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T logo
Tek SpikesColumbus, OH
Job Summary: We are seeking a highly skilled and experienced Senior Banking and Financial Business Analyst with a deep understanding of the banking industry, financial services, and payment card systems. This position requires a professional who can bridge the gap between business stakeholders and technical teams, ensuring the successful implementation of projects related to banking operations, financial products, and card services. The ideal candidate will have a strong background in card payments, financial regulations, risk management, and customer experience optimization within the banking sector. Key Responsibilities: Business Analysis & Requirements Gathering Card Payment Systems Expertise Assist Project Managers and Scrum Masters for daily Project Execution. Risk & Compliance Management Stakeholder Management & Communication Data Analysis & Reporting Education: Bachelor's degree in Finance, Business Administration, Computer Science, or related field. MBA or related advanced degree is a plus. Experience: At least 8-10 years of experience in banking and financial services, with a focus on payment cards (credit, debit, prepaid). Lead/drive, with appropriate stakeholders, identification of necessary business requirements as well as technical requirements arising from those business requirements. Strong documentation skills – ability to create requirements documents as well as other artifacts – traceability matrix, ERD, process flows, data mapping, etc. Understanding of banking domain and card technology (credit/debit - Commercial and retail banking). Strong analytical skills – ability to unwind complex integrations / process flows by asking appropriate questions and identifying necessary details to garner understanding as well as meet the overall goal within scope of the project. Ability to lead data mapping, and participate in subsequent testing of requirements – keeping track of overall progress and participating in analysis / identification of business impacts for defects and driving resolution with appropriate parties. Technical Skills: Proficiency with business analysis tools (e.g., JIRA, Confluence, MS Visio) and project management software. Familiarity with card payment technologies, systems, and frameworks (e.g., Visa/Mastercard networks, SWIFT, payment gateways). Knowledge of data analytics tools (e.g., Excel, Tableau, SQL) to analyze transaction data and generate insights. Soft Skills: Excellent communication and interpersonal skills, with the ability to manage stakeholder relationships and facilitate discussions across technical and non-technical teams. Strong problem-solving abilities and attention to detail. Ability to work on multiple projects simultaneously and effectively in a fast-paced environment. Strong business acumen with an ability to understand and align technical solutions with strategic business objectives. Desirable Skills: Experience with digital payment platforms, mobile banking apps, and online banking services. Familiarity with agile methodologies and tools (e.g., Scrum, Kanban). Certification in Business Analysis (CBAP, CCBA) or Project Management (PMP, Scrum Master) is a plus. Experience in managing vendor relationships and outsourcing partnerships.

Posted 30+ days ago

Quantexa logo
QuantexaBoston, MA

$155,000 - $188,000 / year

What we’re all about. Do you ever have the urge to do things better than the last time? We do. And it’s this urge that drives us every day. Our environment of discovery and innovation means we’re able to create deep and valuable relationships with our clients to create real change for them and their industries. It’s what got us here – and it’s what will make our future. At Quantexa, you’ll experience autonomy and support in equal measures allowing you to form a career that matches your ambitions. 41% of our colleagues come from an ethnic or religious minority background. We speak over 20+ languages across our 50+ nationalities, creating a sense of belonging for all. We're heading in one direction, the future. We’d love you to join us. The opportunity. Quantexa is seeking a highly motivated professional to join our US Banking sales team and continue to improve outcomes for our clients in a transformational way. As an Account Executive for the Quantexa Cloud AML solution you will be responsible for contributing to and executing the sales go-to-market strategy within the SaaS solution segment, primarily targeting the U.S. mid-sized and community bank population. In this sales “hunter” role you will help define the go-to-market strategy and execute against plan. You will be responsible for assigned territory and accounts, identifying new opportunities, building pipeline, winning new deals, and meeting company targets. You will have the opportunity to work with some of the most dynamic banks in the world, solving complex business problems through Quantexa’s unique and unrivalled capabilities. You will work with some of the smartest, nicest and most ambitious people you have ever met. What you’ll be doing. Successfully contributing to a dynamic, flexible and high energy sales team focused on the U.S. mid-size and community bank market, focused on the new SaaS solution. Investigate, understand, map and penetrate your target clients and prospects, building a comprehensive understanding of each organization as well as all of the key internal and external stakeholders. In collaboration with leaders from sales, marketing and the business units, create a specific strategy for your named accounts. Identify how Quantexa’s solutions map to the client’s needs. Learn and understand the compelling value proposition and narrative, and successfully apply to prospects, lead the sales process from lead to sales closing and beyond. Work with customer success and support teams to ensure client satisfaction. Expand current client spend across business units and Quantexa use cases. Become a trusted advisor at the C level and below, leveraging your own growing expertise as well as the deep well of knowledge within Quantexa. Position located in the United States and requires ability to legally live and work in the U.S. without sponsorship. Understand Quantexa’s corporate and product specific marketing resources and messages and apply this knowledge in your selling activities. Attend industry events as necessary to support the growth of the business. Location: This role can be remote based in either PA, CT, NJ or NC or with an NYC or MA base office. If office based we run a hybrid environment of being in the office and working from home Requirements What you’ll bring. An absolute determination to win the business with integrity, fortitude, and an “unstoppable” attitude. Previous experience of selling enterprise level software or SaaS into the banking industry. Ideally this will be within the mid-size banking/regional banking sector. Your intellectual curiosity on how to genuinely improve your client’s organization, revenues, client experiences and outcomes. An understanding of how banks and other members of the financial services ecosystem work, budget, prioritize, and purchase is essential. Experience in SaaS and/or enterprise level software systems sales; as well as associated infrastructure, including installed software, SaaS, robotics, machine learning, and AI preferred. Both creativity and coachability, as well as the ability to thrive in a collaborative, team environment. The ability to represent the best of Quantexa to clients and prospects from end users to CEOs. Exceptional organizational and pipeline management skills. Some level of Financial Crime knowledge (Fraud, Cyber, AML, Scams, etc) Desirable skills: Additional experience of working with non-banking financial services (money services businesses, broker dealers, fintech, credit unions, sponsor banks (of Fintech) etc. Specific BSA/AML Experience Specific East coast and/or midwest regional expertise in banking Enterprise AND SaaS experience Bank regulatory experience (basic understanding of the bank exam process and regulatory process/environment Benefits Our perks and quirks. What makes you Q will help you to realize your full potential, flourish and enjoy what you do, while being recognized and rewarded with our broad range of benefits. We offer: · Competitive base salary ranging from $155k - $188k per annum plus commission plan of 100% of basic salary (uncapped) . This is subject to experience and location. · 100% 401K match up to 5% · Comprehensive benefits coverage, including mental health support, fitness reimbursements, and financial well-being · Tax-advantageous benefits, such as commuter benefits, healthcare, and dependent care · Competitive annual leave, parental leave, PTO, and observed holidays 🌴 · Well-being benefits, such as the Calm App and Wellbeing 1/2 days off 🧘‍♀️ · Continuous Training and Development, including access to Udemy Business · Work from Anywhere Scheme: Spend up to 2 months working outside of your country of employment over a rolling 12-month period · Employee Referral Program · Team Social Budget & Company-wide Socials Our mission. We have one mission. To help businesses grow. To make data easier. And to make the world a better place. We’re not a start-up. Not anymore. But we’ve not been around that long either. What we are is a collection of bright, passionate minds harnessing complexities and helping our clients and their communities. One culture, made of many. Heading in one direction – the future. It’s all about you. It’s important to us that you feel welcome, valued and respected. After all, it’s your individuality and passion for what you do that will make you Q. We see that – which is why we’re proud to be an Equal Opportunity Employer. We’ve created and will continue to improve our inclusive and diverse work environment. Regardless of your race, beliefs, color, national origin, gender, sexual orientation, age, marital status, neurodiversity or ableness – whoever you are – if you are a passionate, curious and caring human being who wants to push the boundaries of what’s possible, then we want to hear from you. start. don’t stop – Apply

