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Banco Santander BrazilNew York, NY

$112,500 - $190,000 / year

Executive Director Technology Applications- Investment Banking Country: United States of America It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! Job Description The Difference You Make: The Executive Director Technology Applications, Corporate and Investment Banking (CIB), analyzes, evaluates and proposes IT systems and solutions to enhance the value of the business, reduce cost or otherwise provide a competitive advantage. The incumbent researches, procures and implements cutting edge software and hardware solutions to meet the evolving needs of Santander Bank. They prepare program specifications, diagrams, and data flow charts and submits recommendations for solutions, and coordinates system installation with business user departments and operations, ensuring satisfactory results. Finally, the Director provides advanced-level software, system support for all related applications and associates. Provides technical leadership and direction for multiple system design, development and support initiatives. Develops and exercises business plans, policies and procedures and may also be responsible for various projects to improve efficiencies. Manages a specific department, product or process within a specific infrastructure area. Maintains significant industry experience; expected to be subject area expert in multiple or specific skill sets, business areas or products. Contributes to strategic technology planning with business client and senior systems management. Manages systems development and support activities for multiple applications and projects. Maintains day-to-day operational execution, although roles will also include contributing to strategic planning within area of expertise. Responsible for application development, including middleware and legacy / mainframe systems. Works with Business and Leadership counterparts in Product Management, Business and Technical Operations, Systems Engineering, Infrastructure, Networks and Architecture teams. Manages multiple application development teams in the design, development , testing, and support of application software. Works with our existing technology stack (Java, C++, Linux, Unix, Open Source Platforms, and SOA) and recommend new technologies for our next generation solutions. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree or equivalent work experience: Computer Science, Software Engineering or equivalent field.- Required. Master's Degree: Computer Science, Software Engineering or equivalent field.- Preferred. 12+ Years Experience in field or similar industry- Required. 12+ Years Visual Basic, Power Builder, SQL, C CORBA, COM, C++, Visual C++, Smalltalk Java, Java Script, HTML, DHTML, Perl / CGI, EJB, XML, ASP, XLS, JSP, JNI, RMI, Cold Fusion, Cobol, Microfocus, Natural, RPG, CICS, DB2, IMS, JCL, and Pascal.- Required. 12+ Years Working experience with relational databases (Oracle, Sybase, SQL Server, MySQL).- Required. 12+ Years Experience in Java enterprise programming and Java frameworks.- Required. Regulatory Reporting Axiom 12+ Years VP/ Director or equivalent level experience.- Required. Able to build solid, effective working relationships with others. Able to analyze and resolve complex issues and problems in a sound and timely fashion. Able to assimilate research data from a variety of sources, analyze, and recommend appropriate courses of action to take. Able to coach others in the development of their skills. Able to constructively work under stress and pressure when faced with high workloads and deadlines. Able to design applications using new or existing methodologies. Able to adjust readily to change and adapt as needed. Able to express ideas clearly and convey necessary information. Able to identify areas of risk/concern in area of responsibility. Able to identify needs and opportunities and develop action plans to address. Able to interact effectively with all levels of management. Able to think strategically and tactically. Able to work independently with minimum supervision. Able to prepare/analyze appropriate reports and other business correspondence. Possesses strong organizational and time management skills, driving tasks to completion. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $112,500.00 USD Maximum: $190,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits- 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.

Posted 1 week ago

Keybank National Association logo
Keybank National AssociationSan Francisco, CA

$123,000 - $257,000 / year

Location: 1 California Street, San Francisco California Job Description The Associate in KeyBanc Capital Markets' (KBCM) actively work with industry bankers and product groups in cross-functional teams originating and executing a wide variety of advisory and public/private capital mandates. Associates act as the primary day-to-day contact for execution support, including; financial statement analysis and model development, valuation analysis, industry research, and the preparation of various presentations and documents including information memorandums, management presentations, industry white papers, etc. Associates play a central role coordinating the activities of all team members. Primary responsibilities include supporting senior bankers in developing junior analysts and helping with special projects to further develop the practice. An Associate in KBCM enjoys a unique developmental opportunity as junior bankers have the opportunity for far greater responsibility and recognition than at other investment banks. Responsibilities Performs other duties as assigned; duties, responsibilities and/or activities may change, or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Qualifications 3+ years of relevant experience in investment banking Experience in managing and training junior investment bankers Strong educational background with a Bachelors Excellent business writing and financial analysis skills Proven ability to work well in a fast-paced team environment Outstanding work ethic Must be willing to travel when necessary Series 79 and 63 licenses preferred COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $123,000.00 - $257,000.00 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. Equal Pay Posting Language This position is eligible to earn a base salary in the range of $175,000 to $200,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 02/01/2026 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. #LI-Remote

