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Commercial Banking Officer

Career CenterSalem, Oregon

The Commercial Banking Officer is responsible for the development, and sales and risk management, of commercial banking relationships. Products include both non-credit and credit services, sold to relationships characterized by frequent, ongoing contact with clients in which banking services are provided in the context of being the primary bank, with long-term familiarity with client goals and needs. Valuable observations of client businesses are sometimes provided to clients on topics that are incidental to the provision of banking services. By these activities, the Commercial Banking Officer contributes to the corporation’s goals for loans, deposits, and non-interest income and therefore has keen awareness of personal portfolio goals as relate to that contribution. Reviews lists, records, newspapers, networking opportunities, and other sources for business development leads. Develops new prospects and customers for the financial institution by maintaining an organized business development effort including but not limited to calling on new and existing clients, utilizing a contact management program, and planning and documenting calls as appropriate. Conducts other business development activities such as but not limited to joint calling with branch staff and product specialists, attending community and networking events, organizing events, publishing tombstones, and issuing newsletters. Interviews applicants for commercial banking services, both credit and non-credit services. Discusses client needs, problems or complaints with client relationship stakeholders. Evaluates potential customer loan requests and makes loan recommendations to management as appropriate. Analyzes and screens credit requests for all types of loans, utilizing all relevant information to determine client and prospect credit repayment capabilities. Reviews new laws, regulations, and policies that influence commercial lending within the financial institution and incorporates these as appropriate. Presents credit requests to management as appropriate or required by policy, by writing approval, problem credit, and other forms of loan memoranda. Presents non-credit and credit products to prospects and clients and refers client and prospects to other product specialists as appropriate including cash management, private banking, investment, branch, and other personnel. Negotiates credit terms, such as costs, loan repayment methods and collateral, including customer pricing for products sold as consistent with policies and procedures, and to be competitive with the market. Packages loans for prospects and clients, and recommends loan terms and conditions, and packages non-credit services, or directs supporting staff in such activities as appropriate. Ensures document accuracy relative to approved credit facilities. Corresponds with legal counsel or other agents, as appropriate, and as necessary. Monitors client performance versus that expected, documenting material variance and information, and making risk rating changes as appropriate. Includes but is not limited to the timely follow-up of financial reporting, covenant checks, and borrowing base review. Takes action regarding expiring notes in advance of maturity; collects past due payments quickly; and engages on other activities to maintain the credit quality of loan portfolio. Engages junior Commercial Banking Officers, Credit Analysts, Documentation Specialists, and Commercial Administrative Assistants as appropriate in the writing of loan memoranda, analyzing of data, completion of documentation, and risk management activities as routine among those activities essential to the development and risk management of commercial accounts. Manages large or complex commercial relationships, as needed, and counsels customers and prospects on banking and non-banking strategies. In some instances, maintains and enhances information base on local and national economics or industries, as well as other concerns, that would impact the financial institution’s lending activities. Portfolio focus may be industry specific (such as agriculture, real estate, natural resource, or others). Other duties, in addition to those above, may be assigned by management. Education/Knowledge/Skills & Abilities Bachelor's degree or equivalent in Finance, General Business or Accounting – desirable 2 - 3 years related job experience; Prior credit experience within a banking environment is desirable; Understanding of collateral requirements with general exposure to documentation Knowledge of credit investigations Use of bank standard word processing software and spreadsheet software with strong understanding of multiple math formulas. General communication (oral and written); clear voice communication; business telephone etiquette; distribute and exchange information with others; interaction with managers, employees, regulatory agencies, industry peers, customers, communicate/work with confidential information; compose draft written materials, correspondence/memoranda, reports, publications. Sound reasoning and judgement skills Exceptional interpersonal and rapport building skills Highly Organized Attention to Detail Knowledge Retention Physical and Mental Requirements: General office environment May be necessary to work extended hours Periodic travel required Ability to perform repetitive finger, hand, and arm movements Ability to lift up to 20lbs. Ability to sit or stand for extended periods of time Ability to reach, squat, bend, and manually manipulate standard office equipment Our Mission is simple, to be the best Bank for our employees, customers, investors and community. At Bank of the Pacific, we are committed to delivering memorable service beyond the customer’s expectation, to include both external and internal customers. We consistently demonstrate our values through teamwork, open communication, integrity, honesty and respect for others. Additionally, we will maintain a professional appearance through dress, conduct and an orderly work area. A successful candidate will possess these qualities and be enthusiastic, professional and of high ethics. They will embrace our Mission, Vision and Values and actively contribute to our success. Our Core Values – We Care. We consistently demonstrate this through: Teamwork and open communication ~ Integrity, honesty and respect for others ~ Enthusiasm and positive recognition ~ Professionalism, initiative and innovation ~ Accountability, focused action and timely follow-through ~ Commitment to make our company a success For your Benefit We Offer: Eligible to participate in annual incentive plan. We offer a comprehensive healthcare benefit package that includes: Medical, Dental, Vision, EAP, LTD, STD, Group Life, VTL, AD&D, FSA, DCAP, LFSA, and HSA. Retirement Savings Plan through 401(k) with an additional Roth 401(k) option. We match 100% of your deferral up to 5% of eligible compensation. Wellness Dollars up to $500 per year. Weekend Wellness Hours, 4 per quarter. Paid Birthday and Anniversary Holiday 11 paid Holidays per Year Sick Leave Time – Earn up to 8 days each Year Vacation – 22 days each year ( first year adjusted based on hire ) Vacation Purchase Plan Tuition Reimbursement Employee Banking Privileges and Special Loan Features. All employees are responsible for internal controls in the performance of their assigned duties. Internal Control responsibilities are established in various policies, procedures, and documents including the Code of Conduct. Bank of the Pacific is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Salary Range Disclaimer: The base salary range represents the minimum and the maximum of Bank of the Pacific’s salary range for this position. Actual salaries will vary depending on factors related to business needs and the employee’s relevant knowledge, qualifications, experience, and job performance for the position.

