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B logo
BlockSan Francisco Bay Area, California
Since we opened our doors in 2009, the world of commerce has evolved immensely, and so has Square. After enabling anyone to take payments and never miss a sale, we saw sellers stymied by disparate, outmoded products and tools that wouldn’t work together. So we expanded into software and started building integrated, omnichannel solutions – to help sellers sell online, manage inventory, offer buy now, pay later functionality, book appointments, engage loyal buyers, and hire and pay staff. Across it all, we’ve embedded financial services tools at the point of sale, so merchants can access a business loan and manage their cash flow in one place. Afterpay furthers our goal to provide omnichannel tools that unlock meaningful value and growth, enabling sellers to capture the next generation shopper, increase order sizes, and compete at a larger scale. Today, we are a partner to sellers of all sizes – large, enterprise-scale businesses with complex operations, sellers just starting, as well as merchants who began selling with Square and have grown larger over time. As our sellers grow, so do our solutions. There is a massive opportunity in front of us. We’re building a significant, meaningful, and lasting business, and we are helping sellers worldwide do the same. The Role As the payments and banking commercial counsel, you will help provide commercial legal support to our Afterpay, Cash App, Square, and Tidal teams. You will review, draft, and negotiate complex agreements with different payments and banking partners including, payment networks, financial institutions, payment aggregators, and cryptocurrency partners. Additionally, you will collaborate with team members and cross-functional partners to ensure compliance with our commercial and regulatory obligations. We are specifically seeking someone with transactional experience in issuing, acquiring, or with payment networks. Familiarity with cryptocurrency is a plus. This is an individual contributor role and will report to the Head of Payments and Banking Commercial Counsel. You Will Draft and negotiate complex payments, banking, and other commercial agreements. Partner with Regulatory and Product Counsels to ensure compliance with our commercial obligations. Provide concise legal advice with a focus on a principled risk approach. Resolve issues that arise in existing commercial relationships. Collaborate with cross-functional partners to assess legal risks and develop strategies to mitigate risks while supporting business growth and new ideas. Stay abreast of regulatory developments and industry trends affecting payments and banking, and advise relevant stakeholders on compliance requirements and best practices. Use AI in daily work to streamline processes and create efficiencies. Help maintain commercial payments templates, playbooks, and processes. You Have at least 5-7 years of relevant experience, with a focus on commercial transactions in payments, banking, or financial services. Prior experience working with payment networks, issuers, acquirers, or payment facilitators. Knowledge of financial services and payments compliance requirements, including issuing, acquiring, networks, partnerships, data security, and privacy within the payments industry. Experience drafting and negotiating complex contracts. Demonstrated background in communication and coordination of complex issues and projects with diverse levels of management and employees. A passion for the payments industry. Team-oriented and collaborative approach, leaving ego at the door. A J.D. with an active membership in at least one state bar. Even Better: In-house experience at a Fintech or financial services company. Familiarity with the electronic financial services sector, including knowledge of merchant processing arrangements, buy-now-pay-later models, networks, payment association rules, banking and credit laws, and financial privacy regulations. Familiarity with cryptocurrency, including ability to draft and negotiate agreements in this space. Ability to create AI tools that can be used by the team and other cross-functional partners. We’re working to build a more inclusive economy where our customers have equal access to opportunity, and we strive to live by these same values in building our workplace. Block is an equal opportunity employer evaluating all employees and job applicants without regard to identity or any legally protected class. We will consider qualified applicants with arrest or conviction records for employment in accordance with state and local laws and "fair chance" ordinances. We believe in being fair, and are committed to an inclusive interview experience, including providing reasonable accommodations to disabled applicants throughout the recruitment process. We encourage applicants to share any needed accommodations with their recruiter, who will treat these requests as confidentially as possible. Want to learn more about what we’re doing to build a workplace that is fair and square? Check out our I+D page . While there is no specific deadline to apply for this role, U.S. roles are typically open for an average of 55 days before being filled by a successful candidate. Please refer to the date listed at the top of this job page for when this role was first posted.

Posted 30+ days ago

Texas Capital Bank logo
Texas Capital BankDallas, Texas
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives . At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com . Brief Overview of Position A Corporate Banking Associate II will have corporate banking experience, with experience in the Franchise Finance industry a plus but not necessary. The Associate will help drive our financial results by supporting Senior Coverage Bankers in their efforts to identify opportunities and deepen relationships. This role will report to the Head of Branded Retail and will be accountable to deliver best-in-class experiences and comprehensive financial solutions to clients and prospects.We are seeking qualified candidates with a passion for a long-term career in banking and the following core competencies Responsibilities Prepare for and engage in client and prospect calls individually and in support of Senior Coverage Bankers, with front-line activities comprising ~35% of the Associate II’s workday. Monitor transactions in the pipeline from prospecting phase through closing, both internally and externally. Support Senior Coverage Bankers in sourcing new prospect opportunities and develop solution-oriented pitch materials for clients and prospects. Identify cross-sell opportunities within existing portfolio. Responsible for coordinating and reviewing analyst prepared screening memos, underwriting documents, term sheets and return models to streamline the credit approval process. Review and finalize diligence lists and questions prior to meetings. Provide underwriting bandwidth during high growth periods especially on complex transactions. Assist Portfolio Managers with renewals and reviews of existing portfolio. Assist in recruiting, coaching, and mentoring junior colleagues. Qualifications Bachelor’s degree in business (Finance, Accounting, Real Estate, etc.) or other relevant degree. 3 to 4 years of experience in Banking, Commercial Banking preferred or other relevant experience. Effective team player with ability to work in a fast-paced, highly collaborative environment. Exceptional writing, interpersonal and communication skills. Strong Analytical skills - critical thinking, data and information analysis, research, and problem solving. Strong Organizational and time management skills. Strong knowledge and application of Credit Underwriting (i.e., cash flow models, financial spreads, and credit packages). Strong knowledge of banking suite of products and services. Strong utilization of Salesforce and MS Office products including Outlook, Excel, and PowerPoint in order to produce reports, correspondence, and presentations Ability to produce reports, correspondence and presentations using Salesforce and Microsoft Office including Outlook, Excel and PowerPoint. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 3 weeks ago