Posted 30+ days ago

U logo
Umb Financial CorporationDenver, CO

$51,480 - $99,330 / year

Small Business Banking Underwriter-Hybrid: Kansas City, MO/Dubuque, IA/Denver, CO The Small Business Banking Underwriter will analyze and make credit decisions for small business banking clients in accordance with UMB policies and Federal regulations. They will complete cash flow, capital and collateral analysis for credit requests and properly structured approved loans. Duties & Responsibilities: Analyze financial statements Utilize bank systems for loan processing and completion of loan proposal Complete underwriting and communicate credit decisions within SLA benchmarks Work closely with bank associates to facilitate loan closings Manage pipeline of credits and prioritize incoming credit requests and tasks Maintain working knowledge and stay current on lending and other bank policies Qualifications: Bachelor's Degree in (or emphasis in) business, marketing or finance preferred 2+ years of experience in commercial lending or related banking Proficiency on MS Office products (Word, PowerPoint, and Excel) Excellent communication skills (written & verbal) Good interpersonal & relationship building skills Strong understanding & knowledge of accounting principles, financial statements, & marketing practices Knowledge of SBSS Scoring Model preferred Ability to analyze and review loan applications to provide profitable results in the underwriting of small business loans and related credit products Application Deadline: December 31, 2025 Compensation Range: $51,480.00 - $99,330.00 The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information. UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. Are you ready to be part of something more? You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request. If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

Posted 2 weeks ago

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United Bank, Inc.Charlotte, NC
Job Description The Digital Strategy Team is the primary advocate for developing and enhancing the digital customer experience at United Bank. We support multiple lines of business, Consumer and Commercial Banking, Wealth Management and Brokerage. Digital Banking Product Administrator will work in the Digital Strategy Team supporting Digital Banking Platforms. This individual's primary responsibility will be to maintain the administrative platform for Online and Mobile Banking Applications. RESPONSIBILITIES: Responsible for bringing the digital strategy to life for consumers and commercial clients. Serve as the vanguard for the bank's evolving channel experiences to enable customers to manage their finances, plan and budget for the future. Develop proposals for further development of the organization and business process to support the business strategy. Manage the Administrative platforms to support online and mobile banking, these include but are not limited to Money Movement, Bill Pay, Zelle, Transfers, Alerts, and Mobile Deposits Customer Communications for existing and new feature/functionality Contribute and manage multiple initiatives simultaneously. Manage individual initiatives, including but not limited to project management, team communication and leadership communications. Maintain measurement plans in a result driven culture. Ability to collaborate on, lead and deliver complex initiatives across the organization. Ability to work with and direct external agencies and vendor management including creative oversight, digital experience, and budgets. Other projects and duties as assigned. Qualifications SKILLS/QUALIFICATIONS: Bachelor's degree in a relevant field is required. Master's Degree highly desired. Minimum of eight (8) to ten (10) years of working experience in digital commerce strategies, technology digital marketing, agency management and Fintech partnerships is required. Minimum of eight (8) to ten (10) years working experience in a Retail/Commercial banking leadership role with financial institutions or equivalent consulting role is required. Ability to work independently and as part of a team, the ability to manage time and resources to meet assigned deadlines Strong perspective on great digital consumer and/or enterprise experiences across multiple form factors Ability to interpret customer and business needs and translate them into requirements Demonstrated ability to communicate broadly and in detail with various audiences. Proficiency in Microsoft Office products is required. Ability to travel up to 20%. KEY COMPETENCIES: Industry Proficiency Effective Communication and Presentation Skills Creativity Collaborative Company Profile Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Charlotte Job Segment: Bank, Banking, Project Manager, Marketing Manager, Finance, Marketing, Technology