Posted 30+ days ago

Investment Banking Analyst - Healthcare

William BlairChicago, Illinois

Execute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Perform research and financial modeling, apply core valuation methods, and complete due diligence activities at the direction of the Investment Banking team lead. Work closely with client staff to advance projects, gathering necessary information, describing financial modeling methodology, and presenting results directly related to scope of analysis. Provide training and mentorship to summer interns and less experienced Analysts. Responsibilities include but may not be limited to: Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions and capital raising transactions. Form varied approaches to analyses once fundamental base of approach is set. Build financial models to value potential and actual clients and/or industries. Execute core valuation methods, such as comparable companies, precedents and discounted cash flow. Effectively synthesize information to convey complex financial modeling outcomes. Perform due diligence, research, analysis and documentation of potential and live transactions. Identify potential deal issues and properly escalate concerns to team members. Draft management presentations to highlight financial analysis and research results. Assist in the development, production and delivery of proposals and presentations to clients and prospects. Draft marketing materials, emphasizing the advantages of William Blair and its investment banking methods/approach. Participate in client meetings and drafting sessions. Research industries or sectors, as identified by senior bankers, to target certain clients or industries. Evaluate and improve BIC content. Leverage learnings across deals. Seek opportunities to streamline processes and propose solutions to complete tasks more efficiently. Support client relationship development by developing a detailed understanding of client needs and challenges, providing professional and responsive service and anticipating client information needs. Develop an understanding of macro factors related to client industry, investment banking products and potential implications. Mentor summer interns and invest in teaching subsequent classes of analysts, imparting best practices. Ensure all activities are in compliance with applicable rules, regulations, policies and procedures. Additional responsibilities as requested. Qualifications: Bachelor’s Degree required Prior investment banking experience required; previous experience as an Analyst, or equivalent, strongly preferred Proven track record in university studies required SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment Detail oriented with strong analytical abilities Excellent mathematical, writing, verbal and computer skills Ability to adapt to new tasks with little notice Ability to work on multiple projects simultaneously Strong desire to win Developing increasingly sound judgement Thorough understanding of accounting and finance Commitment to satisfying internal and external customer Travel required: approximately 5% #LI-MW1

Posted 30+ days ago

Investment Banking Associate | Business Services

Houlihan LokeyNew York, New York

$175,000 - $225,000 / year

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 particularly strong sector practices in the areas of Training & Education, Transportation & Logistics, Marketing Services, IT Services, BPO Services, Information Services, Engineering & Construction, Testing, Inspection & Certification, and Rental Service. As an Associate, you will be expected to: 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 Basic Qualifications: Advanced knowledge of accounting and finance An undergraduate degree, including an exemplary academic record, from an accredited institution Strong analytical/technical and qualitative abilities 3-4 years of investment banking experience Preferred Qualifications: Excellent verbal and written communication skills Strong 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 - $225,000 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 6 days ago

Relationship Banking Specialist

1St Summit BankLatrobe, Pennsylvania

ESSENTIAL FUNCTIONS:Attracts, advises, and serves existing and prospective customers by:• With every customer interaction, have in-depth conversations, in person and by phone, utilizing the C.A.R.E model to help customers work toward and achieve financial wellness.• Provide extraordinary service to customers resulting in a full pipeline of referral opportunities.• Provides direct and immediate response to customer requests or needs.• Develops a top customer calling list.• Completes High Touch Calls through analyzing current customer relationships and proactively contacting them with recommendations to help them achieve financial success.• Listen, assess, and solve customer problems.• Completes IQ Lead calls daily with the opportunity of retaining existing business and bringing in new business. Develops and maintains a broad knowledge of products and services to appropriately support customer needs: Collaborates with other internal business partners to provide customers with a full range of financial solutions to meet their needs:• Wealth Management• Electronic Banking• Loan Provides prompt, accurate, and efficient customer service by processing a wide array of transactions:• Opens new accounts on the platform system.• Completes transactions on the teller processing system.• Processes Cash Advances, Pre-Paid Cards, Check Orders, etc.Proficient in Electronic Banking to:• Provide solutions to our customers’ needs.• Answer our customers’ technical questions. Provides administrative support to the PBO/Supervisor and team by remaining aware of departmental goals, providing ongoing communication, and organizing priorities to meet customers’ needs and deadlines. Duties can involve all the following:• Assists with the accumulation and completion of various Reports, Logs, and job duties to ensure timely delivery as directed by PBO/Supervisor.• Preparing correspondence, filing, phone inquiries and other clerical duties.• Contact overdraft and delinquent customers.• Complete file maintenance on customer accounts.• Requisition office supplies, loan documents, new account supplies, Money Orders,• Treasurer’s Checks, Pre-Paid Cards, etc.• Maintain Scanner and ATM.• Balance Vault, Cash Advance Machine, and ATM daily.• Transfers cash to and from the vault.• Performs check cashing overrides when the PBO/Supervisor is not available;• Open and close the branch in the absence of the PBO/Supervisor Strict adherence to security procedures, Bank Secrecy Act, USA Patriot Act, and safeguarding customer information: • Participates in meeting Community Banking Department's long- and short-term goals and objectives:•Attends and participates in annual meetings to develop departmental goals and objectives.•Attends and participates in meetings to discuss and evaluate progress on meeting goals and objectives:• oDaily 5 Minute Meetings.• oWeekly Relationship Building Conference Calls.• oWeekly Branch Based Sales Meetings.• oMonthly Employee Relations Meetings. Performs other duties as assigned or directed. REQUIRED SKILLS/ABILITIES:• Excellent verbal and written communication skills.• Exceptional organizational skills and strong attention to detail.• Basic computer skills and digital awareness.• Typing 40 wpm.• Must be results oriented.•Manual dexterity and numerical skills.•Knowledge of all products and services and all office functions.•A positive, enthusiastic attitude.•Ability to multi-task.• Proficient with Microsoft Office Suite or related software. SUPERVISORY RESPONSIBLITY:•This position does not supervise employees. EDUCATION and EXPERIENCE:•High School diploma or GED.•Associates Degree preferred.•Minimum One (1) to Three (3) years in customer service and sales experience. PHYSICAL REQUIREMENTS:•Ability to concentrate and perform responsibilities by maintaining a constant state of focus and mental alertness.•Ability to lift up to 25 pounds (i.e., heavy boxes or coin).•Ability to communicate in person, through email or via telephone with customers and staff members.•Ability to sit or stand for an extended period.•Specific vision abilities required by this job may include close vision and the ability to adjust focus.•Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Posted 3 weeks ago