Texas Capital Bank logo
Texas Capital BankFort Worth, Texas
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives . At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com . Brief Overview of Position : Reporting to the market Team Leader, the Relationship Manager I I role will have experience within the Commercial Banking line of business and enable the company’s financial results by driving new relationships, new loan fundings, new deposits, PxV , Commercial Card spend , and SBA deals for companies with revenue between $5 million and $25 million . This role carries a portfolio of clients and sales production goals and is accountable to deliver comprehensive financial solutions and best-in-class experiences to clients and prospects across a broad array of industries . Responsibilities: Drives financial r esults – Actively build a strategic client acquisition pipeline to deepen and expand your portfolio and the Bank’s presence in the market. Requires strong business development and networking in the market to cultivate a robust prospect list and drive increased market share/revenue for the firm. Focuses on the client - Ensure s appropriate client coverage through disciplined calling efforts, understanding of client strategic and financial objectives , identification and execution of optimal client solutions, and ensuring best in class client experiences. Partners across the firm – Delivers the whole bank through effective partner engagement to identify client opportunities and oversee/manage deals from inception to close. Knows the business – Active ly pursues the latest information and builds knowledge base related to financial/banking products, financial markets, relevant regulations , as well as business trends, including businesses which are thriving in your market/or area of expertise. Manages Risk - Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks. Manages performance - Utilizes reports, data, and systems to actively self-manage pipeline and sales production. Qualifications: Bachelor’s degree in Business Administration / finance, accounting, or related fiel d preferred. Minimum 7 years of commercial banking experience preferred , with a focus on business banking clients. Strong k nowledge of banking suite of products and services , industry trends, as well as financial acumen to assess and deliver on prospect/client need. Formal Credit Training (Commercial Credit c ertification or from another bank) or commensurate underwriting experience preferred. Self-starter and persistent. Possesses a natural disposition to strive to exceed calling metrics and production goals. Effective team player with ability to work across business partner groups in a fast-paced, highly collaborative environment. Operates with a sense of urgency balanced with adherence to the firm’s risk appetite. Exceptional writing, interpersonal and communication skills, both verbal and written to communicate with clients, all levels of employees, management, internal partners, and clients. Strong organizational and time management skills with ability to manage multiple priorities. Ability to identify and solve problems/issues and timely escalation of known risks and issues . High interest in , outreach to, and involvement in the communities where we live and work. Strong knowledge and application using Salesforce and MS Office products including Outlook, Excel, Word, and PowerPoint. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 1 week ago

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

Posted 1 day ago

Wells Fargo Bank logo
Wells Fargo BankLos Angeles, California
About this role: Wells Fargo is seeking talent to join the 2026 Investment Banking Early Career Program in Corporate and Investment Banking. Learn more about the career areas and lines of business at wellsfargojobs.com Investment Banking Overview The Investment Banking group, which is organized by industry or product, is dedicated to understanding the unique competitive and operating environments of our clients.The group combines strong relationships and industry knowledge with superior capital markets and advisory capabilities that includes debt and equity underwriting, mergers and acquisitions, and loan syndications.The team maintains active relationships with a broad universe of middle market, large corporate, financial sponsor and institutional clients, and is highly experienced in delivering exceptional execution.You may be placed in an Industry Coverage or a Product Group. Investment Banking Industry Coverage Teams Provides a full range of investment banking and advisory services to clients in the following industries: Consumer & Retail Energy & Power Financial Institutions Group Financial Sponsors Healthcare Industrials Real Estate, Gaming, Lodging and Leisure (REGAL) Mid-Cap Investment Banking Technology, Media & Telecommunications Investment Banking Product Teams Provides a full range of execution capabilities and services to clients in the following products: Corporate Finance Equity Capital Markets Investment Grade Debt Capital Markets Leveraged Finance Mergers and Acquisitions Additional product groups: Fund Finance Sustainable Finance and Advisory WHAT THE PROGRAM OFFERS The Analyst Program is non-rotational and provides the opportunity to gain experience working for one of the most well regarded financial institutions in the world. Analysts, depending on the Division and Group they are assigned to, assume significant responsibility that may include: Developing and maintaining models to depict projected financial results and to value companies Working closely with senior bankers on presentations, financial and credit analysis, and the preparation of financial projections and models Supporting various financial analyses, including valuations and merger consequences Performing comprehensive and in-depth company and industry research Preparing presentations and other materials for clients Conducting research, participating in strategic planning and assisting in the execution of advisory services Conducting financial analysis, preparing credit packages, and monitoring existing deals; creating pitches, proposals, and marketing materials Participating in client meetings, due diligence visits, and other client interactions to gain exposure to key executives and senior bankers In this role, you will: Participate in analyzing companies, develop strategies for clients, pulling market and industry research, and completing a trading simulation within Investment Banking Mid-Year Program Review strategies for clients, build detailed financial models, analyze market data, and prepare client presentations related to low-to-medium risk tasks and deliverables Receive direction from a manager and exercise independent judgment while developing understanding of compliance and risk management requirements for the supported area Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals Interact with internal and external customers Ideal Candidate for this role: Outstanding problem solving and decision-making skills Strong analytical skills with high attention to detail and accuracy Ability to be proactive, innovative and creative in meeting customer and enterprise needs Ability to interact with integrity and a high level of professionalism with all levels of team members and management Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment Energetic self-starter who proactively takes initiative, remains curious and has a genuine interest in learning and growth Analysts start with a comprehensive six to eight week training program in Charlotte before beginning work with their business unit. The training combines all the analysts from various lines of business and includes classroom instruction in financial accounting, cash flow, credit analysis, products, structuring, corporate valuation and financial modeling. Wells Fargo professionals and consultants with special expertise in their fields equip analysts with the skills, knowledge and tools to make an immediate contribution to their team. Analysts will also receive on-the-job coaching, mentoring, and feedback throughout their tenure. Program duration: This is a 2 year program with a program start date of July 2026. Program Location :Los Angeles, CA Pay Range: Los Angeles: $110,000 Annually May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards. Required Qualifications: 6+ months of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Analysts must demonstrate a combination of academic aptitude, quantitative skills and personal motivation. It is strongly preferred that your background include: Currently pursuing a bachelor’s degree with an expected graduation date between December 2025 –June 2026 Excellent verbal, written, and interpersonal communication skills Ability to work effectively, as well as independently, in a collaborative, change driven environment Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills Involvement in extracurricular enrichment activities through one or more of the following: volunteerism, student organization involvement, study abroad program(s), leadership position(s), non-profit involvement Pursuing a bachelor’s degree. All majors are welcome. Demonstrated knowledge, interest and/or experience with financial markets, banking, or financial services industry. Job Expectations: Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted. Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted. Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted. This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. Wells Fargo will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from Wells Fargo now or in the future in order to retain their authorization to work in the United States. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation, and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $100,800.00 - $179,200.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 30 Dec 2025 Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Posted 5 days ago

