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Banking Technician - Frederick, MD-logo
Banking Technician - Frederick, MD
Convergint CareerFrederick, Maryland
Convergint is looking for a full-time, enthusiastic, results driven and forward-thinking Banking Technician to join our amazing culture. In this role, you will troubleshoot, repair, and perform preventive maintenance on banking security equipment including security camera, access control, and alarm systems, banking drive-up equipment, vaults, safe deposit boxes, ATMs and more. Must have effective verbal, written, and interpersonal communication skills. As a Banking 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. The Banking Technician is expected to be skilled in at least one of the three areas of specialization: locksmiths, drive up and electronic. Installs equipment and services/supports existing customers by responding to service calls. Drive up Technicians install, repair, rebuild, and service remote drive up systems, audio and video equipment. Locksmiths handle a variety of locking mechanisms from basic drawer locks to more complex locking devices such as vaults, secure keyways, and other systems unique to the banking industry. Electronics Technicians provide support for a variety of electrical and electronics projects. Installs, programs, tests, repairs, and services a variety of non-routine systems and equipment for drive up, locksmith and electronic projects. Systems include but are not limited to all manufacturers drive up equipment (including remote drive up), deal drawers, audio and video equipment related to drive up banking. Repairs or replaces damaged components of remote units. Troubleshoots, repairs, and replaces all components of remote, audio and video equipment. May install, configure, and support a variety of network systems and equipment for assigned projects. Performs preventative maintenance as needed. Acts as a mentor to less experienced staff by using technical knowledge, skills and experience. Handles moderately complex installations for the remote units such as alert systems. Installs new units with final connections, testing and training. Responds to moderately complex customer service calls, scheduled maintenance calls, and emergency and after-hours service calls on a timely basis. Work assignments are varied, and of moderate scope and complexity and may require originality and ingenuity in some situations. Identifies potential project challenges, communicates to appropriate parties and assists in the development and implementation of strategies to minimize deviations from estimated costs and project deadlines. Inspects completed work for conformance with specifications, requirements, and compliance with applicable with manufacturers specifications. Refers only the most complex issues to higher levels. Estimates cost, time, and materials for replacement equipment. Cleans, maintains, adjusts, calibrates, and services equipment used in the performance of duties. Executes all work in accordance with State and local regulations, general best practices as well as company health and safety policies and procedures. Uses strong troubleshooting skills to isolate and fix problems in malfunctioning equipment or software systems. Acts as “our customer’s best service provider” at all times thereby ensuring Convergint is the customer’s first choice for service. Communicates with and works with the other team members consistently to improve overall operations of the Convergint Center, and company. May advise management regarding customer satisfaction, product performance, installation techniques and standards as well as suggestions for product improvements. Keeps up to date and informed on all company policies. Presents a professional image of Convergint at all times in appearance and behavior. Performs other duties and responsibilities as requested or required. What You’ll Need Working knowledge of drive up, locking and electronic systems specific to banking industry. Basic knowledge of Digital Video Recorders (DVR’s) and Network Video Recorders (NVR’s) connected to the remote system. Solid knowledge of mechanical and electrical systems. Customer Focus – Maintaining awareness of and seeking to meet of the needs and wants of the customer. Strong communication skills both oral and written. Adaptability – Responds effectively to changes in situation or information. Company Benefits Convergint fosters a supportive, accessible, and inclusive environment in which all individuals are able to realize their maximum potential within the company. We offer a variety of programs and exceptional benefits: 10 Company Holidays and Paid Time Off starting at 13 days annually Fun & Laughter Day Off Medical, Dental & Vision Plan Life insurance & Disability Plan Wellness Program 401K Matching Plan Colleague Assistance Program Tuition reimbursement Competitive salary and compensation plan Vehicle reimbursement plan or company vehicle Corporate Social Responsibility Day Cell phone reimbursement (if applicable) Paid parental leave Requirements: Education: High School/GED or equivalent experience Preferred Experience: (but not required): Technical diploma and/or equivalent trade experience (e.g. Electrician) 1 year of previous banking Technician experience within a commercial, industrial, or facilities operation setting. Experience in 1 or more of the following industries: electronic, fire alarm & life safety, and/or building automation Convergint is an Equal Opportunity Employer. Visit our Convergint careers site to learn more about the company and the exciting opportunities available. Please note that this job posting includes salary information for the assigned target market range within the primary geographic region the requisition is posted. If the position is posted in multiple locations or is a remote position, the salary range may vary. Individual pay rates will, of course, vary depending on the job, department, and location, as well as the individual skills, experience, certifications, specific licenses, and education of the applicant.

Posted 3 weeks ago

Commercial Banking Relationship Manager II-logo
Commercial Banking Relationship Manager II
Northwest BankState College, Pennsylvania
Job Description Job Summary The C & I Commercial Relationship Manager II is responsible for serving as a trusted business advisor to clients and providing a full breadth of banking solutions to meeting their financial objectives and needs while also establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The C & I Commercial Relationship Manager II is also responsible for managing a portfolio of relationships, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team. Essential Functions Develop and expand existing commercial banking relationships Prospect actively and successfully bring in new relationships to Northwest Engage with the various product partners on a regular basis to discuss cross selling opportunities and referrals to expand and deepen client relationships Achieve and exceed budget goals as assigned individually and by region Actively participate in community and professional networking events Develop meaningful “Centers of Influence” relationships Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest Manage a commercial loan portfolio of both credit and noncredit clients Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis Ensure noncredit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate As required, collect on delinquent accounts Analyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management Complete loan closings in partnership with Portfolio Management Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management, compliance with Northwest policies and procedures, and with Federal and State regulations Participate in continued sales, product and credit training Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment Education + Experience Bachelor’s degree in Business, Accounting, Finance, Economics, or Marketing 5-6 years of account relationship management experience 5-6 years of experience consistently delivering strong sales performance Banking experience Comprehensive knowledge and understanding of C & I lending, loan servicing, and credit and non-credit products. Strong negotiating skills in terms loan structure and pricing. Knowledge and understanding of risk management. Excellent verbal, written, and interpersonal communication skills. Ability to multitask and effectively prioritize responsibilities. #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Posted 2 days ago

