financial group logo
Mizuho Financial groupNew York, NY
Banking Americas Mizuho's Banking Division provides corporate and investment banking coverage, sponsor coverage, advisory and solutions and loan capital markets/syndicate to Mizuho's client base of leading international corporations, financial institutions and public sector entities in the US and Canada. Banking supports client business activities throughout the region with an extensive range of capital markets and lending capabilities and an integrated team of coverage, advisory and product bankers responsible for client relationship management and strategic transaction development to execute banking and securities mandates and originate idea generation for potential acquisitions, divestitures and investment opportunities. Job Summary: Mizuho Securities is looking for an experienced Analyst or entry level associate to join the Structured Credit Group ("SCG") which focuses on originating, structuring and distributing non-traditional structured debt and equity solutions for corporate clients globally. The team is a market leader and provides solutions through a broad range of asset classes including structured and project bonds in Latin America, transportation ABS (Aviation, Intermodal Shipping), Digital Infrastructure (data centers, fiber), Whole Business to mention a few. Responsibilities The candidate will join a market leading team of seasoned professionals with a robust pipeline and will be expected to support the team with presentation preparation, modeling / analytics, and transaction execution. SCG has built a leading position across the esoteric ABS asset class universe and is looking to complement their team with a candidate who will step into a role as a core deal team member. The candidate should be a strong, self-motivated learner, willing to step up and take on new responsibilities. Knowledge of Spanish is a plus to support initiatives in Latin America. Other key responsibilities include: Support all aspects of the ABS new issue origination and execution process Modeling complex ABS transactions Prepare pitch books / marketing materials for live mandates Interactions with client, rating agencies, lawyers and investors Review and comment on transaction documentation Assist in the day-to-day management responsibilities of the team Requirements: Bachelor's degree Excellent written and verbal communications Detail oriented and ability to problem solve on his/her feet At least 1 year of relevant work experience in project finance / ABS Strong analytical skills and presentation preparation (fluent in advanced excel and power point) Self-starter and committed to the business Knowledge of Spanish and / or Portuguese is a plus The expected base salary ranges from $120K - $175k. 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 30+ days ago

T logo
The Washington Trust BankBellevue, WA
As a member of our Private Banking Team, you participate in growing our business and your career. The private banker role serves as a proactive, client-focused, trusted financial partner to clients through a seamless delivery of credit and depository services. You will engage in business expansion for existing client relationships as well as engaging in new client development efforts by identifying and calling on prospects and clients to achieve established sales goals. You will provide premier client service while assuring bank reputation, profitability and asset quality standards are maintained. Bank Overview: Founded in 1902, Washington Trust Bank remains proudly independent. For more than 120 years, we have been focused on long-term client relationships. We dedicate our strengths as an independent regional bank to serving clients who understand the value of an established banking relationship and who seek tailored financial products and services. Our heritage and mission remain clear today: we will be the best at understanding and meeting the financial needs of our customers. Executive Chairman Peter Stanton is the fourth generation of his family to lead the Bank, growing from its small Spokane headquarters in 1902 to an $11B financial institution with 40 locations throughout Washington, Idaho and Oregon. We enjoy an advantage over our publicly traded competitors because we focus on long-term goals rather than quarterly results. We base our decisions on what is happening in our communities and what is right for our customers. We have never strayed from our commitment to client service, continuing to grow our commercial, private banking, wealth management, small business and consumer portfolios even in the most challenging macroeconomic environments. Our sound business practices, innovation, knowledge and expertise have seen us through both the best and the most difficult economic cycles. Washington Trust's longevity and success are a testament to our unwavering commitment to our clients and our employees. Relationship Management/Client Service: Maintains responsibility for retaining and expanding a specific book of relationships, working with the bank's full team of professionals as needed to serve provide superior service and to maintain knowledge of the intricacies of each account or relationship as needed. Sales/Business Development: Proactively investigates opportunities for expanding market share and making business more profitable. Particular attention and focus on identifying prospective clients as well as additional financial needs among present clients is essential. In addition, represent WTB and all business lines including Wealth Management & Advisory Services and Commercial Banking using a team approach alongside other bank experts as appropriate. Risk Management: Controls and minimizes potential risks through proactive relationship management and thorough knowledge of compliance and risk management. Keeps abreast of applicable laws and regulations, bank credit policy and other bank guidelines. Qualifications: Experience: Private Banking lender with at least 8 years of experience, generally working with high-net worth individuals, professional service companies, or family office. Ability to work with clients as a trusted advisor, with moderate to complex credit needs. Excellent relationship management skills required, along with a strong credit background and business development acumen. Work experience in relationship management, including experience in specific unit areas like commercial real estate, cash management, commercial lending, residential real estate, and consumer lending. Knowledge: Knowledge of bank lending procedures, as set by the current, published loan policy. Advanced loan documentation knowledge; understanding of complex credit structures and documentation. Working knowledge of bank products and services. Skills: Proven analytical skills; ability to review and interpret complex data (determining risk, assessing complexity of accounts, etc). Excellent written and verbal communication skills; ability to analyze, synthesize and articulate complex ideas and communicate such to colleagues, team members, and clients. Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people, managing conflict, negotiating for results, and developing working relationships with potential and current clients. Ability to set and achieve challenging goals. Education: Bachelor's Degree in Finance, Accounting, Business or equivalent experience. Compensation: Relationship Manager IV - $162,016.11 - $243,103.66 The compensation range represents the low and high end of the base compensation range for this position located in Bellevue, WA. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is also eligible to participate in an applicable annual bonus and incentive compensation plan. What Our Culture Can Offer You: Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation. Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.