Houlihan Lokey logo
Houlihan LokeyBaltimore, Maryland
Business Unit: Corporate Finance Industry: Business Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Business Services Houlihan Lokey’s Business Services Group offers M&A advisory, capital raising, valuation, and corporate restructurings to public and private companies. We work with companies providing professional and technology-related services across a number of end markets and regularly collaborate with other Houlihan Lokey industry and product groups to bring the highest level of knowledge, services, and relationships to our clients. Our team covers a broad array of sectors, with bankers dedicated to each of our primary coverage areas. We maintain deep, senior-level relationships with major strategic and financial buyers of professional and technology-related services companies, as well as large, public, and private company thought leaders within the industry. As one of the leading M&A advisors in our sector, we help open doors to opportunities—whether our clients are seeking a strategic or financial partner in a change-of-control or minority-investment transaction. Job Description Financial Analysts in the Business Services Group support investment banking engagements and new business development efforts. They work primarily on the execution of mergers and acquisitions transactions, as well as develop expertise and build relationships with clients in one or more sectors within the Business Services coverage universe. Our Business Services team has particularly strong sector practices in the areas of: Engineering and Infrastructure Facility and Residential Services IT Services Marketing Services Testing, Inspection, Certification, and Compliance Training and Education As part of our team, you will: Prepare, analyze, and help explain historical and projected financial information Perform valuations of companies and businesses Coordinate and perform business due diligence and execute M&A transactions Prepare confidential memoranda, management presentations, marketing pitches, and other presentations Assist in the marketing and planning of engagements Build relationships and maintain direct contact with clients, prospective clients, and professional advisors The environment at Houlihan Lokey is both collegial and entrepreneurial. Teamwork is essential to the firm’s success. At the same time, creativity and new ideas are encouraged. Financial Analysts are given substantial responsibility and are encouraged to help us grow our business. Basic Qualifications The ideal candidate will have prior investment banking experience, a strong work ethic, and the ability to work independently in a fast-paced environment. While teamwork is essential to the firm’s success, creativity and new ideas are encouraged. At least one year of investment banking experience is required Coursework in accounting and finance is required Strong analytical capabilities and excellent verbal and written communication skills A fundamental understanding of valuation theory, methodologies, and application Preferred Qualifications Strong financial and computer (Excel, Word, and PowerPoint) skills Demonstrated ability to work cooperatively with all levels of staff Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000.00-$130,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-114736

Posted 4 days ago

Wells Fargo Bank logo
Wells Fargo BankCharlotte, North Carolina
About this role: Wells Fargo is seeking an Associate Customer Service Representative in Everyday Banking. CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers. Find out why we’re the #1 financial services company to grow YOUR career. Apply today. In this role you will: Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems Escalate questions and issues to more senior employees Required Qualifications: 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues Ability to execute in a fast paced, high demand, metric driven call center environment Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information Knowledge, understanding and experience of internet, mobile, and social media technology Job Expectations: Must be able to attend full duration of required training period​ This position is not eligible for Visa sponsorship​ Ability to work additional hours as needed ​ Schedule may be eligible for a shift differential under the terms of the shift differential policy Must work on-site at the location posted ​ Training and Schedule: You will receive in-depth classroom training, continued on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services. Training class starts on 12/1 for 7 weeks. Training hours are 8:30 a.m. – 5:00 p.m. Monday- Friday. You are required to attend the full duration of this paid 7 weeks of training. We’re open from Sunday- Saturday, 6:00 a.m. – 10:00 pm (EST) . Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays. Most schedules will be mid-shift or evening-shift. Posting Location(s): 1525 W W.T Harris Blvd Charlotte, NC 28262 @RWF22 Posting End Date: 22 Oct 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Posted 1 day ago

DC Advisory logo
DC AdvisoryNew York, New York
DC Advisory is an international investment bank with more than 700+ professionals in 24 locations throughout Asia, Europe, and the U.S. Through 11 industry-focused teams, the firm offers independent advisory services for M&A, and private capital transactions. At DC Advisory, making a difference is our common vision and our respect for diverse thinking fosters an environment for our people to thrive. We are a global investment bank committed to providing the Right Advice™ with integrity, honesty, and respect. The Role As an Associate you will be responsible for supporting day-to-day M&A, capital raising, and financial advisory deal processes and projects. You will learn the core knowledge of the investment banking industry and expand your knowledge in key analytical, communication, marketing, and sales skills. Every day is different, and your job responsibilities will include a range of projects and assignments including creating financial models, drafting pitch and marketing materials, participating in client presentations and training and managing Analysts. You will be a role model to our Analysts by identifying training and learning opportunities and monitoring work quality. Our Associates possess strong problem-solving and analytical skills, a strong work ethic and thrive under pressure. You will be expected to play a critical role on transaction teams and make a difference for our clients. We partner with you to advance your career goals while providing consistent transparent feedback fostering personal and professional growth. Note: This position will be based in New York or Chicago operating in a hybrid schedule (Monday - Thursday in office with the option to work from home on Fridays) Position Requirements Qualities we seek include: An unwavering commitment to excellence and a high degree of maturity A high level of initiative, motivation, attention to detail, positive attitude, and the ability to excel in a fast-paced, entrepreneurial, high performance work environment An outstanding academic record The ability to work as part of a team in an environment that demands excellence, time and energy Personal integrity, initiative and leadership qualities Strong quantitative, verbal and written communication skills; strong financial understanding and financial modeling skills a plus Strong multi-tasking and time management skills Highly proficient with Microsoft Office suite At least 3-5 years post undergraduate investment banking work experience supporting deals and pitches within the healthcare services / medtech sector SIE, Series 79, Series 63 (preferred and must be taken within 30 days of start date) Compensation & Benefits: Salary Range: $175,000 - $225,000 + annual discretionary bonus Medical / Dental / Vision Insurance Long Term Disability, Short Term Disability, Life Insurance Pet Insurance Health Savings Account Retirement Plans (401K) Pre-Tax Commuter Benefits

