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Mechanics Bank is currently searching for a Banking Services Officer to join our team at our Santa Barbara Cottage Branch. The Banking Services Officer is responsible for managing the administrative, compliance, operations, and day-to-day functions of a Retail Branch. Under remote supervision the Area Operations Manager provides leadership to branch operations and FTE management with dotted line reporting to the Branch Manager. Leads branch in compliance, operations, service, and human resource related tasks for the operations staff. Develops and coaches employees in the branch. Is a subject matter expert in Bank policies and procedures and provides assistance on complex transactions. Oversees and supports the teller line, cash handling, dual control functions and is responsible for branch operations, staffing schedules, FTE budget management, and employee training and development. Ensures operations staff supports branch sales production activities through ethical referrals. Ensures exemplary customer service is provided and addresses any customer service escalations. What you will do: Manages the compliance and operations functions of a Retail branch. Sets priorities for Retail office operations, identifies and analyzes operating issues, solves operational issues and provides input for improvement in processes and procedures. Administers monthly, quarterly and annual self-audit checklist, reviews, approves daily reports, and verifies cash-on-hand balances. Responsible for compliance with regulatory requirements, adherence to Bank policies and procedures, risk management requirements, and safety and security of the branch. Responsible for overall operational quality of the branch as measured by internal audits, operational soundness reviews, and reports from other departments of the Bank. Manages a team of employees. Provides leadership, coaching, feedback and developmental support. Leads daily huddles in conjunction with branch management and regular branch operational meetings. Trains employees on cross-functions to ensure smooth operations of the branch. Hires new employees, conducts performance assessments, initiates disciplinary actions, and recommends promotions. Ensures exemplary customer services standards in branch. Manages appropriate staffing and skill levels in branch to support customer and business needs. Addresses and resolves customer complaints or concerns promptly. Ability to perform transactions for customers including, teller transactions, large cash transactions, and safe deposit box functions. Responsible for collaborating with Branch Manager to develop and execute strategic plan for branch success, including business development, customer retention, employee development and retention, succession planning, operational soundness and branch efficiency. Reviews, prepares and analyzes reports, and makes recommendations for improvement. Manages the office in the absence of the Branch Manager. Ensures active community participation and leadership, including CRA activities, in the local community. Who you are: High School Diploma or GED required or equivalent combination of education and experience required. Minimum 5 years banking experience with an emphasis in operations required. Minimum 2 years management experience preferred. Notary license preferred. Thorough knowledge of Retail Office operations, including complex transactions, Bank policy and procedures, and Risk Management policies. Thorough knowledge and skills related to standard banking services and products and banking internal operating policies and procedures. Knowledge of small business and consumer credit principles and practices. Excellent interpersonal skills; successful experience managing and leading people. Knowledge of State and Federal banking regulations pertinent to retail operations. Leadership ability to supervise and direct subordinate employees, and to provide coaching and development. Skilled handling customer issues in difficult situations. Excellent organizational skills to direct workflow, balance assignments, and provide consistent scheduling to ensure complete office coverage. Attention to detail and accuracy to mitigate risk. Considered a customer service role model. #LI-DNI Pay Range: $70,000 - $87,000 annually AIP/Bonus: up to 7.5% Eligible for commission/incentive plans Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire. Benefits package includes[1]: Medical, prescription, dental, and vision coverage for employees and their eligible family members Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits Health Savings Account with employer contribution Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit 401(k) and Roth 401(k) with company contribution 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program Supplemental Health plans, Voluntary Legal and Identity Theft Services 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply) Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data. Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law. Please view Equal Employment Opportunity Posters provided by OFCCP here. To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank [1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.