Posted 1 week ago

Atlantic Union Bank logo
Atlantic Union BankGlen Allen, VA
This role will lead the enterprise-wide Fair Banking and Community Reinvestment Act (CRA) advisory, oversight and monitoring function and will be a key member of the Compliance senior leadership team. The Fair and Responsible Banking Officer shall be responsible for assessing Community Reinvestment Act (CRA), Fair Lending/Banking, and Unfair, Deceptive, Abusive, Acts or Practices (UDAAP) risks within the First Line of Defense (FLOD) functions by conducting ongoing regulatory monitoring and partnering with First Line of Defense (1LOD) business units, Second Line of Defense (2LOD) Compliance, Risk and Legal teams to influence strategic direction, provide subject matter expertise, and offer oversight/effective challenge to ensure that adequate controls and performance elements are developed and maintained throughout the enterprise Position Accountabilities Design, implement, and expand the enterprise-wide CRA, Fair Banking and UDAAP 2LOD advisory and oversight function for the enterprise, ensuring alignment with regulatory requirements, applicable state and federal laws, and internal company policies and procedures. Build, lead and mentor a team of experienced compliance professionals on all aspects of CRA and fair and responsible banking oversight and regulatory advisory. Serve as the enterprise subject matter expert of fair lending/banking, UDAAP and applicable consumer protection laws (ex. Regulation B (ECOA), Fair Housing Act, UDAAP, etc.) Provide semi-annual programmatic updates to senior/executive management and the Board. Provides subject matter expertise and assistance in the coordination and preparation for Regulatory exams and internal audits; including regular interactions with both examiners and auditors. Develop enhanced reporting to provide more routine analysis of performance to management. Drive the ongoing analytical program for the oversight of the Fair Lending and CRA programs. Partner with LOB Compliance Advisors as the primary point of contact for CRA/FB/UDAAP programs, offering advice and guidance on the identification, mitigation, and/or remediation of regulatory risks and to serve as a credible effective challenge to the 1LOD. Lead and perform compliance monitoring reviews and analysis to assess performance, risks, internal controls and adherence to regulatory requirements specific to any area of the organization relative to CRA/FB/UDAAP. Lead the advisory function for Fair Banking and CRA programs and provide insight to management to influence strategy and performance for the First Line. Drive the Identification of risks, root cause, control weaknesses or gaps through regulatory monitoring & self-assessment reviews and work with LOB advisors to devise action plans in order to correct/mitigate deficiencies. Report results of reviews and feedback to management, business owners and relevant risk committees of the Bank and recommend strategies to improve performance. Maintain relationships with regulators and own routine reporting and updates on the enterprise-wide performance. Review, update and create (when necessary) relevant policies and procedures to ensure Compliance oversight for supported 1LOD areas. Provide advisory, oversight and effective challenge (as needed) in the development and implementation of new products, processes and initiatives within the 1LOD with a CRA/Fair Banking/UDAAP impact. Escalate and report any potential violations of law, regulations or fraud to the LOB Compliance Advisor, Legal and Fraud units. Work to ensure the Fair Banking team maintain, enforce, and strengthen Atlantic Union's Horizontal Compliance Program Elements. Host routine updates with other risk partners (1st and 2nd Line) for program reviews. Stays abreast of changes to federal and state banking laws and regulations affecting program areas and areas of operations at Atlantic Union; share findings with LOB Compliance Advisors to inform management of upcoming changes. Assist with research, dissemination and implementation of new and updated regulatory requirements. Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Compliance Program and associated policies and procedures. Assist with development, review, publishing and delivery of compliance related training materials. Obtain necessary training to keep current on regulatory compliance and bank operations. Performs other duties as assigned. Organizational Relationship This position reports to the Director, Regulatory and Strategic Initiatives Position Qualifications Education & Experience Bachelor's Degree preferred Minimum 10 years of experience leading risk, compliance and/or regulatory functions in the banking/ financial services industry with a preferred focus on CRA/ Fair Banking/Lending/UDAAP. Experience with building and leading a risk management function. Experience dealing directly with banking regulators. Certification as a Certified Regulatory Compliance Manager (CRCM) preferred. Knowledge & Skills Analytical skills, particularly with trending and reporting In depth knowledge of federal and state banking laws and regulations with a focus on Fair Banking laws and regulations Demonstrated understanding of Compliance Management and Regulatory Best Practices Working knowledge of bank technology and operating systems Demonstrated knowledge of all Consumer banking examination processes Knowledge of risk management principles and practices Demonstrated ability to interact with executive management, internal auditors, and examiners Excellent communication skills, both verbal and written Well organized with attention to detail Ability to manage multiple priorities Flexible, able to adapt to change Superior time management and problem-solving skills Ability to work independently as well as within a team environment Advanced knowledge of Microsoft Office software Working knowledge of banking software programs preferred Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits . We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.

