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IT Project Manager/Scrum Master - Banking and Capital Markets
CrossCountry ConsultingNew York, NY
From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here . We are seeking a highly skilled and experienced IT Project Manager / Scrum Master to join the Risk technology PMO team for managing Market Risk projects. What You'll Do: Serve as the IT PM and Scrum Master for one or more agile teams, ensuring agile practices are followed and understood Facilitate Scrum ceremonies, including daily standups, sprint planning, retrospectives, and sprint reviews Assist in tracking and removing impediments, fostering an environment for high team performance and continuous improvement Manage project scope and timeline Work with product owners to handle backlogs and new requests Resolve conflicts and remove obstacles that occur on a daily basis Ensure deliverables are up to quality standards at the end of each sprint Assist with the planning, tracking, documentation, and status updates for the ongoing projects Collaborate with other project managers to ensure projects are delivered on time and within budget What You'll Bring 7+ years of experience in IT with more than 3 years in financial projects with a domain knowledge of Market Risk, Capital markets or Financial Services Highly Preferred: Hands on Knowledge of concepts and processes of Market Risk Experience in Credit Risk or Liquidity Risk domains will be considered Excellent Stakeholder management Strong Knowledge of Financial Instruments (e.g. Derivatives etc.) Experienced in writing user stories with good acceptance criteria in JIRA Good understanding of Cloud, ETL and Data warehouse concepts with some hands on experience with data analysis Experience with managing JIRA boards, Confluence pages, Excel reporting Good communication and presentation skills Qualifications: Bachelor’s degree in Information Technology, Computer Science, Engineering, or a related field Project Management Professional (PMP) Agile Certified Practitioner (PMI-ACP) Certified ScrumMaster (CSM) Professional Scrum Master (PSM I) SAFe Scrum Master (SSM) #LI-SN1 #LI-Hybrid For applicants located in New York, CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to, skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $98,000 - $206,000 per year + annual bonus + additional benefits. Benefits Summary The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: https://www.crosscountry-consulting.com/careers/benefits/ . Equal Employment Opportunity (EEO) CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace. As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.
Posted 1 week ago

Private Banking Loan Coordinator
Canadian Imperial Bank of CommerceChicago, IL
We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What you'll be doing As a Private Banking Loan Coordinator, you will facilitate the loan process, ensuring smooth and efficient operations. At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. How you'll succeed Loan File Management & Closings: Manage loan files and closings for new and renewal loans, ensuring all necessary documentation is complete and accurate. Work closely with the closing team to review closing packets and ensure proper documents are ready for closing. This includes working closely with the closing team and performing pre- and post-closing reviews. Due Diligence: Performing due diligence throughout the loan process, including conducting verification of customer identity by running OFAC, RAF and other due diligence in order to convert the client from prospect to customer and upload into the system to build the client profile. Monitoring & Reporting: Monitoring and clearing AML loan exception items, as well as tracking other exception reports like document exceptions, reimbursable fees, and past due reports. Pulling EOY reports (1098's and 1099's). Loan Maintenance & Support: Processing a wide range of loan-related transactions, including payments, reversals, accrual adjustments, payoffs, and address changes. This also involves assisting with ticklers, loan receivables, and document exception tracking reports for loans. Information & Document Management: Collecting loan-specific information, retrieving executed documents, coordinating with operational teams, and managing electronic and physical loan files. Place electronic files and documents for existing and potential borrowers in the appropriate credit files and route all originals to the appropriate closer. Loan Portfolio Management & Reporting: Managing and updating loan portfolio tracking queues for new loans and renewals associated with your team of Private Bankers. Communication & Support: Communicate with lenders and Private Banking Client Service team assisting with questions relating to Commercial and Consumer loans. Adjustments: Accurately process adjustments for payments and ACH requests in a timely matter when needed. Project Assistance: Providing support for departmental projects as needed. Who you are You possess a Bachelor's Degree (preferred). You have 2-5 years of experience within the financial services industry, ideally with experience supporting HNW and UHNW clients. You have experience with loan processing and are familiar with loan documentation. You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity. You are proficient in Microsoft Office with a heavy emphasis on Excel, Adobe Acrobat, and PowerPoint You understand high net worth and ultra-high net worth client profiles and typical product offerings. You possess knowledge of federal and state regulatory requirements. You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision-making. You have strong organizational skills, with the ability to manage multiple assignments and priorities. You're motivated by collective success. You know that teamwork can transform a good idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life. You give meaning to data. You enjoy investigating complex problems and making sense of information. Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability. You are a strong communicator (oral and written). California residents - your privacy rights regarding your actual or prospective employment At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $65,000 - $75,000 for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members. This position does not offer visa sponsorship What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. Subject to plan and program terms and conditions What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location IL-120 S LaSalle St Employment Type Regular Weekly Hours 40 Skills Analytical Thinking, Business, Client Service, Client Support, Communication, Credit, Customer Experience (CX), High Net Worth Individuals, Post-Sales Support, Private Banking, Product Knowledge
Posted 1 week ago