Posted 30+ days ago

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

Posted 30+ days ago

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

Posted 2 weeks ago

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Convergint CareerMorgantown, West Virginia
Convergint is looking for a full-time, enthusiastic, results driven and forward-thinking Banking Service Technician to join our amazing culture. In this role, you will service and support existing customers by responding to service calls, carrying out Customer Support Programs and small projects business. As a Banking Service Technician, you are a part of a dynamic team that allows you to grow as Convergint grows. For information about how we use your personal information, please see our Colleague & Applicant Privacy Notice, available on convergint.com/careers. Who You Are You have a passion for providing world-class service to customers, colleagues and communities. You are a person of integrity with a commitment to growth, accountability and delivering results. You want to join an organization with a positive culture that embraces equal opportunity and allows everyone to be the best version of themselves at work and home. You want to grow with us and deliver results as an exceptional Banking Service Technician. Who We Are With 20-years of proven growth and exceptional performance, our mission is to be our customer’s best service provider. We realize the importance of diversity in achieving that goal. Our company was built upon a solid foundation of 10 Values and Beliefs which drive our unmatched culture, making us the #1 global, serviced-based systems integrator in the industry. We take great pride in protecting the lives and assets of our customers and their communities with the solutions we provide. What you’ll do with “Our Training and Your Experience” Convergint's greatest strength is our people! Every colleague is encouraged to participate in our Recruit Awesome People program, helping us grow Convergint by promoting our colleague-first culture and referring top talent to the Talent Acquisition Team and hiring managers. Installs, programs, tests, repairs, and services a variety of non-routine systems and equipment for drive-up, locksmith, and electronic projects, ATM/ TCR. Systems include but are not limited to all manufacturer's drive-up equipment (including remote drive-up), deal drawers, and audio and video equipment related to drive-up banking. Repairs or replaces damaged components of remote units. May also work on larger projects with greater complexity as needed. Troubleshoots, repairs, and replaces all components of remote, audio, and video equipment. May install, configure and support a variety of network systems and equipment for assigned projects. Performs preventative maintenance as needed. Acts as a mentor to less experienced staff by using technical knowledge, skills, and experience. Handles moderately complex installations for remote units such as alert systems. Installs new units with final connections, testing, and training. Responds to moderately complex customer service calls, scheduled maintenance calls, and emergency and after-hours service calls on a timely basis. Work assignments are varied, of moderate scope and complexity, and may require originality and ingenuity in some situations. Identifies potential project challenges, communicates to appropriate parties, and assists in the development and implementation of strategies to minimize deviations from estimated costs and project deadlines. Inspects completed work for conformance with specifications, requirements, and compliance with applicable manufacturers' specifications. Refers only to the most complex issues to higher levels. Estimates cost, time, and materials for replacement equipment. Cleans, maintains, adjusts, calibrates, and services equipment used in the performance of duties. Executes all work in accordance with State and local regulations, general best practices as well as company health and safety policies and procedures. Uses strong troubleshooting skills to isolate and fix problems in malfunctioning equipment or software systems. Acts as “our customer’s best service provider” at all times thereby ensuring Convergint is the customer’s first choice for service. Communicates with and works with the other team members consistently to improve overall operations of the Convergint Center, and company. May advise management regarding customer satisfaction, product performance, installation techniques, and standards as well as suggestions for product improvements. Keeps up to date and informed on all company policies. Presents a professional image of Convergint at all times in appearance and behavior. Performs other duties and responsibilities as requested or required. What You’ll Need Strong knowledge of drive up, locking and electronic systems specific to banking industry. Strong knowledge of Digital Video Recorders (DVR’s) and Network Video Recorders (NVR’s) connected to the remote system. Strong knowledge of mechanical and electrical systems. Customer Focus – Maintaining awareness of and seeking to meet of the needs and wants of the customer. Advanced communication skills both oral and written. Adaptability – Responds effectively to changes in situation or information. Company Benefits Convergint fosters a supportive, accessible, and inclusive environment in which all individuals are able to realize their maximum potential within the company. We offer a variety of programs and exceptional benefits: 10 Company Holidays and Paid Time Off starting at 13 days annually Fun & Laughter Day Off Medical, Dental & Vision Plan Life insurance & Disability Plan Wellness Program 401K Matching Plan Colleague Assistance Program Tuition reimbursement Competitive salary and compensation plan Vehicle reimbursement plan or company vehicle Corporate Social Responsibility Day Cell phone reimbursement (if applicable) Paid parental leave Requirements: Education: High School/GED or equivalent experience Minimum Experience: 3-5 years locksmiths, drive-up and electronic, ATM's/TCR. 3 years Banking Specialist experience within a commercial, industrial, or facilities operation setting Preferred Experience: (but not required): 3 years in 1 or more of the following industries: security, electronic, banking equipment Convergint is an Equal Opportunity Employer. Visit our Convergint careers site to learn more about the company and the exciting opportunities available.

Posted 30+ days ago

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Texas Capital BankRichardson, Texas
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives . At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com . About the Role We are seeking a dynamic Product Strategy Associate to join our team and drive strategic initiatives across our diverse financial services portfolio. This role offers the opportunity to shape product strategy across consumer banking, small business solutions, and wealth management products. The ideal candidate will combine analytical rigor with creative problem-solving to accelerate growth and enhance our competitive position. Key Responsibilities Product Launch & Execution Support Partner with product managers to orchestrate end-to-end product launches across consumer, small business, and wealth verticals Develop and maintain product roadmaps, ensuring alignment with strategic objectives and market opportunities Monitor KPIs and product performance metrics, providing actionable insights to optimize user experience and financial outcomes Coordinate cross-functional teams including engineering, design, marketing, and operations to ensure timely delivery Customer Acquisition & Growth Strategy Design and implement data-driven customer acquisition strategies across multiple channels Analyze customer segmentation and behavioral data to identify growth opportunities Partner with marketing to optimize CAC/LTV ratios and develop targeted campaigns Build business cases for new acquisition channels and partnership opportunities Governance & Risk Management Establish and maintain product governance frameworks ensuring regulatory compliance Coordinate product audits and implement remediation plans as needed Document product policies and procedures in alignment with risk management standards Serve as liaison with compliance and legal teams on product-related matters Competitive Intelligence & Pricing Strategy Conduct market analysis and competitive benchmarking across product portfolio Develop pricing strategies that balance profitability with market competitiveness Create executive-ready competitive intelligence reports and strategic recommendations Monitor industry trends and emerging technologies to identify strategic threats and opportunities Required Qualifications Bachelor's degree in Business, Economics, Finance, or related field 5-7 years of experience in product strategy, management consulting, or financial services Strong analytical skills with proficiency in SQL, Excel, and data visualization tools Excellent written and verbal communication skills with ability to influence stakeholders Demonstrated ability to manage multiple projects and meet deadlines in fast-paced environment The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 1 week ago