Posted 1 week ago

C logo
Concentrix Corp.MO, MO

$17+ / hour

Job Title: Banking Customer Service Representative (On-Site) Job Description The Banking Customer Service Representative interfaces with customers via inbound/outbound calls and/or via the web. This position provides customer service support and resolution of routine problems and questions regarding client products and/or services. (Military veterans are encouraged to apply.) Location: 1900 Meyer Drury Drive, Arnold, MO Location: 1900 Meyer Drury Drive, Arnold, MO A NEW CAREER POWERED BY YOU Are you looking for a career change with a forward-thinking global organization that nurtures a true people-first, inclusive culture and a genuine sense of belonging? Would you like to join a company that earns "World's Best Workplaces," "Best Company Culture," and "Best Companies for Career Growth" awards every year? Then a Banking Customer Service Representative position at Concentrix is just the right place for you! As a Banking Customer Service Representative, you'll join an organically diverse team from 70+ countries where ALL members contribute and support each other's success and well-being, proudly united as "game-changers." Together, we help the world's best-known brands power a world that works through exceptional customer experiences and tech-powered innovation. And due to continued growth, we're looking for more talented people to join our purpose, people as passionate about providing outstanding customer experiences as we are. CAREER GROWTH AND PERSONAL DEVELOPMENT This is a great opportunity to reimagine an all-new career journey and develop "friends for life" at the same time. We'll give you all the training, technologies, and continuing support you'll need to succeed. Plus, at Concentrix, there's real career (and personal) growth potential. In fact, about 80% of our managers and leaders have been promoted from within! That's why we offer a range of FREE Learning and Leadership Development programs designed to set you on your way to the kind of career you've always envisioned. WHAT YOU WILL DO IN THIS ROLE As a Banking Customer Service Representative, you will: Listen attentively to customer needs and concerns; demonstrate empathy while maximizing opportunity to build rapport with the customer. Clarify customer requirements; probe for understanding, use decision-support tools and resources to resolve customer issues that are non-standard/unstructured and require some clarification or conceptual thinking. Servicing both Debit/Credit Card and Debit/Credit Card Fraud Calls. Servicing active debit/credit card accounts including calls related to or inquiries of: Monetary transactions, non-monetary and maintenance transactions, provision of merchant/cash authorizations, release authorizations or adjustments, account growth, and work cases. Non-Monetary transaction and maintenance transaction: adding authorized users, adding secondary account holder, balance transfers, enhanced account type, change of reward programs or repricing. Origination of new accounts. Debit/Credit Card Fraud, addressing members report of unauthorized activity on their credit card or respond to outbound contacts. This includes calls from members who have filed a credit card fraud claim and have follow-up questions or calling to provide additional information regarding their fraud claim. Maintain broad knowledge of client products and/or services. Prepare complete and accurate work including appropriately notating accounts as required. Be tenacious in tracking, documenting, and retrieving information in call tracking database. Be comfortable with fraud prevention, collections, and transaction disputes. Ensure service delivered to our customers meets contractual Key Performance Indicator Deliver expert customer experiences…with a smile. YOUR QUALIFICATIONS Your skills, integrity, knowledge, and genuine compassion will deliver value and success with every customer interaction. Other qualifications for our Banking Customer Service Representative role include: Must be 18 years of age. A high school diploma or equivalent. Strong communication skills in both verbal and written format. Exceptional listening and relationship building skills. Creative problem solver. Must have a minimum of 6 months customer service experience. Preferred experience in the banking and credit card industries. Strong PC knowledge and computer navigation skills. Proficiency in fast-paced multi-tasking and able to demonstrate resiliency in a fast-paced metric driven environment. Eagerness to learn new technologies. Must reside in the United States or have a valid U.S. address for residence, and must be located near 1900 Meyer Drury Drive, Arnold, MO. WHAT'S IN IT FOR YOU One of our company's Culture Beliefs says, "We champion our people." That's why we significantly invest in our game-changers, our infrastructure, and our capabilities to ensure long-term success for both our teams and our customers. And we'll invest in YOU to aid in your career path and in your personal development. In this role, you'll also be provided with: The base salary range for this position is $17 per hour, plus incentives that align with individual and company performance (pay will not be below applicable minimum wage). Actual salaries will vary based on work location, qualifications, skills, education, experience, and competencies. Benefits available to eligible employees in this role include medical, dental, and vision insurance, comprehensive employee assistance program (EAP), 401(k) retirement plan, paid time off and holidays, and paid training days. We accept applications for this position on an ongoing basis. DailyPay enrollment option to access pay "early," when you want it. Company networking opportunities with organized groups in the following topics: Network of Women, Black Professionals, LGBTQ+ Pride, Ability (Disabilities), Dynamic ((Neurodiversity), Women in Tech, OneEarth Champions, and more. Health and wellness programs with trained partners to help promote a healthy you. Mentorship programs that support your rewarding career journey. A modern, state-of-the-art office setting with advanced technologies and a great team. Programs and events that support diversity, equity, and inclusion, as well as global citizenship, sustainability, and community support. Celebrations for Concentrix Day, Game-Changer Appreciation Day, Customer Service Week, World Clean Up Day, #MyOneEarthPromise, and more. REIMAGINE THE BEST VERSION OF YOU! If all this feels like the perfect next step in your career journey, we want to hear from you. Apply today and discover why over 440,000 game-changers around the globe call Concentrix their "employer of choice." Location: USA, Arnold, MO Language Requirements: English Time Type: Full time Physical & Mental Requirements: While performing the duties of this job, the employee is regularly required to operate a computer, keyboard, telephone, headset, and other office equipment. Work is generally sedentary in nature. If you are a California resident, by submitting your information, you acknowledge that you have read and have access to the Job Applicant Privacy Notice for California Residents Eligibility to Work: In accordance with federal law, only applicants who are legally authorized to work in the United States will be considered for this position. Must reside in the United States or have a valid U.S. address for residence. Where Job May be Performed: Currently, this position may be performed only in the states listed here. Concentrix is an Equal Opportunity/Affirmative Action Employer including Disabled/Vets. For more information regarding your EEO rights as an applicant, please visit the following websites: English Spanish To request a reasonable accommodation please click here. If you wish to review the Affirmative Action Plan, please click here.

Posted 30+ days ago

B logo
BMO (Bank of Montreal)Newport Beach, CA

$69,000 - $127,800 / year

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

Posted 1 week ago

US Bank logo
US BankGillette, WY

$70,890 - $83,400 / year

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They do this by approaching each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. You will also have access to an expansive set of products and solutions to better serve your business clients today and into the future. Strong client relationships are based on trust, assessing and attending to clients' banking needs, obtaining and processing client and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each client's unique goals and needs. U.S. Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term relationships. Basic Qualifications Bachelor's degree, or equivalent work experience Five to seven years of relevant experience Preferred Skills/Experience Strong relationship management and business development abilities Well-developed analytical and problem-solving skills Basic knowledge of credit administration, analysis, and credit policy/procedure Knowledge of cash flow management and business credit underwriting with commercial credit training preferred Demonstrated understanding of basic financial accounting and analysis Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank's products Ability to work effectively with individuals and groups across the company to manage customer relationships Excellent presentation, verbal and written communication skills Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. #BBS 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: $70,890.00 - $83,400.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 2 weeks ago