Assistant Banking Center Manager - Edmond (15th & I-35)-logo
Assistant Banking Center Manager - Edmond (15th & I-35)
MidFirst BankEdmond, Oklahoma
The Assistant Banking Center Manager will assist the Banking Center Manager with the daily operations of the banking center as well as provide leadership to a team of sales and service professionals to meet and exceed sales goals and provide valued service to customers. This position is also responsible for a variety of duties focused on the development of new business, as well as retaining and expanding current relationships with customers. Duties will include, but are not limited to, the following: Assist in overseeing the operational functions of the banking center and provide support to staff (i.e. answer questions, coach, provide encouragement, feedback, and constructive criticism as needed) Perform required steps to process loan applications and customer originated financial transactions, open new accounts and sell banking products and services Build and maintain relationships with customers to uncover and satisfy their needs through the sale of financial products and services Generate sales leads through community outreach activities and develop business partners, while building internal relationships Respond to customer inquiries and concerns to create positive solutions/outcomes Ensure audit/compliance procedures are followed, while maintaining the highest level of customer service; Ensure completion of regulatory compliance and training specific to sales and service responsibilities Ensure security measures are adhered to regarding opening and closing procedures Friendly, outgoing, assertive, confident, and enthusiastic personality Supervisory duties will include, but are not be limited to: coaching, counseling, scheduling, training, approving transactions, coordinating job duties, reviewing time cards, preparing and conducting performance evaluations Required Skills: Minimum of three years successful sales experience in an incentive-driven or relational selling environment; demonstrated performance in meeting and exceeding goals. Previous banking experience is preferred. Supervisory abilities, including: leadership skills, sound decision making, the ability to motivate others, and the capability to address conflict in a positive and productive manner. Proven ability to proactively and effectively participate in a sales program, as well as meet or exceed expectations for the sales and referral activities established for this position. Must have a current Notary or be willing to become one (pursue application, bond and notary seal) at the Bank’s expense. Availability to work weekends and/or extended hours as required. Proficient with all Microsoft applications (Word, Outlook, Excel etc.) Preferred Skills: Extensive knowledge and familiarity of banking products and services Bilingual (fluent verbal and written English/Spanish) skills; Sales management experience within a retail banking environment. Physical Requirements: This position requires long periods of standing or sitting as well as typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds. MidFirst Banking Center Hours of Operations: Monday - Thursday from 8:00 a.m. - 5:00 p.m., Friday 8:00 a.m. - 6:00 p.m., and Saturday from 8:00 a.m. to 1:00 p.m. (Full time employees are scheduled for 40 hours per week within these time frames) Candidates must be available to work weekend hours.

Posted 30+ days ago

Banking Technician 1-logo
Banking Technician 1
Convergint CareerFort Lee, New Jersey
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 Sales Representative. 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. Carries out in-depth analysis of plans, functional specifications and site visits in order to determine and advise on overall project requirements. Prepares estimates and quotes for each project utilizing estimation software tool. Responds to customer requests for information including the completion of RFIs and RFPs. Understands requirements and articulate the value proposition of CTC products and services to customer. Provides input, review and coordination of the preparation of shop drawings and wiring diagrams, based on project plans and specifications for completeness, showing location of devices, equipment, wiring, etc. Advises Sales Professional and Project Manager regarding products needed for installation, identifying any items which have longer lead times. May prepare and/or review formal submittal booklets, containing schematics, and technical literature as necessary to support each contract. Develops solutions that meet customer requirements and work closely with sales team to develop customer implementation plans as part of sales proposals. May develops incremental new business for the assigned territory. Performs other duties and responsibilities as requested or required. What You’ll Need Exceptional customer focus and ability to work under pressure; ability to maintain awareness of, and seek to meet the needs and wants of the customer without being prompted. Basic knowledge of engineering principles and practices related to building automation systems, fire alarm systems, and/or electronic security systems. Excellent organizational skills and the ability to handle multiple projects simultaneously. Proficient computer skills including MS Office applications (Outlook, Word, Excel). Company Benefits and Perks 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 Fun & Laughter Day Off Medical, Dental & Vision Plan Life insurance & Disability Plan Wellness Program 401K Matching Plan Colleague Assistance Program Tuition reimbursement paid parental leave Competitive salary and compensation plan Vehicle reimbursement plan or company vehicle Corporate Social Responsibility Day Requirements: Education: College degree, trade school or equivalent experience Minimum Experience: 1-3 years sales engineering, estimating or equivalent Convergint is an Equal Opportunity Employer Visit our Convergint careers site to learn more about the company and the exciting opportunities available. Please note that this job posting includes salary information for the assigned target market range within the primary geographic region the requisition is posted. If the position is posted in multiple locations or is a remote position, the salary range may vary. Individual pay rates will, of course, vary depending on the job, department, and location, as well as the individual skills, experience, certifications, specific licenses, and education of the applicant.

Posted 5 days ago

Business Banking & Consumer Service Specialist - Hanover Branch-logo
Business Banking & Consumer Service Specialist - Hanover Branch
Virginia Credit UnionMechanicsville, Virginia
Job Description: PRIMARY FUNCTION: Responsible for offering and selling financial products and services to both consumer and small business members. Performs thorough needs assessments on members and small business prospects and members to grow and deepen member relationships while ensuring quality member service. Primary focus is around small business lending, consumer lending, real estate lending, and building and growing a book of business. JOB DUTIES AND RESPONSIBILITIES: Provides superior member service by accurately and efficiently performing all member service related transactions in accordance with VACU policies and procedures. Skilled in assessing consumer and business member needs , providing solid advice/recommendations, and building strong relationships based on mutual trust in order to optimize sales opportunities with new and existing member/business clients. Primary point of contact within each branch for small business clients and the resident expert for small business products and services. Will spend the majority of their time focused on small business prospecting and deepening business membership needs, including small business lending packages, memberships and account openings. Expected to make outbound calls and in-person visits to small business prospects and existing small business members to deepen relationships and uncover sales opportunities. Professional communication skills with business acumen are expected in order to effectively communicate through emails to business members and business prospects Expected to grow business prospects while nurturing and deepening existing business memberships in order to effectively build a book of business. Expected to have a strong understanding of all mortgage and equity products in order to provide proper guidance and recommendations. Ensure the member’s needs are met by partnering with the appropriate specialist and/or teammate to serve the member’s banking, small business, mortgage, and investment needs. Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration. Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements Demonstrates appropriate knowledge of all VACU policies and procedures related to the platform, including Security and Information Security Establishes member relationships through quality service and cross selling VACU products/services to meet member needs Handles each transaction proficiently and accurately, exercising good judgment and seeking approval for any transaction exceeding assigned levels of authority Partners with branch management team on all sales and service initiatives Demonstrates the ability to provide effective decision making that is in the best interest of VACU, the branch and the member Must maintain appropriate knowledge of all VACU products and services Answers the phone and respond to member phone inquiries professionally and accurately Building and retaining member relationships by performing follow – up and courtesy calls to members. Responsible for ensuring that business goals and individual member service and sales goals are consistently met. Provides quality service by following all member service expectations Responsible for delivering high quality service and needs based sales to members Required notary certification. Must stay informed of all notary rules and regulations. Comply with all published enterprise level policies and procedures including, but not limited to, Risk Management policies. Complete all required, ongoing enterprise level training including, but not limited to BSA, OFAC, and Information Security. Report all Risk Management Policy violations in accordance with policy. Must develop and maintain a working knowledge of all applicable federal and state regulations including corporate policies and procedures. Stay up to date on all required loan documents, systems, credit reports and related lending documents. Other duties may be required and assigned by the supervisor JOB QUALIFICATIONS: Knowledge: Demonstrates understanding of products and services offered by financial institutions with a primary focus on competitive business lending, products, and services. Skills: Satisfactory computer skills required. Abilities: Professional and effective communication and public relations skills, cross-selling, problem solving and interpersonal skills. Sound judgment. Ability to handle difficult situations. Ability to handle multiple tasks. Professional appearance and manner. Minimum Education and Experience: College graduate with concentration in business. May substitute work experience. Preferred experience in business banking and building a book of business Significant experience with a financial institution with an emphasis on sales Must be able to be actively registered with the Nationwide Mortgage Licensing System and Registry (NMLS) PHYSICAL REQUIREMENTS: This job requires the ability to sit and stand for long periods of time. This job requires occasionally lifting up to 50 pounds and/or up to 30 pounds frequently.