Investment Banking Summer Analyst, Financial Institutions Group

D.A. DavidsonIrvine, CA

Posted 3 weeks ago

Investment Banking Associate, Debt Advisory

D.A. DavidsonNew York, NY

$160,000 - $190,000 / year

D.A. Davidson & Co. - the Strength of Advice Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. D.A. Davidson & Co. is accepting applicants for an Associate position in the Debt Advisory Investment Banking Group. The Associate will play a vital role working with senior bankers on strategic assignments. Associates deep dive into their industry of focus, receive mentorship and sales and public speaking training. Associates are encouraged to assist in recruiting, college outreach, cultural initiatives and ongoing analyst training. The Associate will manage projects and assist clients with mergers and acquisitions, public offerings, private placements and other advisory services. The Associates is expected to communicate with the Managing Director. A strong Associate will be a resource for senior bankers, a coach to junior bankers and strengthen relationships with our clients. Qualifications: 3 – 6 years professional experience working in investment banking, private equity, commercial banking, etc. is required Bachelor’s degree, but an MBA is not required Highly motivated, confident, professional, and coachable Well versed in the leveraged finance private market including products (ABL, first lien, second lien, unitranche, mezzanine) and features (collateral, covenants, call provisions, amortization, cash flow sweeps, equity cures, etc.) Adept at reviewing credit and security agreements, analyzing collateral and covenant packages, and assessing refinancing and other capital raising opportunities Capable of conducting credit assessments, customizing due diligence requests and working closely with clients on diligence fulfillment Experienced in preparing leveraged finance models and debt financing information memoranda Exposure to equity-linked securities (i.e., debt with warrants, convertible debt) a plus Sales-oriented with keen interest in interacting with a broad universe of institutional lenders/investors Excited to join a rapidly expanding NYC-based Debt Advisory platform that originates, structures and places debt financings for middle market private and public companies across multiple industries (Technology, Consumer and Industrials) Proficiency with Capital IQ, PitchBook or Tableau is a plus Advanced knowledge of business software (especially Word, Excel and PowerPoint) Strong knowledge of financial modeling, corporate finance and accounting Excellent verbal and written communications skills including business writing Able to handle multiple projects with competing priorities Strong work ethic and team oriented approach Good judgment in confidential situations and ability to exercise discretion High degree of comfort and confidence interacting with senior executives Ability to train and provide mentorship to analysts and interns Flexibility to work long hours, nights, and weekends, as needed Securities Industry Essentials Exam, Series 79 (Series 7 may be applicable) and 63 licenses preferred but not required. New hires without these licenses will require successful completion upon hiring In this role you will: Lead the day-to-day execution of transactions, including preparing and reviewing financial models, presentations, managing marketing and due diligence processes, negotiating documentation and providing support for the Managing Director Actively participate in live deals, contribute in client meetings and pitches Manage, train and develop Associates and Analysts at the firm Ensure high quality collaboration and production of work flow from Associates and Analysts Take the lead for developing important technical analysis and presentations Create marketing materials Communicate and interact with clients in executing transactions Travel is required (i.e. client meetings, conferences, etc.) Participate in recruiting efforts First year associates start at $160,000 and ranges up to $190,000 for senior associates with 3-4 years in the role. Bonuses are up to 100% of base salary. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy .

Posted 2 weeks ago

Technology Group, Investment Banking – Summer Analyst – 2027 Grads

D.A. DavidsonNew York, NY

Posted 1 week ago

Associate, Investment Banking & Consulting

MarshBerryNew York, New York

MarshBerry is growing! We are seeking an Associate to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences. Job Details Position Summary: MarshBerry is currently seeking an Associate based in New York City office . The Associate will fulfill merger and acquisition advisory, business valuation, due diligence, and financial consulting projects. The Associate will also be responsible for developing relationships with existing clients and new prospects, identifying opportunities, and selling projects. Responsibilities: Collaborate as member of project teams in fulfillment of merger and acquisition advisory, valuation, due diligence, and financial consulting projects including financial analysis and models, CIM writing, deal structuring and negotiations, oversight of the day-to-day deal process, and successful closing of transaction or project. Research, write, and structure client ready work. Conduct quality review of project components, develop timelines and ensure that they are met. Review and provide input to the work of Financial Analysts to ensure quality and completion. Identify issues affecting clients/prospects and develop strategies to effectively resolve these issues. Resolve problems identified and proactively find solutions for clients. Maintain the client relationship to ensure successful project execution on financial consulting and M&A advisory engagements. Publish articles on transaction advisory, diligence, financial consulting, valuation, and other topics affecting the insurance distribution and wealth management industries. Stay abreast of industry trends and changes, incorporating best practices in the development of services, deliverables, quality standards, policies, and programs. Cultivate and maintain effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services. Other special projects, tasks or duties as assigned. Selection Criteria Education & Experience: Bachelor’s degree in Finance or Accounting, Master’s degree preferred. Additional professional designations, certifications or licenses are a plus, such as, CPA, CVA, ASA, CFA, and FINRA licenses. 3-5 plus years of experience in investment banking, transaction advisory, corporate development, assurance services, financial consulting, or financial services. Experience consulting and advising clients on operational, financial, and strategic issues. Experience developing and delivering effective presentations to small and large audiences. Strong written communication skills are also required. Demonstrated business acumen; ability to quickly grasp new business concepts and issues. Ability to develop relationships with clients and prospective clients. Proficient with technology; including Microsoft Word, Excel and Power Point. Other: Analytical, with proactive problem-solving skills: Capability to identify and resolve issues in a timely manner. Organized with strong attention to detail while being able to successfully manage multiple engagements. Ability to travel approximately 25-40% of the time. Ability to work flexible and/or extended hours as needed. This position will also require passing of required licensing exams to become a registered representative of our affiliated broker dealer within a short time period after hire. Working at MarshBerry Who We Are: MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all. What We Do: MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals. It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following: Crain’s Best Employers in Ohio The Nation’s Best and Brightest in Wellness North Coast 99 Top Work Places – The Plain Dealer Weatherhead 100 West Michigan’s Best and Brightest Companies to Work for To learn more about MarshBerry, visit www.marshberry.com . We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.