Royal Bank of Canada logo
Royal Bank of CanadaHouston, Texas
Job Description JOB SUMMARY RBC is looking to add an Analyst/Associate to the US Energy Corporate Banking team who will be responsible for credit analysis, execution, and structuring of bank debt across the US Energy client base. As part of the coverage team, the candidate will optimize the use of the Bank’s balance sheet in connection with Capital Markets / Investment Banking / Sales & Trading relationship goals. Job Description What will you do? Some of the responsibilities include but are not limited to: Assist in structuring acquisition loans, bridge loans and corporate revolvers. Preparation of credit submissions and other documentation related to the transaction approval process (including assistance related to loans syndications, pipeline management, single name strategies and exceptions committee papers) through closing and ongoing monitoring Structure and monitor syndicated and bi-lateral loan market and transactions. Provide assistance in Corporate Banking coverage for identified clients, including identification of cross sell opportunities in all RBC CM active products and markets. Work in a team environment with Investment Banking, DCM, FX etc. Ensure timely updates on client, industry and market performance, particularly in connection with any signs of potential deterioration or developments requiring amendments/waivers to existing loan documentation. Assistance with internal credit administration, including monitoring of the team’s loan portfolio performance and market/industry conditions as they affect this performance. Liaise and be primary contact with back and middle office functions connected to, for examples, wires, payments, settlements etc. Engage peers in Risk Management and Credit Portfolio Management in the application for credit and in subsequent administration and monitoring. Proactively identify operational risks/control deficiencies in the business. Review and comply with Firm Policies applicable to your business activities. Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functions promptly. What do you need to succeed? Basic Qualifications: Bachelor's degree with a focus in Business, Economics, Finance, Mathematics or other quantitative fields. 1 - 3 years of relevant work experience in Corporate & Investment Banking or other relevant Industry experience. Strong financial modeling abilities, as well as superior writing and presentation skills including highproficiency with Word, Excel and PowerPoint. Excellent interpersonal skills with ability to maintain relationships at all levels within and outside of the organization. Ability to manage conflicting priorities and sensitive timelines. Ability to take initiative and function independently balanced with strong team skills. Suggested Qualifications: Formal credit training Master's degree CFA or other relevant professional designation Prior experience in energy or banking a plus, but not required. AUTHORITIES, IMPACT, RISK Occasional client contact Work under the supervision of Associates, VPs, Directors and Managing Directors KEY RELATIONSHIPS ​ Corporate Banking staff. Investment Banking, Sales and Trading, Derivatives. Other RBC groups including Risk Management, Compliance, Legal, and Credit Transaction Management. WORKING CONDITIONS Office Environment Fast Paced / Work under pressure Tight Deadlines Long Hours, Weekends What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable Leaders who support your development through coaching and managing opportunities Ability to make a difference and lasting impact Work in a dynamic, collaborative, progressive, and high-performing team Opportunities to do challenging work Opportunities to building close relationships with clients The compensation range will depend on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC’s high-performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value Job Skills Adaptability, Critical Thinking, Customer Service, Detail-Oriented, Financial Engineering, Financial Statement Analysis, Investments Analysis, Personal Development, Personal Initiative, Teamwork Additional Job Details Address: 609 MAIN STREET:HOUSTON City: Houston Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: CAPITAL MARKETS Job Type: Regular Pay Type: Salaried Posted Date: 2025-09-04 Application Deadline: 2025-11-01 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above I nclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com .

Posted 6 days ago

Richey May logo
Richey MayEnglewood, Colorado
If you are not sure that you’re 100% qualified, but up for the challenge – we want you to apply. We recognize the value of training our employees and the outcomes they can achieve. Senior Audit Associate – Mortgage Banking At Richey May, we very much believe that our people are our promise – our promise to be the best partners to each other, our clients, and our community. As the largest independent accounting and consulting firm in the greater Denver area, we are known for our teamwork and work-life balance. If you are experienced audit talent, based remote or local, and are looking for a different kind of work experience, our Mortgage Banking team would love to talk to you! Many accounting firms claim work-life balance. Richey May Mortgage Banking has a proven record of inclusive, supportive, “we’re all in this together” team spirit that redefines the public accounting auditor experience. Our Core Value of Balance is built into our DNA; team outdoor activities and social events keep us connected to each other outside of the office. Our pets are even connected through the Pets of Richey May calendar! We are known as the Mortgage Experts and seek to solve the challenges others cannot. We create our futures as a team and celebrate every step we accomplish. Elevate Richey May is committed to creating a culture that fosters diversity, equity, and inclusion. Elevate is a cross-functional team of leaders of all levels throughout the firm working to bring different ideas, perspectives, and experiences to create a stronger, more inclusive and innovative work environment. Objectives: To empower, promote, and mentor a diverse group of future leaders. • To educate leadership on different types of leadership and skill sets. • To utilize and leverage the talent pool at Richey May. • To attract and retain diverse pool of talented new employees. Benefits Just like our teamwork, our benefits package is also unique. We are proud to offer 27 days of paid time off and 10 paid holidays for this role to make sure you have a life outside of the office. As you progress in your career with us, we offer more paid time off. Our robust benefits package includes paid employee medical , employer health savings account contribution , life insurance, and long-term disability. Other voluntary benefits include short-term disability, accident, vision, dental, and medical for dependents. We also offer a discretionary profit-sharing 401k plan, certification bonuses, continuing professional education and education reimbursement. Our wellness programs also include an employee assistance program, paid bereavement leave and our Mental Health First Aid team, employees trained to support mental wellness throughout the firm. Employees are eligible for a performance-based incentive bonus on top of base salary. The salary range for this role is $62,000 to $94,000. Qualifications: Attained Bachelor’s degree (B.A.) from four-year College or university Minimum of three years auditing experience in public accounting, ideally within Financial Services Ability to show strong leadership and mentoring capabilities Strong analytical, written and verbal communication skills The Fun Stuff For Colorado-based team members, our technologically advanced office has gorgeous views for all (not just the few) with multiple common spaces designed to inspire innovation and collaboration. We also offer onsite locker rooms with showers and a quick-service restaurant on site with plenty more within walking distance. Firm-wide, we offer many community service activities through our Richey May Cares Foundation, regular firm socials, team-building activities and training programs to develop leaders at all levels. Don’t just take our word for it. Richey May has an enduring legacy of excellence recognized nationally. Some of our awards over the last three years includes: Inside Public Accounting “Excellence in Firm Culture” “Fastest Growing Firms” “Top 200 Firms” Accounting Today “Firms to Watch” “Fastest Growing Firms” “Top 10 Regional Leader” “Regional Leader” Housing Wire “Tech Trendsetters in Mortgage and Real Estate” “Tech 100 in Mortgage” #LI-DNI