Posted 30+ days ago

Client Banking Officer ( Temporary up to 90days)-logo
Client Banking Officer ( Temporary up to 90days)
Banc of CaliforniaBeverly Hills, California
BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values – Entrepreneurialism, Operational Excellence, and Superior Analytics – empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN® THE OPPORTUNITY Responsible for providing a full range of best in class professional servicing and fulfillment duties to both internal and external clients. The Client Banking Officer (CBO) – Community Banking Support role is dedicated to supporting Community Banking Relationship Managers. The role performs a variety of operational functions including, but not limited to, onboarding new deposit accounts and treasury products and services for both consumer and business clients with varying degrees of complexity. Handles incoming calls and emails regarding account inquiries from clients and business partners, and ensures daily transactions are processed accurately and efficiently. Consistently applies sound decision making techniques pertaining to inquiries, approvals and requests. Performs all duties in accordance with the company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates. HOW YOU’LL MAKE A DIFFERENCE Onboards Business and Consumer depository products and services that are routed through the Community Banking channel. Completes Treasury Management (TM) set-up forms to enable TM products and services for business clients. Fulfills various types of deposit account maintenance and supersede requests. Gathers, completes and validates for accuracy – CDD/KYC requirements and forms to support depository and TM services. Provides clients with detailed information about their depository and/or TM products and services. Responsible for transaction and wire requests up to prescribed authority limits. Processes, solves, and answers customer inquiries, transactions, or problems while using sound judgment and experience, based on precedent, example, reasonableness or a combination of these. Works daily requests and performs account maintenance, reviews transactions, related documents, verifies work, processes, reconciles, approves routine and complex transactions, and obtains appropriate approvals (i.e. Wire Transfers, Exception Item Processing, Non-Post, Fraud Alerts, Research, Adjustments, Stop Payments, Debit Cards, Mobile Capture Limits, RDC, etc.). Responds to inquiries or refers inquiries to the appropriate department or person, and exhibits the necessary follow through with clients and frontline staff Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct. Performs other duties and projects as assigned. WHAT YOU’LL BRING Knowledgeable of consumer and business account types and document requirements. Knowledge of regulations. Strong organizational and time management skills. Strong oral, written and interpersonal communication skills. Ability to develop rapport with clients, peers and partners. Ability to adapt well to change, work independently and in a group, understand and apply oral and/or written instructions, understand, remember and communicate routine information, understand complex problems and to collaborate and explore alternative solutions. Ability to make decisions that have moderate impact on the immediate work unit. Be able to organize thoughts and ideas into understandable terminology. Organize and prioritize own work schedule on a short-term and long-term basis. Ability to complete routine forms, letters and/or conduct routine oral communication. Ability to make informal presentations. High School diploma required and/or College degree preferred. A minimum of 1 year of client services experience required. 1 year of Banking or Financial Services, business, or equivalent work experience required. Experience in complying with Know Your Customer/Customer Identification Programs SALARY RANGE The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.

Posted 30+ days ago

Regional Small Business Banking Leader-logo
Regional Small Business Banking Leader
Bank of UtahOrem, Utah
I am Lacey Sansavera, EVP, Chief Banking Officer at the Bank of Utah. Founded in 1952, Bank of Utah is one of Utah's largest, privately owned community banks. Nasdaq ranked us Best Bank in Utah for 2025! Here we strive to unlock the potential of our team members, clients, and community. We act with integrity in every decision, build trust through every interaction, and exceed expectations at every opportunity. We seek to responsibly create lasting prosperity today and for generations to come. We are currently looking for a Regional Small Business Banking Leader to work Monday - Friday in Utah County. The Vice President, Regional Small Business Banking Leader is responsible for leading a region of Branch Managers, with a focus on growing the small business credit portfolio, deposit base, and overall branch performance. This role provides strategic direction, credit oversight, and coaching to ensure branches are meeting financial goals while serving as trusted financial partners in their communities. This leader brings strong credit expertise and a collaborative approach to developing relationship bankers at the branch level. They play a critical role in ensuring branches operate as effective business units-delivering tailored financial solutions, growing market share, and serving as strong community partners. This leader recognizes the strategic role branches play in driving small business success, local visibility, and long-term deposit growth. Qualifications: Bachelor’s degree in Business, Finance, or related field; MBA or completion of formal banking program preferred. 7+ years of experience in small business or commercial banking with proven credit authority. Prior experience leading teams within a retail, branch, or small business banking environment. Strong credit analysis, loan structuring, and risk management skills. Familiarity with Sageworks or similar LOS platforms; ability to drive process improvement through technology. Excellent leadership, coaching, and interpersonal communication skills. Proven track record of driving performance, supporting talent development, and delivering results. Understanding of community banking and the strategic role of branches in building relationships and growing deposits. Regular duties and responsibilities: Regional Leadership Lead and manage a team of Branch Managers, providing strategic direction and day-to-day support to drive loan growth, deposit generation, and profitability across the region. Set clear expectations and ensure consistent execution of business plans aligned with the bank’s strategic objectives. Promote a culture of high performance, accountability, and community engagement across the region. Drive the professional development of Branch Managers through coaching, mentorship, and succession planning. Credit Oversight & Lending Support Act as the credit authority for small business loans originated through the branch network, within designated limits. Support Branch Managers in evaluating credit requests, analyzing financials, identifying and mitigating risk, and structuring appropriate loan terms. Review and provide input on loan write-ups and presentation materials. Assist in handling modifications, pricing, and documentation exceptions. Partner with credit and loan operations teams to maintain portfolio quality and resolve documentation deficiencies. Coaching & Development Develop Branch Managers into strong relationship bankers and small business advocates, capable of identifying opportunities and deepening client relationships. Provide training and mentorship on credit analysis, business development, relationship management, and leadership. Foster a culture of learning, accountability, and continuous improvement within the region. Support internal career growth and succession planning through intentional coaching and leadership development. Business Development & Community Engagement Guide Branch Managers in building business development plans to grow client relationships and expand market share. Promote low-cost deposit growth and cross-selling of bank products and services to small business clients. Encourage active community involvement and participation in events that enhance the bank’s visibility and credibility in the market. Collaborate with internal teams such as Treasury Management, SBA, and Wealth to deliver comprehensive client solutions. Process & System Optimization Utilize knowledge of the bank’s loan origination system (Sageworks) to drive efficiency in credit processes. Identify opportunities to enhance workflows and recommend changes to better support small business lending needs. Partner with credit and operations teams to ensure that systems and processes align with frontline requirements.