The Banking and Lending Director, as a player-coach, will provide leadership and strategic direction over the development and day-to-day management of a team of Banking & Lending Officers who act as an in-depth Banking Solutions product experts, working directly with clients and partnering with Ameriprise Financial Advisors to consult on client-specific needs providing quality service, excellent product support and education, reinforcing the trusted Advisor/client relationship. Key Responsibilities: Develop and execute strategies that increase client acquisition of banking and lending product solutions consistent with and in direct support of advisor financial advice and planning. Develop and manage a team of Banking & Lending Officers who will interact directly with clients in partnership with and in support of advisors Drive awareness and broaden client relationships and engagements with an increasingly robust bank lending and deposit product set Provide high-touch experience to high-net worth clients directly and working with advisors on complex or unique financial situations, promptly responding to inquiries, providing guidance and personalized banking solutions to support the Advisor/client strategy and objectives Build and maintain close relationships with clients and business partners including Ameriprise Financial Advisor networks, High Net Worth Resource group, Banking and Cash Solutions Sales Consulting team, and Bank and Cash Solutions Product teams Act as single-point-of-contact for experienced advisor recruits and onboarding team to transition banking and lending books of business to Ameriprise Meet with clients, advisors and key partners, virtually and through other networking opportunities, groups, events, etc. to build relationships and educate on the benefits offered through Bank product acquisition Required Qualifications: 10+ years' relevant experience 5 years' management/leadership experience in the financial services industry Active Series 7 or ability to obtain within 120 days National Mortgage Licensing System and Registry (NMLS) registration Preferred Qualifications: 10 years' experience in origination/business development within banking or financial services including a proven track record of performing successful lead management Highly self-motivated, entrepreneurial, and passionate about growing a business in a team environment Ability to maintain client confidentiality Excellent communication skills and ability to consistently set expectations with client and Ameriprise Financial Advisor Ability to problem solve with strong analytical skills and excellent attention to detail Experience as a loan officer/originator (Mortgage, Home Equity, Securities-backed Lending) Experience as a personal banker/customer serviced (Checking, Savings, CDs and related services) Experience working with Wealth Management Clients About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Marketing/Product Management Line of Business BANK Bank

Location: This position can be located at any Seacoast Bank office within the state of Florida. Position Summary: The Consumer Product Manager is responsible for the strategic development, management, and performance of consumer banking products, including checking, savings, CDs, lending, money movement, and related services. This role drives product innovation, customer experience enhancements, and profitability through data-driven insights, market analysis, and cross-functional collaboration. Key Responsibilities: Product Strategy & Development Define and execute product strategies aligned with customer needs and business goals. Lead the development and launch of new consumer banking products and features. Monitor industry trends and competitor offerings to identify opportunities and risks. Portfolio Management Manage the lifecycle of consumer deposit products, ensuring competitiveness and compliance. Optimize pricing, features, and positioning to drive growth and retention. Analyze product performance metrics and recommend improvements. Customer Experience & Innovation Partner with UX, digital, and operations teams to enhance customer journeys. Champion customer feedback and insights to inform product decisions. Drive digital transformation initiatives within the consumer product suite. Product Quality Assurance Establish and maintain quality standards across all consumer banking products. Collaborate with operations and technology teams to ensure defect-free products Implement continuous improvement processes based on testing outcomes Monitor post-launch performance to proactively identify and resolve quality issues. Cross-Functional Leadership Collaborate with marketing, compliance, legal, finance, and technology teams. Develop go-to-market plans and support product campaigns. Ensure regulatory compliance and risk management across all product initiatives. Financial Performance Own product P&L, including revenue, cost, and profitability targets. Develop business cases for new initiatives and track ROI. Qualifications: Bachelor's degree in Business, Finance, Marketing, or related field required, (MBA preferred). 3+ years of experience in product management, preferably in consumer banking or financial services required. Strong understanding of retail banking products, customer behavior, and market dynamics. Proven ability to lead cross-functional teams and manage complex projects. Excellent analytical, communication, and strategic thinking skills. Experience with digital banking platforms and fintech partnerships is a plus. Preferred Skills: Familiarity with product development methodologies. Proficiency in data analysis tools (Tableau, SAS, etc.). Proficiency in Microsoft Office tool set (PowerPoint, Word, Excel). Knowledge of regulatory requirements impacting consumer banking. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. #LI-PF1

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: $86,360.00 - $101,600.00 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.

Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Computer Science Job Description Every day, our teams innovate across the world of finance. We collaborate to work smarter, while making a difference. We believe in diversity and inclusivity, giving a voice to everyone on the team. And we celebrate our success together. If you want to make an impact in fintech, we'd like to know: Are you FIS? NOTE: Candidates located within commutable distance from our FIS office Locations will need to work Hybrid (3 days in office) Current and future sponsorship are not available for this position. About the team: FIS Profile is a modern, real-time, multi-currency, deposit and loan core banking system. This integrated solution contains a multitude of configurable features designed to meet the unique business and product needs of retail and commercial financial organizations worldwide. What you will be doing: Working on FIS Profile Core Banking Application. Provides application software development services or technical support typically in a defined project. Developing program logic for new applications and modifying logic in existing applications. Coding, debugging, implementing and maintaining software applications. Maintaining and integrating new application components. Ensuring deployment of system improvements. What you will need: FIS Profile Core expertise required Senior level experience with Profile Scripting Language (PSL) or MUMPS required Develops program logic for new applications or analyzes and modifies logic in existing applications. Codes, tests, debugs, documents, implements and maintains software applications. Maintains, tests and integrates application components. Ability to consult client on implementation projects (upgrades, conversions, staff augmentation, etc.) Ability to assist a client in making business decisions as it relates to FIS products and processes Knowledge of modern, end-to-end systems development life cycles. Proficiency in business modeling and requirements definition disciplines. A bachelor's in computer science or information systems or equivalent experience. What we offer you: At FIS, you can grow your career as far as you want to take it. Here's what else we offer: Opportunities to make an impact in fintech Personal and professional learning Inclusive, diverse work environment Resources to give back to your community Competitive salary and benefits NOTE: Candidates located within commutable distance from our FIS office Locations will need to work Hybrid (3 days in office) Current and future sponsorship are not available for this position. FIS is committed to providing its employees with an exciting career opportunity and competitive compensation. The pay range for this full-time position is $101,480.00 - $170,470.00 and reflects the minimum and maximum target for new hire salaries for this position based on the posted role, level, and location. Within the range, actual individual starting pay is determined by additional factors, including job-related skills, experience, and relevant education or training. Any changes in work location will also impact actual individual starting pay. Please consult with your recruiter about the specific salary range for your preferred location during the hiring process. Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass

Banking Americas Mizuho's Banking Division provides corporate and investment banking coverage, sponsor coverage, advisory and solutions and loan capital markets/syndicate to Mizuho's client base of leading international corporations, financial institutions and public sector entities in the US and Canada. Banking supports client business activities throughout the region with an extensive range of capital markets and lending capabilities and an integrated team of coverage, advisory and product bankers responsible for client relationship management and strategic transaction development to execute banking and securities mandates and originate idea generation for potential acquisitions, divestitures and investment opportunities. Job Summary: Mizuho Securities is looking for an experienced Analyst or entry level associate to join the Structured Credit Group ("SCG") which focuses on originating, structuring and distributing non-traditional structured debt and equity solutions for corporate clients globally. The team is a market leader and provides solutions through a broad range of asset classes including structured and project bonds in Latin America, transportation ABS (Aviation, Intermodal Shipping), Digital Infrastructure (data centers, fiber), Whole Business to mention a few. Responsibilities The candidate will join a market leading team of seasoned professionals with a robust pipeline and will be expected to support the team with presentation preparation, modeling / analytics, and transaction execution. SCG has built a leading position across the esoteric ABS asset class universe and is looking to complement their team with a candidate who will step into a role as a core deal team member. The candidate should be a strong, self-motivated learner, willing to step up and take on new responsibilities. Knowledge of Spanish is a plus to support initiatives in Latin America. Other key responsibilities include: Support all aspects of the ABS new issue origination and execution process Modeling complex ABS transactions Prepare pitch books / marketing materials for live mandates Interactions with client, rating agencies, lawyers and investors Review and comment on transaction documentation Assist in the day-to-day management responsibilities of the team Requirements: Bachelor's degree Excellent written and verbal communications Detail oriented and ability to problem solve on his/her feet At least 1 year of relevant work experience in project finance / ABS Strong analytical skills and presentation preparation (fluent in advanced excel and power point) Self-starter and committed to the business Knowledge of Spanish and / or Portuguese is a plus The expected base salary ranges from $120K - $175k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. #LI-Onsite Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.

WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.CORE VALUES: Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One AlerusABOUT THE ROLE:The Commercial Banking Associate position is pre-closing fulfillment of commercial lending transactions through assisting, coordinating, and reinforcing the sales efforts of the commercial banking staff. Managing the administrative work and due diligence related to commercial banking and lending to ensure adherence to the approved transaction. It will be expected to maintain a customer focus and will partner with underwriting, relationship management and loan operations to deliver superior customer experience.WHAT YOU'LL BE DOING: Manage commercial loans through Commercial Lending Delivery (CLD) workflow system from application through post-closing and completion.Enters complete and accurate applications, performs pre-closing and post-closing due diligence, coordinates loan closing with title companies and attorney, and submits request for preparation of loan documentation.Works closely with Business Advisors to contact clients to obtain required items for submission to underwriting and/or ongoing tickler file monitoring.Manage loan closing pipeline and coordinate loan closing dates with Business Advisor.Indexes financial and supporting documentation for loan files to Nautilus.Responsible for obtaining KYC, CIP, CDD and Beneficial Ownership for commercial loan and deposit clients.Opens commercial depository accounts for assigned Business Advisors and collaborates with Treasury Management, Private Banking or Retail teams to facilitate client needs.Provides general customer service and acts as a point person in resolving client issues for assigned Business Advisor portfolio.Coordinates with Business Advisor and enters business overdraft and refund decisions. Escalates decision approvals according to credit policy's approval limit authority. WHAT YOU SHOULD HAVE: Bachelor's degree or equivalent combination of education and/or related experience in the financial industry.1+ year of commercial lending and/or deposit experience.Understanding of commercial lending and deposits, bank operations, products and services, business entity structure and documentation.Capacity to manage and stay organized while working with high volume, time sensitive transactions and portfolios.Ability to be flexible, implement continuous change and demonstrate a positive attitude.High level of commitment to accuracy and detail.Effective written and verbal communication skills. WHAT WE BRING TO THE TABLE: Competitive compensation including base salary, bonus and/or incentive opportunities.Comprehensive benefits package provides a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.Learning and development resources for personal and professional career development, and advancement opportunities.Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.Support for the communities we live in through paid volunteer time and a company donation match opportunity. WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.BASE PAY RANGE:$24.50 - $30.00 per hourThe above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job.Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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

Intuit Credit Karma is a mission-driven company, focused on championing financial progress for our more than 140 million members globally. While we're best known for pioneering free credit scores, our members turn to us for everything related to their financial goals, including identity monitoring, applying for credit cards, shopping for insurance and loans (car, home and personal) and savings accounts and checking accounts* - all for free. Credit Karma has grown significantly through the years: we now have more than 1,700 employees across our offices in Oakland, Charlotte, Culver City, San Diego, London, Bangalore, and New York City. Banking services provided by MVB Bank, Inc., Member FDIC Credit Karma is searching for a dynamic and strategic Head of Banking to lead our banking business. Our goal is to build a full-scale financial platform that champions financial progress for our 100M+ members. We want to help them improve their credit, pay off debt, and plan for the future by changing their relationship with money-empowering them to spend wisely, save for the future, and build wealth. As the Head of Banking, you'll be responsible for creating strategies and driving initiatives to grow the business. We're looking for a leader with deep experience in building and expanding new consumer banking propositions, including checking, savings, lending, and payments This is a cross-functional leadership role that requires high emotional intelligence and strong partnerships. You will work closely with Product, Engineering, Marketing, Operations and Financial Planning & Analysis, and you'll leverage relationships with other Intuit companies. What You'll Do: Connect the Credit Karma mission to our product strategy and vision. You'll create long- and short-term plans to grow the business, ensuring they align with the executive team and overall company goals. Drive passion and excitement within the team to help our members make intelligent financial decisions. Guide the Banking Operations experience across the business with Compliance and Legal Oversee and manage Risk and Fraud while maintaining a positive member experience Effectively manage execution based on multiple factors, including partner expectations, member feedback, market conditions, and company priorities. Manage P&L and secure the resources needed to achieve business goals. Leverage your experience in multi-tiered organizations to build successful partnerships with stakeholders across Intuit. Lead and develop a cross-functional organization that is aligned with the business's