Posted 30+ days ago

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TBK Bank, SSBDallas, Texas
Join TBK Bank! At TBK Bank, a subsidiary of Triumph, we're a team of passionate, driven, collaborative, solutions-minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together, because at the end of the day, TBK means striving for excellence, while delivering with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals. Position Summary: The VP, Banking Products will lead the effort in developing and delivering customer centric solutions that generate value and make a difference. The VP will be an executor who drives outcomes and possesses a deep understanding of consumer and business banking products and propositions, strong analytical skills, deep customer experience management, and a proven track record of success collaborating with executive leadership and cross-functional teams to execute. As VP, Banking Products, this position is accountable for turning strategy into execution. This role ensures product initiatives move from concept to delivery with speed, discipline, and measurable impact. Success will be defined not only by shaping the roadmap but by driving consistent execution that achieves financial performance, regulatory compliance, and customer adoption goals. ESSENTIAL DUTIES & RESPONSIBILITIES Product Strategy & Roadmap Translate product strategies into actionable execution plans with clear milestones, accountability, and delivery commitments. Drive disciplined execution of the product roadmap, ensuring on-time, on-budget delivery with minimal scope creep. Establish and enforce execution frameworks (agile, sprint planning, governance routines) to ensure consistent delivery across teams. Own end-to-end execution of the product lifecycle, from ideation through launch and post-launch performance management. Ensure KPIs and dashboards are used to track execution success; proactively address delivery risks and course-correct as needed. Accountable for translating strategic goals into measurable financial outcomes (deposit growth, product adoption, profitability). Commercial Contribution Own the P&L for products, including pricing, profitability, and portfolio performance. Partner with Finance to forecast revenue, manage cost structures, and optimize margins. Identify and deliver on opportunities to grow deposit balances, improve retention, and enhance customer lifetime value. Cross-Functional Collaboration Work closely with Distribution to ensure product readiness, training, and frontline enablement. Collaborate with Marketing to deliver go-to-market plans, campaigns, and customer communications. Partner with Technology/Vendors to define product requirements, support agile delivery, and ensure digital excellence. Drive outcomes by partnering with Risk and Compliance to ensure products meet regulatory standards and internal controls. Customer-Centric Innovation Champion customer insights and data-driven decision-making to shape product features and enhancements. Lead ideation and pilot programs to test new deposit solutions and refine based on feedback. Performance Management Establish KPIs and dashboards to track product performance, adoption, and customer satisfaction. Conduct regular reviews with stakeholders to assess progress and recalibrate strategy as needed. Performs other duties as assigned. EXPERIENCE & EDUCATION 8+ years of experience or equivalent expertise in product management or a relevant domain area. Bachelor’s degree in Business, Finance or related field or equivalent work experience. 5+ years leading a team of Product Managers. SKILLS & ABILITIES REQUIRED Proven experience in product leadership, within banking or financial services. Strong understanding of banking products, market dynamics, and regulatory environment. Excellent analytical, strategic thinking, and communication skills. Demonstrated ability to lead cross-functional teams and influence without direct authority. In-depth knowledge of the product development life cycle, design, and data analytics. Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management. Demonstrated prior experience working in a highly matrixed, complex organization. Experience collaborating with technology partners to scale solutions and drive innovation. Strong problem-solving skills and strategic thinking in product development. WORK ENVIRONMENT The work environment characteristics described here maybe encountered while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Moderate noise (i.e. business office with computers, phone, and printers, light traffic). Ability to work in a confined area. Ability to sit at a computer terminal for an extended period of time. Occasional stooping or kneeling may be necessary. While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear and use hands and fingers to operate a computer keyboard and telephone. Specific vision abilities are required by this job due to computer work. Light to moderate lifting is required. Regular, predictable attendance is required. We offer Medical, Dental, Vision, Paid Time Off, 401k and much more. Go on. Do it. Apply Today!

Posted 1 week ago

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Mechanics BankRoseville, California
Mechanics Bank is currently searching for a Sr. Business Banking Relationship Manager to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role can sit out of our Roseville or Palo Alto locations. Serves as the relationship manager and trusted advisor for new and existing business banking clients. Develops and grows new business and builds/maintains strong relationships with prospects, and spheres of influence. Drives financial performance through quality credit, profitable revenue and growth. The Sr. Business Banking Relationship Manger (BBRM) will focus on traditional business banking credit facilities, including C&I, commercial real estate, capital finance and equipment lending. What you will be doing: Initiates and develops new business through outside business development activities. Cultivates prospects from self-sourced leads and may include existing customers, referral leads, bank partners and other sources. Contacts prospective customers to present information on credit facilities and other banking needs. Responsible for managing a portfolio of business clients, and expanding current/existing portfolio. Manages the portfolio from a balanced perspective on sales, efficiency and risk. Is responsible for timely and adequate preparation of annual reviews and recommendation to the appropriate decision making bodies within the bank. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Active involvement in local civic and nonprofit organizations to promote goodwill, bank’s commitment to the communities it serves and to support bank’s CRA objectives. Who you are: Undergraduate degree in Business, Accounting, Finance or related field preferred Additional experience may be considered in lieu of degree. 6-10 years of relevant commercial lending experience Excellent relationship management and business development abilities, analytical and problem solving skills, sales skills, and credit and credit quality skills. Advanced credit analysis and commercial underwriting skills, including accounting, financial statement and cash flow analysis experience. Advanced knowledge of commercial C&I bank products and services that result in successfully capitalizing on all opportunities to cross-sell the bank's products. Proven track record of success and skills in developing new clients and business, including prospecting, sourcing and networking. Exemplary motivation, enthusiasm, and professionalism. Responsive and respectful team player that generates synergy between business units. Demonstrated history of volunteerism, including participation in community organizations and causes. #LI-HJ1 Salary: $91,620-$164,900 annually Eligible for commission/incentive plans Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire.Benefits package includes[1]: Medical, prescription, dental, and vision coverage for employees and their eligible family members Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits Health Savings Account with employer contribution Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit 401(k) and Roth 401(k) with company contribution 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program Supplemental Health plans, Voluntary Legal and Identity Theft Services 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply) Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data. Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law. Please view Equal Employment Opportunity Posters provided by OFCCP here . To learn more about Mechanics Bank’s California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank [1] The benefits listed in this job posting reflect the Bank’s most reasonable and genuinely expected benefits offered for this position.