NBT Bank logo
NBT BankSaratoga Springs, NY
Pay Range: $62,373.00 - $83,112.00 Supports multiple business lines within the Commercial organization by providing complex planning, forecasting, reporting and financial analysis support under the guidance of the Business Services Manager. Provides highly specialized financial consulting and analytical support by providing profitability analysis and reporting, identifying emerging trends, measurement of key performance metrics and success factors, line of business and region financial target setting and measurement and evaluation of key initiatives. Supervises a Commercial Banking Financial Analyst who performs similar duties of a less complex nature. Education and Experience: Bachelor's degree in Finance or Accounting or equivalent education and experience Master's Degree in Finance preferred Five to seven years financial services industry experienceExperience with management reporting and financial modeling Skills and Abilities: Excellent financial analysis skills Strong understanding of data warehouse concepts Demonstrated ability to work in cross functional teams General knowledge of banking Ability to successfully execute on multiple projects with minimal guidance Ability to draw appropriate conclusions from large amounts of data Strong organizational and presentation skills High degree of proficiency in Microsoft Office software, advanced Excel skills required Requires self-motivation and a high degree of self-confidence to interact with business line heads and senior management Tasks Performed: 30% Develop, maintain, and produce financial models as needed to support strategic initiatives in Commercial lines of business. 25% Analyze overall commercial and account level data to explain trends and variance from plan/forecast. Articulate findings in a method suitable for senior management level presentation. 20% Regularly collaborate with business line managers and others to provide profitability reports and analysis of profitability, and to understand key drivers. 10% Maintains and analyzes incentive plans including developing metrics and ensures components are driving results. 10% Supervise Commercial Banking Financial Analyst. 5% Other duties as assigned. Physical Requirements: Communicate effectively with internal and/or external customers Stationary 75% of time or greater Move Objects to Maximum 10 lbs Why Work at NBT At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success. Wellbeing At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally. Community Involvement NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace. Culture NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. Career Development Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential. Total Rewards NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan. 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

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First Western Trust BankScottsdale, AZ
First Western is seeking a Senior Banking Specialist to join our team! Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team. As a Senior Banking Specialist at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Scottsdale team to deliver comprehensive solutions that exceed client expectations. If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today. What You Will Do: Source, acquire, and grow deposit relationships with First Western Trust's target client base, including high net worth individuals, privately held businesses, professionals, and family offices. Achieve a minimum of $30-50 million in new deposit production per year across personal, business, trusts, and other accounts. Use First Western's selection of deposit and treasury management products to structure and propose customized deposit and cash management solutions aligned with the clients' liquidity and operational needs. Acquire deep understanding of First Western Trust's value proposition, expertise and products/services. Maintain expert knowledge of the competitive landscape, rate environment, and market products and pricing. Collaborate with internal teams in the Profit Centers, including relationship bankers and private bankers, treasury and wealth management product groups, to deliver comprehensive solutions and help deepen client relationships. This is a production position, not a service position, so in-depth onboarding and ongoing service would be handled within the offices by private banking associates. Represent the bank at networking events and industry gatherings to generate leads and enhance brand visibility. This includes active community involvement with boards and other organizations. Education Level Education Details Required/Preferred Bachelor's Degree Required Experience Level Experience Details Required/Preferred 7-10 years 7-10 years minimum deposit business development experience Required License/Certification Details Time Frame Required/Preferred Certified Treasury Professional License Preferred What You Receive: At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program. Pay Range: $125,000/YR + Commission Job Classification: Full-Time Exempt Actual offer will be based on experience, location, education, and/or skills* Strong Bonus Potential 401(k) Plan with Match Paid Parking/Transportation Benefits Access to Training & Professional Development Programs Sponsorship for Obtaining Professional Certifications Flex Spending Accounts Health Savings Account Health & Wellness Benefits Paid Time-Off+ Bank Holidays Interested in learning more and seeing how we connect? Visit us today at: https://myfw.com/careers/ Questions? Contact us at Talent.Management@myfw.com First Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply. First Western Financial, Inc. is committed to the full inclusion of all qualified individuals. In keeping with our commitment, First Western Financial, Inc. will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact Talent.Management@myfw.com.

Posted 3 weeks ago

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Truist Financial CorporationNew York, NY
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: Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector. Industry coverage includes industrials, financial sponsors, consumer and retail, healthcare, financial institutions, energy, and technology, media and telecom. Senior investment banking professionals are expected, over time, to generate a balanced mix of M&A, debt and equity capital raising of $7 million to $30 million subject to the attributes of their sector coverage. In addition, senior investment banking professionals are expected to "sell the bank" by appropriately positioning the banks treasury and payment solutions product suite as well as floating rate and F/X, private wealth, insurance and other services. Senior investment banking professionals are also expected to serve the bank's corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals. 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. Works closely with senior banking professionals, product specialists, clients and other internal and external constituencies to help drive the business growth Leads support work, business development and/or product/client relationship management Assists in the generation of ideas and strategies for new business opportunities including prospecting Leads processes required to convert ideas to sales pitches, including due diligence execution and client pitch preparation Leads all aspects of transaction execution, including organizing teams and handling engagement with internal and external constituencies, selling product and advisory ideas internally and externally, and managing resolution of complex client transaction issues May supervise junior staff (i.e., Analysts, Interns, and Associates) by assigning and overseeing their day-to-day work Manages highly complex financial modeling, pitch-book production development, client relationship, and deal team travel, etc. 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. BA/BS degree Minimum of 8 years of related work experience In-depth knowledge of investment banking, market, industry sector and/or financial products Advanced skills in financial analytical, sales, presentation, client relationship management, organizing, leadership and interpersonal relationship management Superior skills in written and oral communications Preferred Qualifications: MBA degree, with a Finance focus 10+ years of related work experience 2-4 years of management experience The annual base salary for this position in New York is $275,000 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 E-Verify IER Right to Work