Posted 30+ days ago

Seacoast National Bank logo
Seacoast National Bankfairfax, SC
Location: This position can be performed remotely within the United States. JOB SUMMARY: The Digital Banking QA Test Lead is responsible for the quality, planning, execution and reporting of end-to-end testing of various Digital Banking applications and components. This role will be focused on functional testing of product implementation across test environments and production deployment verification. The Test Lead will coordinate with multiple vendors and internal partners to devise and execute the test strategy. This role will play a key role in platform conversion and migration validation, driving the strategy, and ensuring quality delivery. The QA Test Lead plays a critical role throughout the Software Development Life Cycle (SDLC) for a digital banking team. They are primarily responsible for ensuring that all deliverables meet quality standards and regulatory requirements before deployment. The SQA Lead is involved early in the requirements and design phases, reviewing specifications for testability and compliance. During development, they define test strategies, initiate test case creation, and ensure proper integration of automated and manual testing. In the testing phase, they coordinate functional, security, and performance testing to validate system reliability and customer safety. Finally, in deployment and maintenance, they monitor production issues, lead root-cause analysis, and enforce continuous improvement practices to maintain high-quality digital banking experiences. Maintenances and upgrades are over the weekend and after hours during the week. The QA Test lead is expected to conduct all validations promptly during weekend maintenance, after hour maintenance, and upgrades for all digital banking platforms. The QA Test lead is expected to provide documentation of validations to the Product Manager. The Test Lead is the key resource for ensuring quality of the digital banking platform which leads to an improved customer experience. It is crucial to understand the customer experience for all variety of users including retail, small business, and commercial. ESSENTIAL DUTIES AND RESPONSIBILITIES: Understand business requirements, release notes, and expected functionality for the creation and execution of test plans Strong understanding of digital banking platforms including architecture and products functionality Strong partnership with lines of business to illicit specific requirements for new and updated functionality Create specific use case, product, and end-to-end test plans Coordinate and lead User Acceptance Testing (UAT), collection of all test results, defect documentation, and remediation with both internal and external (vendor based) resources Report testing defects or findings in context of its business value Plan, monitor and execute end-to-end test cases Ensure line of business involvement in test preparation and execution Coordinate Defect Management cycles with the implementation team, internal development, vendors, and project management Ability to present with a large audience, understanding the audiences being presented to. Maintain test data to cover pertinent customer, user, and transaction use cases [including appropriate product and account numbers] Provide testing results, defect reporting, and remediation requirements to Project Managers Identifying and implementing best practices across for user acceptance testing and postproduction validation Where possible, leverage automation to streamline regressions testing and reporting Participate in all testing and validation activities, including after hours or weekend validation as necessary Partner to present all Digital banking platform maintenance, upgrades, functional changes, validation results to test environments and production environments to the Change Advisory Board for approval. EDUCATION and/or EXPERIENCE: Bachelor's degree or equivalent experience in Computer Science, Management Information Systems, Software Development, Information Technology or Engineering. 7+ years' experience of software development testing and/or digital project management Deep E2E process understanding, including the customer facing and back-end testing for both happy and unhappy path validation Basic understanding of deposit and loan products Deep understanding of digital banking capabilities, back-end platforms, and associated infrastructure. Experience with Core and Digital banking vendors and their product(s) Experience with test automation tools a plus [ex. Selenium, LambdaTest, etc.] Ability to adapt to testing variations as needed as well as Agile methodologies Certification in Agile Project Management and/ or testing a plus Strong analytical, verbal and written communication skills Knowledge of programming languages and software systems 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 appraisals; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry, while observing both the spirit and letter of all government regulations, laws and bank policies and procedures. #LI-PF1