Posted 30+ days ago

F logo
First National Bank (Fnb Corp.)Pittsburgh, PA
Primary Office Location: 30 Isabella Street. Pittsburgh, Pennsylvania. 15212. Join our team. Make a difference - for us and for your future. Position Title: Mortgage Banking Specialist Business Unit: Mortgage Administration Reports to: Varies based on assignment Position Overview: This position is primarily responsible for originating residential mortgage loans through internal and external referral sources. Responsible for building and maintaining strong internal and external referral relationships, counseling mortgage customers around solutions to their lending needs, providing excellent customer service, and supporting all key channel initiatives and sales activities. ( Cross Sell Initiatives, External Sales Activities, Customer Satisfaction Results, and Loan Quality.) Responsible for meeting or exceeding personal production and strategic activity goals. Primary Responsibilities: Builds relationships with internal and external referral sources through key sales strategies and activities to achieve expected performance goals. Counsels customers on lending options and solutions to meet their needs. Supports and facilitates key banking partnerships. Provides excellent service and supports an outstanding customer mortgage experience. Effectively manages loan pipeline to meet key milestones such as delivering initial documentation, closing dates, rate expiration dates, pricing, and compliance related expectations. Provides direction, feedback, and performance coaching to Sales Assistant, and is responsible for the daily management of Sales Assistant's production performance, efficiencies and loan quality, as well as their overall customer experience delivery. Provides recommendations to management as to recruiting, hiring, and advancement of Sales Assistants and other support team members. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum#### of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Ability to use general office equipment Ability to use a personal computer and job-related software MS Word- Basic Level MS Excel- Basic Level MS PowerPoint- Basic Level BS or BA degree preferred. Must possess a Nationwide Mortgage Licensing System and Registry identifier. Experience with Easylender, Uni-form and Genesis. 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 FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.

Posted 30+ days ago

PwC logo
PwCMelville, NY
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 30+ days ago

Keybank National Association logo
Keybank National AssociationPlymouth Meeting, PA
Location: 401 Plymouth Road- Plymouth Meeting, Pennsylvania 19462 Job Summary The Business Banking RM Serves as the relationship manager and financial advisor to clients, introducing a full range of core Business Banking products, differentiated capabilities, and comprehensive solutions to meet client needs and exceed customer service expectations. This role focuses on acquiring new relationships and managing and growing existing client relationships. Our bankers are expected to demonstrate strong risk management acumen, including credit, operational, and compliance risks, to act as the first line of defense in adhering to KeyBank's profitability standards and moderate risk profile. Essential Functions Serves as the trusted financial advisor and business partner to clients, functioning as the Business Banking client "expert" and primary contact for most client-related matters. Drives focused growth and business development by creating and maintaining a clear and holistic understanding of the client's or prospect's business/industry; analyzes data and relevant client business and industry trends. Provides and educates the client on Key's capabilities and how KeyBank products can help impact their business (cash management, payments, equipment finance, etc.). Maintains an active prospecting effort, including identification, qualification, and calling; develops an active Center of Influence (COI) referral network. Assembles cross-functional teams to quickly respond to customer requests when not able to address requests personally. Knows when and how to bring in teams of experts and identify cross-sell opportunities. Continuously improves functional/technical sales and credit expertise and transfers this knowledge to team members; partners effectively with Credit as the first level sponsor for credit decisions. Leads and participates in credit processes and assumes ultimate accountability for all portfolio activities/issues ensuring sound asset quality, including underwriting, structuring, and portfolio management activities; assures accurate risk assessment of assigned portfolio. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Bachelor's Degree or equivalent experience (required) Work Experience A minimum of 3 years' experience in a small business/commercial lending environment required. A minimum of 1 year of experience in cross-selling products and an ability and track record to meet or exceed aggressive sales goals required. Skills Ability to build trust by taking a client centric approach Deploys a long-term, innovative approach to problem solving and decision making with clients to build the relationship and generate solutions Demonstrates expertise within defined industry or geography (vertical/sub vertical) and within product set Exhibits a relentless focus on creating and driving revenue growth and generating results Understanding of financial, operational, and strategic drivers of client organizations to provide relevant and impactful banking solutions. Uses structured sales methodologies, principles and practices without losing sight of the client and environment Understands Key's risk culture and effectively manages risk/reward trade-offs Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands General Office- Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Travel Occasional travel to include overnight stay. Job Posting Expiration Date: 11/07/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

Posted 1 week ago

PwC logo
PwCLos Angeles, CA
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 30+ days ago