goals. Who We're Looking For: 10+ years of leadership and operational experience in banking or neo-banking. An entrepreneurial spirit, test and learn mindset A track record of managing fast growth with high-performing cross-functional teams and business units. An MBA is preferred, and prior strategy consulting experience is a plus. What We'd Like to See: Experience managing banking operations, money movement and payment capabilities, and risk/fraud operations. Strong product knowledge, to drive best in class customer experiences Strong experience with Marketing to drive aggressive growth at scale Knowledge of running relationship rewards programs The ability to thrive in a matrixed, multi-vertical company, bringing out the best in teams across the organization. A strategic and creative mindset with a knack for transforming ideas into impactful business initiatives. Experience with analytical/data-driven customer segmentation and marketing. A background working with partners and structuring new agreements. A history of leading product-engineering teams to build and launch great products. Benefits at Credit Karma includes: Medical and Dental Coverage Retirement Plan Commuter Benefits Wellness perks Paid Time Off (Vacation, Sick, Baby Bonding, Cultural Observance, & More) Education Perks Paid Gift Week in December Pay Transparency Notice: Credit Karma's mission of championing financial progress for all starts from within. That's why we implemented role-based compensation, which ensures people who are in the same role receive the same pay with variations for geographic location only. It's all part of a more comprehensive DEI strategy that helps level the playing field. The base salary range for this role is $325,000 - $425,000, plus equity and benefits. Equal Employment Opportunity: Credit Karma is proud to be an Equal Employment Opportunity Employer. We welcome all candidates without regard to race, color, religion, age, marital status, sex (including pregnancy, childbirth, or related medical condition), sexual orientation, gender identity or gender expression, national origin, veteran or military status, disability (physical or mental), genetic information or other protected characteristic. We prohibit discrimination of any kind and operate in compliance with applicable fair chance laws. Credit Karma is also committed to a diverse and inclusive work environment because it is the right thing to do. We believe that such an environment advances long-term professional growth, creates a robust business, and supports our mission of championing financial progress for everyone. We offer generous benefits and perks with a single eye to nourishing an inclusive environment that recognizes the contributions of all and fosters diversity by supporting our internal Employee Resource Groups. We've worked hard to build an intensely collaborative and creative environment, a diverse and inclusive employee culture, and the opportunity for professional growth. As part of the Credit Karma team, your voice will be heard, your contributions will matter, and your unique background and experiences will be celebrated. Privacy Policies: Credit Karma is strongly committed to protecting personal data. Please take a look below to review our privacy policies: US Job Applicant Privacy Notice UK Job Applicant Privacy Notice

TransUnion's Job Applicant Privacy Notice Personal Information We Collect Your Privacy Choices What We'll Bring: At TransUnion, we have a welcoming and energetic environment that encourages collaboration and innovation - we're consistently exploring new technologies and tools to be agile. This environment gives our people the opportunity to hone current skills and build new capabilities, while discovering their genius. Come be a part of our Client Executive team. Our team is comprised of seasoned TU professionals working together with a customer centric approach. Each of our team members takes accountability for their book of accounts and come together to share best practices, industry insights and to collaborate on how to best use our cutting-edge technology/products to help fuel our partners growth and/or mitigate their risk exposure. What You'll Bring: Bachelor's degree in business. Experience in the credit, risk, fraud and analytics industry preferred. Minimum 3 years sales experience selling into the financial services. Ability to travel in assigned geographic territory 25%-50%. We're also looking for the preferred skills below. Whether you are proficient or could use some brushing up, we're happy to support your development in: Proficient with MS & other applications i.e.: Word, Excel, Power Point, Outlook, Salesforce Ability to understand technical products and solutions. Strong skill set for hunting, communicating, consulting, and presenting to expedite the close of a sale. Very strong creativity and innovation for conceptual, analytical and execution strategies. Impact You'll Make: Responsible for managing the overall relationship with assigned accounts; identifying key decision makers, influencers, buyers and sponsors Lead and coordinate resources for client-facing business reviews and internal account planning sessions Facilitate both client facing and internal sales meetings; ensuring appropriate resource participation Collaborate with Industry Executives and matrix partners to drive adoption of new product opportunities Serve as your customer's advocate; deeply understanding their business model and position within the market, and converting this knowledge into successful engagements with TransUnion Own the account planning process, and determine the most strategic initiatives and priorities for your customers Review usage gaps and expansion opportunities alongside our Client Value Executives in support of customer retention and expansion