Posted 2 weeks ago

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First Horizon Corp.Dallas, TX
Location: On site in Memphis, TN, Charlotte, NC, Raleigh, NC, Orlando, FL, Miami, FL, Lafayette, LA, New Orleans, LA, Dallas, TX. Reports To: Head of Strategic Initiatives, Consumer Banking About the Role As a Data Integration Analyst at First Horizon, you will play a key role in enhancing the measurement capabilities of our consumer and small business banking teams. This includes collecting, verifying, and integrating monthly performance data from across the bank into a logical, scalable database to support scorecards, dashboards, and key metrics. A critical aspect of this role involves leveraging your expertise in geographic information systems (GIS) to support geospatial analysis and mapping, including the implementation of new GIS tools currently under development. The ideal candidate will have a strong grasp of data workflows, database design, and the ability to transform complex datasets into actionable insights through visualization and analysis. Responsibilities: Gather, compile, and validate data from associates across various teams within Consumer Banking for use in scorecards, dashboards, and performance reports. Assist in identifying gaps or inconsistencies in collected data and escalate to relevant teams. Collect and organize external market data related to branch locations, network footprint, and competitor activity within First Horizon's 12-state footprint. Collaborate with associates in retail, business banking, analytics, and strategy teams to ensure timely and accurate information flow. Maintain well-organized records of data sources, methodologies, and update schedules. Support the Head of Strategic Initiatives in producing regular and ad-hoc reports for leadership. Participate in meetings to understand evolving data needs and help improve data quality processes Adhere to data privacy and integrity standards in all tasks. Qualifications: Bachelor's degree in Business, Finance, Economics, Data Science, Environmental Sciences or a related field; relevant work experience may be substituted. 2+ years of experience in data gathering, research, operations, analyst roles or equivalent demonstrated through work experience, training, military experience, or education. Proven ability to organize and integrate diverse monthly data feeds into centralized, scalable databases for analysis and visualization. Demonstrated experience with geographic information systems (GIS), including spatial data processing, mapping, and geospatial analysis. Knowledge with Excel and basic reporting/dashboard tools; experience with data visualization platforms such as Power BI, Tableau, or GIS Insights. Proficiency in scripting languages (e.g., SQL, Python) for data transformation and automation is preferred. Strong communication skills with the ability to collaborate across functions and present findings effectively. Interest in the banking industry and eagerness to learn about physical branch networks and market dynamics. Why Join First Horizon? You'll have an opportunity to make a visible impact alongside high-performing associates, help drive strategic change, and develop your skills in a collaborative environment. If you're proactive, curious, and thrive on turning information into action, we would love for you to apply. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Posted 3 weeks ago

PwC logo
PwCPhiladelphia, PA

$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. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. 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
PwCTampa, FL

$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. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. 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