Posted 2 weeks ago

Vice President, Software Investment Banking

Royal Bank of CanadaSan Francisco, California

Job Description Vice President, Software Investment Banking, RBC Capital Markets, LLC, San Francisco, CA: Transaction execution and new business presentations and meetings. Working with Associates and Analysts in development of pitch books and related client materials. Developing client relationships, identifying and developing business opportunities, transaction execution. Coordinating with Industry, Product and other groups to evaluate and originate new business ideas/opportunities and project manage transactions. Mentoring and developing analyst and associates. Building RBC’s presence in the above referenced area and/or assist with other areas as directed by the Firm. Identifying and pursuing investment banking business opportunities in furtherance of agreed budgets and plans. Proactively identify operational risks/ control deficiencies in the business. Review and comply with Firm Policies applicable to business activities. Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functions on a timely basis. Telecommuting permitted up to 1 day per week. #LI-DNI Full time employment, Monday – Friday, 40 hours per week, $275,000 per year. MINIMUM REQUIREMENTS: Must have a Bachelor’s degree or foreign equivalent in Computer Science, Mathematics, Engineering, Business, Economics or a related field and 5 years of progressive, post-baccalaureate related work experience in Finance and Accounting. Alternatively, the employer will accept a Master's degree or foreign equivalent in Computer Science, Mathematics, Engineering, Business, Economics or a related field and 3 years of related work experience in Finance and Accounting. Must have 3 years of experience in each of the following: * Investment Banking, Equity Research, M&A transaction, or Corporate Development for a publicly-listed company in the Software industry; * Capital markets and spreadsheet modeling; * Quantitative and qualitative analytical skills in finance and accounting; * CapIQ, FactSet, Dealogic, and Workday; * Corporate finance; and, * Financial statement analysis and valuation methodology. International travel required up to 5%. Domestic travel required up to 20%. Employer will accept any suitable combination of education, training, or experience. The base salary for this job is $275,000 per year. This salary does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: · Drives RBC’s high performance culture · Enables collective achievement of our strategic goals · Generates sustainable shareholder returns and above market shareholder value TO APPLY: Please click “Apply Now” Button Job Skills Investment Banking, Investment Operations, Investments Analysis, Long Term Planning, Order Processing, Quality Management, Recruiting, Risk Management, Trade Processing, Waterfall Model Additional Job Details Address: TWO EMBARCADERO CENTRE, 2 EMBARCADERO CENTER:SAN FRANCISCO City: San Francisco Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: CAPITAL MARKETS Job Type: Regular Pay Type: Salaried Posted Date: 2025-10-23 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 2 days ago

Relationship Banking Specialist

1St Summit BankMurrysville, Pennsylvania

ESSENTIAL FUNCTIONS: Attracts, advises, and serves existing and prospective customers by: • With every customer interaction, have in-depth conversations, in person and by phone, utilizing the C.A.R.E model to help customers work toward and achieve financial wellness. • Provide extraordinary service to customers resulting in a full pipeline of referral opportunities. • Provides direct and immediate response to customer requests or needs. • Develops a top customer calling list. • Completes High Touch Calls through analyzing current customer relationships and proactively contacting them with recommendations to help them achieve financial success. • Listen, assess, and solve customer problems. • Completes IQ Lead calls daily with the opportunity of retaining existing business and bringing in new business. Develops and maintains a broad knowledge of products and services to appropriately support customer needs: Collaborates with other internal business partners to provide customers with a full range of financial solutions to meet their needs: • Wealth Management • Electronic Banking • Loan Provides prompt, accurate, and efficient customer service by processing a wide array of transactions: • Opens new accounts on the platform system. • Completes transactions on the teller processing system. • Processes Cash Advances, Pre-Paid Cards, Check Orders, etc. Proficient in Electronic Banking to: • Provide solutions to our customers’ needs. • Answer our customers’ technical questions. Provides administrative support to the PBO/Supervisor and team by remaining aware of departmental goals, providing ongoing communication, and organizing priorities to meet customers’ needs and deadlines. Duties can involve all the following: • Assists with the accumulation and completion of various Reports, Logs, and job duties to ensure timely delivery as directed by PBO/Supervisor. • Preparing correspondence, filing, phone inquiries and other clerical duties. • Contact overdraft and delinquent customers. • Complete file maintenance on customer accounts. • Requisition office supplies, loan documents, new account supplies, Money Orders, • Treasurer’s Checks, Pre-Paid Cards, etc. • Maintain Scanner and ATM. • Balance Vault, Cash Advance Machine, and ATM daily. • Transfers cash to and from the vault. • Performs check cashing overrides when the PBO/Supervisor is not available; • Open and close the branch in the absence of the PBO/Supervisor Strict adherence to security procedures, Bank Secrecy Act, USA Patriot Act, and safeguarding customer information: Participates in meeting Community Banking Department's long- and short-term goals and objectives: •Attends and participates in annual meetings to develop departmental goals and objectives. •Attends and participates in meetings to discuss and evaluate progress on meeting goals and objectives: oDaily 5 Minute Meetings. oWeekly Relationship Building Conference Calls. oWeekly Branch Based Sales Meetings. oMonthly Employee Relations Meetings. Performs other duties as assigned or directed. REQUIRED SKILLS/ABILITIES: • Excellent verbal and written communication skills. • Exceptional organizational skills and strong attention to detail. • Basic computer skills and digital awareness. • Typing 40 wpm. • Must be results oriented. •Manual dexterity and numerical skills. •Knowledge of all products and services and all office functions. •A positive, enthusiastic attitude. •Ability to multi-task. • Proficient with Microsoft Office Suite or related software. SUPERVISORY RESPONSIBLITY: •This position does not supervise employees. EDUCATION and EXPERIENCE: •High School diploma or GED. •Associates Degree preferred. •Minimum One (1) to Three (3) years in customer service and sales experience. PHYSICAL REQUIREMENTS: •Ability to concentrate and perform responsibilities by maintaining a constant state of focus and mental alertness. •Ability to lift up to 25 pounds (i.e., heavy boxes or coin). •Ability to communicate in person, through email or via telephone with customers and staff members. •Ability to sit or stand for an extended period. •Specific vision abilities required by this job may include close vision and the ability to adjust focus. •Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Posted 30+ days ago