Customer Service Supervisor, Retail Banking (Madison Park - Seattle, WA)
HomeStreet, IncSeattle, WA
Salary Range: $23.27 - $34.90 (Depending on knowledge, skills, abilities and location. Certain level jobs may be eligible for bonus, commission, and/or equity awards.) Posting Date: July 28, 2025 This job will be open and accepting applications for a minimum of three days from the date it was posted. Benefits* worth writing home about: Medical, dental, and vision coverage for employees and their families Life, disability and family Leave 401(k) and Roth 401(k) with employer match Wellness program, employee assistance program, "Commute Trip Reduction" (CTR) and various employee discounts Generous vacation, sick leave, 11 paid holidays, and 16 hours of paid leave every year for community service work Free employee checking account and employee home loan discounts For eligible employees averaging 20 or more hours per week. EO/AA Employer including Vets and Disabled. Qualified applicants with arrest and conviction records will be considered in accordance with legal requirements. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy. California applicants may click this link Fair Chance Ordinance for Los Angeles County to see additional information. Job Description Summary: POSITION SUMMARY: Serves in a leadership capacity to assist branch manager in motivating and supporting Customer Service Representative (CSR) staff to participation in branch sales efforts, exemplary customer service, and sound branch operations. In conjunction with Branch Manager: Responsible for scheduling, supervising and coaching Customer Service Representative (CSR) staff, managing paying, receiving and new account operations, and ensuring branch regulatory compliance. Models exemplary sales and service skills and coaches team to explore customer needs and sell appropriate bank products and services, including referrals to other business units. May provide remote approvals for overrides to other branch locations. Resolves customer issues. Actively interacts with internal support areas. Job Details: ESSENTIAL FUNCTIONS: Leadership Activities Works with Branch Manager to coach CSR staff for improved job performance, assists manager with performance reviews and develops individual performance goals. Provides input on hiring and termination activities Positively recognizes staff for exceptional customer service, sales, and operations Actively engages staff to cultivate and encourage professional development Develops strong internal partnerships with support teams, marketing and other sales production areas Provides sales and service training targeted to branch needs and specific development goals of CSR staff Works with Branch Manager to set team goals and motivates staff to success Presents at staff meetings and may conduct offsite presentations such as Financial Literacy Training and Bank at Work presentations Sales Activities Actively profiles new and existing clients, ensuring appropriate sales of bank deposit and lending products. Actively initiates partner referrals when appropriate to client needs. Works with branch manager to motivate and coach CSR staff to desired production levels. Assists Branch Manager with sales programs to generate targeted branch deposit growth Works closely with Branch Manager on business customer prospecting / business development, including outside calling Branch Operations Activities Schedules CSR staff to ensure appropriate lobby coverage Works with CSR staff to ensure effective lobby management and a positive customer experience Keeps CSR staff current with operational standards and procedures, performs and reviews internal audits, ensuring adherence to policies and procedures Maintains branch security by coaching and training staff in security procedures. Ensures controls are maintained over items such as keys, combinations, security signals and cash limits. Determines rejects /returns in adherence with guidelines determined by Retail Leadership As needed, assists customers with paying and receiving activities and account servicing, always remaining vigilant to support of customer needs. Ensures appropriate assignment of ATM servicing and cash vault duties, may assume these duties. May provide remote approvals to CSR staff at other branch locations Service Activities Consistently models exemplary customer service Coaches CSR staff to enhanced customer service levels Actively listens to clients and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact and diplomacy while maintaining fiscal responsibility Partners with Branch Manager to perform customer retention activities. Participates in a minimum of 2 community involvement activities per year Works with Branch Manager and Marketing team to determine sponsorship opportunities each year. REQUIREMENTS: Minimum of 5 years job experience as a Senior CSR/New Accounts Representative or equivalent, plus demonstrated leadership ability in an operations area related to Bank or retail operations. Professional staff development, performance management, training, and employee counseling skills are preferred. Proven ability to lead and develop a team is preferred. Proven history of negotiation and influencing skills. Proven sales techniques and sales management skills. Technical skills and experience to operate teller software, Word, Excel, and other bank-related computer programs. Strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner. Must be a self-starter, dependable, able to work within deadlines under pressure. Must possess excellent judgment, and the ability to accept responsibility and handle confidential information. Ability to work quickly and accurately, to analyze information and make decisions. High school diploma or equivalent. Requires ability to operate teller and office equipment including computers, adding machines, telephones, typewriters, copy machines, fax machines, electronic credit card authorization terminals, and security devices. Requires physical exertion of up to 10 pounds of force occasionally (1/3 of the time) and a negligible amount of force frequently (up to 2/3 of the time) to lift, carry, push, pull or otherwise move self or objects. Frequent (up to 1/2 of the time) sitting. Walking, standing, bending and reaching occasionally and for brief periods of time. This Position Description may not be limited to the Functions and Requirements as outlined, now or in the future. For example, changes in corporate needs, position demands, or individual performance may result in changes to the Functions or Requirements of this position. Area: Customer Service (Sales)
Posted 4 days ago
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Banking Center Manager II
First Horizon Corp.Cary, NC
Location: On site at location listed in job posting. Schedule: Monday- Friday 9:00AM to 5:00 PM Summary If you're a natural leader and want to lead a team at a strong company with exceptional support, then you'll want to be one of our banking center managers! You will immerse yourself in the community, build and maintain client relationships, and oversee all banking center functions to lead your team's success. Key Responsibilities Include Business development of market area through proactive sales calls and networking to meet or exceed all consumer and business loans, deposits and fee income goals. Involvement in the local market/community through civic organizations or community groups. Ensure that personnel are trained and motivated to attain high quality customer service standards and profit goals through proactive sales. In conjunction with support groups such as retail administration for retail branch managers, develop, identify and implement activities within the branch market area. Ensure that appropriate staffing is maintained at all times to provide high quality customer service levels. Regularly monitor the efficiencies of production standards. Ensure that regulatory compliance standards are met. Responsible for controlling operational and administrative expenses. Responsible for resolving all customer service problems. Responsible for representing the company in a professional manner at all civic and community affairs. Qualifications Include Bachelor's degree 5+ years of retail banking experience 1-2 years related experience or an equivalent combination of education and experience Experience with Microsoft Word, Excel, and Outlook As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
Posted 3 days ago

Relationship Banking Associate
NBT BankAmherst, NY
Pay Range: $17.50 - $19.62 The role of the Relationship Banking Associate is to deliver high quality customer service and responsiveness to ensure fulfillment and satisfaction of both internal and external customers. This individual will be responsible for the efficient and timely processing of routine transactions and other related services accurately in accordance with policy and procedures. This individual will be responsible for identifying and referring sales opportunities to the appropriate business partner or line of business that will help fulfill the customer's need(s). This interaction may be in person or over the telephone. The Relationship Banking Associate will provide support for basic consumer deposit account opening as required. Education and Experience: High School Diploma or Equivalent Minimum one year experience in related banking positions or equivalent sales/customer service experience Skills and Abilities: Excellent listening & communication skills Ability to approach, identify and have conversations with customers and identify needs and opportunities Organizational, interpersonal and customer relations skills which also includes problem solving and decision-making skills Ability to function in a fast paced, ever-changing environment Ability to work well with people as a team Proficient computer skills Tasks Performed: 65% Processes routine transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures. Performs various administrative duties as assigned including maintaining records, preparing a variety of forms & reports and daily vault balancing. Engages in referral and relationship management in accordance with established objectives and goals. Provides support for new deposit account opening as required. Will adhere to security measures and controls to minimize any potential losses to the company. 25% Identify customer opportunities through interactive and consultative conversations to assess and address the needs of the customer. Provides services to customers, including but not limited to basic deposit account opening and referring customers to the appropriate business partners when necessary. Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads. Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness. Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner. 5% Participates in community events that support efforts with the Community Reinvestment Act CRA. 5% Performs other duties as assigned and required. Physical Requirements: Communicate effectively with internal and/or external customers Stationary 50% of time Move about within or between locations Bend, Twist, Crouch, Squat Move Objects to Maximum 20 lbs Benefits for Full-Time Employees: Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. Parental Leave: Six weeks of paid leave at 100% of your salary. Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Flexible Spending Accounts: For healthcare and dependent care expenses. Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. Adoption Assistance: Supporting your growing family. Tuition Reimbursement: Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+ Hours/Week: Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Generous Parental Leave: Six weeks of paid leave at 100% of your salary. Benefits for All Part-Time Employees: Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future Paid Sick and Safe Leave: For your health and safety. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.
Posted 2 weeks ago