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First National Bank (FNB Corp.)Raleigh, NC
Primary Office Location: 501 Fayetteville Street. Raleigh, North Carolina. 27601. Join our team. Make a difference - for us and for your future. No Corporate Housing Provided. Application Deadline: October 17, 2025. Internship Overview/Summary: This position focuses on investment real estate lending. The purpose of this internship is to give a college student the opportunity to see all aspects of the Commercial Bank at FNB, with a focus on Credit Analysis and Underwriting. This would include but not be limited to: credit training, financial spreads and analysis, cash flow and collateral analysis; opportunities to shadow outside sales calling efforts with both Commercial Lenders and Business Partners, and interaction with Sales & Executive Management. In the role of Commercial Banking Intern, you have the opportunity to apply your knowledge of business and finance to real world scenarios within our commercial banking segment. Throughout this experience you will gain practical, challenging and meaningful on-the-job work experience as a commercial banking professional with an organization who is continuously recognized as a Top Workplace and Best Place to Work. Internship Duties and Responsibilities: Participate in credit training Participate in other systems training and be provided with the opportunity to work with credit analysts, portfolio managers and commercial lenders in tracking, administering and growing the Bank's commercial portfolio Shadow either commercial lenders or their business partners on outside business calls Spend time interacting with other FNB business partners which may include: Private Banking, Treasury Management, Wealth/Brokerage, and Business Banking Spend time interacting with Commercial Administration Management (both Regional Banking Executive's and Market Managers) Participate and attend FNB related events/trainings that are scheduled for all Summer Interns Learning Objectives: Our internship programs are designed to ensure you gain valuable skills in your field of study while providing networking opportunities with professionals throughout the organization. Over the course of the internship period you will: Gain hands-on experience working for a dynamic and innovative organization while learning about the financial services industry Work directly with assigned business leaders and professionals on various projects and assignments Have the opportunity to participate in networking events and meetings Have the opportunity to participate in corporate training opportunities to further aid in your professional development Position Title: Intern Business Unit: Multiple Reports To: Varies Based on Assignment Position Overview: As an intern at F.N.B., you have the opportunity to experience daily what you learned in your finance or economics classes, see how banks work satisfying the needs of businesses and consumers, enhance leadership skills working with high-performing executives, learn the skills that differentiates F.N.B in the marketplace, understand interest rates and other key financial drivers, acquire credit skills key to portfolio health and learn complex regulatory compliance issues and more. Possible positions include key support areas such as Finance, Marketing, HR, Project Mgmt. and Accounting. Primary Responsibilities: Learn aggressively: Be open to new ideas and concepts, ask questions and be intellectually curious. Opportunities are based on assigned department, possible examples include organizational structures, business etiquette, interpersonal/conflict resolution/sales/negotiation skills, industry information, products and services and functional responsibilities for various Bank departments. Analyze: Improve the quality of decision making by doing appropriate and thorough analysis. Potential examples are based on the department assigned but can include pricing decisions, financial analysis, qualitative analysis, credit risk mitigation, identifying borrowing needs, project timelines and marketing plans. Communicate well: Deliver information in a clear, logical and effective manner. Convey information both in writing and orally. Flex style to effectively communicate in one-on-one, small group and large-group settings. Possible examples include business meetings, sales calls, training sessions, email communication and conference calls. Display Teamwork: Work well with others to achieve group goals. Willing to leverage the experiences of members to generate improved results and maximum performance. Lead and follow with effectiveness. Willing to voice dissent and ask difficult questions. Listen, to learn. Examples include department or Intern projects. Get Results: Be accountable, responsible for the output of one's effort. Willing to manage risk while pursuing innovative solutions or techniques. Flexible to change course to improve outcomes and results. Understand the criticalness of quality-output. Meet deadlines, getting things done on time and under budget. Possible examples will be numerous in virtually every department in the Bank. Compliance/Integrity: Understand and follow all company policies and procedures. Meet all relevant legal and regulatory requirements. Complete required trainings and course work in a satisfactory manner and on time. Complete project assignments in conjunction with rotations and work with appropriate oversight to complete. Learn to accomplish objectives by developing and prioritizing actions steps and establishing and communicating the work plan to the appropriate participants. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: High School or GED Minimum Years Experience: 0 Special Skills: Needs to be officially enrolled in an undergraduate bachelor program with a major in areas such as Finance, Accounting, Marketing or Information Technology Special Licenses and Certificates: N/A Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Posted 30+ days ago

PwC logo
PwCChicago, IL
Industry/Sector FS X-Sector Specialism Corporate and Business Strategy Management Level Senior Manager Job Description & Summary At PwC, our people in strategy consulting focus on providing strategic guidance and insights to organisations. They analyse market trends, assess business performance, and develop recommendations to help clients achieve their goals. These individuals work closely with clients to identify opportunities for growth, optimise operations, and enhance overall business performance. As a corporate and business strategy consultant at PwC, you will analyse client needs, provide consulting services across different strategic areas, and offer guidance and support to help clients develop and implement effective strategies that align with their business objectives and drive growth. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 7 year(s) Preferred Qualifications: Degree Preferred: Master of Business Administration Preferred Knowledge/Skills: Minimum of 8 years of strategy consulting or industry consulting experience preferred. Demonstrates in-depth level abilities, knowledge and/or a proven record of success in the Financial Services industry (Banking & Capital Markets, Insurance, Asset & Wealth Management), either in professional consulting services or corporate roles, including: Helping companies define and evaluate corporate and business unit strategies and investment portfolios; Reflecting market, competitive and other external drivers with specific areas of focus including Corporate Strategy, Business Strategy, Deals Strategy, and Digital Strategy; Identifying and addressing client needs, rapidly building credibility, and maintaining and utilizing networks of client relationships; Managing teams / multiple work streams to establish successful project conclusion - i.e., delivery of quality work on time and within budget; Building productive relationships with team members and clients, both long term and day-to-day, by using a collaborative approach with thorough listening skills and the ability to manage through influence; Utilizing first principles thinking, and developing credible and pragmatic analytical approaches, frameworks and methodologies; Analyzing complex quantitative and qualitative data in an efficient manner and synthesizing the output into meaningful and actionable insights; Designing and conducting market research to understand consumer needs and purchasing behaviors; Communicating effectively in an organized and knowledgeable manner in written and verbal formats to senior audiences and being able to deliver difficult messages with persuasiveness and sensitivity; Demonstrating executive presence and ability to become a trusted advisor to the c-suite level clients; Identifying and pursuing new business opportunities, and leading client / market development; Attracting, retaining, assessing and developing staff / team members; Demonstrating flexibility and creativity in managing work-life balance of self and team members; Demonstrating Power User ability with MS Office suite of applications including Word, PowerPoint and Excel Travel Requirements Up to 80% 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: $124,000 - $280,000, 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 3 days ago