Alerus Financial logo
Alerus FinancialMinnetonka, MN

$22 - $30 / hour

WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.CORE VALUES: Passion for Excellence:: Success is Never Final :: Do the Right Thing :: One AlerusABOUT THE ROLE:The Commercial Banking Associate - Deposit Support provides critical, comprehensive support to Bankers specializing in deposit clients, such as commercial businesses, government entities, and nonprofit organizations. The position involves managing specialized banking solutions tailored to each sector's unique needs, ensuring efficient account management, regulatory compliance, and exceptional customer service. With a strong focus on detail and organization, this position serves as the operational backbone of the team, helping to maintain smooth client relationships and internal coordination.WHAT YOU'LL BE DOING: Serve as a point of contact with deposit clients being a liaison between relationship managers and clients, ensuring timely responses and follow-ups. Coordinate scheduling of client meetings, events, and follow-up activities.Support relationship management efforts by preparing briefing materials and client insights. Assist in onboarding new deposit clients and maintenance efforts, including documentation and compliance coordination.Provide outstanding service to deposit clients, addressing inquiries, resolving issues, and assisting with various banking needs; includes understanding the specific regulatory and operational requirements of specialized entities.Perform accurate and timely account maintenance tasks, including opening of new accounts, updating client information, and processing transactions, oversee the request and fulfillment process for client checks and debit cards.Ensure adherence to KYC, CIP, CDD, BSA processes, policies and regulatory requirements.Perform Commercial Deposit Signature Card and Master Resolution maintenance.Track sales pipeline activity using CRM tools, support the preparation of credit packages, proposals, and term sheets.Collaborate closely with Bankers, providing comprehensive administrative and operational support to help them manage and grow their client portfolios; includes monitoring reports, gathering client documentation, and assisting with client follow-ups, often involving complex financial structures and Treasury Management structures, attending and preparing internal team meeting minutes, researching and compiling market and industry relevant data.Assist in the preparation of professional presentations that cater to specialized sectors for deposit clients.Help format and prepare professional proposals for clients, ensuring accuracy, clarity, and adherence to brand guidelines, as well as specific Request for Proposal (RFP) requirements.Monitor, coordinate, and (in many cases), act as the first point of contact to ensure clients requested commercial banking, investment, ARB and Treasury Management referrals are seamlessly transitioned. Coordinate and support general internal partner management efforts.Responsible for managing the accuracy of data within internal applications across internal partner departments. WHAT YOU SHOULD HAVE: Associate's degree or equivalent combination of education and/or related experience in the financial services industry1+ year of commercial, government, or nonprofit administration and/or deposit/investment experienceUnderstanding of commercial deposits, bank operations, products and services, business entity structure and documentationCapacity to manage and stay organized while working with high volume, time sensitive transactions with proven time management, problem-solving skills and resourcefulness.Ability to be flexible, implement continuous change and demonstrate a positive attitudeHigh level of commitment to accuracy and detailEffective written and verbal communication skillsHigh level of discretion, professionalism and collaboration skillsProactive, detail-oriented, resourceful and thrives in a fast-paced, client-focused environment WHAT WE BRING TO THE TABLE: Competitive compensation including base salary, bonus and/or incentive opportunities.Comprehensive benefits package provides a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.Learning and development resources for personal and professional career development, and advancement opportunities.Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.Support for the communities we live in through paid volunteer time and a company donation match opportunity. WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.BASE PAY RANGE:$22.00 - $30.00 per hourThe above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job.Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Posted 1 week ago

H logo
Howden Group Holdings LtdNew York, NY

$105,000 - $115,000 / year

Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service. About Role Primary Responsibilities: An analyst will play an integral role on our teams, providing analytical support on mergers and acquisitions, public and private capital offerings, insurance-linked security (ILS) offerings and other financial advisory services for our clients. Senior analysts on the HCMA team will be heavily involved in the following tasks: Preparation of company valuations including using various methodologies including discounted cash flow, leveraged buyout, trading comparables and transaction comparables; Preparation of company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation; Participate in the origination and execution of M&A, equity, debt and ILS transactions; Build detailed financial models to evaluate performance under various operating scenarios and to analyze the impacts of different capital structures and potential M&A transactions; Prepare presentation materials for use in client meetings; covering topics such as strategic alternatives, capital markets activity and general corporate finance; Participate in all stages of transaction executions, from the pitch phase through closing. Analysts / Associates develop their skills through broad and frequent exposure to both other junior and senior bankers. You will gain a strong career foundation in financial services. Our analysts / associates are the anchors of each team and are expected to make a personal impact right from the start. You will work on some of the biggest deals in insurance investment banking, interact with clients almost immediately, travel for the firm and handle increasingly important responsibilities. Qualifications: The ideal candidate will have (i) an enduring work ethic and track record of success; (ii) the ability to function equally well in both a team setting and on a self-directed basis; and (iii) excellent mathematical, writing, verbal and computer skills. Key required qualifications include: Prior investment banking experience Demonstrated academic achievement and excellence outside of academics; Excellent written and verbal skills; Ability to work independently and as part of a team; Demonstrated ability to work in a time sensitive environment and under pressure with tight deadlines; Ability to multi-task with strong attention to detail; Ready to assume a high level of responsibility; Bachelor's Degree required; well-rounded academic background, with coursework in finance, economics, mathematics, or actuarial science is preferred; Demonstrated leadership abilities; Solid interest in the financial sector; Excellent PC skills; advanced knowledge of Excel, Word and PowerPoint a must; Legally authorized to work in the United States. The expected base salary range for this role is $105,000-115,000. The base salary range is based on level and does not include other types of compensation such as discretionary bonus or benefits. EEO Statement: We consider our people our chief competitive advantage and as such we treat colleagues, candidates, clients, and business partners with equality, fairness, and respect. Howden North America provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Howden North America will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