Senior Counsel, Open Banking
MasterCardAtlanta, GA
Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Senior Counsel, Open Banking Overview: Mastercard is searching for a technology and transactional lawyer to provide product development and commercial sales legal support and counsel to the Mastercard Open Banking Americas team. The role will act as an advisor for Mastercard Open Banking's product and sales teams by partnering with the business to deliver on commercial objectives and strategy. The role will report to the Vice President for the Mastercard Open Banking Americas legal team. Role: The key responsibilities for the role include: Provide legal and business risk assessment and analysis on matters including new product constructs, sales agreements and go-to-market strategies related to Mastercard's open banking products in the Americas. Advise from the concept through development to launch stage and beyond of various solutions and services. Structure, draft, review, and negotiate a wide range of contracts with various partners in the open banking ecosystem. Provide legal advice to the business on a wide range of commercial and contractual matters. Collaborate with product and legal teams (including regulatory, compliance, and data privacy) to advise holistically on product constructs and commercial agreements to ensure that they are consistent with business strategy, internal policies and procedures and applicable laws and regulations. Work with internal and external regulatory counsel relating to the impact of local laws, government regulations and directives relating to Mastercard's open banking solutions. Develop strong relationships with product development, business and sales teams, and senior management within the company. Ensure compliance with company policies and procedures. Support initiatives of the open banking team in Americas and globally; provide support to international colleagues as needed. Take responsibility for special projects while continuing to handle a steady stream of day-to-day matters. All About You US qualified lawyer with solid transactional training and experience (preferably including both law firm and in-house work experience). Experience with product development and open banking or other regulated products is a specific plus. Strong drafting and negotiating skills with the ability to understand and simplify complex concepts, issues, technologies, and deal structures. Keen business insight and strong communication skills to interact confidently and effectively. Fast learner who can gain rapid familiarity with complex and evolving products and solutions and navigate complex legal and regulatory challenges. Thorough and detail-oriented, able to prioritize, and juggle multiple projects and demands. Team player and willing to take on a variety of responsibilities and roles that support the team, department and the company. Able to work independently and collaboratively, including with our global colleagues, but also take direction from manager and other team members, as appropriate. Pay Ranges Purchase, New York: $187,000 - $300,000 USD Arlington, Virginia: $187,000 - $300,000 USD Atlanta, Georgia: $163,000 - $261,000 USD Boston, Massachusetts: $187,000 - $300,000 USD Chicago, Illinois: $163,000 - $261,000 USD O'Fallon, Missouri: $163,000 - $261,000 USD Salt Lake City, Utah: $163,000 - $261,000 USD San Francisco, California: $196,000 - $313,000 USD Seattle, Washington: $187,000 - $300,000 USD Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary based on location, experience and other qualifications for the role and may be eligible for an annual bonus or commissions depending on the role. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance), flexible spending account and health savings account, paid leaves (including 16 weeks new parent leave, up to 20 paid days bereavement leave), 10 annual paid sick days, 10 or more annual paid vacation days based on level, 5 personal days, 10 annual paid U.S. observed holidays, 401k with a best-in-class company match, deferred compensation for eligible roles, fitness reimbursement or on-site fitness facilities, eligibility for tuition reimbursement, gender-inclusive benefits and many more. Pay Ranges Purchase, New York: $187,000 - $300,000 USD Arlington, Virginia: $187,000 - $300,000 USD Atlanta, Georgia: $163,000 - $261,000 USD Boston, Massachusetts: $187,000 - $300,000 USD Chicago, Illinois: $163,000 - $261,000 USD O'Fallon, Missouri: $163,000 - $261,000 USD Salt Lake City, Utah: $163,000 - $261,000 USD San Francisco, California: $196,000 - $313,000 USD Seattle, Washington: $187,000 - $300,000 USD
Posted 6 days ago