Posted 1 week ago

PwC logo
PwCMelville, NY

$150,000 - $438,000 / year

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

Posted 30+ days ago

Atlantic Union Bank logo
Atlantic Union BankGlen Allen, VA
Position Description The Business Banking Relationship Manager II calls on businesses and business owners with revenue up to $5,000,000. This role is focused on new business development and actively profiles clients and prospects in their market to generate loan, deposit and treasury services opportunities. The BBRM II is additionally actively focused on cross-sell referrals to various groups within the bank. Position Accountabilities Generate new business to assist in meeting Business Banking line of business goals established by the Head of Business Banking and in line with the company's organizational growth and profit goals. Actively assess needs of potential prospects and clients and provide appropriate financial solutions. Ensure proper loan underwriting and structuring is achieved through enforcement of the bank's Business Banking and Corporate loan policies and ensure that loans are properly approved in accordance with defined loan authorities and in conjunction with the centralized underwriting units. Make calls on high potential prospects and business banking customers to sell and service all banking needs (loans, deposits, investments & wealth management services, etc.). In addition, promotes and cross-sells other bank products and services to meet customer requirements as customer profiles are reviewed. Manage and monitor loan portfolio, all exceptions and past dues in accordance with loan policy. Proactively manage the loan portfolio regarding renewals to avoid matured loan facilities. Maintain a high level of customer satisfaction by providing ongoing relationship servicing, including the resolution of service issues of clients. Work closely with Relationship specialists, Business Banking Leaders to achieve sales and service targets. Assist in directing public relations activities and the coordination of contacts within the community including activity in local Community Reinvestment Act organizations. Coordinate business activities with our branch network to help set business product sales and service objectives. Develop and maintain constructive relations with all company departments, including, but not limited to retail banking, commercial banking, centralized underwriting units, treasury management, investments/wealth management, mortgage, loan operations, deposit operations, client call center, etc. Adhere to the necessary individual and group training for business banking relationship managers in regard to sales techniques, calling strategies, presentation skills and business banking practices and procedures. Perform assigned responsibilities in compliance with all job-relevant legal and regulatory requirements. Maintain current operating knowledge of all job-relevant legal and regulatory requirements through the successful completion of mandatory compliance and regulatory training and attendance at all mandatory regulatory compliance activities. Actively manage and maintain a pipeline for borrowing and non-borrowing customer opportunities. Organizational Relationship This position reports to the local Business Banking Leader Position Qualifications Education & Experience Bachelor's degree in related field or relevant work experience Formal credit analysis training Minimum of five years business banking and/or lending experience Minimum of five years comprehensive sales experience Knowledge & Skills Proven track record of high performance and success in a sales/service driven banking or financial services environment Effective leadership skill set Excellent interpersonal, public relations and client service skills Excellent organizational and verbal/written communication and sales presentation skills Proven ability to solve problems and make sound business decisions Some training and development experience Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits . We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.

Posted 3 weeks ago

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Truist Financial CorporationWilson, NC
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: Work Style: Office-centric (in office) 4 days/week Position is located within Wholesale Banking Service Delivery-Complex Servicing which supports various specialized loan portfolios such as syndicated/participation loans, Asset Based Lending, and Dealer Floorplan. This position is responsible for designing and implementing process-oriented solutions and ensuring adequate change management and adoption across all levels of the organization. This position is responsible for driving results, enabling, and supporting teammates. This position works at the tactical level (analyzing data, solving problems, and working with teams for implementation) to manage identified optimization projects and to develop forward-looking processes and systems that support the development, operational effectiveness and continual improvement to support EOS objectives. 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. Responsible for / owns process models and procedures. Functions as a SME within their process vertical and displays a mastery of industry specific knowledge. Responsible for sampling and monitoring of assigned processes in relation to defined KPIs. Responsible to report and track KPI metrics and identify bottlenecks/process variations that cause KPIs to be missed. Works with various partners across EOS and supporting LOBs and/or Functions to identify opportunities and structure abstract questions or issues into manageable, specific work streams and deliverables. a. Facilitate sessions to set direction and create change for business processes from a technological and workflow perspective. b. Design and implement process-oriented solutions and ensure adequate change management and adoption across all levels of the organization. Provides oversight and ensures overall quality of junior teammates' key tasks and delivery. c. Within assigned line of business, resolve or escalate risks or roadblocks prohibiting achievement of identified scope. d. Train and support Production groups to ensure awareness and adoption of the target state. Drive improvement process benefit expectation and realization. Measure and monitor return on investment (ROI) of process improvement projects to ensure organizational efficiency and profitability. Facilitate and build relationships internal and external to the assigned business unit to ensure initiative success. Establish and maintain strong working relationships with key business partners with special emphasis on Business sponsors, Audit, Demand Management, Strategic Planning and members of the Senior Leadership Team. 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. Bachelors' degree in business, engineering, design, or technology field; or related field or equivalent combination of education and professional experience. Four years of process or project analyst or relevant industry experience in banking, financial services, or other services industry. Experience leading optimization projects in financial services or transactional-based processes. Ability to use research and data analytics to diagnose problems, recommend action plans to resolve issues and drive business decisions. Ability to lead cross-functional teams without formal authority. Excellent skills in presentation, facilitation, communication and negotiation. Solid understanding of program and project management disciplines, techniques, and approaches. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Solid understanding of program and project management disciplines, techniques, and approaches. Ability to work in a fast-paced, highly complex, results driven environment and to prioritize multiple high-profile projects and initiatives. Excellent verbal and written communication skills, including public speaking, group facilitation and ability to interact effectively with various levels of leadership. Preferred Qualifications: Master's degree in business, engineering, design, or technology field; banking or financial management education. Deep knowledge of operational and technical environments of financial institutions, including knowledge of applicable banking laws and regulations. Certified Lean Six Sigma Green Belt certification with two years' experience in applying methodology. Business Process Management (BPM) experience. Certified Associate in Project Management (CAPM) or Project Management Professional (PMP) designations. 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 30+ days ago