2027 Summer Internship, Early Careers – Investment Banking (Houston)

Wells Fargo BankHouston, Texas

$53+ / hour

2027 Investment Banking Summer Analyst Program Invest in your tomorrow Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients. Investment banking Delivers strategic advisory, capital raising, and risk management expertise for global corporations, financial sponsors, institutional clients, and alternative asset managers. Program overview This 10-week internship is designed for undergraduates graduating between December 2027 – June 2028. You will complete initial training in financial fundamentals before joining a coverage or product group, where you will support live deals, prepare client materials, collaborate with bankers, and receive ongoing mentorship and feedback. What to expect The program offers summer analysts the opportunity to contribute directly to transaction execution and client coverage. Responsibilities may include: Supporting financial analysis and contributing to transaction execution Conducting company and industry research Assisting in the preparation of client materials and pitch presentations Participating in diligence sessions, client meetings, and internal discussions Collaborating with senior bankers across sectors and geographies You will receive ongoing coaching, mentorship, and feedback throughout the program to support your development. Is this program right for you? We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike. Required qualifications 6+ months of work experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Desired qualifications Strong academic achievement Bachelor’s degree with expected graduation between December 2027 – June 2028 Demonstrated interest in finance and financial markets Strong analytical and communication skills Proven ability to take on significant responsibility Relevant internship experience Ability to work effectively both independently and in teams Proficiency in Microsoft Office (Excel, PowerPoint, Word) Program Locations Primary location is Houston, TX. Pay Range $53/hour Wells Fargo will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from Wells Fargo now or in the future in order to retain their authorization to work in the United States. Posting End Date: 29 Apr 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Posted 1 week ago

Experienced Investment Banking Analyst (Tech & Services)

BairdChicago, Illinois

$110,000 - $125,000 / year

High-profile deals, major growth, the right people behind you. Grow far at Baird. Baird offers a different kind of start to a career in investment banking, built on high-performing teams and a culture that supports your growth. Here, you’ll build skills through real transactions, close collaboration with peers and mentors, and a culture focused on shared success. We’re looking for an experienced Investment Banking Analyst to join our Tech & Services team. What You’ll Do: Learn by doing and be trusted with meaningful work from the jump Provide analytical support across mergers and acquisitions, public offerings, and other financial advisory services Work with your team to prepare company valuations, build financial models, and create marketing materials Contribute to business development efforts through research, analysis, and preparation for client meetings and pitches Work side-by-side with both junior and senior investment bankers, gaining hands-on experience across every stage of a deal What You’ll Gain: The kind of environment that turns early talent into lasting careers Contribute to every stage of a transaction, from conducting research to facilitating due diligence Gain insight into how teams collaborate across geographies, sectors, and specialties to support client objectives Take on meaningful responsibility and contribute to conversations with investor and corporate management clients around the world Grow in a culture built on respect and shared values, where ambition and collaboration go hand-in-hand and hard work is recognized through opportunity What It Takes: We’re looking for people who want to go far, and go together A candidate energized by learning, teamwork, and real responsibility 12–24 months of full-time work experience (investment banking preferred) A proven academic record and a passion for finance (a finance degree is helpful, but not required) Drive, resilience, and a strong work ethic Ability to work independently and thrive in a collaborative setting Strong mathematical, writing, and verbal skills; relevant software proficiency SIE and Series 79 licensing preferred (or the ability to obtain them quickly) Compensation and Benefits: $110,000 - $125,000 annual salary with bonus potential Compensation and bonus are commensurate with experience, performance and/or GIB profitability In addition to a strong culture that is focused on health and well-being, our organization offers competitive total compensation packages and comprehensive benefits including: protected Friday night and Saturdays, periodic sabbaticals during career, shareholder opportunities, mandatory paid time off (PTO) and robust 401k match and profit-sharing contribution 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 1

U.S. BankMayfield Heights, Ohio

$75,820 - $89,200 / year

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 Relationship Managers approach 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. They have access to an expansive set of products and solutions to serve our business clients today and into the future. Responsibilities include: 65-70% of time spent on prospecting and developing new business for the bank. Build, develop, cultivate and manage new and existing relationships with business clients. Recommend financial solutions based on each client’s unique goals and needs. Be the primary advisor for our business clients. Deliver financial expertise and client-centric solutions that build strong, long-term relationships. Assess and attend to clients' banking needs. Collaborate with internal partners to deliver a One Bank set of solutions to our business clients Basic Qualifications - Bachelor's degree, or equivalent work experience- Three to four years of relevant experience Preferred Skills/Experience - Strong business development and relationship management skills- Self-motivation, positive personality, and production driven. -Ability to work effectively with individuals and groups across the company to manage customer relationships- Excellent presentation, verbal and written communication skills- Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts Location The 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 with 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: $75,820.00 - $89,200.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 4 days ago

Area Mortgage Banking Manager

First National Bank Of PennsylvaniaRaleigh, North Carolina

Primary Office Location: 501 Fayetteville Street. Raleigh, North Carolina. 27601. Join our team. Make a difference - for us and for your future. Position Title: Area Mortgage Banking Manager Business Unit: Mortgage Administration Reports To: Regional Mortgage Banking Manager Position Overview: This position is primarily responsible for residential mortgage sales activities on a market level including recruiting, coaching and supporting Mortgage Loan Originators and meeting or exceeding personal mortgage production goals. The incumbent is responsible for sales management duties including accountability for mortgage production goals and other key department objectives (cross-sell initiatives, customer satisfaction results, file quality) and is also responsible for the management and facilitation of key Bank partnerships in their respective markets. Primary Responsibilities: Recruits, trains and coaches a small team of Mortgage Loan Originators to drive external and internal mortgage production and meet or exceed established goals.Originates loans from internal and external referral sources.Develops relationships with Centers of Influence (COI) to drive personal production and support production for the team through sales activities and joint sales call efforts.Executes key strategies to achieve production goals, support partnership initiatives and manages key sales activities that drive mortgage volume and production.Supports and assists Mortgage Loan Originators with structuring loans, delivering quality files, adhering to industry and corporate guidelines and facilitating solid internal partnerships with the Operations team. Assists in managing the mortgage pipeline to help facilitate and support a great customer experience.Participates in various sales and operational meetings as needed in their specific market and presents updates, market information, partnership success and other key information related to the mortgage channel.Performs other related duties and projects as assigned.All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program.F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: High School or GED Minimum Years Experience: 5 Special Skills: Detail-orientedExcellent communication skills, both written and verbalExcellent organizational, analytical and interpersonal skillsAbility to use general office equipmentAbility to use a personal computer and job-related softwareMS Word- Basic LevelMS Excel- Intermediate LevelMS PowerPoint- Basic LevelBA or BS preferred. Experience with mortgage originations and mortgage sales management. Special Licenses and Certificates: Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required. Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Posted 4 weeks ago

VP Commercial Relationship Manager (Banking)