Member Of Technical Staff, Banking Solutions
Anchorage DigitalNew York, NY
At Anchorage Digital, we are building the world's most advanced digital asset platform for institutions to participate in crypto. Anchorage Digital is a crypto platform that enables institutions to participate in digital assets through custody, staking, trading, governance, settlement, and the industry's leading security infrastructure. Home to Anchorage Digital Bank N.A., the only federally chartered crypto bank in the U.S., Anchorage Digital also serves institutions through Anchorage Digital Singapore, Porto by Anchorage Digital, and other offerings. The company is funded by leading institutions including Andreessen Horowitz, GIC, Goldman Sachs, KKR, and Visa, with its Series D valuation over $3 billion. Founded in 2017 in San Francisco, California, Anchorage Digital has offices in New York, New York; Porto, Portugal; Singapore; and Sioux Falls, South Dakota. Learn more at anchorage.com, on X @Anchorage, and on LinkedIn. As a member of the Banking Solutions team, you will be responsible for implementing and maintaining innovative products, in a highly collaborative team, that empowers Anchorage's NeoBank functionality. The crypto industry is one of the most exciting industries in tech today, and it is constantly changing! At Anchorage Digital, we are building foundational technology to help the crypto industry evolve in a safe, regulated and highly secure manner, which we believe is essential for maximizing the potential of this exciting industry We have created the Factors of Growth & Impact to help Villagers better measure impact and articulate coaching, feedback, and the rich and rewarding learning that happens while exploring, developing, and mastering the capabilities and contributions within and outside of the Member of Technical Staff role: Technical Skills: Participate in task breakdown, estimation, design, implementation and maintenance of the team Write, review, test, and document code according to Anchorage's engineering and team standards, and practices. Dive deep into complex, ambiguous problems, formulate elegant and practical solutions. Review other developer's code to ensure consistency, reduce errors and share context across the engineering team. Complexity and Impact of Work: Drive work independently, lead or significantly contribute to medium-to-large projects or processes, usually multi-person interdepartmental or cross-functional projects, including leading from end-to-end with little oversight and coordinating activities of other team members. Use ability to break down large projects into smaller tasks, and accurately estimating the time and scope of projects. Articulate effectively the different options considered, analyze trade-offs, justify and recommend priorities. Foster an efficient deterministic testing culture, with an emphasis on minimizing tech debt. Organizational Knowledge: Ensure that knowledge is shared among the team and do not position yourself or others as a single point of failure. Collaborate cross-functionally within the team and other teams at Anchorage Digital. Monitor the development of the company objectives and/or trends that may affect its capacity to succeed. Communication and Influence: Mentor and guide others on the team within their area of specialization or domain, and help others understand the strategic goals of Anchorage and how their work relates to these. Communicate outside team boundaries to solve problems, network with other teams, and establish positive working relationships in other disciplines and domains. You may be a fit for this role if you: Have demonstrated experience managing, mentoring, and growing a geographically distributed team. Have real world experience building complex distributed systems. We mostly use Go, however languages can be learned. We really care about your engineering and management skills more than any specific language or framework. Enjoy building services from scratch and supporting them over a meaningful period of time. Genuinely care about code quality and test infrastructure. Prioritize end-user experience and business value over "cool tech." Have developed "computer science fundamentals", i.e. concurrency, algorithms, and data structures (Formal CS degree NOT required). Self describe as some combination of the following: creative, humble, ambitious, detail oriented, hard working, trustworthy, eager to learn, methodical, action oriented, and tenacious. Although not a requirement, bonus points if: You have experience with applied cryptography. In your mind the word "crypto" stands for cryptography, not cryptocurrency. You read blockchain protocol white papers for fun, and stay up to date with the proliferation of cryptoasset innovations. You have a background in the finance industry. You have professional experience with Go/Rust/TypeScript/Solidity. You are familiar with optimistic & zero-knowledge tech. Compensation at Anchorage Digital: Compensation at Anchorage Digital is market-driven and data-informed. All full-time employees receive a market-leading salary, meaningful equity, and a generous perks and benefits package. Compensation Range: $176,000-$255,000 - this salary range may be inclusive of multiple regional locations and job grades. This compensation range will be narrowed during the interview process based on skills, abilities, and experience required. We partner with third party firms annually to verify equity, cash, benefits, and perks benchmarks. Benefits: Anchorage Digital is proud to provide market-leading benefits and perks to our employees. We are only 1% of companies who offer 100% health, dental, and vision coverage for you and your dependents. This means no monthly out-of-pocket premiums for you or your family. We offer a wide range of benefits to our employees globally. You can learn more about our culture and perks and benefits here. About Anchorage Digital: Who we are The Anchorage Village, what we call our team, brings together the brightest minds from platform security, financial services, and distributed ledger technology to provide the building blocks that empower institutions to safely participate in the evolving digital asset ecosystem. As a diverse team of more than 300 members, we are united in one common goal: building the future of finance by providing the foundation upon which value moves safely in the new global economy. Anchorage Digital is committed to being a welcoming and inclusive workplace for everyone, and we are intentional about making sure people feel respected, supported, and connected at work-regardless of who you are or where you come from. We value and celebrate our differences and we believe being open about who we are allows us to do the best work of our lives. Anchorage Digital is an Equal Opportunity Employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or veteran status. Anchorage Digital considers qualified applicants regardless of criminal histories, consistent with other legal requirements. "Anchorage Digital" refers to services that are offered either through Anchorage Digital Bank National Association, an OCC-chartered national trust bank, or Anchorage Lending CA, LLC a finance lender licensed by the California Department of Financial Protection and Innovation, License No. 60DBO-11976, or Anchorage Digital Singapore Pte Ltd, a Singapore private limited company, all wholly-owned subsidiaries of Anchor Labs, Inc., a Delaware corporation. Protecting your privacy rights is important to Anchorage Digital, and we work to maintain the trust and confidence of our clients when handling personal or financial information. Please see our privacy policy notices here.
Posted 3 weeks ago
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Credit Analyst, Mid-South Commercial Banking
First Horizon Corp.Memphis, TN
Locations: On site at location listed Summary: The Credit Analyst position involves underwriting/analyzing commercial loans and assisting Portfolio Managers and Relationship Managers in managing customers' relationships. This position is within the Commercial Lending team. Work will be completed within a production-based environment and includes: financial statement and tax return spreading into Bank software or templates, creating and updating loan requests in the Bank's loan production software, financial credit analysis, underwriting support, covenant monitoring, and industry research for commercial lending prospects/clients. Key Responsibilities: Preparing credit analysis including review/analysis of real estate and C&I loans-specific market information and financial statements for commercial borrowers, guarantors and prospects. Working proactively to ensure both production and analyst tasks are prioritized appropriately and completed in a timely manner. Specific tasks include: financial statement spreading; completing financial analysis documents; updating and creating new requests, modifications, renewals and annual reviews; tracking and completing covenant monitoring; completing industry research; and having a strong understanding of loan policy. Specific skills and analytical tools that may be necessary include: the ability to understand and provide commentary on Company Financial performance; review and provide analysis on leases, appraisals, budgets, projections, guarantor documents, tax returns, cash flows, financial ratios, trends and debt repayment capacity. Participating in approval conversations with management and credit partners to justify and explain information in the analysis when warranted. Analyzing and preparing complex credit approval documentation in FHB's approval system. Credit Approval Documentation includes loan terms, collateral, entering covenants, determining bank's credit exposure, and loan grade inputs. Responsible for working with Portfolio Managers to monitor and manage assigned commercial loan portfolios. This responsibility includes tracking covenants, recording financial statements, and monitoring company performance against expectations. Credit Analyst is responsible not only for accurate calculations and inputs but also for thoughtful implementation of policies, procedures, and guidelines. Participating in internal credit conversations with PMs, RMs Credit Risk Managers and senior management and in external meetings with clients and prospects. Participating in special projects and assignments and performs other duties assigned. CA's must demonstrate consistently high level of ownership in line of business and team initiatives, flexibility in responding to RM/PM/senior management and client deadlines, extreme level of detail and follow-through, and independence within the role to assist in achieving business goals. Qualifications Include: Bachelor's degree (B.A.), preferably in Accounting, Finance or Business or equivalent in specific work experience Related experience in the credit analyst role, Financial Services, Banking Industry, Credit Analysis, Loan Review or similar background preferred. Good fundamental understanding of general bank operations, financial analysis, and the lending process Strong computer skills required with the following programs: Word, PowerPoint and Outlook and proficient skills with Excel Ability to read and listen, understand and communicate information and ideas in a clear and understandable manner, both orally and in writing with senior executives, business unit management and staff, state and federal regulators and officials and significant business partners Ability to read, analyze and interpret financial reports and legal documents; performs simple to complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals About Us First Horizon Corp. (NYSE: FHN), with $82.6 billion in assets as of September 30, 2024, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Corporate Diversity Commitment: We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do. Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
Posted 30+ days ago