Posted 30+ days ago

Temporary Manager –Internal Audit - Consumer Compliance and Regulation W (Global Banking)-logo
Temporary Manager –Internal Audit - Consumer Compliance and Regulation W (Global Banking)
Rsm Us LlpDallas, New York
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. Temporary Manager – Consumer Compliance and Regulation W (Global Banking) RSM’s Global Banking Risk Consulting Practice seeks experienced professionals to join our Process Risk and Controls Consulting team. This role focuses on addressing complex regulatory and operational risks for U.S. and global banking institutions, with an emphasis on Consumer Compliance and Regulation W (Reg W) expertise. As a Manager , you’ll lead client engagements, oversee fieldwork, and provide actionable solutions to enhance compliance programs and internal controls. You’ll work within a dynamic and inclusive culture with mentorship and career development opportunities. Key Responsibilities Technical Expertise Extensive knowledge of Regulation W and its role in safeguarding banks and federal deposit insurance funds. Assess, test, and enhance internal controls to ensure Reg W compliance. Present complex regulatory findings to senior stakeholders across IT and business functions. Client Engagement Lead compliance risk assessments and tailor audit plans to client needs. Deliver findings and recommendations to executives, ensuring measurable outcomes. Manage project timelines, budgets, and deliverables with excellence. Business Development Cultivate client relationships and identify growth opportunities. Contribute to proposals and thought leadership in the compliance space. Must-Have Skill Set Proven Regulation W expertise with experience supporting Consumer Compliance initiatives. Audit experience in global banking , including assessing internal controls, compliance programs, and operational risks. Bachelor’s or Master’s degree. At least 5 years of experience in compliance, internal controls, or audit within global banking institutions. Relevant certifications. Strong interpersonal, written, and verbal communication skills, with a track record of presenting to senior management. Demonstrated success managing teams and multiple projects in dynamic, high-pressure environments. Flexibility to travel for client needs At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits . All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status ; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com . RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM’s background check process, including information about job duties that necessitate the use of one or more types of background checks, click here . At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $56 - $84 per hour

Posted 2 weeks ago

Business Development - Investment Banking-logo
Business Development - Investment Banking
SuperstateNew York City, New York
About the Role Superstate is hiring an Investment Banking Business Development professional in New York City to join a small, close and highly motivated team. You will be expected to drive growth by sourcing new deal opportunities, building relationships with C-suite executives, and expanding the firm’s presence at the forefront of Traditional and Crypto markets. This role blends strategic analysis, sales, and relationship management, with a focus on identifying and executing public offerings, capital raises and direct listings. The ideal candidate will bring a track record of bringing companies public at an investment bank. Key Responsibilities / How We’ll Measure Your Success Lead Generation: Identify and research potential clients, industries, and markets for new business opportunities through market analysis and networking. Relationship Management: Initiate and maintain relationships with clients, prospects, and referral sources via calls, meetings, conferences, and digital outreach. This will include pitching and presenting the benefits of Superstate to potential clients and partners across the ecosystem. Structuring Deals: Provide advisory services to companies looking to go public with strong financial statement analysis and help structure compelling offerings for the company and their investors. Relationship Ownership: You will own all elements of the customer lifecycle from sourcing leads to closing deals. This includes Superstate clients and industry partners. Collaboration: You will collaborate cross-functionally with internal and external teams to build compelling value propositions and product offerings including preparing proposals, presentations, and responses to RFPs. Product Knowledge: You will proactively remain up-to-date with industry trends and best practices, our current and future product offerings, and maintain a deep understanding of the institutional crypto landscape Skills and Qualifications Must Haves: Based in New York City At least 3 years of experience taking companies public at a large investment bank Ability to articulate complex concepts to both technical and non-technical (and non-crypto native) audiences Maintaining a pulse on emerging trends in crypto and adjacent industries and the ability to identify trends and opportunities Excellent communication, presentation, and negotiation skills Benefits Generous stock options to full-time employees Health, Dental, and Vision plan Unlimited PTO and Holidays Paid parental leave Company and team bonding events throughout the year Superstate is a financial technology firm reshaping public capital markets. Superstate connects financial assets with crypto capital markets to expand access, improve liquidity, and advance capital formation, through on-chain public listings and tokenized securities. The company is based in New York City and is home to bright, creative, talented, and passionate team members, excited to modernize investing through tokenized financial products. We are fully committed to diversity, equity, and inclusion in our recruiting efforts and welcome any opportunity to interview qualified applicants with unique viewpoints and life experiences.

Posted 4 weeks ago

Banking Center Manager - Edmond (33rd & Broadway)-logo
Banking Center Manager - Edmond (33rd & Broadway)
MidFirst BankEdmond, Oklahoma
The Banking Center Manager is responsible for managing the daily operations of a banking center as well as providing leadership to a team of sales and service professionals to meet and exceed sales goals and provide valued service to customers. This position is responsible for a variety of duties focused on the development of new business, as well as retaining and expanding our current relationships with customers. Duties will include, but are not limited to, the following: Build and maintain relationships with customers to help identify financial products and services Generate sales leads and referrals through community outreach activities and on-site visits with local businesses Supervisory duties will include, but are not be limited to: coaching, counseling, scheduling, training, approving transactions, coordinating job duties, reviewing time cards, and conducting performance evaluations Assist customers with concerns or questions regarding accounts Represent oneself and the bank in a positive, courteous, friendly, and professional manner Create stability and cultivate an engaged and enthusiastic team through effective coaching on proper behaviors, sales techniques, service expectations and compliance guidelines, while modeling the same Ensure audit/compliance procedures and Personal Banking policies are followed, while maintaining the highest level of customer service Ensure new hire and regulatory compliance training is completed timely Ensure security measures are adhered to regarding opening and closing procedures Required Skills include: A minimum of three years recent retail banking experience leading, managing, motivating, and developing a team, including sales associates, to meet and exceed assigned goals within a goal and/or commission-based environment Supervisory abilities, including: leadership skills, sound decision making, the ability to motivate others, and the capability to address conflict in a positive and productive manner Proven ability to proactively and effectively participate in a sales program, as well as meeting or exceeding expectations for the sales and referral activities established for this position Must have a current Notary or be willing to become one (pursue application, bond and notary seal) at the Bank’s expense Availability to work weekends and/or extended hours as required to support the banking center Excellent client service skills, including interpersonal and communication skills Excellent organizational skills Proficiency in all Microsoft applications (Word, Outlook, Excel etc.). Preferred Skills: Extensive knowledge and familiarity of banking products and services Bilingual (fluent verbal and written English/Spanish) Physical Requirements: This position requires long periods of standing or sitting as well as typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds.