FirstBank logo
FirstBankAvon, CO
Founded in 1963, FirstBank is Colorado's largest locally owned holding company and we are still growing, serving customers in Colorado and Arizona. Our growth can be attributed to one simple philosophy: do right by customers, communities, and employees, which is at the center of the company's "banking for good" mantra. FirstBank believes that diversity, equity, and inclusion are part of everything we do, both within and outside our company, and we take pride in hiring and training a diverse and talented group. We strive to not only maintain a diverse workforce, but also ensure our employee experience garners a sense of belonging, is inclusive and equitable. FirstBank believes that a company is nothing without the people that comprise it. By joining the FirstBank team you will experience our great team culture with ample opportunity for growth. There's an opportunity for everyone with positions across the company, from Personal Banker and Call Center to Technology and Lending. Apply today to learn more and join the team! A Brief Overview A Personal Banking Representative assists customers by answering inquiries/requests, processing transactions, opening new accounts, and informing on products and services. A Personal Banking Representative is responsible for cross-selling the Bank's products and balancing a cash drawer. The Representative will develop and maintain account relationships by providing solutions and resolving customer problems through quality customer service and product knowledge. What you will do Assist customers with a wide range of inquiries and requests Process deposits/withdrawals and redeem/negotiate cash instruments for consumer and commercial customers while maintaining a balanced cash drawer Open new accounts and provide product/service information Accept wire order agreements, stop payment requests, and dispute forms and send to appropriate departments for processing Process transactions accurately and adhere to all compliance requirements Review daily reports and perform maintenance on accounts Recognize and develop opportunities for cross-selling FirstBank products and services Sell bank products and meet company sales goals Demonstrate knowledge and understanding of new account systems and account documentation requirements and disclosures Perform other duties and projects as assigned by the market or region Understand and comply with all provisions of the Safety in the Workplace policy Part-time hours will vary from 20-30 per week Minimum Requirements Entry-level job with little or no prior relevant work experience in the function Preferred Requirements Cash handling and customer-service experience Knowledge, Skills, and Abilities Good customer-service skills and the ability to work well with others Basic mathematic and problem-solving skills Comfortable in a sales environment Detail-oriented with the ability to multi-task and change directions quickly Working Conditions and Physical Requirements Frequently remains stationary throughout a typical business day Frequently operates a computer and other office machinery, such as a calculator, copy machine, and computer printer Occasionally moves about inside the office to access file cabinets, office machinery, and other rooms Occasionally positions self to access drawers and shelves of various heights Frequently reaches for and handles paperwork and files Constantly communicates with customers, coworkers, and management in-person and on the phone Must be able to exchange accurate information FirstBank does not currently offer fully remote positions, except as required by law. The actual number of in-office days that may be required will vary by business unit, role, and business need. Salary Range $22.00 Per Hour Statement of Benefits FirstBank offers a suite of benefits that support our employees' professional, financial, physical, emotional and spiritual well-being. Benefits currently offered with our positions include: Paid Time Off/paid leave programs, 401K/Employee Stock Ownership, United Healthcare medical, MetLife dental, VSP vision, Employee tuition reimbursement, Volunteer Time Off, Short-Term Disability, Long-Term Disability, and Group Life Insurance/AD&D This Job may be eligible for the: New Accounts Cross-Sell Queue Incentive Plan EOE/Affirmative Action FirstBank is an EOE/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other legally protected characteristic. FirstBank does not permit pay inequities. Anyone who believes they have been subject to pay inequity should immediately report their concerns to the Human Resource Department. Colorado Job Application Fairness Act Under Colorado's Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting the documentation This job opportunity is expected to close on 8/29/2025* This job opportunity's deadline has been extended to 9/5/25* This job opportunity's deadline has been extended to 9/8/25* This job opportunity's deadline has been extended to 9/12/25* This job opportunity's deadline has been extended to 9/19/25* This job opportunity's deadline has been extended to 9/26/25* This job opportunity's deadline has been extended to 10/6/25*

Posted 30+ days ago

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First National Bank (Fnb Corp.)Pittsburgh, PA
Primary Office Location: 30 Isabella Street. Pittsburgh, Pennsylvania. 15212. Join our team. Make a difference - for us and for your future. Position Title: Relationship Banking Representative Business Unit: Mortgage Administration Reports to: Varies Based on Assignment P osition Overview: This position is primarily responsible for opening new relationship accounts, driving customer relationship expansion through referral facilitation , and coordination of all account related actions during and after the mortgage loan process. This incumbent will provide the highest level of customer service to our clients while ensuring strict adherence to procedures and regulatory compliance. Primary Responsibilities: Receives relationship referrals from MBR / MBC / MBS team, facilitates opening of deposit accounts in the system according to established policies and procedures, and educates client on online banking, mobile, and other digital banking features and benefits. Obtains required documentation from customers, and provides required data to servicing partners to facilitate ACH for mortgage payments. Facilitates referrals for additional products and services, reviews customer financial needs, suggests appropriate products and services and assists in referral and handoff according to established policies and procedures. Communicates with key internal partners to insure the customer experience and handoff at all stages flows smoothly and provides an optimal customer experience. Complete and monitor all applicable reporting and tracking including set-up of client in CRM system for deposit and banking related campaigns. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum#### of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Detail-oriented Ability to use a personal computer and job-related software MS Word- Basic Level MS Excel- Intermediate Level MS PowerPoint- Basic Level Experience in a related or banking operational position. Knowledge of various government regulations such as Regulation CC, DD, O, and Z and how these regulations relate to the job. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required. Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A

Posted 30+ days ago

Huntington Bancshares Inc logo
Huntington Bancshares IncMaineville, OH
Description Summary: The Business Banking Underwriter II is responsible for underwriting Business Banking loans to determine credit worthiness and compliance with Bank lending policy. Duties and Responsibilities: Supports Business Banking production by maintaining an individual pipeline of work. Reviews all financial and credit application information to make sound credit decisions. Credits would typically include those with moderate complexity and customer exposure up to $2,500M. Utilizes single approval authority up to $2MM. Appropriately assess risk profile of borrower. Tasks as needed to support the line of business and job family Performs other duties as assigned. Basic Qualifications: Bachelors degree 3+years' experience with business or commercial underwriting in a centralized lending environment Preferred Qualifications: Bachelors degree in Business related field Ability to underwrite credit exposures in excess of $1MM Proficient use of Microsoft Office and other internet resources Excellence in customer service, highly motivated, focused and goal oriented Excellent written and verbal communication skills, including grammar and demeanor Strong organizational skills with attention to detail, planning and follow-up Ability to work independently on multiple tasks without compromising quality #Texas Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $57,000 - $113,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 5 days ago