Senior Digital Product Manager - Small Business Banking
US BankIrving, TX
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 Digital Product Managers at U. S. Bank are customer obsessed in defining and delivering the strategy and vision required for digital experiences to stay ahead of constantly evolving economic, competitive, technological, and customer needs. As a Digital Product Manager, you will: Ensures a data-driven approach to prioritize "building the right thing" that maximizes results for both end users and internal business partners. Relentlessly focused on ongoing measurement and optimization of digital experiences that support seamless self-service and human-assisted customer interactions. Advocates for reusability of capabilities to drive cost-effective scale and speed to market. Leverage market and competitive insights, customer needs, and internal business priorities to establish a digital product vision. Vision includes definition of best-in-class, future-state user experience journey and role of experience in delivering competitive differentiation. Align digital product vision across other enabling functions to establish an integrated delivery roadmap. Regularly re-evaluates priorities during planning to optimize capacity against user and business value creation. Leverages OKRs (Objectives and Key Results) to drive roadmap priorities. Integrate digital products, platforms and capabilities to drive business value through an enhanced user experience. Advocates for the reusability and modernization of digital platforms and capabilities across the enterprise to improve speed to market, operational efficiency, risk / compliance adherence. Drives digital product development by actively managing the roadmap through the agile delivery lifecycle. Leverages Discovery to evaluate the best, most valuable ideas with customer centricity skillset. Enable the cross-channel strategy (e.g., web, mobile, voice, in person etc.) by delivering integrated digital solutions that drive adoption, engagement and growth across both digital and human customer interactions. Identifies initial and ongoing digital product-market fit through partnering with cross-functional teams to deliver best-in-class research deliverables such as research briefs, personas, story maps, prototyping, product chartering, and mapping experiences. Develops north star metric (NSM) to connect business outcomes to customer value and unify the team and stakeholders against a singular goal. Continuously measures actual results against target NSM to manage performance and drive progress against product vision and strategy. Leverage NSM and leading indicators to optimize execution and ensure teams remain focused on highest value work. Basic Qualifications Digital Product Management experience Preferred Skills/Experience Expertise on the critical interdependencies among product model system elements that help and hinder performance; ability to plan and design solutions that synchronize resources to achieve business results using business metrics, key performance indicators, design systems, service blueprints, and reusability Ability to anticipate shifting market priorities, internal and external customer needs in a manner that consistently adds value Strong customer centricity to implement strategies and techniques used to ensure that customers have a positive experience with the organization's products and services at every touch point Knowledge of technical aspects of software products; ability to design, configure and integrate technical aspects of software products Knowledge of processes, tools and techniques for assessing and controlling an organization's exposure to risks of various kinds; ability to apply knowledge of risk management appropriately to diverse situations Preferred skills: product PnL, product strategy, vision and planning, digital products and platforms, product discovery, product build and development, agile ways of working, channel alignment and management, adoption, customer experience research, insight and execution, go to market and sales channels, performance measurement and optimization, marketing and analytics About the team/product: This Sr. Product Manager role supports our Business Banking .com experience. You'll be a product owner and dedicated business line partner driving the strategy, roadmap, and execution of digital initiatives that enhance customer consideration, and conversion and, engagement. 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: $133,365.00 - $156,900.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
Posted 1 week ago

Relationship Banking Associate
NBT BankMarathon, NY
Pay Range: $17.50 - $19.62 The role of the Relationship Banking Associate is to deliver high quality customer service and responsiveness to ensure fulfillment and satisfaction of both internal and external customers. This individual will be responsible for the efficient and timely processing of routine transactions and other related services accurately in accordance with policy and procedures. This individual will be responsible for identifying and referring sales opportunities to the appropriate business partner or line of business that will help fulfill the customer's need(s). This interaction may be in person or over the telephone. The Relationship Banking Associate will provide support for basic consumer deposit account opening as required. Education and Experience: High School Diploma or Equivalent Minimum one year experience in related banking positions or equivalent sales/customer service experience Skills and Abilities: Excellent listening & communication skills Ability to approach, identify and have conversations with customers and identify needs and opportunities Organizational, interpersonal and customer relations skills which also includes problem solving and decision-making skills Ability to function in a fast paced, ever-changing environment Ability to work well with people as a team Proficient computer skills Tasks Performed: 65% Processes routine transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures. Performs various administrative duties as assigned including maintaining records, preparing a variety of forms & reports and daily vault balancing. Engages in referral and relationship management in accordance with established objectives and goals. Provides support for new deposit account opening as required. Will adhere to security measures and controls to minimize any potential losses to the company. 25% Identify customer opportunities through interactive and consultative conversations to assess and address the needs of the customer. Provides services to customers, including but not limited to basic deposit account opening and referring customers to the appropriate business partners when necessary. Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads. Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness. Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner. 5% Participates in community events that support efforts with the Community Reinvestment Act CRA. 5% Performs other duties as assigned and required. Physical Requirements: Communicate effectively with internal and/or external customers Stationary 50% of time Move about within or between locations Bend, Twist, Crouch, Squat Move Objects to Maximum 20 lbs Benefits for Full-Time Employees: Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. Parental Leave: Six weeks of paid leave at 100% of your salary. Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Flexible Spending Accounts: For healthcare and dependent care expenses. Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. Adoption Assistance: Supporting your growing family. Tuition Reimbursement: Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+ Hours/Week: Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Generous Parental Leave: Six weeks of paid leave at 100% of your salary. Benefits for All Part-Time Employees: Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future Paid Sick and Safe Leave: For your health and safety. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.
Posted 30+ days ago

Banking Center Associate II
Jackson County BankGreenwood, IN
Apply Description Performs a variety of duties to provide extraordinary customer service at a lobby workstation and/or a drive-thru workstation. These duties include the receiving, paying out and the keeping of accurate records for all the monies involved in paying and receiving transactions. Responsible for scanning daily work, balancing and maintenance of banking center's ATM and vault as assigned. Provide customer services on the banking floor including but not limited to opening and maintaining deposit accounts. Establishes and maintains good customer relations with present customers to retain and expand existing banking relationships and solicits new business from non-customers in the areas of Deposit, Loan and Trust products and services. Serves as backup to the Assistant Banking Center Leader (ABCL) as assigned. Requirements High school diploma or GED equivalent required. Banking experience preferred. Minimum of 2 years of banking or related experience preferred. Previous teller and/or sales experience preferred.
Posted 1 week ago