Posted 30+ days ago

RM Business Banking II-logo
RM Business Banking II
Texas Capital BankHouston, 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

Investment Banking Associate | Business Services-logo
Investment Banking Associate | Business Services
Houlihan LokeyAtlanta, Georgia
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 Associates are primarily responsible for the creation and oversight of financial models, marketing materials, internal and external presentations, as well as performing research and various analyses in support of new business generation and the execution of M&A transactions. Associates are afforded meaningful responsibility and are generally members of four-person deal teams, comprising a Managing Director, Vice President, Associate, and Financial Analyst. The Business Services team has a particularly strong sector focus in Marketing Services and IT Services in our Atlanta office. As part of our team, you will: Prepare, analyze, and explain historical and projected financial information Coordinate and perform business due diligence and execute M&A transactions Prepare marketing materials, confidential information presentations, management presentations, and other presentations as needed Perform valuation and ad hoc financial analyses Assist in the marketing and execution of existing engagements Build relationships and maintain direct contact with clients, prospective clients, and professional advisors Communicate effectively with all members of the team, including the supervision and mentoring of junior staff members 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. Associates are given substantial responsibility and are encouraged to help us grow our business. Basic Qualifications Advanced knowledge of accounting and finance Undergraduate degree 3+ years of Investment Banking experience Strong analytical/technical and qualitative abilities Preferred Qualifications Excellent verbal and written communication skills Strong financial and computer skills (Excel, Word and PowerPoint) Excellent public speaking and presentation skills Ability to work in a fast-paced environment, managing multiple project deliverables simultaneously Extensive operational financial modeling and valuation experience Hands-on M&A experience Transaction experience in Business Services is a plus 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: $175,000.00-$225,000.00 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-115314

Posted 3 weeks ago

VP Business Banking Officer-logo
VP Business Banking Officer
Ion BankNaugatuck, Connecticut
Job Type: Salaried, Full Time 40 Hours Who We are: At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day. As a result of Ion’s continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team, but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond. Apply now to join the Ion community! Who we are seeking for this role: The ideal candidate will develop small business relationships focusing on loans, deposits and cross selling other company products and services. Loan production will emphasize SBA loans. Responsible for managing small business loan portfolio including delinquency, portfolio risk rating and ensuring no deterioration in portfolio quality. As a VP, Business Banking Officer, you are responsible for: Generating and managing small business loans and deposit relationships within loan policy guidelines with an emphasis on SBA loans. Position also includes portfolio management responsibilities. Responsibilities: Ensure company service standards are continually achieved in area of responsibility. Provide and ensure accurate and detailed documentation of loans. Develop and manage small business loans within loan policy guidelines. Develop new deposit relationships and cross sell other company products and services. Interview and consult with prospective and existing customers as to financing needs and other bank services. Collect and analyze financial documents, appraisals, environmental reports and other documentation for new loan requests in order to evaluate creditworthiness of prospective borrowers. Establish terms under which credit will be extended, including interest rate, fee(s), repayment method and collateral requirements. Manage existing small business loan portfolio. Generate qualified referrals for retail banking, Infinex and Ion Insurance. Effectively manage, coach, and develop Small Business Lending staff. Ensure activities within assigned functional area of responsibility are in compliance with Bank policy, and State and Federal Regulations. Education and Qualifications: Bachelor’s degree preferred. Ten years small business lending, or some comparable combination of education and experience. Benefits: Health Insurance (Medical, Dental Vision) 401k and Employer Match Life Insurance Disability HSA FSA Educational Assistance Wellness Programs Employee Assistance Program 20 Paid Time Off Days 12 Paid Holidays Job Shadowing Volunteer Opportunities ­­­­­­­­­­­­­­­____________________________________________________________________________________________________________________________________________________________________________ Ion Bank 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, or veteran status. _____________________________________________________________________________________________________________________________________________________________________________

Posted 30+ days ago

Analyst, Investment Banking-logo
Analyst, Investment Banking
Stout Risius RossChicago, New York
At Stout, we’re dedicated to exceeding expectations in all we do – we call it Relentless Excellence ® . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team. At Stout, we’re dedicated to exceeding expectations in all we do – we call it Relentless Excellence ®. Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team. Analysts in the Investment Banking group at Stout perform engagements involving middle-market mergers and acquisitions, capital raising, and special situations. Analysts will gain exposure to a variety of industries, including: Aerospace & Defense, Automotive, Business Services, Consumer Products, Food & Beverage, Energy & Utilities, Healthcare & Life Sciences, Industrials, Metals & Mining, Plastics & Packaging, Real Estate, and Technology, Media, & Telecommunications. Analysts at Stout have the opportunity to gain client exposure and improve their technical skills while working under Stout professionals. At Stout, you are engaged in real work right away. As an Analyst, a typical day might include the following: Perform industry and company research Analyze financial statements and build financial models Perform valuation analysis Prepare marketing materials, including pitch books, teasers, confidential information memorandums, management presentations, etc. Attend meetings and / or calls with clients Drive the transaction process in conjunction with senior bankers The Analyst will be part of a firm where the culture and exceptional client service is inspired from leadership down. Analysts have significant opportunities for growth and advancement across Stout’s practice groups and offices. Analysts interact with senior level professionals and clients on a regular basis. An analyst candidate should possess strong analytical, verbal, technical, and written skills as well as have the following academic and professional experience: BA/BS in Accounting, Economics, Finance, or related discipline Strong academic record Relevant internship experience Must be eligible to work in the US, without employer sponsorship, at the time of hire and in the future. #LI-EB1 Why Stout? Our goal is to provide a comprehensive Total Rewards program that includes competitive compensation, benefits & wellness programs that allows employees to choose what’s most important to them at any life stage. At Stout, we are committed to the personal and professional development of our employees while fostering a diverse and inclusive environment. Stout Culture: We honor the fundamental value and dignity of all individuals. We are committed to representing and including the unique experiences, perspectives, and backgrounds of our people, partners, and the communities we serve. Our core values embrace a culture of inclusion and the equitable treatment of all team members, starting with Stout’s leadership and spreading across the organization. We strive to recruit, develop, and retain individuals with an array of talents, ideas, and experiences that propel the entrepreneurial spirit and exceptionalism that drive our success. To learn more about our commitment to diversity, equity, and inclusion, click here . Professional Development: To foster employee development we offer ongoing training and learning opportunities, employee resources groups, mentorship programming, and professional designation reimbursement. We believe in timely and proactive performance excellence, ongoing 360 feedback, clear performance expectations at each level, and quarterly check-ins with your manager ensure you are supported and growing your career. Stout Benefits: Stout offers a variety of benefits to meet the ever-changing needs of our employees throughout their career at Stout. View our Benefits page to see what this can look like for you. Flexible Work Schedules: Work-life balance is important to us and we want our employees to have balanced lives, which is why we have a discretionary time off policy for all salaried exempt employees. This gives you the ability to take time off as appropriate. The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job. Stout is an Equal Employment Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, creed, religion, sex (including pregnancy), sexual orientation, gender identity, national origin, physical or mental disability, age, protected genetic information, protected veteran status or any other characteristic protected by applicable local, state or federal law. Stout values a diverse workforce and strongly encourages women, people of color, members of the LGBTQ+ communities, veterans, people with disabilities and members of other underrepresented communities to apply. Interested in joining a rapidly growing group of bright, ambitious professionals in a work environment that values culture, diversity, and personal growth? Stout might just be the right place for you. Why Stout? Our goal is to provide a comprehensive Total Rewards program that includes competitive compensation, benefits & wellness programs that allows employees to choose what’s most important to them at any life stage. At Stout, we are committed to the personal and professional development of our employees while fostering a diverse and inclusive environment. Stout Culture: We honor the fundamental value and dignity of all individuals. We are committed to representing and including the unique experiences, perspectives, and backgrounds of our people, partners, and the communities we serve. Our core values embrace a culture of inclusion and the equitable treatment of all team members, starting with Stout’s leadership and spreading across the organization. We strive to recruit, develop, and retain individuals with an array of talents, ideas, and experiences that propel the entrepreneurial spirit and exceptionalism that drive our success. To learn more about our commitment to diversity, equity, and inclusion, click here . Professional Development: To foster employee development we offer ongoing training and learning opportunities, employee resources groups, mentorship programming, and professional designation reimbursement. We believe in timely and proactive performance excellence, ongoing 360 feedback, clear performance expectations at each level, and quarterly check-ins with your manager ensure you are supported and growing your career. Stout Benefits : Stout offers a variety of benefits to meet the ever-changing needs of our employees throughout their career at Stout. View our Benefits page to see what this can look like for you. Flexible Work Schedules: Work-life balance is important to us and we want our employees to have balanced lives, which is why we have a discretionary time off policy for all salaried exempt employees. This gives you the ability to take time off as appropriate. The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job. Stout is an Equal Employment Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, creed, religion, sex (including pregnancy), sexual orientation, gender identity, national origin, physical or mental disability, age, protected genetic information, protected veteran status or any other characteristic protected by applicable local, state or federal law. Stout values a diverse workforce and strongly encourages women, people of color, members of the LGBTQ+ communities, veterans, people with disabilities and members of other underrepresented communities to apply . Interested in joining a rapidly growing group of bright, ambitious professionals in a work environment that values culture, diversity, and personal growth? Stout might just be the right place for you.