Posted 30+ days ago

Ameris Bancorp logo
Ameris BancorpJacksonville, FL
Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We serve customers in our locations across the Southeast, Mid-Atlantic and nationwide through our extensive digital offerings and mobile app. Delivering financial peace of mind starts with a team that values integrity and rewards ingenuity. At Ameris, you'll find teammates who are inclusive, collaborative problem-solvers who go the extra mile to support one another and to meet every customer's needs. When teammates are empowered and bring their diverse perspectives to the table, we create the best possible outcomes for our customers. At Ameris, we know that a growth mindset is key for high performance and fosters an environment that prioritizes continuous improvement. Teammates have access to Employee Resource Groups that serve as advocates and allies as well as professional development opportunities to drive ongoing education. Learn more about our purpose and how you can bring it to life as an Ameris Bank teammate. The Wholesale Banking Loan Closer coordinates, prepares loan documentation and reviews complex high dollar commercial loan transactions, ensuring accuracy and meeting requirements of loan approval, policy, regulations, and laws. The Wholesale Banking Loan Closer reports any approval exceptions to the appropriate parties, escalates potential risk, and resolves exception items. Essential Functions, Duties, and Responsibilities: Facilitates the closing of multiple large dollar, complex commercial loans simultaneously, Reviews loan type, approval terms and conditions, bank policy and regulations to determine closing requirements and develop a due diligence/closing checklist. Performs due diligence activities for a wide-range of commercial loans applying specialized knowledge to analyze complex requirements and effectively administer pre-closing activities. Prepares loan documentation on the bank's documentation system, ensuring that documents are prepared accurately with proper terms and conditions as outlined in the loan approval and within standards/requirements. Reviews legal closing documents for accuracy against loan approval and credit write ups. Effectively manages a large pipeline of loans at different stages of the closing process managing workflow and deadlines. Identifies and obtains all necessary third-party reports which may include title, surveys, entity documents, flood determinations, and UCC searches. Reviews all reports and documents for accuracy and sufficiency according to bank policy and regulatory requirements. Identifies discrepancies and issues, facilitates resolution, and takes corrective action. Acts as a liaison with attorneys, third party vendors, and customers. Executes timely follow up and management of all closing requirements and monitors to ensure deadlines are met. Responsible for ongoing communication with lender and borrower on the status of specific loan requests. Processes disbursement of loan proceeds. Maintains and updates electronic checklists to ensure all diligence items are addressed. Manage electronic file organization for all commercial loan files. Meets the Commercial Hubs Standard Service Level Agreements and Quality Control objectives. Provides instructions, guidance and requests to stakeholders ensuring clear, professional communication and efficient processing. Required Knowledge, Skills and Competencies: Advanced knowledge of commercial loan documentation and various loan structures such as commercial real estate, asset based lending, general C&I lending, and various complex non-real estate transactions. Advanced knowledge of due diligence requirements related to complex loan transactions including but not limited to corporate documentation, leases, subordination agreements, property management agreements, borrowing bases, and titles. Stays current on applicable banking regulations and security procedures and practices to prevent fraud or other bank losses and to comply with regulatory requirements. Advanced skills in computer and Microsoft Office. Able to effectively and persuasively express self, using language and grammar in a professional manner. Able to plan, schedule and organize professional schedule to achieve goals within or ahead of established time frames. Able to provide a high level of interactive service to others, building relationships and addressing identified needs. Able to analyze and record detailed information and produce accurate, high quality work products. Able to research, analyze, identify viable options, draw sound conclusions, and present findings. Thorough knowledge of financial covenants, business entities, standard and non-standard loan products. Thorough knowledge of commercial loan compliance policy and closing processes. Able to manage and organize a high volume of documents. Able to read, analyze and interpret complex commercial loan documents. Able to perform accurate calculations and transactions. Critical thinking and analytical skills required to review all transaction processing (file maintenance). Industry and Work Experience: 3 or more years of experience as a Wholesale Banking Loan Closer or related role required. Experience using relevant banking and document storage software applications required. Academic: Bachelor's degree required. Benefits Available to Employees: Ameris Bank provides a comprehensive employee benefit package to all eligible employees. Medical, Dental and Vision Insurance Ameris Bank absorbs a major portion of the cost of healthcare. You become eligible for coverage on the first of the month following 30 days of employment Life Insurance provided at no additional cost to employees Accidental Death & Dismemberment Coverage Long-Term Disability Coverage Paid Sick and Vacation Leave 11 Holidays Volunteer/Service Day Employee Stock Purchase Plan 401(k) Retirement Plan Ameris Bank matches 50% of your first 8% of contributions to the plan Flexible Spending Accounts Health Savings Account Health Reimbursement Arrangement Supplemental Life & Other Insurance Plans Identity Theft Protection Pet Insurance Legal Insurance Employee Assistance Program Employee Advocacy Program Tickets at Work (Entertainment discounts for Ameris Bank Employees) AT&T Employee Discount Wellness Discounts for Medical Premiums and Other Rewards Employee Referral Incentive Education Assistance Employee Resource Groups Banking Advantages for Employees: In addition to a wide array of benefits, Ameris Bank employees are also eligible for special bank services. Free Interest Checking Free Safe Deposit Box Free Money Orders, Travelers' Checks and Cashier Checks Discount on Mortgage Origination Fee Free Online Banking and Free Unlimited Online Bill Payment Employee Banking Perks Disclaimer: The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.