Investment Banking Associate, Technology
Keybank National AssociationCharlotte, NC
Location: 5935 Carnegie Boulevard - Charlotte, North Carolina 28209 Job Description The Associate in KeyBanc Capital Markets' (KBCM) actively work with industry bankers and product groups in cross-functional teams originating and executing a wide variety of advisory and public/private capital mandates. Associates act as the primary day-to-day contact for execution support, including; financial statement analysis and model development, valuation analysis, industry research, and the preparation of various presentations and documents including information memorandums, management presentations, industry white papers, etc. Associates play a central role coordinating the activities of all team members. Primary responsibilities include supporting senior bankers in developing junior analysts and helping with special projects to further develop the practice. An Associate in KBCM enjoys a unique developmental opportunity as junior bankers have the opportunity for far greater responsibility and recognition than at other investment banks. Responsibilities Performs other duties as assigned; duties, responsibilities and/or activities may change, or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Qualifications Three years of relevant experience in Technology investment banking Experience in managing and training junior investment bankers Strong educational background with a Bachelors Excellent business writing and financial analysis skills Proven ability to work well in a fast-paced team environment Outstanding work ethic Must be willing to travel when necessary Series 79 and 63 licenses preferred COMPENSATION AND BENEFITS Equal Pay Posting Language This position is eligible to earn a base salary in the range of $175,000 to $200,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 09/01/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
Posted 1 week ago

Investment Banking Vice President, FIG & Risk Advisory - New York City
MoelisNew York, NY
We are passionate about our business and our culture, and are seeking individuals with that same drive. At Moelis, Vice Presidents are part of a unique culture valuing partnership, passion, optimism and hard work. We are currently seeking an experienced Vice President to join our Financial Institutions Group (FIG) and Risk Advisory financial advisory practice in New York. Moelis Vice Presidents are expected to assume significant levels of responsibility requiring intellectual curiosity, leadership and analytical aptitude. The day-to-day responsibilities of a Vice President include: financial analysis and modeling, managing a team, preparing client presentations and interacting with senior bankers and clients. A sophisticated level of interpersonal skill is required. Ideal candidates must also possess: Excellent analytical and presentation skills Knowledge of basic accounting and financial concepts; ability to analyze and value businesses Experience in Investment Banking (corporate finance/M&A) or equivalent A drive for results, and ability to perform well under pressure and against tight deadlines Team player mentality, and ability to effectively interact with a wide variety of internal groups and clients Strong multi-tasking skills Exceptional Microsoft Office suite (Excel a must) and financial reporting skills Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred Expected Salary Range: USD $250,000 We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
Posted 30+ days ago

Investment Banking, Energy Tax Credit Investments Manager
Baker Tilly Virchow Krause, LLPChicago, IL
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: As a Manager in the Energy Credit Syndications Group on the Development & Community Advisory team you will work closely with an experienced team of energy transaction specialists to help investor clients deploy capital, growing the Baker Tilly tax credit Investment and syndications practice. This team member will be responsible for origination and underwriting tax investments and monetizations for Baker Tilly's energy tax credit syndication practice. Extensive knowledge and experience regarding asset funding within the renewable energy industry is required to perform this job. The role requires an experienced professional with investment banking or financial advisory experience who can identify, collect, and integrate information from disparate sources, develop cogent advisory strategies, and communicate effectively. The work will be complex and varied, so independent judgment and discretion are required. What you will do: Pursue investment opportunity leads for new clients and successfully close the sale of new business Staff management and people development; supervising and coordinating activities of other team members Participation in capital raising process; continued development and management of ongoing relationships with institutional funding parties focused on clean energy industry (transfer credit, tax equity, mezzanine, equity, etc.). Management of market clearing activity to obtain the most competitive terms for clients. Support and enhance internal operations, facilitating workflows ensuring optimal client experience Perform as an industry leader internally and externally, representing Baker Tilly and the clean energy finance profession through speaking engagements, internal and external assignments, and client interactions as well as through active participation in relevant professional and community organizations Work collaboratively with Baker Tilly advisory teams serving the clean energy industry to appropriately leverage competencies to serve client needs while growing the firm's presence in the clean energy and tax credit syndication industries. Project management including defining work programs and project plans, timelines and budgets Effective execution of special projects and all other duties as assigned Successful candidates will meet the following requirements: Bachelor's degree in finance, accounting, economics, engineering or a related field MBA or Master's degree in a related field preferred A minimum of 3 years of directly related transaction experience in the field of renewable energy finance, with the demonstrated ability to negotiate and close numerous, large, complex transactions and syndication funds concurrently Experience financially structuring, Excel modeling, and deploying capital from institutional and high net worth investor sources Demonstrated leadership in the clean energy industry and/or the finance industry The highest levels of technical competence in transaction structures required to monetize tax credits and related tax benefits High level of ethics, teamwork, and commitment to excellence in work Proven effective oral, written, and interpersonal skills, and requisite computer software skills appropriate to the specific field Proven organizational and problem-solving skills A sense of urgency and a commitment to timely completion of projects and transaction closings Attention to detail alongside commitment to quality and confidentiality Ability to work extended hours as needed, and the ability to travel including overnight as necessary. The compensation range for this role is $124,910 to $236,800. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location."
Posted 30+ days ago

Investment Banking Vice President, Consumer & Retail - New York
MoelisNew York, NY
We are passionate about our business and our culture, and are seeking individuals with that same drive. We are seeking an experienced Vice President to join our Consumer and Retail team in New York. PRIMARY RESPONSIBILITIES Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing REQUIRED SKILLS & EXPERIENCE Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills Ability to effectively adapt to and address changing client and firm needs EDUCATION Bachelor's degree (or foreign equivalent) in Business or related field plus seven years of progressively responsible, post-baccalaureate experience as Business Analyst, Client Relationship or Management Associate Masters Degree in Business or related field strongly preferred Expected Salary Range USD $250,000 We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
Posted 3 weeks ago