PwC logo
PwCSeattle, WA

$124,000 - $280,000 / year

Industry/Sector FS X-Sector Specialism Corporate and Business Strategy Management Level Senior Manager Job Description & Summary At PwC, our people in strategy consulting focus on providing strategic guidance and insights to organisations. They analyse market trends, assess business performance, and develop recommendations to help clients achieve their goals. These individuals work closely with clients to identify opportunities for growth, optimise operations, and enhance overall business performance. As a corporate and business strategy consultant at PwC, you will analyse client needs, provide consulting services across different strategic areas, and offer guidance and support to help clients develop and implement effective strategies that align with their business objectives and drive growth. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 7 year(s) Preferred Qualifications: Degree Preferred: Master of Business Administration Preferred Knowledge/Skills: Minimum of 8 years of strategy consulting or industry consulting experience preferred. Demonstrates in-depth level abilities, knowledge and/or a proven record of success in the Financial Services industry (Banking & Capital Markets, Insurance, Asset & Wealth Management), either in professional consulting services or corporate roles, including: Helping companies define and evaluate corporate and business unit strategies and investment portfolios; Reflecting market, competitive and other external drivers with specific areas of focus including Corporate Strategy, Business Strategy, Deals Strategy, and Digital Strategy; Identifying and addressing client needs, rapidly building credibility, and maintaining and utilizing networks of client relationships; Managing teams / multiple work streams to establish successful project conclusion - i.e., delivery of quality work on time and within budget; Building productive relationships with team members and clients, both long term and day-to-day, by using a collaborative approach with thorough listening skills and the ability to manage through influence; Utilizing first principles thinking, and developing credible and pragmatic analytical approaches, frameworks and methodologies; Analyzing complex quantitative and qualitative data in an efficient manner and synthesizing the output into meaningful and actionable insights; Designing and conducting market research to understand consumer needs and purchasing behaviors; Communicating effectively in an organized and knowledgeable manner in written and verbal formats to senior audiences and being able to deliver difficult messages with persuasiveness and sensitivity; Demonstrating executive presence and ability to become a trusted advisor to the c-suite level clients; Identifying and pursuing new business opportunities, and leading client / market development; Attracting, retaining, assessing and developing staff / team members; Demonstrating flexibility and creativity in managing work-life balance of self and team members; Demonstrating Power User ability with MS Office suite of applications including Word, PowerPoint and Excel Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $124,000 - $280,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

PwC logo
PwCSan Francisco, CA

$77,000 - $214,000 / year

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

Keybank National Association logo
Keybank National AssociationAlbany, NY

$94,000 - $175,000 / year

Location: 4910 Tiedeman Road - Brooklyn, Ohio 44144 ABOUT THE JOB The Sr. Quant Analytics Associate will be a member of the Fair and Responsible Banking ("FARB") Analytics team within Compliance Risk Management ("CRM"). As part of Key's second line of defense CRM function, the FARB Analytics Sr. Quant Analytics Associate will provide support to the FARB Compliance Management System, assisting the Analytics Director and Quant Analytics Manager with FARB analytics program development, enhancement, and execution. The Sr. Quant Analytics Associate's primary responsibilities may include but not limited to developing and executing FARB quantitative/statistical analysis and regression models across multiple lines of business. The Sr. Quant Analytics Associate will perform oversight activities and assume responsibility for the use of quantitative/statistical analysis to identify and mitigate actions that may expose KeyCorp and its affiliates to FARB compliance risk outside its desired risk appetite. Candidate will work with the FARB teams (Fair Lending, CRA, UDAAP & Complaints) to assess the results of any loan level file review resulting from statistical analysis, partner and establish effective relationships with Line of Business ("LOB"), displaying an ability to explain complex statistical concepts and promote a good rapport with 1st, 2nd, and 3rd Line of Defense Stakeholders throughout the organization. Candidate must exhibit initiative and be able to identify needed enhancements to current process flows and help to implement changes. ESSENTIAL JOB FUNCTIONS Extract data from various sources and develop quantitative/statistical analysis and regression models in SAS or similar statistical software using industry standards and FARB methodologies. Perform research and development related to FARB risk monitoring and regression model review. Prepare reporting of analysis and results and present the information in non-technical terms. Prepare regression model documentation and work with Model Risk Management to ensure soundness of the FARB statistical regression models. Proactively identify process improvements or control gaps and facilitate necessary associated changes. Develop and maintain strong, collaborative relationships with applicable stakeholders to identify suitable internal controls to ensure compliance with laws and regulations. Maintain a sound understanding of policies/guidelines for underwriting, pricing, etc., business processes and associated risks with respect to LOBs. Timely escalate issues and exceptions to management in accordance with procedures and/or based on sound judgment. Follow through with LOB management and/or appropriate compliance risk personnel to ensure appropriate corrective action is taken to sufficiently address findings/issues to prevent ongoing systemic issues. Participate in or lead various projects related to mitigating risk to Key. REQUIRED QUALIFICATIONS Master's degree (or its equivalent) in a quantitative field (e.g., statistics, economics, engineering). Minimum 3 years of applied statistical and analytics experience in financial services or similar work related to graduate school experience; at least 2+ years specifically focused on fair lending analytics design, build and use. Demonstrated proficiency in analytical programming (e.g., SAS (preferred), R, Python). Experience in developing, implementing, and evaluating linear/logistic regression models. Excellent communication (verbal and written) skill and the ability to communicate complex statistical methodologies in a non-technical way. Experience working for a bank, consumer financial product company such as a non-depository mortgage lender, banking regulator or other related government regulatory or enforcement agency a plus. Experience with machine learning/artificial intelligence models a plus. Experience with Tableau a plus. Must possess initiative, be a self-starter, ability to multitask and adapt quickly to change or shifting priorities, have a high attention to details and accuracy and work in a fast-paced, changing environment. Proven ability to work in a team environment. Complies with all KeyBank policies and procedures, including without limitation, always acting professionally, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $94,000.00 - $175,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance. This position is eligible to earn a base salary in the range of $95,000 to $115,000 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: 11/24/2025 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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. 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 3 weeks ago