Posted 30+ days ago

Banking Service Technician-logo
Banking Service Technician
Convergint CareerAbilene, Texas
Convergint is looking for a full-time, enthusiastic, results driven and forward-thinking Banking Service Technician to join our amazing culture. In this role, you will troubleshoot, repair, and perform preventive maintenance on banking equipment including alarm systems, CCTV's, pneumatic drive-ups, ATMs, vaults, safe deposit boxes, etc. Must have good verbal, written, and interpersonal communication skills. 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. The Banking Specialist is expected to be skilled in at least one of the three areas of specialization: locksmiths, drive up and electronic. Installs equipment and services/supports existing customers by responding to service calls. Drive up Specialists install, repair, rebuild, and service remote drive up systems, audio and video equipment. Locksmiths handle a variety of locking mechanisms from basic drawer locks to more complex locking devices such as vaults, secure keyways, and other systems unique to the banking industry. Electronics Specialists provide support for a variety of electrical and electronics projects. Installs, programs, tests, repairs, and services a variety of non-routine systems and equipment for drive up, locksmith and electronic projects. Systems include but are not limited to all manufacturers drive up equipment (including remote drive up), deal drawers, audio and video equipment related to drive up banking. Repairs or replaces damaged components of remote units. Troubleshoots, repairs, and replaces all components of remote, audio and video equipment. May install, configure, and support a variety of network systems and equipment for assigned projects. Performs preventative maintenance as needed. Acts as a mentor to less experienced staff by using technical knowledge, skills and experience. Handles moderately complex installations for the remote units such as alert systems. Installs new units with final connections, testing and training. Responds to moderately complex customer service calls, scheduled maintenance calls, and emergency and after-hours service calls on a timely basis. Work assignments are varied, and of moderate scope and complexity and may require originality and ingenuity in some situations. Identifies potential project challenges, communicates to appropriate parties and assists in the development and implementation of strategies to minimize deviations from estimated costs and project deadlines. Inspects completed work for conformance with specifications, requirements, and compliance with applicable with manufacturers specifications. Refers only the most complex issues to higher levels. Estimates cost, time, and materials for replacement equipment. Cleans, maintains, adjusts, calibrates, and services equipment used in the performance of duties. Executes all work in accordance with State and local regulations, general best practices as well as company health and safety policies and procedures. Uses strong troubleshooting skills to isolate and fix problems in malfunctioning equipment or software systems. Acts as “our customer’s best service provider” at all times thereby ensuring Convergint is the customer’s first choice for service. Communicates with and works with the other team members consistently to improve overall operations of the Convergint Center, and company. May advise management regarding customer satisfaction, product performance, installation techniques and standards as well as suggestions for product improvements. Keeps up to date and informed on all company policies. Presents a professional image of Convergint at all times in appearance and behavior. Performs other duties and responsibilities as requested or required. What You’ll Need Working knowledge of drive up, locking and electronic systems specific to banking industry. Basic knowledge of Digital Video Recorders (DVR’s) and Network Video Recorders (NVR’s) connected to the remote system. Solid knowledge of mechanical and electrical systems. Customer Focus – Maintaining awareness of and seeking to meet of the needs and wants of the customer. Strong communication skills both oral and written. Adaptability – Responds effectively to changes in situation or information. Company Benefits Convergint fosters a supportive, accessible, and inclusive environment in which all individuals are able to realize their maximum potential within the company. We offer a variety of programs and exceptional benefits: 10 Company Holidays and Paid Time Off starting at 13 days annually Fun & Laughter Day Off Medical, Dental & Vision Plan Life insurance & Disability Plan Wellness Program 401K Matching Plan Colleague Assistance Program Tuition reimbursement Competitive salary and compensation plan Vehicle reimbursement plan or company vehicle Corporate Social Responsibility Day Cell phone reimbursement (if applicable) Paid parental leave Requirements: Education: High School/GED or equivalent experience Preferred Experience: (but not required): Technical diploma and/or equivalent trade experience (e.g. Electrician) 1 year of previous banking specialist experience within a commercial, industrial, or facilities operation setting. Experience in 1 or more of the following industries: electronic, fire alarm & life safety, and/or building automation Convergint is an Equal Opportunity Employer. Visit our Convergint careers site to learn more about the company and the exciting opportunities available.