Business Banking Relationship Manager
Commerce BankSaint Joseph, MO
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Annual Salary: $70,500.00 - $139,000.00 (Amount based on relevant experience, skills, and competencies.) About This Job This position involves both the comprehensive management of existing commercial relationships as well as soliciting new business opportunities with assigned customers and targeted prospects. Although it can vary by market, targeted companies generally include those with annual sales of up to $150MM. Essential Functions Participate in outreach activities with assigned customers and target prospects with the objective to acquire new business Serve as the primary advisor for an assigned portfolio of diverse and complex commercial relationships and ensure a high level of customer satisfaction and retention Coordinate with product partners to cross-sell a full range of products and services Critically review and analyze portfolio to reduce risk and enhance profitability Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensure adequate loan documentation, and analyze industry/credit risk Facilitate the resolution of customer problems and engage product experts as needed Participate in community and business functions/groups to ensure a positive image for the Bank and establish referral contacts within the marketplace Ensure compliance with all Bank policies, procedures, regulations, and laws Perform other duties as assigned Knowledge, Skills & Abilities Required Basic knowledge of full range of commercial products, credit policies, procedures and terminology Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements Basic strategic, analytical, problem-solving skills and credit analysis skills Basic persuasive and negotiation skills with strong sales skills Some independent decision-making skills, but requires regular management oversight Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Intermediate level proficiency with Microsoft Word, Excel and Outlook Education & Experience Bachelor's degree or equivalent combination of education and experience required 1+ years of commercial banking experience required For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report. For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record. Level of role is determined by knowledge, experience, skills, abilities, and education For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Business Banking Relationship Manager I, II, and III job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $70,500 to $139,000 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 328 Felix St, St. Joseph, Missouri 64501 Time Type: Full time
Posted 30+ days ago

Investment Banking Analyst | Financial Services
Houlihan LokeyNew York, NY
Business Unit: Corporate Finance Industry: Financial Institutions 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. Financial Services Group Houlihan Lokey's Financial Services Group is a recognized leader in M&A, financial advisory, valuation, and financial restructuring services to the financial services industry. With more than 80 investment bankers, Houlihan Lokey's Financial Services Group is the largest dedicated financial services investment banking group of any independent investment bank. As a leading M&A advisor, Houlihan Lokey's Financial Services Group covers virtually every segment of financial services, including: (i) specialty finance, (ii) insurance, (iii) asset and wealth management, (iv) broker-dealers and capital markets, (v) banking and depositories, and (vi) mortgage and related services. Job Description Senior Analysts are primarily responsible for the creation and oversight of financial models, marketing collateral, and client presentations, in addition to performing research and various analyses in support of new business generation and the execution of M&A transactions. Senior Analysts are afforded meaningful responsibility and are generally members of four-person deal teams comprising a Managing Director, Vice President, Associate, and Financial Analyst. 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. Senior Analysts are given substantial responsibility and are encouraged to help us grow our business. Basic Qualifications 2 years of Investment Banking, corporate finance, or transaction advisory services experience Advanced knowledge of accounting and finance Undergraduate degree 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 sell side experience Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000.00-$130,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-115314
Posted 3 weeks ago

Banking & Capital Markets Tax Senior Associate
PwCFlorham Park, NJ
Industry/Sector Banking and Capital Markets Specialism Industry Tax Practice Management Level Senior Associate Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs Minimum years experience required 2 year(s) Minimum Degree Required Bachelor Degree Required Field(s) of Study Accounting Additional Educational Requirements Job seekers must demonstrate all of the minimum requirements are met for CPA licensure per respective state regulations Preferred Qualifications Certification(s) Preferred CPA or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure, or Member of the Bar. Basic Qualifications Preferred skills Demonstrates thorough knowledge and/or a proven record of success in tax issues affecting either the domestic or international banking industry and public accounting practices, internal domestic banking tax departments or internal foreign banking. Demonstrates thorough abilities and/or a proven record of success in FAS 109, FIN 48, and the banking industry; identifying and addressing client needs: actively participating in client discussions and meetings; communicating a broad range of Firm services; managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues; creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues. As a tax technical professional, demonstrates ability to research business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Experimentation with automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Exposure to pricing, client value and the negotiation process - including reviewing contracts and finding opportunities to introduce new pricing options. We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $77,000 - $214,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance
Posted 1 week ago