initiatives Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law, including the Los Angeles County Fair Chance Ordinance for Employers, the San Francisco Fair Chance Ordinance, Fair Chance Initiative for Hiring Ordinance, and the California Fair Chance Act. Adherence to Company policies, sound judgment and trustworthiness, working safely, communicating respectfully, and safeguarding business operations, confidential and proprietary information, and the Company's reputation are also essential expectations of this position. This is a remote position which may require occasional in-person attendance at work-related events at the discretion of management. Benefits: TransUnion provides flexible benefits including flexible time off for exempt associates, paid time off for non-exempt associates, up to 12 paid holidays per year, health benefits (including medical, dental, and vision plan options and health spending accounts), mental health support, disability benefits, up to 12 weeks of paid parental leave, adoption assistance, fertility planning coverage, legal benefits, long-term care insurance, commuter benefits, tuition reimbursement, charity gift matching, employee stock purchase plan, 401(k) retirement savings with employer match, and access to TransUnion's Employee Resource Groups. Spousal, domestic partner, and other eligible dependent coverage is available on select health and welfare plans. We are committed to being a place where diversity is not only present, it is embraced. As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, genetic information, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law. Additionally, in accordance with Section 503 of the Rehabilitation Act of 1973 and the Vietnam Era Veterans' Readjustment Assistance Act of 1974, TransUnion takes affirmative action to employ and advance in employment qualified individuals with a disability and protected veterans in all levels of employment and develops annual affirmative action plans. Components of TransUnion's Affirmative Action Program for individuals with disabilities and protected veterans are available for review to any associate or applicant for employment upon request by contacting ERCoE@transunion.com. Pay Scale Information : The U.S. base salary range for this position is $78,100.00 - $123,000.00 annually. This position is eligible for both base pay and commission earnings. TransUnion commission targets are generally 20% - 50% of base salary and may vary based on position. *The salary range for this position reflects a reasonable estimate of the range of compensation for this job. At TransUnion, actual compensation is based on careful consideration of additional factors such as (but not limited to) an individual's education, training, work experience, job-related skill set, location, and industry knowledge, as well as the scope and responsibilities of the position and market considerations. Certain positions may be also eligible for long-term incentives and other payments based on applicable company guidance and plan documents. TransUnion's Internal Job Title: CE II, Account Dev - Direct Sales Company: TransUnion LLC

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 The Data Analyst will join the Performance Insights & Analytics team, designing, building, and maintaining robust data infrastructure to enable strategic initiatives such as Small Business, National Sales, and other branch & small business banking projects. This role focuses on integrating complex data sources, developing scalable pipelines, and delivering actionable insights that drive business performance. The analyst will collaborate with business leaders, cross-functional teams, and IT/data engineering partners to ensure data solutions are technically sound, accessible, and aligned with organizational priorities. Key Responsibilities Lead the development and maintenance of scalable data infrastructure and pipelines to support business initiatives and analytics projects. Acquire, integrate, and manage data from multiple internal and external sources, ensuring data quality and consistency. Analyze performance trends, business patterns, and operational metrics using advanced statistical and machine learning techniques to uncover insights and support growth. Develop and maintain dashboards, reports, and visualizations using tools such as SQL, Tableau, and Power BI, ensuring clarity, usability, and strategic relevance. Present findings in a clear, concise, and compelling manner to senior leaders and stakeholders, enabling data-driven decision-making. Monitor the impact of implemented recommendations and continuously optimize data processes and infrastructure. Ensure all data handling, sharing, and infrastructure activities comply with company standards and governance protocols. Basic Qualifications Bachelor's degree in a related field, or equivalent work experience Five to seven years of statistical and/or data analytics experience Preferred Skills/Experience Proficiency in SQL, Alteryx, Tableau, Power BI, or similar tools for data querying and transformation. Experience in financial services, with working knowledge of HR systems, financial products, and customer engagement data. Strong analytical skills with the ability to synthesize complex data into meaningful insights. Proven ability to collaborate with senior business leaders and cross-functional teams. Excellent verbal and written communication skills, with the ability to tailor messaging to various audiences. Experience with branch banking systems and processes is highly desirable. Strong organizational and project management skills, with attention to detail and deadlines. This role does not support Visa sponsorship If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,095.00 - $130,700.00 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.