Columbia Credit UnionVancouver, Washington

$130,000 - $160,000 / year

About Columbia Credit Union Columbia CU is a full-service financial institution with $2.5 billion in assets, over 100k members and we pride ourselves in our commitment to “Making Life Better” in the communities we serve. Since 1952, our commitment toward “Making Life Better” has earned us accolades and we are honored to be the recipient of several local community recognitions: Best of Clark County Award / The Columbian: 2008-2025 Best in Business Award / Vancouver Business Journal: 2013-2024 Corporate Philanthropy Award / Portland Business Journal: 2017-2025 Columbia CU Guiding Principles Vision : The most trusted, respected, and sought-after financial institution, providing innovative solutions and support for our employees, members, and communities we serve. Mission : Bringing people together to make life better for themselves and their communities. Value Proposition: Earning your trust with knowledgeable people and digital options so you can bank “Columbia” how and when you want. Leadership Philosophy: Leaders at Columbia CU inspire enthusiasm and accountability that drive our mission. Leaders build engagement and communicate honestly and openly. By rallying everyone around our shared vision, Leaders model and expect the best from individuals and teams. Core Values People - We have a passion for helping each other and our members. Community - We have a passion for contributing to the success and growth of the communities we serve. Financial Wellness - We have a passion for providing the financial education, tools and assistance that create financial wellness and stability for our organization, each other, our members and the communities we serve. Benefits 100% paid Medical, Dental, Vision for employee - eligible the 1st of the month following hire date Accrued PTO, Paid Sick Time, Accrued Extended Sick Time and 11 Paid Bank Holidays 401k Match- 100% match up to 6% employee contribution A hybrid or fully remote home office option can be considered in Vancouver, Washington or Portland, Oregon areas only AND only after all work from home requirements are met. Tuition Assistance And More! About The Role Responsible for Developing and maintaining larger and more complex commercial loan and deposit relationships. Accountable for prospecting new businesses and working with vertical business groups to deepen member relationships. Engage business owners and “C” suite executives in dialogue to provide holistic banking productions and solutions to meet a variety of lending and deposit needs. RESPONSIBILITIES Identify, attract and secure new commercial relationships that will grow the credit union’s Commercial & Industrial (C&I) portfolio. Achieve assigned production goals for loans, deposits and assigned fee income. Deliver results-oriented sales presentations to prospects and various organizations. Conduct regular outside sales and site visits, originate member business loans. Prepares and presents financial information and proposed structure for commercial loan to the pre-flight committee. Negotiates terms and conditions within assigned authority. Ensures timely and thorough monitoring of all credits through periodic reviews, continual analysis, and proper documentation. Possesses the ability to assist in remedy of deficiencies when appropriate. Conducts periodic interface with branch staff regarding Member Business Lending products and services. Responsible for meeting department, company and government-regulated audit and compliance requirements, including: Bank Secrecy Act, Regulation CC, Regulation E, HMDA reports, Reg. X disclosures, and Reg. Z financial data. This is achieved through audit reviews. Insures that all NCUA, DFI, credit union and loan policies and procedures are followed at all times. Completes all required annual or job specific training as assigned. Must have a thorough knowledge of credit union operating procedures, the ability to liaison between multiple credit union departments, be responsive to senior management requirements, and operate within prescribed budgetary limits. Responsible for attaining individual pre-established loan, deposit and cross selling goals through active calling on existing business members, referrals, centers of influence and branch staff. Performs other duties as assigned. REQUIREMENTS Minimum requirements include a degree in finance or related field, or an equivalent combination of education and experience 5 years commercial lending experience with strong credit and analytical skills. Must possess a thorough knowledge and extensive experience in Commercial Lending, including lines of credit, term loans, and business real estate lending. Knowledge and experience in SBA 7a and 504 financing is desired. Maintains a thorough knowledge of all applicable state and federal regulations and board policies. Must possess a thorough knowledge of Business Lending services and products as typically used by business members. Must recognize and encourage the importance of staff and department functioning within the larger scope of company-wide policies, products and data processing procedures. Must be professional, alert, and honest with an outgoing, positive approach to member service. Must be able to handle a large volume of detail while organizing the work of others. COMPENSATION $130,000-$160,000/ year + DOE Equal Opportunity Employer/AA Must be 18 or older to apply

Posted 3 days ago

2027 Investment Banking Summer Analyst, Equity Capital Markets

William BlairChicago, Illinois

By connecting growth-oriented companies with a global network of stable, high-quality, long-term investors, our Equity Capital Markets (ECM) group delivers compelling results for issuers of IPOs, public and confidential follow-on offerings, PIPEs, registered direct offerings, convertibles, and private placements. We know you have choices on how you spend your summer but encourage you to apply for William Blair’s 2027 Investment Banking Equity Capital Markets Summer Analyst Program. Take the opportunity to build on the fundamentals of your academic background, gain practical knowledge to help prepare you for your next steps and be part of an organization that fosters innovation and invests in our most important asset, our people. The summer program provides all summer analysts with unique opportunities to: Work alongside analysts, associates, and senior bankers on the ECM origination team and across sector coverage groups over the course of the 9-week program Take on all functions of a full-time analyst Receive direct client exposure in a culture of collaboration and accountability Originate and execute equity and equity-linked offerings across William Blair’s client coverage universe Conduct industry and company research Perform financial modeling and analysis on market capacity for issuers of equity or equity-linked securities with general supervision Support ECM Origination and sector coverage groups in preparing commitment committee, filing, and selling memorandums, and investor targeting materials Work alongside Equity Syndicate, Institutional Sales & Trading, and Research during offering execution process to coordinate feedback on deal messaging, company peers, and the capital markets broadly Compile and prepare appropriate marketing materials detailing the perspective and recommendation on the capital markets and highlighting William Blair’s equity and distribution platform Qualifications: Pursuing undergraduate bachelor’s degree with anticipated graduation between December 2027 - June 2028 Cumulative GPA of 3.5 or above preferred (but open to all applicants) Undergraduate major: all majors considered General understanding of accounting and finance Strong analytical and quantitative skills Exceptional verbal and written communication skills Strong computer skills, specifically Microsoft Excel, Word, and PowerPoint You are adaptable in an ever-changing environment and can manage through change with a high degree of emotional maturity You are highly motivated, detail oriented, and thrive in a collaborative environment Willingness to be located in Chicago or New York City Throughout the 9-week program, summer analysts are evaluated for opportunities in our full-time class, upon graduation. Once you have submitted your application, you will receive a link to complete our pre-interview assessment, Suited, which will need to be completed within 48 hours. Please monitor your spam folder, as the email may get caught in spam filters. William Blair is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Application Deadline: Apply by January 22nd to be considered for this opportunity.