Commercial Banking Representative II
First Interstate BancSystem, Inc.Sioux Falls, SD
If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. This position is located at our Sioux Falls, SD Downtown branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible. Generous Paid Time Off (PTO) in addition to paid federal holidays. Child Care Assistance Program for eligible dependent(s). Exercise reimbursement program for employees. The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it. We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate. SUMMARY The Commercial Banking Representative II functions as a primary contact between commercial banking clients and the Bank, and assists Commercial Relationship Managers with servicing the client, for all loan types including large and complex loan portfolios. Responsible for maintaining and expanding the relationship with clients by providing overall client support services. Works proactively to maximize client satisfaction and encourage expansion of the relationship. Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard procedures. Essential duties are performed individually with limited supervision required. ESSENTIAL DUTIES AND RESPONSIBILITIES Handles day-to-day client calls, client transactions, and client problem resolution. Responds to client account inquiries, performs account maintenance and researches/resolves client problems. Executes client transactions within delegated authority or applicable department guidelines, escalating to the assigned Relationship Manager (RM) any requests outside specified norms or items requiring Relationship Manager signature or approval. Transactions may include transfers, withdrawals, distributions, wire transfers, payments, fee waivers/fee refunds, client overdrafts, monitoring reports, and other loan and account operations requested by clients. Assists in obtaining necessary information to submit loan applications, such as financial statements, tax returns and business documentation. May also work with outside vendors, such as attorneys or title companies, UCC searches, title work, OFAC Environmental Reports, appraisals, and flood determinations. May work with outside counsel, title companies, other product vendors, etc. to request documents needed for loan requests, when applicable. Specializes in loan documentation and ensures accuracy in loan documents and legal loan file. To include reviewing documents, organizing legal loan documents, and supporting information, and accuracy in digital records. Prepares and/or reviews client account documents for meetings between the RM and the client, focusing on completion of signatures, accuracy, and fulfillment of standard regulatory and compliance guidelines. Submits complete and accurate requests for documentation in accordance with the loan approval, ensuring all appropriate supporting documents are available in Director/Unity Client, including but not limited to loan approval, Borrower, Guarantor, and Grantor entity documents, collateral reports, and all other information necessary to generate loan documents. Provides complete packages to Loan Servicing for Boarding/Funding, ensuring appropriate GLs are credited for fees collected. Ensures all documentation is uploaded to Director/Unity Client timely, imaged files are complete. Creates ticklers in Credit Track in accordance with the loan agreement & guaranty requirements and assists Relationship Manager with obtaining required information to clear ticklers. Supports commercial relationship managers and group managers with review and certification of; legal entity validation (dba, partnership, S-Corp, C-Corp, LLC, and trusts), real estate collateral documentation (title commitment, environmental reports, hazard insurance, and appraisals), UCC and titled collateral validation. Supports commercial relationship managers and group managers with treasury and deposit products in partnership with internal bank Treasury, Retail Banking teams and other business line referral programs including payment and wealth products. Actively ensures compliance with the Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures. Actively participates in any required corporate and business line training in these areas. Understands and follows internal suspicious activity referral requirements and processes, as required for this position. Actively works with clients to understand each client's normal account activity, as appropriate for this position. Maintains working knowledge of all regulatory, legal, and Credit Policy requirements to ensure all applications, documentation and loan accounts are compliant. Participates in internal and external training to maintain knowledge of Bank products; attends operational and exception meetings and keep abreast of all credit policies and changes. Maintains positive working relationship with peers and other business unit team members. Generates or obtains daily, weekly, monthly, and quarterly reports as assigned. Reviews reports for accuracy and compliance and takes action to update systems or make other corrections. May reconcile client accounts, enter client financial data into databases, and monitor exceptions to company policies. Maintains a thorough knowledge of key software systems and other Loan Operating Systems. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. KNOWLEDGE, SKILLS AND ABILITIES Advanced understanding of credit products, bank systems and commercial lending. Exhibits a sophisticated understanding of applicable federal regulations, credit policy and bank policies and procedures. Ability to work effectively in a fast-paced production environment. Strong organizational skills, time management skills and strong attention to detail. Strong interpersonal skills including oral and written communication. Problem solving skills. Proficiency with personal computers and related software packages. EDUCATION AND/OR EXPERIENCE High School Diploma or equivalent required 4-6 years banking experience or equivalent combination of education and experience required PHYSICAL DEMANDS AND WORKING ENVIRONMENT The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. Dexterity of hands/fingers to operate computer keyboard and mouse- Frequently Sitting- Frequently Standing- Occasionally Overtime- Subject to business need Noise Level- Moderate Typical Work Hours- M-F (8-5) Regular and Predictable Attendance- Required If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.
Posted 30+ days ago
T
Chief Data Officer, Consumer And Small Business Banking
Truist Financial CorporationAtlanta, GA
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Reporting to the Chief Data and Analytics Officer, the Chief Data Officer - CSBB will be responsible for partnering across consumer banking, small business banking, digital and marketing teams to deliver on business priorities, regulatory commitments and meet business targets. They will build out the data strategy with leaders across these key stakeholders. This leader will have proven expertise in regulatory delivery and driving business transformation and will be accountable for the end-to-end delivery of the business priorities, defining the strategy and executing against it, partnering with the business teams to implement data governance and management, while building out a best-in-class team ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Accountable for the design, build and execution of the Business Unit (BU) / Corporate Functions (CF) data & analytics strategy and roadmap. This includes partnership with the C-level BU / CF executive to align the strategy with the business vision and priorities. Partner with the BU / CF C-level executive to transform the business through enabling data and analytics to re-engineer processes, become a data driven decision organization and operationalize those decisions for a sustainable business. Implement data governance standards, data frameworks, policies, data quality, data lineage and controls across the BU / CF critical business processes. Accountable for executive closure for specific BU / CF data & analytics audit issues, controls issues, MRAs, MRIAs, MRBAs and self identified issues. Partner with BU / CF teams to drive and execute innovation, AI / ML initiatives and generative AI foundational capabilities to transform business processes. Build out a team based upon agile delivery to support sustainable data operations, business resiliency, and execution of BU /CF priorities. Assess the full BU / CF current state of platforms, tools, and critical business processes to build a future state strategy aligned to the Truist enterprise strategy. Accountable for the execution in partnership with the BU / CF to obtain that future state. Partner with the BU / CF organization to implement the Truist enterprise operating model, while bringing best in class industry practices to improve people, process, and technology. Accountable for building out and managing the data team including the data engineers, data analysts, data management and reporting teams. Stay up to speed on emerging industry and technologies while bringing those new practices to Truist. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree in a quantitative field such as Statistics, Mathematics, Computer Science, or Engineering Fifteen plus years experience leading teams in a matrix environment Experience in financial services or payments industry Experience in meeting regulatory obligations and operating in a highly regulatory environment Experience in building a high performing team May travel up to 75% Preferred Qualifications: Expert in solution designs based upon business requirements Previous Head of Data, LOB CDO or head of engineering Experience in building financial services strategy. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Posted 2 weeks ago

IT Project Manager/Scrum Master - Banking and Capital Markets 

CrossCountry ConsultingNew York, NY
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Job Description
From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value.
Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here.
We are seeking a highly skilled and experienced IT Project Manager / Scrum Master to join the Risk technology PMO team for managing Market Risk projects.
What You'll Do:
- Serve as the IT PM and Scrum Master for one or more agile teams, ensuring agile practices are followed and understood
- Facilitate Scrum ceremonies, including daily standups, sprint planning, retrospectives, and sprint reviews
- Assist in tracking and removing impediments, fostering an environment for high team performance and continuous improvement
- Manage project scope and timeline
- Work with product owners to handle backlogs and new requests
- Resolve conflicts and remove obstacles that occur on a daily basis
- Ensure deliverables are up to quality standards at the end of each sprint
- Assist with the planning, tracking, documentation, and status updates for the ongoing projects
- Collaborate with other project managers to ensure projects are delivered on time and within budget
What You'll Bring
- 7+ years of experience in IT with more than 3 years in financial projects with a domain knowledge of Market Risk, Capital markets or Financial Services
- Highly Preferred: Hands on Knowledge of concepts and processes of Market Risk
- Experience in Credit Risk or Liquidity Risk domains will be considered
- Excellent Stakeholder management
- Strong Knowledge of Financial Instruments (e.g. Derivatives etc.)
- Experienced in writing user stories with good acceptance criteria in JIRA
- Good understanding of Cloud, ETL and Data warehouse concepts with some hands on experience with data analysis
- Experience with managing JIRA boards, Confluence pages, Excel reporting
- Good communication and presentation skills
Qualifications:
- Bachelor’s degree in Information Technology, Computer Science, Engineering, or a related field
- Project Management Professional (PMP)
- Agile Certified Practitioner (PMI-ACP)
- Certified ScrumMaster (CSM)
- Professional Scrum Master (PSM I)
- SAFe Scrum Master (SSM)
#LI-SN1
#LI-Hybrid
For applicants located in New York, CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to, skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $98,000 - $206,000 per year + annual bonus + additional benefits.
Benefits Summary
The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: https://www.crosscountry-consulting.com/careers/benefits/.
Equal Employment Opportunity (EEO)
CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace.
As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.
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