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

Application Deadline: 11/27/2025 Address: 5230 S Lake Park Ave, Space 5 Job Family Group: Commercial Sales & Service Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: To Boldly Grow the Good in Business and Life. Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate. Proactively develops and executes sales strategies to attract new business clients and expand existing relationships. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Generates appointments and opportunities to grow business results through targeted sales efforts. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Identifies prospective customers and cross-sells additional products and services to meet their needs. Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager. Understands the local market and proactively develops relationships with centres of influence. Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support. Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio. Answers inquiries and provides accurate information about business banking products and services. Understands customer needs and offers financial solutions that meet customer goals. Resolves or escalates issues. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides advice and guidance to assigned business/group on implementation of solutions. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Provides input into the planning and implementation of operational programs. Executes work to deliver timely, accurate, and efficient service. Supports the development and promotion of a business/group program. Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: This opportunity is for the Kenwood or Hyde Park markets of Chicago Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk. Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies. Strong experience with customer sales and service. Technical proficiency gained through education and/or business experience. Verbal & written communication skills- In-depth. Collaboration & team skills- In-depth. Analytical and problem solving skills- In-depth. Influence skills- In-depth. Data driven decision making- In-depth. Salary: $57,500.00 - $106,500.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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

Application Deadline: 11/27/2025 Address: 320 S Canal Street Job Family Group: Commercial Sales & Service Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment. Performs financial analysis and calculations, assesses client creditworthiness, prepares detailed credit summaries, analyses financial performance and risk profiles of clients within the portfolio. Utilizes financial models and analytical tools to assess client repayment capacity and recommend appropriate loan structures and collateral. Supports credit-granting decisions by making recommendations to manager. Supports portfolio monitoring and compliance, within the portfolio to identify deteriorating credit conditions and ensure compliance. Analyses metrics and assesses industry trends to spot risks and opportunities. Supports the negotiation of loan terms and conditions and the structuring of loans that align with client requirements and ensure compliance with the banks risk appetite and policies. Develops proposals to capture new business and expand client relationships. Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners. Structures and supports new, renewal and extension loans aligned with client needs and bank & risk policies Conducts financial analysis and risk assessments of clients' credit information, for an assigned portfolio, to provide insights and make informed decisions Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required. Minimizes BMO's risk exposure by adhering to credit policies, regulatory standards, and operational guidelines. Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded. Escalates issues when needed. Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships. Identifies revenue and cross-selling opportunities to enhance portfolio growth. Identifies share of wallet opportunities. Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. Manages timely and accurate data entry into BMO's systems and leverages the data to support decision-making. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Preferred 3 - 4 years of relevant experience in credit or lending instruments or financial operations in a corporate or banking environment. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. Technical proficiency gained through education and/or business experience. Intermediate level of proficiency: Problem Solving Collaboration Detail-Oriented Analytical Thinking Loan Structuring Regulatory Compliance Portfolio Management Credit Risk Assessment Banking Operations Microsoft Office Advanced level of proficiency: Data analysis tools Financial analysis Salary: $69,000.00 - $127,800.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Industry/Sector Not Applicable Specialism Managed Services Management Level Senior Manager Job Description & Summary At PwC, our people in software and product innovation focus on developing cutting-edge software solutions and driving product innovation to meet the evolving needs of clients. These individuals combine technical experience with creative thinking to deliver innovative software products and solutions. In testing and quality assurance at PwC, you will focus on the process of evaluating a system or software application to identify any defects, errors, or gaps in its functionality. Working in this area, you will execute various test cases and scenarios to validate that the system meets the specified requirements and performs as expected. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Software and Product Innovation team you manage testing and quality assurance within the banking domain. As a Senior Manager, you lead large projects, innovate processes, and promote operational excellence while interacting with clients at a senior level to drive project success. You utilize your knowledge in Oracle Financials and core banking systems to deliver quality results, motivate and coach teams to solve complex problems, and develop top-performing, diverse, and inclusive teams. Responsibilities Engage with clients at a senior level to secure project success Develop and sustain diverse and inclusive teams Foster an environment of continuous improvement and learning Uphold the firm's ethical standards and business conduct What You Must Have Bachelor's Degree 9 years of experience What Sets You Apart Preferred field(s) of study: Computer Engineering Oracle Financials Certification preferred Proficiency in Oracle Finance and Financials Cloud Managing test delivery in banking transformation Skilled in SQL queries and financial data validation Experience with test automation tools like Selenium Knowledge of CI/CD pipelines and DevOps testing Understanding of regulatory requirements like SOX and IFRS Managing and mentoring test teams across locations Travel Requirements Up to 60% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $124,000 - $280,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: Electronic Banking Client Service Officer (Hybrid Eligible: Kansas) Job Description: Summary: Receive and resolve inbound customer calls, emails, and online banking messages regarding all electronic banking needs, including Treasury Management product support. Provides operational support to lobby and bank staff with online banking functions and resolving client requests. Essential Duties and Responsibilities: Respond to heavy call volumes, addressing all customer needs or issues Respond to email and online banking message inquiries Assist clients with any and all online banking needs including Treasury Management product support Assist clients with processing ACH transactions, Wires, P2P payments, Bill Payment, Positive Pay, Remote Deposits, Debit Card Inquiries, and Transaction Disputes Respond to and address various system technical issues Other duties as assigned Qualifications: Strong commitment to customer service Excellent verbal, written and telephone communication skills Ability to communicate and cooperate in a team environment to produce needed outcomes and meet goals Detail-oriented Demonstrate flexibility, versatility, commitment and good judgement Ability to meet multiple deadlines in a fast-paced environment Initiative to solve client issues, utilizing vendors and manuals Able to perform job duties while in a virtual environment Bilingual preferred Supervisory Responsibilities: None Education and/or Experience: 3 - 5 years' experience in the financial services industry or a combination of relevant experience Previous banking experience preferred High school diploma or general education degree Computer and Software Skills: Skilled in operation of a personal computer and mobile devices Microsoft Office Google Mail Google Suite Proficiency in navigating multiple banking systems Certificates, Licenses and Registrations: None Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at hr@enterprisebank.com. Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE.

Industry/Sector Banking and Capital Markets Specialism Industry Tax Practice Management Level Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. Additional Responsibilities: We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs. Custom Orgs: Global LoS: Tax Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Required Fields of Study: Accounting Minimum Years of Experience: 4 year(s) Certification(s) Required: CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates extensive abilities and/or a proven record of success in dealing with tax issues facing multinational US companies or publicly traded entities, especially in the areas of tax consulting and tax reporting and compliance. Demonstrates extensive abilities and/or a proven record of success as a tax technical professional, researching business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Demonstrates extensive abilities and/or a proven record of success with automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Demonstrates extensive abilities and/or a proven record of success in pricing, client value and the negotiation process, including reviewing contracts and finding opportunities to introduce new pricing options.Demonstrates extensiveabilities and/or a proven record of success in identifying and addressing client needs: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Participating in client discussions and meetings actively; Communicating a broad range of Firm services; and, Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Demonstrates extensive abilities and/or a proven record of success in: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Participating in client discussions and meetings actively; Communicating a broad range of Firm services; and, Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Executing corporate planning and compliance, as well as tax accounting and financial reporting, including tax provision preparation, audit and review with the ability to utilize ASC 740 techniques; Demonstrating some technical skills working with tax tools and resources including tax provision and compliance software such as Corptax, OneSource, or other similar platforms; and, Using research methods including but not limited to Westlaw, RIA and CCH. Demonstrates extensive abilities and/or a proven record of success as a team leader: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Participating in client discussions and meetings actively; Communicating a broad range of Firm services; and, Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Executing corporate planning and compliance, as well as tax accounting and financial reporting, including tax provision preparation, audit and review with the ability to utilize ASC 740 techniques; Demonstrating some technical skills working with tax tools and resources including tax provision and compliance software such as Corptax, OneSource, or other similar platforms; and, Using research methods including but not limited to Westlaw, RIA and CCH. Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; and, Providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues. PwC Financial Technology ("FinTech") practice, servicing start-ups, financial services and technology companies with innovative products and offerings, is expanding rapidly with exciting opportunities. Our FinTech dedicated team is looking for a candidate to work closely on clients with the latest technologies and platforms in lending, digital banking, payments, crypto and blockchain, insurance and real estate.We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $99,000 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

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 Environmental Services, Training & Education, Transportation & Logistics, Marketing Services, IT Services, BPO Services, Information Services, Engineering & Construction, Testing, Inspection & Certification, and Rental Service. 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-113145