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

Posted 2 weeks ago

A logo
Alpine Bank (CO)Aspen, CO

$22 - $27 / hour

General Purpose The Personal Banking Representative (PBR) I provides excellent customer service by establishing a working relationship with internal and external customers through effective communication. They have developed proficiency in all duties and functions related to Customer Service Representative. Essential Duties/Responsibilities Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Practices exceptional service with customers using available training programs and measurement tools. Proficiency in deposit processing duties including cash handling and cash drawer balancing. Uses numerous software applications to accomplish daily tasks with minimal errors. Understands the features and benefits of Alpine Bank consumer and business products and services. Completes New Accounts training; opens and maintains consumer and commercial bank accounts for Alpine Bank customers. Demonstrates proficiency in the following operational functions: wires, endorsements, basic bookkeeping, ATM settlement, vault balancing, vault cash ordering, safe deposit box entry/exit functions, and basic fraud detection and location security. Generates correspondence to secure additional customer information to resolve customer concerns. Regular and reliable on-site attendance is required as an essential function of this position. Performs other duties as assigned. Employees are held accountable for all duties of this job. Job Qualifications Knowledge, Skills, and Ability: A customer service oriented individual with excellent written and verbal communication skills. Problem solving and analytical ability. Good time management skills. Ability to manage multiple tasks in a fast-paced environment. Works well in a team environment. Basic mathematical and cash handling skills. Basic keyboard navigation ability. Exhibits exceptional organizational skills and maintains detailed files and notes for documentation as necessary. Utilizes tools and training programs available to exceed customer expectations and achieves satisfactory scores on Mystery Shops. Understanding and application of banking compliance regulations. Current possession, or ability to obtain, a Notary Public is a plus. Bilingual abilities are a plus. Education or Formal Training: No specific education or formal training required. Possession of, or ability to obtain, a valid State of Colorado Driver's License is required. Experience: Some customer service experience a plus. An entry-level position requiring little or no banking experience. Previous cash handling and/or customer service experience preferred. Working Conditions Working Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Prolonged periods of standing and/or sitting. Ability to function in a fast-paced environment. May include some weekend and evening hours. Occasional travel may be required. Physical Activities: These are representative of those which must be met to successfully perform the essential functions of this job. Physical demands standing for long periods of time, good eyesight and hand/finger dexterity, and ability to handle some mental stress when dealing with upset customers. May spend significant time doing computer work while occasionally needing to travel for conferences or meetings. While performing the duties of this job, the employee is regularly required to talk or hear. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. Employee also may have to lift up to 50 pounds. Repetitive motion likely. Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job. Starting Rate of Pay is from $22.00 to $27.00 per hour, depending on experience. For an overview of our employee benefits please visit: Alpine Bank Careers Page Position anticipated to close October 31, 2025, or until filled.

Posted 30+ days ago

1st Source Bank logo
1st Source BankSouth Bend, IN
POSITION SUMMARY Provides individualized client service while handling daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures. ESSENTIAL REQUIREMENTS Processes financial transactions for clients accurately and efficiently. Identifies client needs uncovered during business interactions and/or conversations, promotes products and services and refers clients to the appropriate bank colleague if needed. Builds client loyalty; establishes client relationships, including addressing each client by name. Consistently delivers exceptional customer service to each and every client. Follows established Bank policies, procedures and guidelines. Participates in retail sales programs to help meet personal and banking center goals. Actively participates in team meetings and participates in community projects and appropriate educational programs related to the position. Balances cash drawer and assists banking center team in operational duties (i.e.., balancing the ATM, vault and end of day work). Regular and predictable attendance is an essential requirement of the position. Responsible for the completion of all compliance training related to the position. Must understand all applicable laws and regulations that apply to the position and complies with the requirements. NON-ESSENTIAL FUNCTIONS Performs all other duties as assigned. EXPERIENCE/SKILLS One (1) or more years of customer or retail service experience preferred. Cash handling experience preferred. Ability to respond and assist clients with inquiries and/or problem resolution. Customer service and sales oriented. Careful attention to detail and time management. Good listening and verbal and communication skills. Good PC skills - ability to work in Windows based system essential. Ability to cross-sell bank products and services. Ability to work evenings and weekends based on banking center needs. Ability to communicate in another language is a plus. Good organizational skills. Ability to work in a team atmosphere. Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records. Ability to handle multiple tasks in a fast-paced environment. EDUCATION High School Diploma/GED required. TRAVEL REQUIREMENTS Ability to travel to all locations as needed for meetings, projects, training, seminars, etc. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds. EQUIPMENT MS Office PC, fax, phone and standard office equipment.

Posted 30+ days ago

T logo

Senior Banking and Financial Business Analyst (with Cards Experience)

Tek SpikesColumbus, OH

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Job Description

Job Summary:

We are seeking a highly skilled and experienced Senior Banking and Financial Business Analyst with a deep understanding of the banking industry, financial services, and payment card systems. This position requires a professional who can bridge the gap between business stakeholders and technical teams, ensuring the successful implementation of projects related to banking operations, financial products, and card services. The ideal candidate will have a strong background in card payments, financial regulations, risk management, and customer experience optimization within the banking sector.

Key Responsibilities:

Business Analysis & Requirements Gathering

Card Payment Systems Expertise

Assist Project Managers and Scrum Masters for daily Project Execution.

Risk & Compliance Management

Stakeholder Management & Communication

Data Analysis & Reporting

Education:

Bachelor's degree in Finance, Business Administration, Computer Science, or related field. MBA or related advanced degree is a plus.

Experience:

At least 8-10 years of experience in banking and financial services, with a focus on payment cards (credit, debit, prepaid).

Lead/drive, with appropriate stakeholders, identification of necessary business requirements as well as technical requirements arising from those business requirements.

Strong documentation skills – ability to create requirements documents as well as other artifacts – traceability matrix, ERD, process flows, data mapping, etc.

Understanding of banking domain and card technology (credit/debit - Commercial and retail banking).

Strong analytical skills – ability to unwind complex integrations / process flows by asking appropriate questions and identifying necessary details to garner understanding as well as meet the overall goal within scope of the project.

Ability to lead data mapping, and participate in subsequent testing of requirements – keeping track of overall progress and participating in analysis / identification of business impacts for defects and driving resolution with appropriate parties.

Technical Skills:

Proficiency with business analysis tools (e.g., JIRA, Confluence, MS Visio) and project management software.

Familiarity with card payment technologies, systems, and frameworks (e.g., Visa/Mastercard networks, SWIFT, payment gateways).

Knowledge of data analytics tools (e.g., Excel, Tableau, SQL) to analyze transaction data and generate insights.

Soft Skills:

Excellent communication and interpersonal skills, with the ability to manage stakeholder relationships and facilitate discussions across technical and non-technical teams.

Strong problem-solving abilities and attention to detail.

Ability to work on multiple projects simultaneously and effectively in a fast-paced environment.

Strong business acumen with an ability to understand and align technical solutions with strategic business objectives.

Desirable Skills:

Experience with digital payment platforms, mobile banking apps, and online banking services.

Familiarity with agile methodologies and tools (e.g., Scrum, Kanban).

Certification in Business Analysis (CBAP, CCBA) or Project Management (PMP, Scrum Master) is a plus.

Experience in managing vendor relationships and outsourcing partnerships.

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