Posted 3 weeks ago

US Bank logo
US BankCharlotte, NC
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 SUMMARY The Issue Management Coordinator is responsible for working closely with key stakeholders in the business line within Wealth, Corporate, Commercial and Institutional Banking (WCIB) and throughout the enterprise to effectively execute the Issue Management program. U.S. Bank's WCIB business line offers comprehensive wealth management services to individuals and families across a wide range of wealth levels, as well as lending, equipment finance and small-ticket leasing, depository services, capital markets services, international trade services and other financial services to middle market, large corporate, commercial real estate, financial institution, institutional, non-profit, and public sector clients. WCIB Risk Management is led by the Business Line Chief Risk Officer and works with the business to help identify, control, and monitor the risks inherent to its business activities. RESPONSIBILITIES Ensuring all corrective actions are executed properly in accordance with the Enterprise Issues Management Policy for all assigned issues. (Note: All evidence must be retained and captured as part of issue closure.) Independently validate issue resolution plans created by the business to ensure they adequately address the root cause of the issue and evaluate whether corrective actions are sustainable. Conduct an independent and detailed review of evidence provided by the business to support the closure and remediation of assigned issues. Provide credible challenge of evidence (including data extractions) and provide business line partners and Senior Management with accurate information supporting that assigned issues have been appropriately resolved prior to issue closure. Responsible for writing detailed memos for assigned issues that clearly articulate the corrective actions taken by the business to address the root cause and the results of WCIB Issue Management validation and sustainability testing can be easily followed and clearly understood to a reader. Ensure accurate and timely updates of Archer (system of record) fields for all assigned issues based on policy and program requirements. Note: Enterprise/Senior Business Line reporting comes from Archer data fields. Work closely with WCIB Business Unit Risk Managers (BURMs) and business line partners to address matters of concern and ensure issues are remediated in a timely manner. Ensure timely monitoring and tracking of assigned issues to meet established issue closure date. (Note: Issues cannot be extended once opened unless for specific cause and approved by Senior Managers). Proactively manage milestone target dates to drive closure of issues and escalate quickly if milestones are at risk (includes both business and WCIB Issues Management owned milestones). Provide weekly and monthly written updates regrading status of assigned issues, as requested for established reporting routines, which are shared with senior business line leaders. REQUIRED 6+ years of applicable experience Bachelor's degree, or equivalent work experience PREFERRED 6+ years' experience in Risk Management or applicable line of business (e.g., compliance, testing and monitoring, or audit), preferably in financial services or similar industry Working knowledge of applicable laws, regulations, financial services, and regulatory trends that impact Wealth, Corporate, Commercial and Institutional Banking Business Units. Working knowledge of risk management practices, programs, and issue management processes unique to that Second Line of Defense oversight. Thorough understanding of Enterprise Issue Management Policy and Program requirements or the ability to read policies and grasp requirements relatively quickly. Ability to work in a dynamic environment and manage multiple assignments, requests/emails, tasks, projects, and deadlines simultaneously often within compressed timeframes Self-motivated, willing to take initiative, and capable of working independently (e.g., conduct research and seek answers with limited management intervention). Strong analytic, logical reasoning, problem-solving, and critical thinking skills. Strong communication and collaboration skills to work effectively across multiple teams. Strong administrative and interpersonal skills, including verbal and written communication skills, as well as sound business judgment with the ability to make decisions in conflicting situations. Strong attention to detail and focus on accuracy. Demonstrated and proven ability to manage time effectively and independently prioritize work both individually and as part of a team. Proven ability to not only identify and escalate concerns quickly and effectively but also propose a solution. Ability to think strategically and implement change initiatives as it relates to the WCIB Issue Management program. Knowledge of products and services offered by the Wealth, Corporate, Commercial and Institutional Banking business. Ability to interact effectively directly or indirectly with staff at all levels in the organization. Experience with Tableau Reporting, SAS Enterprise Guide, Visual Basic, or SQL ideal. This position 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: $105,400.00 - $124,000.00 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 4 days ago

Commerce Bank logo
Commerce BankKansas City, MO
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Annual Salary: $116,500.00 - $184,000.00 (Amount based on relevant experience, skills, and competencies.) About This Job The main purpose of this job is to manage and expand a portfolio of complex commercial banking relationships, while actively developing new business opportunities Essential Functions Serve as the primary advisor for a portfolio of diverse and complex commercial clients, ensuring high levels of satisfaction, retention, and profitability Develop new business by identifying prospects, understanding client needs, and delivering tailored banking solutions Collaborate with internal partners to cross-sell a comprehensive suite of commercial banking products and services Analyze and manage portfolio risk while identifying opportunities to enhance returns Lead the credit process, including structuring, pricing, negotiation, documentation, and risk assessment Resolve client issues by coordinating with internal teams and ensuring timely, effective solutions Represent the bank in community and industry events to enhance visibility and build referral network Ensure full compliance with all applicable banking regulations, policies, and procedures Manage a portfolio with the following characteristics: Average loan balances of $100MM-$150MM Average deposit balances of $50MM-$100MM Annual contribution of $750K-$1.5MM Travel required monthly, including overnight trips Perform other duties as assigned Knowledge, Skills & Abilities Required Deep understanding of commercial banking products, credit policies, and financial analysis; including knowledge of best practices Proven ability to structure and manage complex credit transactions Strong consultative sales skills with a track record of business development success Excellent analytical, strategic thinking, and problem-solving abilities Effective leadership and mentoring skills, with the ability to support junior team members Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Intermediate level proficiency with Microsoft Word, Excel, Teams, and Outlook Education & Experience Bachelor's degree in Business Administration, Finance, or equivalent combination of education and experience required 5+ years experience in Commercial Banking or a related financial services role required Level of role is determined by knowledge, experience, skills, abilities, and education For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Commercial Banking Relationship Manager III and Senior job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $116,500 to $184,000 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 1000 Walnut St, Kansas City, Missouri 64106 Time Type: Full time

Posted 30+ days ago

Writer logo
WriterNew York City, NY
About this role WRITER is seeking a dynamic retail and corporate banking industry lead to join our team. This strategic role is designed for an experienced professional with a deep understanding of the retail and corporate banking business and processes and a proven track record of driving business growth and innovation. The ideal candidate has a deep interest in building AI solutions into banking-specific core workflows and will be responsible for developing and executing strategies that position WRITER as a leading solution provider for retail and corporate banks. This is a unique time to join a fast-growing AI startup that's been building solutions for enterprises from its inception. Our team is a stellar and diverse unit, from groundbreaking AI researchers and engineers to go-to-market and customer success builders and scalers who are all maniacally focused on our mission: to transform work. As a key member of this unit, you would be a key person contributing to the growth of one of our core vertical businesses - a role that will be heavily intertwined with most of the organization; it is both hands-on and strategic. To be successful the candidate will need to be able to build strong working relationships across the organization, communicate complex topics in a digestible way to a variety of internal stakeholders (including technical personas) and guide them in the buildout and implementation of AI-enabled use cases. The candidate must be comfortable in client-facing conversations with senior executives in the banking industry. ️ Your responsibilities Help develop and implement a comprehensive go-to-market strategy for the corporate and retail banking industry, aligning with WRITER's overall business objectives. Work with our Global head of financial services to design a financial services-specific product strategy, in collaboration with Solution Architects and other technical teams, to build WRITER's offering in providing industry-specific AI solutions. Marketing: developing and telling the story of how WRITER will transform retail banking, corporate banking and markets workflows, in the language of our industry. Sales and Partnerships: Working closely with our talented, experienced Strategic sales team and GSI partners to generate and close deals. Delivery: working with our technical and customer success teams to build and implement GenAI applications that transform our clients' businesses. Build and maintain strong relationships with key financial services clients, industry influencers, and partners in the region to drive adoption and growth. Represent WRITER at industry events, conferences, and trade shows in the region, showcasing our solutions and building our brand presence. Collaborate cross-functionally with teams, including sales, marketing, product, and engineering, to execute on the above successfully. You will report to the Head of financial services, as part of the GTM Strategy team. ️ Is this you? Bachelor's degree required; Master's degree preferred. 10+ years at a major (global top 20) retail or corporate bank in a commercial role. Relevant experience at a top-tier consulting firm serving these institutions will also be considered. Deep understanding of the entire corporate and retail banking value chain, particularly AML/KYC, onboarding, credit memo, operational letters, and desire to build. Thrive in a scrappy, fast-paced environment - ours is not a mature product category, it will require creativity and active listening to figure out how WRITER's solutions can be most transformative. A deep understanding of the legal, regulatory, policy and competitive dynamics affecting the retail and corporate banking environment. Strong presentation skills, executive presence, and written and verbal communication skills. Experience with AI-driven solutions or technology products in the sector. Strong analytical skills with the ability to interpret data and make strategic decisions. Creative thinker with a passion for innovation and problem-solving. Experience working cross-functionally with multiple stakeholders. Benefits & perks (US Full-time employees) Generous PTO, plus company holidays Medical, dental, and vision coverage for you and your family Paid parental leave for all parents (12 weeks) Fertility and family planning support Early-detection cancer testing through Galleri Flexible spending account and dependent FSA options Health savings account for eligible plans with company contribution Annual work-life stipends for: Home office setup, cell phone, internet Wellness stipend for gym, massage/chiropractor, personal training, etc. Learning and development stipend Company-wide off-sites and team off-sites Competitive compensation, company stock options and 401k WRITER is an equal-opportunity employer and is committed to diversity. We don't make hiring or employment decisions based on race, color, religion, creed, gender, national origin, age, disability, veteran status, marital status, pregnancy, sex, gender expression or identity, sexual orientation, citizenship, or any other basis protected by applicable local, state or federal law. Under the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. By submitting your application on the application page, you acknowledge and agree to WRITER's Global Candidate Privacy Notice.