Posted 30+ days ago

US Bank logo
US BankClarkston, WA

$81,600 - $96,000 / year

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

Posted 4 days ago

US Bank logo
US BankMinneapolis, MN

$81,515 - $95,900 / 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, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often-that's what we call the courage to thrive. 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. Try new things, learn new skills and discover what you excel at-all from Day One. As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals-no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we're building a range of tailored payment solutions powered by the latest technology. As part of our team, you can explore what motivates and energizes your career goals: partnering with our customers, our communities, and each other. Job Description Responsible for the overall management of an assigned portfolio with a focus on Welcome, Retain, and Grow. This includes helping to drive activations and elevate the onboarding experience by coordinating with Market Managers to ensure pre-sale and implementation expectations are met, welcoming newly activated accounts, performing general account maintenance, increasing relationship profitability, and maintaining client satisfaction. The role also involves consulting with clients for payment education and recommending products and services to enhance performance based on customer needs and portfolio growth. Additionally, team members are expected to maintain strong proficiency in our products and services, leveraging this knowledge to successfully cross-sell within their portfolio. They should proactively work to retain clients through targeted outreach, utilizing tools, campaigns, and trigger-based insights to identify opportunities and strengthen customer relationships. recommending products and services to enhance performance based on customer needs and portfolio growth. Additionally, team members are expected to maintain strong proficiency in our products and services, leveraging this knowledge to successfully cross-sell within their portfolio. They should proactively work to retain clients through targeted outreach, utilizing tools, campaigns, and trigger-based insights to identify opportunities and strengthen customer relationships. This role supports the Midwest market - qualified candidates must be located in Minnesota or Ohio. Job Functions Contact newly approved customers and coordinate implementation schedule Welcome newly activated business banking customers Work service-related requests via phone, email and teams Utilization of Salesforce Work rate review requests Establish and maintain regular cadence with internal stakeholders (Market Managers, bankers, CID) Refer Opportunities to bank partners Basic Qualifications Bachelor's degree in Business or Finance, or equivalent work experience. Typically five to eight years of client management experience in the payments industry. Preferred Skills/Experience Strong contract negotiations, account management and project management skills. Strong problem-solving and negotiation skills. Ability to manage multiple tasks/projects and deadlines simultaneously. Ability to identify and resolve exceptions and to interpret data. Proven customer service/relations skills Proficient computer navigation skills using a variety of software packages including Microsoft Office applications Strong presentation, interpersonal, verbal and written communication skills. Ability to travel Location -The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $81,515.00 - $95,900.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 2 weeks ago

Morgan Stanley logo
Morgan StanleyMenlo Park, CA
Morgan Stanley's Investment Banking Group provides industry, regional and product expertise to corporations, institutions and government clients in order to develop and execute innovative and customized solutions to the most challenging strategic and financing issues faced in the global marketplace. The Banking Group is comprised of a number of industry groups, which work closely with product team members in Mergers & Acquisitions, Global Capital Markets, Real Estate, and other industry groups throughout the Firm to provide relevant market insight, product creativity, and execution expertise to clients. These solutions include initial public offerings; public and private equity and equity-linked financings; mergers, acquisitions and restructurings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging, swaps and derivative transactions. Our Menlo Park office is looking for a Vice President with prior experience in the Software industry to join the Technology Investment Banking Group. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions, such as initial public offerings. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes senior professionals who will encourage you to go beyond the numbers and think creatively. Qualifications: 6+ years of relevant experience within investment banking, or an MBA with 3+ years of experience, and with a proven track record working on complex executed deals across M&A and various industry sectors Experience in the software industry is strongly preferred, but not required Strong written and verbal communication, client and interpersonal skills Commercial instinct and ability to perform under pressure and tight deadlines Bachelor's degree is required; an MBA and/or CFA designation would be an asset Series licensed or must obtain WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be $275,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 30+ days ago