Posted 4 weeks ago

Product Engineer: Core Banking

Slash FinancialSan Francisco, California

About Slash Slash is building the future of business banking, one industry at a time. We believe businesses deserve financial infrastructure tailored to how they actually operate. That's why we're creating a new category of business banking. We combine the reliability of traditional banking (high yields, competitive rewards, and comprehensive security) with industry-specific features that make businesses more efficient, more competitive, and more profitable. Started in 2021, Slash is one of the fastest growing fintechs in the world and we power over three billion dollars a year in business purchasing across numerous industries. We're backed by some of the best investors in the world including Menlo Ventures, NEA, Y Combinator, Stanford University, and the founders of Tinder and Plaid. Slash is headquartered in San Francisco, and has a strong in-person culture. About the role Slash is, at its core, a technology company and is on a mission to build the best engineering team in the world. We’re looking for an engineer to help build and evolve the core banking product — the foundation that powers Slash. This role blends infrastructure-level thinking with deep product intuition. You’ll build fault-tolerant, user-facing financial primitives that spans across all customers — and you’ll do it fast, cleanly, and with ownership. What you’ll be doing: Building and scaling the core banking features that moves tens of billions of dollars a year. Working cross-functionally with product, design, and compliance teams to get the details right Setting code-standards, shaping our engineering culture, contributing to our roadmap, and talking to customers to figure out how we can solve their problems with software. Contributing to architecture decisions and shaping our product direction We’re looking for someone who: Has strong product instincts and thinks holistically about UX, API design, and system correctness Has an intuition for financial systems or a strong desire to learn Cares about craft, values deep technical knowledge, and delivers great product experiences. Has experience shipping high-quality software products Thrives working independently and in small teams in a fast-paced environment What's in it for You: Opportunity for high growth High autonomy + ownership culture Ownership of product-critical surfaces in a fast-growing fintech Competitive pay + equity package Unlimited PTO, Health, Vision, and Dental coverage

Posted 30+ days ago

Talent Acquisition Recruiter – Banking & Call Center

VXI Global SolutionsLubbock, Texas

It's fun to work in a company where people truly BELIEVE in what they are doing! We're committed to bringing passion and customer focus to the business. Talent Acquisition Recruiter – Banking & Call Center Location: Lubbock, TX Type: Full-Time About the Role We’re looking for a results-driven Talent Acquisition Recruiter to join our growing team in Lubbock. In this role, you’ll be the first point of contact for candidates and own the full recruiting cycle for high-volume call center positions supporting a Fortune 500 banking client. If you have experience recruiting in banking, financial services, or BPO environments , this is your opportunity to make an impact. What You’ll Do Manage end-to-end recruiting for inbound phone banking roles, ensuring compliance and a great candidate experience. Source, screen, and select top talent with strong customer service and regulatory awareness. Partner with hiring managers to meet aggressive hiring goals and KPIs. Use creative sourcing strategies to build pipelines through job boards, industry networks, and local talent pools. Coordinate interviews, assessments, and pre-employment checks in line with client and regulatory standards. Maintain accurate candidate records in Workday and related systems. Extend offers and support onboarding for new hires. What We’re Looking For 1–3 years of recruiting experience , preferably in high-volume call center or financial services environments. Strong understanding of compliance-driven hiring and regulated industries. Excellent organizational skills and ability to thrive in a fast-paced setting. Proficiency in Microsoft Office and applicant tracking systems. Adaptability, professionalism, and a commitment to delivering results. Why Join Us? Competitive pay and benefits. A collaborative team environment where your expertise matters. Opportunities for growth with a global organization. If you’re ready to bring your recruiting skills to a dynamic call center operation, apply today and help us build a world-class team! If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

Posted 2 weeks ago

Investment Banking Analyst (Technology Sector Focus)

DC AdvisorySan Francisco, California

$110,000 - $120,000 / year

About DC Advisory: DC Advisory is an international investment bank with more than 700+ professionals in 24 locations throughout Asia, Europe, and the U.S. Through 11 industry-focused teams, the firm offers independent advisory services for M&A, and private capital transactions. At DC Advisory, making a difference is our common vision and our respect for diverse thinking fosters an environment for our people to thrive. We are a global investment bank committed to providing the Right Advice™ with integrity, honesty, and respect. The Role: Investment Banking Analysts gain exposure to the firm’s businesses and expanded knowledge of the investment banking industry, as they develop key analytical, communication, marketing and sales skills. Analysts are responsible for preparing financial models and running various analyses to examine the effects of contemplated client alternatives. In addition, analysts assist preparing marketing documents, including pitch materials, board presentations, and management presentations, which explain industry trends, discuss client options, and recommend strategies to meet client goals. Analysts are also responsible for financial and industry due diligence, writing portions of confidential memoranda, and performing other analytical work to support senior bankers in their relationship management responsibilities. DC Advisory analysts work closely with managing directors and other senior level bankers and are expected to play a critical role on transaction teams. Analysts interact with senior executives of client companies through selective participation in client meetings. Please note, this opportunity would require a minimum of 4 days a week in our San Francsico office. Position Requirements An unwavering commitment to excellence and a high degree of maturity A high level of initiative, motivation, attention to detail, positive attitude, and the ability to excel in a fast-paced, entrepreneurial, high performance work environment An outstanding academic record The ability to work as part of a team in an environment that demands excellence, time and energy Personal integrity, initiative and leadership qualities Strong quantitative, verbal and written communication skills; strong financial understanding and financial modeling skills a plus Strong multi-tasking and time management skills Highly proficient with Microsoft Office suite At least 1-2 years’ experience with M&A transactions focusing on tech related transactions SIE, Series 79, Series 63 (preferred or must be taken within 30 days of start date) Compensation & Benefits: Salary Range: $110,000 - $120,000 + annual discretionary bonus Medical / Dental / Vision Insurance Long Term Disability, Short Term Disability, Life Insurance Pet Insurance Health Savings Account Retirement Plans (401K) Pre-Tax Commuter Benefits