Posted 30+ days ago

D logo
Dacotah BanksAberdeen, SD
Job Summary DacotahGrown is a 10-12 week internship program beginning in May and ending in August. In this program, the students will experience all aspects of banking; from financing the farm to working with small businesses. They will learn to build relationships and the unique needs of Dacotah Bank. Witness how departments work together to ensure a successful organization. Learn the importance of customer service and how to build trustworthy relationships with our customers. Special projects and time with areas of interest are arranged throughout the internship program. We offer competitive compensation, 100% paid housing, paid travel expenses, and additional perks. Program Introduction to general overview of banking and financial industry Introduction to Lending, Credit, Retail, Insurance, Trust & Wealth Management, Risk Management, Audit, Compliance, Talent Management, and more Participate with Customer Visits Soft Skills and Personal Development Interns will prepare and present internship experience to management Qualifications Good communication and customer service skills. Must be diligent, hardworking, sincere and quick learner. Must be a self-starter, motivated and be able to work independently. Proficient in Microsoft Office applications. Majors Preferred business-related majors: Banking and Finance, Business, Accounting, Economics, Ag Business and Business Management. Open for consideration of other majors. Documents for Applying: Resume (required) Cover Letter (optional) References (optional) Deadline to Apply: October 24, 2025 Interviews Begin: November 2025, if selected for interviews they are either done in person or through Zoom/Teams; please note that additional steps may be required as the selection process progresses. Intern Selection: Early December 2025 #LI-DNI

Posted 30+ days ago

B logo

Payments and Banking Commercial Counsel

BlockSan Francisco Bay Area, California

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Job Description

Since we opened our doors in 2009, the world of commerce has evolved immensely, and so has Square. After enabling anyone to take payments and never miss a sale, we saw sellers stymied by disparate, outmoded products and tools that wouldn’t work together.

So we expanded into software and started building integrated, omnichannel solutions – to help sellers sell online, manage inventory, offer buy now, pay later functionality, book appointments, engage loyal buyers, and hire and pay staff. Across it all, we’ve embedded financial services tools at the point of sale, so merchants can access a business loan and manage their cash flow in one place. Afterpay furthers our goal to provide omnichannel tools that unlock meaningful value and growth, enabling sellers to capture the next generation shopper, increase order sizes, and compete at a larger scale.

Today, we are a partner to sellers of all sizes – large, enterprise-scale businesses with complex operations, sellers just starting, as well as merchants who began selling with Square and have grown larger over time. As our sellers grow, so do our solutions. There is a massive opportunity in front of us. We’re building a significant, meaningful, and lasting business, and we are helping sellers worldwide do the same.

The Role

As the payments and banking commercial counsel, you will help provide commercial legal support to our Afterpay, Cash App, Square, and Tidal teams. You will review, draft, and negotiate complex agreements with different payments and banking partners including, payment networks, financial institutions, payment aggregators, and cryptocurrency partners. Additionally, you will collaborate with team members and cross-functional partners to ensure compliance with our commercial and regulatory obligations. We are specifically seeking someone with transactional experience in issuing, acquiring, or with payment networks. Familiarity with cryptocurrency is a plus. This is an individual contributor role and will report to the Head of Payments and Banking Commercial Counsel.

You Will

  • Draft and negotiate complex payments, banking, and other commercial agreements.
  • Partner with Regulatory and Product Counsels to ensure compliance with our commercial obligations. 
  • Provide concise legal advice with a focus on a principled risk approach.
  • Resolve issues that arise in existing commercial relationships.
  • Collaborate with cross-functional partners to assess legal risks and develop strategies to mitigate risks while supporting business growth and new ideas.
  • Stay abreast of regulatory developments and industry trends affecting payments and banking, and advise relevant stakeholders on compliance requirements and best practices.
  • Use AI in daily work to streamline processes and create efficiencies.
  • Help maintain commercial payments templates, playbooks, and processes.

You Have

  • at least 5-7 years of relevant experience, with a focus on commercial transactions in payments, banking, or financial services.
  • Prior experience working with payment networks, issuers, acquirers, or payment facilitators.
  • Knowledge of financial services and payments compliance requirements, including issuing, acquiring, networks, partnerships, data security, and privacy within the payments industry.
  • Experience drafting and negotiating complex contracts.
  • Demonstrated background in communication and coordination of complex issues and projects with diverse levels of management and employees.
  • A passion for the payments industry.
  • Team-oriented and collaborative approach, leaving ego at the door.
  • A J.D. with an active membership in at least one state bar.

Even Better:

  • In-house experience at a Fintech or financial services company.
  • Familiarity with the electronic financial services sector, including knowledge of merchant processing arrangements, buy-now-pay-later models, networks, payment association rules, banking and credit laws, and financial privacy regulations.
  • Familiarity with cryptocurrency, including ability to draft and negotiate agreements in this space. 
  • Ability to create AI tools that can be used by the team and other cross-functional partners.

 

We’re working to build a more inclusive economy where our customers have equal access to opportunity, and we strive to live by these same values in building our workplace. Block is an equal opportunity employer evaluating all employees and job applicants without regard to identity or any legally protected class. We will consider qualified applicants with arrest or conviction records for employment in accordance with state and local laws and "fair chance" ordinances.

We believe in being fair, and are committed to an inclusive interview experience, including providing reasonable accommodations to disabled applicants throughout the recruitment process. We encourage applicants to share any needed accommodations with their recruiter, who will treat these requests as confidentially as possible. Want to learn more about what we’re doing to build a workplace that is fair and square? Check out our I+D page.

While there is no specific deadline to apply for this role, U.S. roles are typically open for an average of 55 days before being filled by a successful candidate. Please refer to the date listed at the top of this job page for when this role was first posted.

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