Posted 30+ days ago

Experienced Investment Banking Analyst (Chicago, Illinois)-logo
Experienced Investment Banking Analyst (Chicago, Illinois)
BairdChicago, Illinois
Investment Banking Analyst Baird is a leading global investment bank with more than 400 banking professionals in the U.S., Europe and Asia. We provide corporations, entrepreneurs, private equity and venture capital firms with in-depth market knowledge and extensive experience in merger and acquisition, restructuring, debt advisory and equity financing transactions. Since 2017, Baird has completed more than 700 advisory transactions, representing nearly $255 billion in transaction value, and nearly 500 financings, raising $195 billion. Committed to being a great workplace, Baird ranked No. 23 on the 2023 Fortune 100 Best Companies to Work For® list – its 20th consecutive year on the list. As an Investment Banking Analyst, you will: Play an integral role on investment banking teams, providing analytical support on mergers and acquisitions, public offerings and other financial advisory services for our clients. Assist in the preparation of company valuations, financial models, company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation. Develop your skills through broad exposure of working closely with both junior and senior bankers. What makes this great? Gain relevant experience in all areas of a transaction, from preparation of marketing materials to facilitation of due diligence. Unique culture that values diverse backgrounds and perspectives while emphasizing respectful teamwork and a strong sense of partnership. Achieve professional development and advance your career through lean deal teams which provide greater responsibility and daily interaction with senior bankers. What we look for: Candidates with experience working in a solution-focused environment who can hit the ground running. 12-24 months of full-time work experience (Investment banking preferred) Candidates must have a proven academic record and a passion for Finance. The ideal candidate will have: An enduring work ethic and track record of success. The ability to function equally well in both a team setting and on a self-directed basis. Excellent mathematical, writing, verbal and computer skills. SIE and Series 79 licensing preferred or the ability to quickly obtain. The Baird Difference In addition to a strong culture that is focused on health and well-being, our organization offers competitive total compensation packages and unique benefits including: Protected Friday night and Saturdays Periodic Sabbaticals during career Shareholder opportunities Mandatory paid time off (PTO) Robust 401k match and profit-sharing contribution Learn more about Baird’s unique additional benefits here #DI #LI-GIB2 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Posted 30+ days ago

Business Banking Relationship Manager 3-logo
Business Banking Relationship Manager 3
U.S. Bank National AssociationRancho Cucamonga, California
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 Our Business Banking Relationship Managers are the primary advisor for our business clients. They play a pivotal role in helping our business clients achieve their financial goals and do this by approaching each and every day with a single purpose – to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. We're looking for candidates that have skills and experience in: Business development Working with SBA (7A and 504) loans Have an established COI (circle of influence) base Proactively manage an assigned portfolio of clients by staying on top of all renewals, annual reviews, etc. ​ The responsibilities of the role include the following: Build, develop, and manage both new & existing relationships. Deliver financial expertise and client-centric solutions that build strong, long-term relationships. Spend 60-70% of time on prospecting and outside business development activities. Typically, clients are owners of businesses with revenue up to up to $25MM and are a mix of pure C&I as well as Developer & Investor Commercial Real Estate. Grow Center of Influence network. Obtain credit approval on loans within assigned limits and manage both loan and portfolio credit quality. Provide appropriate credit structure recommendations to customers. Have knowledge of an expansive set of products, solutions and services that allow recommendations to both prospects & clients. Make appropriate referrals to other internal business units. Basic Qualifications - Bachelor's degree, or equivalent work experience - Five to seven years of relevant experience Preferred Skills/Experience - 5 plus years of experience working with business banking clients with revenues of between $2.5MM and $25MM. - Strong business development skills and ability to bring new business into the bank. - Experienced in C&I and owner-occupied commercial real estate - Experienced in developer and investor (D&I) commercial real estate - Manage complex credit structures and loan requests larger than $2.5MM - Proven success developing new business and COIs - Demonstrated knowledge of commercial credit and credit quality - Agile and innovative approach to problem solving and decision making - Excellent verbal and written communication and presentation skills - Ability to work effectively with individuals and groups across the company to manage customer relationships Location This role offers a hybrid/flexible schedule. If not prospecting and meeting with clients, 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 - $136,400.00 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 2 days ago

Small Business Banking Underwriter-logo
Small Business Banking Underwriter
Umb Bank NaKansas City, Missouri
Small Business Banking Underwriter-Hybrid: Kansas City, MO/Dubuque, IA/Denver, CO The Small Business Banking Underwriter will analyze and make credit decisions for small business banking clients in accordance with UMB policies and Federal regulations. They will complete cash flow, capital and collateral analysis for credit requests and properly structured approved loans. Duties & Responsibilities: Analyze financial statements Utilize bank systems for loan processing and completion of loan proposal Complete underwriting and communicate credit decisions within SLA benchmarks Work closely with bank associates to facilitate loan closings Manage pipeline of credits and prioritize incoming credit requests and tasks Maintain working knowledge and stay current on lending and other bank policies Qualifications: Bachelor's Degree in (or emphasis in) business, marketing or finance preferred 2+ years of experience in commercial lending or related banking Proficiency on MS Office products (Word, PowerPoint, and Excel) Excellent communication skills (written & verbal) Good interpersonal & relationship building skills Strong understanding & knowledge of accounting principles, financial statements, & marketing practices Knowledge of SBSS Scoring Model preferred Ability to analyze and review loan applications to provide profitable results in the underwriting of small business loans and related credit products Compensation Range: $51,480.00 - $99,330.00 The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information. UMB offers competitive and varied benefits to eligible associates , such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. Are you ready to be part of something more? You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request. If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

Posted 2 weeks ago

Real Assets, Associate (Investment Banking Background)-logo
Real Assets, Associate (Investment Banking Background)
Blue Owl Capital HoldingsChicago, Illinois
Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®. With $273 billion in assets under management as of March 31, 2025, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Assets. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. Together with over 1,200 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com . The Role: Since its inception, our Real Assets platform has established itself as a leader in private equity real estate, offering flexible capital solutions to investment-grade and creditworthy tenants across asset classes and geographies. We seek to provide investors with predictable current income and the potential for appreciation while focusing on limiting downside risk. Responsibilities: The Analyst will be responsible for performing a myriad of responsibilities for the acquisitions team as well as support other functions within the organization. Supporting the due diligence efforts for acquisitions, dispositions and financings associated with single-tenant net lease transactions—including but not limited to gathering real estate sales and leasing comps, analyzing real estate market fundamentals and cap rates, and assessing financing strategies Conducting financial analysis and modeling on properties, portfolios, tenants, and funds Preparing marketing presentations for investors and potential sale-leaseback and built-to-suit partners Compiling investment memorandums and credit underwriting Supporting investor relations with investor due diligence questions Reviewing and coordinating the execution and delivery of asset management related materials Assisting the acquisitions team in sourcing transactions Qualifications: 1-2 years' experience in investment banking, corporate finance, or a related field Comprehensive understanding of financial statements and public filings Highly motivated Interest in pursuing a career in net lease real estate investing Exceptional quantitative and analytical skills with a strong attention to detail Ability to multi-task and work in a dynamic environment Proficiency in Microsoft Excel and PowerPoint It is expected that the base annual salary range for this Chicago based position will be $85,000 to $95,000. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance. Blue Owl is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.