Moelis logo
MoelisBoston, MA
We are passionate about our business and our culture, and are seeking individuals with that same drive. We are currently seeking an experienced Associate to join our Technology financial advisory practice in Boston. Moelis Associates are expected to assume significant levels of responsibility requiring intellectual curiosity, leadership and analytical aptitude. The day-to-day responsibilities of an Associate include: financial analysis and modeling, managing a team, preparing client presentations and interacting with senior bankers and clients. A sophisticated level of interpersonal skill is required. Ideal candidates must also possess: Excellent analytical and presentation skills Knowledge of basic accounting and financial concepts; ability to analyze and value businesses Experience in Investment Banking (corporate finance/M&A) or equivalent A drive for results, and ability to perform well under pressure and against tight deadlines Team player mentality, and ability to effectively interact with a wide variety of internal groups and clients Strong multi-tasking skills Exceptional Microsoft Office suite (Excel a must) and financial reporting skills Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred Expected Salary Range: $175,000 - $225,000 USD We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

Posted 30+ days ago

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ProveChicago, IL
About Prove As the world moves to a mobile-first economy, businesses need to modernize how they acquire, engage with and enable consumers. Prove's phone-centric identity tokenization and passive cryptographic authentication solutions reduce friction, enhance security and privacy across all digital channels, and accelerate revenues while reducing operating expenses and fraud losses. Over 1,000 enterprise customers use Prove's platform to process 20 billion customer requests annually across industries, including banking, lending, healthcare, gaming, crypto, e-commerce, marketplaces, and payments. For the latest updates from Prove, follow us on LinkedIn. Prove is driving the future of digital identity. We are looking for Provers who know how to make an impact. We're talking self-starting professionals who thrive in a fast-paced environment, process information quickly, and make intelligent decisions. The work is challenging and requires not only smart but natural curiosity and tenacity. Teamwork is also important to us - we work together and play together. Prove has big plans, and we're excited about the future. If this sounds like the place for you - come join our team! Title: Account Director, Banking Department: Revenue FLSA Status: Exempt Location: US Job Summary: Prove Account Directors oversees sales activities, and participates in strategic reviews. The ideal candidate will have previously sold into banking and financial services and have experience in the Identity, Authentication, Fintech or Security industries. This role will be responsible or upsell and cross sell opportunities. Key Responsibilities: Become a trusted partner selling Prove strategic solutions that meet/exceed the business needs of the client/prospect Routinely meet or exceed sales quotas: ACV bookings and in-year revenue Build and maintain relationships with enterprise level clients, understanding the organization's strategic initiatives in digital identity and authentication Develop a deep knowledge of how Prove solutions meet the client/prospect's use case Independently build and manage your direct sales pipeline in assigned accounts and/or a geographic region Develop a deep knowledge of the prospect's organizational structure and buying process Conduct discovery sessions to clearly understand the prospect's business needs, priorities, budget, timing and key KPIs Translate data study results to an executive summary that clearly articulates how Prove met the data study business objectives Prepare prospect proposals, negotiate business terms, and manage the overall contractual process Communicate effectively with internal stakeholders and set realistic external expectations Utilize internal resources efficiently and effectively to drive the sales process with clear thought leadership Keep the company informed on market intelligence regarding the identity verification and authentication markets Promote, maintain and enhance our cultural values of humility, passion, inclusion and leadership Exhibit a strong passion for learning about our products and markets through in-house and external training. Qualifications and Experience: 5- 10 years of quota-carrying experience selling complex SaaS based solutions with a strong track record of closing enterprise-level deals over $250k in ACV/ARR Experience and relationships with fintech, insurtech or retail companies Sales hunter mentality and an entrepreneurial spirit Strong history of quota attainment Possesses the ability to communicate simply, articulately while exuding confidence and humility Must have the ability to tell a compelling business story, deeply understand the prospects business goals and lead a sales process Desire to understand and communicate the underlying technology to business prospects Understanding of the security ecosystem with a focus on Identity Strong prospecting, qualifying, and negotiating skills; consultative sales approach with a business solution centric mindset A self-starter. Need to have a roll-up-your-sleeves mentality with an ability to work independently in a fast-paced, high-growth environment Experience in cybersecurity, fintech, or fast-growing startups is required Experience in a high-growth tech startup growing from $50m to $200m in ARR Promote, maintain and enhance our cultural values of humility, passion, inclusion, and leadership. Strong passion for learning about our products and markets through in-house and external training. Experience in high-growth /pre-IPO Technology companies The anticipated salary range for this role in New York is $160,000- $170,000 plus variable commission. Offered salary will be determined by the applicant's education, experience, knowledge, skills, geo-location and abilities, as well as internal equity and alignment with market data. Benefits & Perks for FTE Provers: Competitive salaries & Bonus Plan (for eligible roles) and Equity Plan Modern Health for financial, mental, and physical wellness 401(k) Retirement Plan & Match (US Offices) and Local Country Pension (International Offices) Unlimited Vacation and Flexible hours Comprehensive medical benefits for you and your family ️ Emotional & Physical Wellness - Access to wellness services (EAP & Prove Well-Being Reimbursement) Bottomless snacks & beverages for certain office locations Daily GrubHub stipend for lunch if coming into the office (US Offices) A great place to work and connect with other talented Provers like yourself! Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Prove we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles. Equal Opportunity Employment: Prove is an equal opportunity employer committed to providing equal employment opportunity for all people regardless of race, color, religion, gender or sexual orientation, age, marital status, national origin, citizenship status, disability, veteran status or other personal characteristics Privacy & Data Protection: When you are applying for a job at Prove, we collect and use your personal information in the job application process. To understand more about how Prove uses your personal information, please see our Recruitment Privacy Policy on our website.