Posted 30+ days ago

Business Banking Relationship Manager

U.S. BankMoscow, Idaho

$81,600 - $96,000 / year

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They do this by approaching each and every day with a single purpose – to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. You will also have access to an expansive set of products and solutions to better serve your business clients today and into the future.Strong client relationships are based on trust, assessing and attending to clients’ banking needs, obtaining and processing client and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each client’s unique goals and needs. U.S. Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term relationships. Basic Qualifications - Bachelor's degree, or equivalent work experience- Four to five years of relevant experience Preferred Skills/Experience - Strong relationship management and business development abilities- Well-developed analytical and problem-solving skills- Basic knowledge of credit administration, analysis, and credit policy/procedure- Knowledge of cash flow management and business credit underwriting with commercial credit training preferred- Demonstrated understanding of basic financial accounting and analysis- Some knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank’s products- Ability to work effectively with individuals and groups across the company to manage customer relationships- Excellent presentation, verbal and written communication skills- Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants . Benefits: Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $81,600.00 - $96,000.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 3 days ago

Commercial Banking Officer

Career CenterSalem, Oregon

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Job Description

Reviews lists, records, newspapers, networking opportunities, and other sources for business development leads.
Develops new prospects and customers for the financial institution by maintaining an organized business development effort including but not limited to calling on new and existing clients, utilizing a contact management program, and planning and documenting calls as appropriate.
Conducts other business development activities such as but not limited to joint calling with branch staff and product specialists, attending community and networking events, organizing events, publishing tombstones, and issuing newsletters.
Interviews applicants for commercial banking services, both credit and non-credit services.
Discusses client needs, problems or complaints with client relationship stakeholders.
Evaluates potential customer loan requests and makes loan recommendations to management as appropriate. Analyzes and screens credit requests for all types of loans, utilizing all relevant information to determine client and prospect credit repayment capabilities. Reviews new laws, regulations, and policies that influence commercial lending within the financial institution and incorporates these as appropriate.
Presents credit requests to management as appropriate or required by policy, by writing approval, problem credit, and other forms of loan memoranda.
Presents non-credit and credit products to prospects and clients and refers client and prospects to other product specialists as appropriate including cash management, private banking, investment, branch, and other personnel.
Negotiates credit terms, such as costs, loan repayment methods and collateral, including customer pricing for products sold as consistent with policies and procedures, and to be competitive with the market.
Packages loans for prospects and clients, and recommends loan terms and conditions, and packages non-credit services, or directs supporting staff in such activities as appropriate. Ensures document accuracy relative to approved credit facilities. Corresponds with legal counsel or other agents, as appropriate, and as necessary.
Monitors client performance versus that expected, documenting material variance and information, and making risk rating changes as appropriate. Includes but is not limited to the timely follow-up of financial reporting, covenant checks, and borrowing base review. Takes action regarding expiring notes in advance of maturity; collects past due payments quickly; and engages on other activities to maintain the credit quality of loan portfolio.
Engages junior Commercial Banking Officers, Credit Analysts, Documentation Specialists, and Commercial Administrative Assistants as appropriate in the writing of loan memoranda, analyzing of data, completion of documentation, and risk management activities as routine among those activities essential to the development and risk management of commercial accounts.
Manages large or complex commercial relationships, as needed, and counsels customers and prospects on banking and non-banking strategies.
In some instances, maintains and enhances information base on local and national economics or industries, as well as other concerns, that would impact the financial institution’s lending activities.
Portfolio focus may be industry specific (such as agriculture, real estate, natural resource, or others).
Other duties, in addition to those above, may be assigned by management.

Education/Knowledge/Skills & Abilities

Bachelor's degree or equivalent in Finance, General Business or Accounting – desirable
2 - 3 years related job experience;
Prior credit experience within a banking environment is desirable;
Understanding of collateral requirements with general exposure to documentation
Knowledge of credit investigations
Use of bank standard word processing software and spreadsheet software with strong understanding of multiple math formulas.
General communication (oral and written); clear voice communication; business telephone etiquette; distribute and exchange information with others; interaction with managers, employees, regulatory agencies, industry peers, customers, communicate/work with confidential information; compose draft written materials, correspondence/memoranda, reports, publications.
Sound reasoning and judgement skills
Exceptional interpersonal and rapport building skills
Highly Organized
Attention to Detail
Knowledge Retention

Physical and Mental Requirements:

General office environment
May be necessary to work extended hours
Periodic travel required
Ability to perform repetitive finger, hand, and arm movements
Ability to lift up to 20lbs.
Ability to sit or stand for extended periods of time
Ability to reach, squat, bend, and manually manipulate standard office equipment

Our Mission is simple, to be the best Bank for our employees, customers, investors and community.

At Bank of the Pacific, we are committed to delivering memorable service beyond the customer’s expectation, to include both external and internal customers. We consistently demonstrate our values through teamwork, open communication, integrity, honesty and respect for others. Additionally, we will maintain a professional appearance through dress, conduct and an orderly work area. A successful candidate will possess these qualities and be enthusiastic, professional and of high ethics. They will embrace our Mission, Vision and Values and actively contribute to our success.

Our Core Values – We Care.

We consistently demonstrate this through:

Teamwork and open communication ~ Integrity, honesty and respect for others ~ Enthusiasm and positive recognition ~ Professionalism, initiative and innovation ~ Accountability, focused action and timely follow-through ~ Commitment to make our company a success

For your Benefit We Offer:

Eligible to participate in annual incentive plan.
We offer a comprehensive healthcare benefit package that includes: Medical, Dental, Vision, EAP, LTD, STD, Group Life, VTL, AD&D, FSA, DCAP, LFSA, and HSA.
Retirement Savings Plan through 401(k) with an additional Roth 401(k) option. We match 100% of your deferral up to 5% of eligible compensation.
Wellness Dollars up to $500 per year.
Weekend Wellness Hours, 4 per quarter.
Paid Birthday and Anniversary Holiday
11 paid Holidays per Year
Sick Leave Time – Earn up to 8 days each Year
Vacation – 22 days each year (first year adjusted based on hire)
Vacation Purchase Plan
Tuition Reimbursement
Employee Banking Privileges and Special Loan Features.

All employees are responsible for internal controls in the performance of their assigned duties. Internal Control responsibilities are established in various policies, procedures, and documents including the Code of Conduct.

Bank of the Pacific is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.

Salary Range Disclaimer:

The base salary range represents the minimum and the maximum of Bank of the Pacific’s salary range for this position. Actual salaries will vary depending on factors related to business needs and the employee’s relevant knowledge, qualifications, experience, and job performance for the position.

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