Posted 1 week ago

Associate, Corporate Banking - Industrials-logo
Associate, Corporate Banking - Industrials
0000050599 RBC Dominion SecuritiesNew York, New York
Job Summary What is the opportunity? The Associate, Corporate Banking - Industrials candidate will be responsible for debt structuring and execution, portfolio management and client coverage as part of the Corporate Banking coverage team for the Industrials industry group in the U.S. Job Description What will you do? Responsibilities include but are not limited to: Structure and execute lending transactions within the US Industrials sector. Scope of transactions includes but is not limited to acquisition loans, bridge loans, corporate revolvers and asset financings Assist in relationship coverage across the U.S. Industrials sectors for Corporate Banking, working in partnership with primary coverage and other product partners Lead or secondary responsibility for the identification of cross sell opportunities in coordination with Investment Banking and Fixed Income Coverage Lead or assist in the credit underwriting process and collaborate with requisite internal stakeholders to execute the transaction Preparation of credit submission materials and other documentation related to the transaction approval and closing process Negotiate requisite legal documents related to executing transactions Proactive portfolio management and credit administration activities including timely updates on client and industry performance What do you need to success? Advanced Degree with a focus in Business, Economics, Mathematics or other quantitative fields, CFA or other relevant professional designation, or acceptable work experience in Corporate lending/finance Minimum 3 of years of related work experience in corporate finance and/or corporate banking Relevant experience with the Industrials sector preferred Corporate lending experience, with experience in leveraged credits preferred A b i l i t y t o m a n a g e m u l t i p l e pro j e c ts a n d s i m u l ta n e o u s wor k f l o w s Strong financial modeling abilities, as well as superior writing and presentation skills Excellent interpersonal skills with ability to maintain relationships at all levels within and outside of the organization Ability to take initiative and function independently balanced with strong team skills Develop and train junior team members 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 include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off. Leaders who support your development through coaching and managing opportunities. Ability to make a difference and lasting impact. Work in a dynamic, collaborative, progressive, and high-performing team. Opportunities to do challenging work. Opportunities to build close relationships with clients. The expected salary range for this particular position is $160,000 - $180,000, depending on your experience, skills, and registration status, market conditions and business needs. You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals. 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 Additional Job Details Address: BROOKFIELD PLACE FKA 3 WORLD FINANCIAL CENTER, 200 VESEY STREET:NEW YORK City: New York Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: CAPITAL MARKETS Job Type: Regular Pay Type: Salaried Posted Date: 2025-05-21 Application Deadline: Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above I nclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com .

Posted 1 week ago

Convergint Career logo
Banking Technician - Frederick, MD
Convergint CareerFrederick, Maryland
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Job Description

Convergint is looking for a full-time, enthusiastic, results driven and forward-thinking Banking Technician to join our amazing culture. In this role, you will troubleshoot, repair, and perform preventive maintenance on banking security equipment including security camera, access control, and alarm systems, banking drive-up equipment, vaults, safe deposit boxes, ATMs and more. Must have effective verbal, written, and interpersonal communication skills. As a Banking 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.
  • The Banking Technician is expected to be skilled in at least one of the three areas of specialization: locksmiths, drive up and electronic. Installs equipment and services/supports existing customers by responding to service calls. Drive up Technicians install, repair, rebuild, and service remote drive up systems, audio and video equipment. Locksmiths handle a variety of locking mechanisms from basic drawer locks to more complex locking devices such as vaults, secure keyways, and other systems unique to the banking industry. Electronics Technicians provide support for a variety of electrical and electronics projects.
  • Installs, programs, tests, repairs, and services a variety of non-routine systems and equipment for drive up, locksmith and electronic projects.  Systems include but are not limited to all manufacturers drive up equipment (including remote drive up), deal drawers, audio and video equipment related to drive up banking.  Repairs or replaces damaged components of remote units.
  • Troubleshoots, repairs, and replaces all components of remote, audio and video equipment. May install, configure, and support a variety of network systems and equipment for assigned projects. Performs preventative maintenance as needed. Acts as a mentor to less experienced staff by using technical knowledge, skills and experience.
  • Handles moderately complex installations for the remote units such as alert systems. Installs new units with final connections, testing and training.
  • Responds to moderately complex customer service calls, scheduled maintenance calls, and emergency and after-hours service calls on a timely basis.  Work assignments are varied, and of moderate scope and complexity and may require originality and ingenuity in some situations.
  • Identifies potential project challenges, communicates to appropriate parties and assists in the development and implementation of strategies to minimize deviations from estimated costs and project deadlines.
  • Inspects completed work for conformance with specifications, requirements, and compliance with applicable with manufacturers specifications.  Refers only the most complex issues to higher levels.
  • Estimates cost, time, and materials for replacement equipment.
  • Cleans, maintains, adjusts, calibrates, and services equipment used in the performance of duties.
  • Executes all work in accordance with State and local regulations, general best practices as well as company health and safety policies and procedures.  Uses strong troubleshooting skills to isolate and fix problems in malfunctioning equipment or software systems.
  • Acts as “our customer’s best service provider” at all times thereby ensuring Convergint is the customer’s first choice for service.
  • Communicates with and works with the other team members consistently to improve overall operations of the Convergint Center, and company.  May advise management regarding customer satisfaction, product performance, installation techniques and standards as well as suggestions for product improvements.
  • Keeps up to date and informed on all company policies.
  • Presents a professional image of Convergint at all times in appearance and behavior.
  • Performs other duties and responsibilities as requested or required.

 

What You’ll Need

  • Working knowledge of drive up, locking and electronic systems specific to banking industry.
  • Basic knowledge of Digital Video Recorders (DVR’s) and Network Video Recorders (NVR’s) connected to the remote system.
  • Solid knowledge of mechanical and electrical systems.
  • Customer Focus – Maintaining awareness of and seeking to meet of the needs and wants of the customer.
  • Strong communication skills both oral and written.
  • Adaptability – Responds effectively to changes in situation or information.

 

Company Benefits

Convergint fosters a supportive, accessible, and inclusive environment in which all individuals are able to realize their maximum potential within the company. We offer a variety of programs and exceptional benefits:

  • 10 Company Holidays and Paid Time Off starting at 13 days annually
  • Fun & Laughter Day Off
  • Medical, Dental & Vision Plan
  • Life insurance & Disability Plan
  • Wellness Program
  • 401K Matching Plan
  • Colleague Assistance Program
  • Tuition reimbursement
  • Competitive salary and compensation plan
  • Vehicle reimbursement plan or company vehicle
  • Corporate Social Responsibility Day
  • Cell phone reimbursement (if applicable)
  • Paid parental leave

 

Requirements:

Education: High School/GED or equivalent experience

Preferred Experience: (but not required):  

  • Technical diploma and/or equivalent trade experience (e.g. Electrician)
  • 1 year of previous banking Technician experience within a commercial, industrial, or facilities operation setting.
  • Experience in 1 or more of the following industries: electronic, fire alarm & life safety, and/or building automation

 

 

Convergint is an Equal Opportunity Employer.

Visit our Convergint careers site to learn more about the company and the exciting opportunities available.

Please note that this job posting includes salary information for the assigned target market range within the primary geographic region the requisition is posted. If the position is posted in multiple locations or is a remote position, the salary range may vary. Individual pay rates will, of course, vary depending on the job, department, and location, as well as the individual skills, experience, certifications, specific licenses, and education of the applicant.