Posted 2 weeks ago

Robinhood logo
RobinhoodNew York, NY
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

US Bank logo
US BankSalt Lake City, UT
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Healthcare Business Banking Relationship Managers ("BBRMs") serve as primary advisors to U.S. Bank's Healthcare clients with annual revenue of up to $25 MM. BBRMs are experienced partners who understand their clients' needs and goals, as well as delivering comprehensive financial solutions. They take a holistic approach to relationship management, leveraging deep partnerships across the Bank to deliver a wide range of offerings to support both the individual and the business entity. This includes loan products, credit cards, payment processing, treasury solutions, and personal wealth planning. Healthcare Business Banking RMs are responsible for cultivating and managing new and existing healthcare client relationships. They achieve this by serving as trusted partners who assess and attend to client needs, provide education on available deposit and loan products and services, and recommend financial solutions based on each client's unique goals. They utilize their business banking expertise to consult and deliver a mix of products and services including lines of credit, term debt products, buyouts, and commercial mortgages. When a client's needs extend beyond core business banking offerings, the BBRM continues to direct the overall relationship and plays a leading role in managing referrals to/partnership with other business units. Basic Qualifications Bachelor's degree, or equivalent work experience Seven or more years of relevant experience Preferred Skills/Experience Prior Healthcare and Practice Finance banking & structuring experience Prior experience in clinic and center Commercial Real Estate Experience working with Treasury Management and Wealth Management partners Experience working with Healthcare and Practice clients & prospects Experience managing complex credit structures and loan requests larger than $2.5MM Experience working with companies and practices up to $25MM in annual revenue Proven success developing new business and COIs in the healthcare industry Demonstrated knowledge of commercial credit and credit quality Experience working with Salesforce, nCino, and credit analysis applications Agile and innovative approach to problem solving and decision making Excellent verbal and written communication and presentation skills Ability to work effectively with individuals and groups across the company to manage customer relationships Demonstrated business acumen with knowledge of diverse types of business, industries, markets, financial and economic concepts The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,605.00 - $131,300.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 30+ days ago

Huntington Bancshares Inc logo
Huntington Bancshares IncColumbus, OH
Description Summary: The analyst supports the CSG Credit Products team and ongoing portfolio management and underwriting activities. In this entry level role, the analyst will develop skills in credit and market analysis including cash flow analysis and modeling, capitalization, industry research, credit policy and legal documentation, among others, in analyzing and summarizing the creditworthiness of clients and prospects. The Analyst will generally support the Credit Products Portfolio Management team and will also collaborate with internal partners including Relationship Management, Credit Administration, Capital Markets, and others in creating such analysis. The Analyst position is an entry-level developmental role for colleagues seeking a career in Portfolio Management; but may also be constructive for a colleague seeking a path to Relationship Management, Credit, Capital Markets, or many other Commercial roles within the Bank. Duties & Responsibilities: Gather and analyze financial and business information to determine creditworthiness for loan and credit products. Complete financial spreads, risk rating, performance tearsheets, compliance testing, and other portfolio monitoring & maintenance activities Underwrite complex commercial loans in accordance with Huntington credit policies. This may include financial statement analysis, collateral analysis, financial modeling, industry and business risk evaluation and management assessment. Conduct industry and market research using numerous resources available; distilling key themes and conclusions into concise summary form for presentation purposes. Performs other duties as assigned. Basic Qualifications: Bachelor's Degree required 2+ years of experience in an underwriting or commercial banking environment Preferred Qualifications: High level of attention to detail Proficiency in Microsoft Office suite (particularly Microsoft Excel) Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 1 week ago

Guidehouse logo
GuidehouseAtlanta, GA
Job Family: Management Consulting Travel Required: Up to 75%+ Clearance Required: None What You Will Do: Guidehouse is a next-generation advisory, technology, and managed services consulting firm serving the public and commercial markets in financial services, healthcare, sustainability, and national defense. Our mission is to help clients solve their most complex and important challenges. Our vision is to build relationships, advance knowledge, insight, and capacity to implement solutions that increase trust in society. We act as partners with our clients and industry: we work hand-in-hand with clients to develop and implement measurable, meaningful, and sustainable improvements that position them, and their organizations, for success. We connect leading practices with deep industry insight: Our professionals leverage experience gained from work with the government and in commercial industry, bringing the insight, capabilities, and cultural acumen required to develop well thought-out, sustainable solutions. Our Commercial Financial Services practice works with financial industry leaders, including banks, life insurance companies, hedge funds, and nonbank financial institutions. With new competitors entering the marketplace, razor-thin margins, and a shifting regulatory focus, financial companies are exploring new business models, grappling with modernizing their processes and technology to remain competitive. Guidehouse offers a challenging high-profile career working closely with prestigious clients at senior levels to deliver real value. Guidehouse is a flourishing company built on trust, teamwork, and enthusiasm that values and respects its employees and clients. As a Senior Consultant, you will have responsibility for client management, solution implementation and generation of project results. You will own project workstreams and interact with the client daily to ensure engagement success. This includes supporting day-to-day operational meetings with client sponsors and consulting leaders. As a Senior Consultant, you will be expected to prepare and communicate well-organized, effective reports and presentations to client and internal executives. You will lead, coach and mentor consultants and ensure quality deliverables. We encourage career development and hiring for the long term. As a Senior Consultant, you will follow a clearly defined career path and continue to deepen your specialized industry knowledge and consulting skills. As you hone your project management skills, leadership abilities, and the aptitude for managing multiple workstreams, you will have the opportunity to progress to the Managing Consultant level. What You Will Need: Minimum three (3)+ years of prior experience in consumer banking as a consultant and/or in the industry Bachelor's degree Ability to thrive in a fast-paced challenging client focused environment where priorities and scope may change quickly Knowledge and experience in one or more of the following areas: o Consumer Banking regulations and compliance o Operational improvement and effectiveness o Technology strategy, governance, and effectiveness o Business architecture and operating models o Business process improvement and robotics o Change management Excellent presentation, facilitation, verbal and written communication skills, tailoring communications to both clients and coworkers The ability to travel up to 75% for client engagements, as required Proficient in all Microsoft Office products Creative problem-solving ability and a collaborative, consultancy mindset Focus on exceptional quality in all deliverables Proven ability to successfully lead client service delivery teams that deliver the highest quality work Demonstrated positive and productive client relationship skills Ability to generate a quality work product in a timely manner while maintaining a strong attention to detail Experience working on discrete, time sensitive projects Highly motivated, driven, and dynamic attitude towards work and career High-energy, positive, persuasive, and aptitude to lead by example What Would Be Nice to Have: Prior management consulting experience highly preferred CPA, Lean Six Sigma, PMP, or other relevant certifications The annual salary range for this position is $107,000.00-$178,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs. What We Offer: Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace. Benefits include: Medical, Rx, Dental & Vision Insurance Personal and Family Sick Time & Company Paid Holidays Position may be eligible for a discretionary variable incentive bonus Parental Leave and Adoption Assistance 401(k) Retirement Plan Basic Life & Supplemental Life Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts Short-Term & Long-Term Disability Student Loan PayDown Tuition Reimbursement, Personal Development & Learning Opportunities Skills Development & Certifications Employee Referral Program Corporate Sponsored Events & Community Outreach Emergency Back-Up Childcare Program Mobility Stipend About Guidehouse Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation. Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco. If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at 1-571-633-1711 or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation. All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or guidehouse@myworkday.com. Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process. If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact recruiting@guidehouse.com. Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties. Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.