T logo
Truist Financial CorporationGreensboro, 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: If located in a Truist hub city location, the work style will be: In Office (5 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 E-Verify IER Right to Work

Posted 30+ days ago

F logo
First Western Trust BankDenver, CO
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 Denver 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 $10-20 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 30+ days ago

US Bank logo
US BankCincinnati, OH

$133,365 - $156,900 / 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 NOTE: This position is not eligible for current or future visa sponsorship. This position will report to the Fair and Responsible Banking Policy, Practice, and Model Review Manager and supports the U.S. Bancorp's Company's Fair and Responsible Banking Program Policy ("Policy") by performing discrimination risk evaluation and monitoring activities covering a wide range of models leveraged across the Company. This position will implement and maintain standards and best practices to evaluate the Company's models for fair lending and responsible banking risk, ensuring fairness and preventing unintended harm with the implementation and ongoing use of the Company's models. This position will be responsible for the implementation and maintenance of an effective risk management framework and requires an understanding of the interaction among Fair and Responsible Banking risks, Model Risk Management requirements, and other banking functions. They will provide support and oversight for the inventory of models subject to fair and responsible bank review and assessment and collaborate with the Fair and Responsible Banking stakeholders of various levels within the organization, including Corporate Compliance, Model Risk Management, Audit, Legal, and Business Line personnel, to help ensure effective risk management across the Company. This position requires an understanding of business objectives and key fair and responsible banking risk drivers across the product lifecycle as well as model development and monitoring concepts and techniques. In addition to risk management and fair lending knowledge, the successful candidate would be expected to have familiarity with statistical testing and programming, artificial intelligence and machine learning methods, and communicating technical concepts to differing audiences. We are looking for candidates with the proven ability to work and thrive in a rapid-paced, deadline-driven, and collaborative environment; who have solid project management and organizational skills; and who have the drive to continually meet new challenges. The successful candidate is expected to drive effective and efficient risk management, generate high-quality written reporting and work output, and serve in an advisory role to model stakeholders, peers, and junior staff. ESSENTIAL FUNCTIONS Perform robust fair and responsible banking risk qualitative reviews and assessments for models used across the Company, evaluating compliance with fair lending laws and regulations, assessing inputs and explainability, escalating concerns to management, and overseeing corresponding risk mitigation efforts. Design, develop, monitor, and support a variety of model-related guidance and training in alignment with industry-driven best practices. Ensure guidance and training is robust, updated, and considers the Company's current risk appetite. Collaborate with fair and responsible banking statisticians when performing deep dive reviews and assessments on high-risk models. Partner with fair and responsible banking stakeholders to perform root cause analyses and to assess potential risk drivers. Partner with Business Line personnel and model developers to assess business needs and perform searches for less discriminatory alternatives, evaluate viability, and document findings. Manage the fair and responsible banking model inventory and maintain appropriate controls to ensure comprehensive risk management of the Company's models. Create reports summarizing fair and responsible banking risks and present results for review by internal and external (regulatory staff) audiences. Ensure documented interpretations and conclusions are appropriate. Maintain appropriate levels of documentation to support each review and assessment, ensuring the evaluation of fair and responsible banking risk is consistent with regulatory and industry expectations. Support and prepare materials related to examination, supervisory, enforcement, or internal audit/review requests. Provide timely risk escalation and awareness items to management and other stakeholders as appropriate. Identify and engage with the team in continuous improvement activities. Basic Qualifications Bachelor's degree, or equivalent work experience. Degree in quantitative field (Mathematics, Statistics, Economics, etc.) is preferred. Typically more than 10 years of applicable experience Preferred Skills/Experience Knowledge of Regulation B, Fair Housing Act, discrimination risk concepts, fair lending examination procedures, and prohibitions against unfair, deceptive, or abusive acts or practices (UDAAP). At least 8 years of experience in applicable laws, regulations, financial services, and risk management. Experienced and knowledgeable regarding fair and responsible banking concepts and risks specifically related to models (knowledge of Model Risk Management concepts and expectations a plus). Experienced and knowledgeable regarding modeling best practices as it relates to mitigating fair and responsible banking risk (statistical modeling and SAS programming experience a plus). Experienced and knowledgeable regarding artificial intelligence and machine learning techniques and concepts. Excellent project management and strategic skills. Must be detail oriented with a proven ability to manage a dynamic workload with multiple projects and changing priorities (experience as a project manager and/or people leader a plus). Great presentation skills with the ability to communicate and collaborate effectively with a variety end users and management. Writing experience (e.g., technical writing and business reporting). Proficient with Microsoft Office packages, specifically Word, Excel, and PowerPoint. LOCATION EXPECTATIONS: This role requires working from a U.S. Bank Location three (3) or more days per week. NOTE: This position is not eligible for current or future visa sponsorship. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $133,365.00 - $156,900.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 2 weeks ago