Posted 30+ days ago

JLL logo
JLLLos Angeles, CA
JLL empowers you to shape a brighter way. Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. About the job JLL Real Estate Investment Banking is seeking an Analyst to join its team in Los Angeles. The selected candidate will (i) support the firm's top-ranked Real Estate Investment Banking and Equity Advisory business lines and serve as a key information nexus across the firm's production in the Americas, (ii) have an opportunity to work with the industry's premier real estate firms on institutional capital raising and advisory engagements across all property sectors and strategies, and (iii) develop an in-depth understanding of the real estate investment management industry. In 2024, JLL's top-ranked Equity Advisory platform completed over 178 transactions in the United States totaling approximately $7.0 billion in equity volume. This exciting and unique opportunity offers candidates the ability to gain significant investment banking, placement agent and real estate experience through exposure to a wide variety of property sectors, transaction structures and geographies. JLL's Los Angeles-based Real Estate Investment Banking team is focused on real estate capital raising and advisory services. We are dedicated to: Raising primary and secondary capital for open-ended and closed-end real estate funds and separate accounts from institutional investors globally Creating joint venture partnerships by accessing project-specific, programmatic and entity-level equity capital for real estate clients Providing financial advisory services to real estate companies and institutional global investors for various strategic assignments Since its formation in 2004, JLL Real Estate Investment Banking has represented commingled funds that have raised over $27 billion of discretionary capital from over 160 different institutional capital sources. Clients are best-in-class investment managers, representing a range of strategies and asset classes. Position Description: The analyst will be an integral part of the JLL Securities team in Los Angeles serving as the primary support and information steward for the firm-wide Equity Advisory business line, while supporting the execution of client engagements. The successful candidate will gain exposure to a wide variety of property sectors including multifamily, industrial, hospitality, office, retail, data centers, single-family rentals, manufactured housing, while also attaining fluency in all equity transaction structures including closed and open-ended funds, separate accounts, joint ventures, mezzanine debt, preferred equity and entity-level capital. The analyst will have the opportunity to work with clients on transactions across global markets in North America, Europe and Asia. In addition to working on the JLL Real Estate Investment Banking team, the role is also part of JLL Capital Markets' community of analysts and researchers who track business information across the firm's other major business lines (debt placement and investment sales & advisory). Specific responsibilities will include: Reviewing and abstracting all equity transactions closed by JLL and ensuring data accuracy in JLL's proprietary CRM system Organizing firm-wide calls to review Equity Advisory business activity Assisting with the preparation and production of presentations and marketing materials Performing financial modeling and spreadsheet analysis in Excel and Argus Organizing and preparing investor due diligence materials Preparing regular client update reports Interfacing with clients in meetings and video conferences Researching capital markets and institutional investor trends Other duties as required Position Requirements: Self-motivated, team-oriented and coachable, with strong time management skills to prioritize deadlines and work on multiple projects simultaneously Excellent organizational, interpersonal and verbal/written communication skills; ability and desire to interface with top-level executives Research, analytical and problem-solving skills, as well as an appreciation for thoroughness and details Curiosity and passion for capital markets and real estate; desire to learn about markets and trends impacting global capital markets and the real estate industry FINRA Securities Industry Essentials (SIE), Series 7 and Series 63 certified (to be completed before or during the first six months of employment) Education: Outstanding academic credentials; Bachelor's Degree in Real Estate, Finance, Accounting, Economics or related discipline (or an equivalent combination of education and work experience) Technical Skills & Knowledge Proficient in or working knowledge of the Microsoft Office Suite Compensation The range shown below is an estimated base salary. This position also qualifies for an additional discretionary bonus. Estimated total compensation for this position: 75,000.00 - 85,000.00 USD per year The total compensation range is an estimate and not guaranteed. An employment offer is based on an applicant's education, experience, skills, abilities, geographic location, internal equity and alignment with market data . Location: On-site -Los Angeles, CA If this job description resonates with you, we encourage you to apply, even if you don't meet all the requirements. We're interested in getting to know you and what you bring to the table! Personalized benefits that support personal well-being and growth: JLL recognizes the impact that the workplace can have on your wellness, so we offer a supportive culture and comprehensive benefits package that prioritizes mental, physical and emotional health. Some of these benefits may include: 401(k) plan with matching company contributions Comprehensive Medical, Dental & Vision Care Paid parental leave at 100% of salary Paid Time Off and Company Holidays JLL Privacy Notice Jones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you are for the purposes of processing in connection with JLL's recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely. For more information about how JLL processes your personal data, please view our Candidate Privacy Statement. For additional details please see our career site pages for each country. For candidates in the United States, please see a full copy of our Equal Employment Opportunity policy here. Jones Lang LaSalle ("JLL") is an Equal Opportunity Employer and 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 - including the online application and/or overall selection process - you may email us at accomodationrequest@am.jll.com. This email is only to request an accommodation. Please direct any other general recruiting inquiries to our Contact Us page > I want to work for JLL. Pursuant to the Arizona Civil Rights Act, criminal convictions are not an absolute bar to employment. Pursuant to Illinois Law, applicants are not obligated to disclose sealed or expunged records of conviction or arrest. Pursuant to Columbia, SC ordinance, this position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be considered and will not automatically disqualify the candidate. California Residents only If you are a California resident as defined in the California Consumer Privacy Act (CCPA) please view our Supplemental Privacy Statement which describes your rights and disclosures about your personal information. If you are viewing this on a mobile device you may want to view the CCPA version on a larger device. Pursuant to the Los Angeles Fair Chance Initiative for Hiring Ordinance, JLL will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Accepting applications on an ongoing basis until candidate identified.

Posted 30+ days ago

Sofi logo

Head Of Fair And Responsible Banking

SofiNew York City, NY

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Job Description

Employee Applicant Privacy Notice

Who we are:

Shape a brighter financial future with us.

Together with our members, we're changing the way people think about and interact with personal finance.

We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.

The role:

The Head of Fair and Responsible Banking is a key member of the Compliance senior leadership team responsible for designing, implementing, and overseeing the enterprise-wide strategy for fair lending, responsible banking, and consumer complaint management. This role leads the fair lending advisory and analytics functions, which ensures that all business practices are aligned with fair lending regulatory expectations and internal standards.  The role will also provide strategic direction, subject matter expertise, and oversight for the broader fair banking practices and consumer complaints.

This leader will partner with lines of business, compliance, risk and legal teams to proactively identify risks, provide credible challenge, and implement sustainable solutions. The successful candidate will bring deep fair lending, responsible banking and complaints oversight regulatory expertise, analytical acumen, and a passion for embedding responsible banking concepts into financial products, services, and operations.

What you'll do: 

Strategic Leadership

  • Develop and lead the bank's Fair and Responsible Banking program, ensuring alignment with regulatory requirements, enterprise risk appetite, and core values
  • Serve as the enterprise subject matter expert on fair lending, UDAAP, and related consumer protection laws (e.g., ECOA, FHA, regulatory guidance)
  • Provide strategic and operational leadership to the Fair Lending Advisory, Fair Lending Analytics, Responsible Banking, and Complaints Management Oversight teams
  • Build, lead, and mentor a team of highly experienced compliance professionals and data scientists focused on all aspects of fair and responsible banking

Fair Lending Advisory

  • Maintain and execute the fair lending program
  • Lead a team of experienced fair lending officers to execute the program 
  • Act as subject matter expert to both the first and second lines, regarding fair lending risk and oversight expectations
  • Advise compliance, risk, product, credit, marketing, etc., teams on fair lending risks across the lending lifecycle
  • Design and execute the fair lending risk assessment
  • Design and execute fair-lending related review and monitoring activity 
  • Ensure appropriate and effective fair lending training across the organization

Fair Lending Analytics

  • Maintain and execute the fair lending analytics program
  • Lead a team of data scientists to execute the program
  • Act as subject matter expert to both the first and second lines regarding fair lending analytics and ongoing monitoring processes and oversight expectations
  • Oversee the use of advanced statistical and analytics tools to detect and monitor fair lending risk 

Responsible Banking

  • Maintain and execute the responsible banking program
  • Lead a team of responsible banking officers to execute the program 
  • Design and execute the responsible banking risk assessment
  • Act as subject matter expert to both the first and second lines regarding responsible banking risk and oversight expectations
  • Ensure appropriate and effective responsible banking training across the organization

Complaints Management

  • Oversee the enterprise complaints management program, ensuring robust intake, analysis, resolution, and escalation processes.
  • Analyze complaint trends to identify systemic issues and opportunities for product or service enhancements
  • Implement effective regulatory complaint response policies
  • Report findings to senior management and help drive root-cause remediation efforts

Governance, Reporting, and Regulatory Engagement

  • Prepare and present reports, metrics, and risk assessments to the Board, Risk Committees, and regulators
  • Lead responses to regulatory examinations, inquiries, and feedback related to fair and responsible banking and complaints oversight

What you'll need:

  • Deep, applied knowledge of federal and state fair lending and consumer protection laws and regulations (e.g., ECOA, FHA, UDAAP, etc.)
  • 15+ years directly leading fair lending and responsible banking programs at mid to large sized national banks
  • 10+ years directly leading fair lending analytics teams
  • 10+ years applying fair lending concepts to mortgage products and processes (additional experience in the 1LOD preferred)
  • 10+ years applying fair lending concepts across multiple other products and processes (personal loans, student lending, card, auto) 
  • 10+ years applying responsible banking concepts across a broad range of banking and financial products and services 
  • 7+ years directly leading enterprise complaints  oversight programs and broad understanding of a range of associated regulations (Reg E, Reg Z, Reg DD, etc.)
  • Proven ability leading large, highly experienced, teams of compliance officers and data scientists 
  • Significant experience leading relationships with regulatory agencies (e.g., CFPB, OCC)
  • Strategic thinker with strong solutions-focused business acumen and ability to influence across all levels of the organization
  • Proven ability to  build collaborative relationships with cross-functional partners
  • Strong written and verbal communication skills.   
  • Comfortable presenting to and advising executive leadership and regulators
  • High integrity, ethical judgment, and commitment to advancing financial inclusion and fairness
  • Experience operating in a fast-paced, growth-oriented company

Nice to have:

  • Bachelor's degree or advanced degree in related field
  • Experience working in a bank 1LOD
  • Certification in compliance or risk management (e.g., CRCM, CCEP, FRM).

Compensation and Benefits

The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location. 

To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!

Pay range: $182,400.00 - $313,500.00

Payment frequency: Annual

This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above.

SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.

The Company hires the best qualified candidate for the job, without regard to protected characteristics.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

New York applicants: Notice of Employee Rights

SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.

Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.

Internal Employees

If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

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