Columbia Banking System, Inc. logo
Columbia Banking System, Inc.Dallas, OR

$18 - $25 / hour

About the Role: Provides outstanding customer service to individuals contacting the Bank, by phone, chat or online, by resolving issues, providing information, and looking for opportunities to strengthen the customer relationship through suggesting Bank products and services. Performs specialty tasks and completes moderate to complex assignments. Resolves customer problems such as: bill pay questions, loan questions, debit card issues, account overdrafts, electronic disputes, online/mobile banking issues and service charge questions. Performs a variety of transactions and maintenance on the customer's behalf such as: funds transfers, stop payments, debit card increases, address changes and check orders. Provide customer support for online banking including: troubleshooting mobile devices and browser issues related to online banking. Provide customer support for loans, escrow analysis, and payment questions. Utilize system software to respond to online messages/emails to answer questions, provide banking services and resolve customer service issues. Demonstrates strong oral and written communication skills. Suggest appropriate products and services to existing and prospective customers and cross-sells other bank products and services. Moderate supervision with latitude for independent judgment. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become "Business Bank of Choice" May perform other duties as assigned. About You: H.S. Diploma/GED. Required Bachelor's Degree. Preferred Less than 2 years of bank customer service experience, good knowledge of bank's products and services. Excellent verbal and written communication skills. Knowledge of operational procedures, practices and policies. Demonstrates the ability to sell Bank products and services. Able to mentor new associates through on the job training. Requires the ability to multi-task and work with over 25 software applications. Requires intermediate computer skills, including MS Office and banking software. Skill in basic troubleshooting: mobile devices, browsers, and other technology as it relates to online banking. Thorough understanding of products and services offered by bank. Advanced knowledge in specialty area. Excellent customer service skills and ability to work effectively with the public. The pay range for this role is $18.00 - $25.00. The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process. Primary Location: Ability to work fully onsite at posted location(s). 15301 North Dallas Parkway Suite 850 Addison TX 75001 Our Benefits: We are proud to offer a competitive total rewards package including base wages and comprehensive benefits. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: http://careers@columbia.com To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

Posted 2 weeks ago

B logo
Banco Santander BrazilNew York, NY

$65,625 - $145,000 / year

Model Validation Analyst- Corporate & Investment Banking Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Sr. Analyst, Model Risk will be responsible for performing independent validation of models and expert judgement models used by the bank in conformance with regulatory guidance on model risk SR11-07. This individual's responsibility includes performing model validations, from input data, model methodology, model outcome, usage and related controls and governance around model risk. This role involves internal communication with business and model development and external with vendors and third-party servicers. Furthermore, this individual is expected to take the day-to-day model risk governance responsibilities such as ongoing performance monitoring, orderly remediation of findings, and model annual reviews. Evaluates model assumptions and weaknesses, prepares reports describing the results of the validation analyses and list the recommendations for addressing any issues identified. Conducts robust validations of a wide variety of models against established standards, developing benchmark, challenger, and replication models where applicable. Advises senior personnel in their communications with risk committees, auditors, regulators, and senior management regarding model risk and its potential effects on the risk profile of the bank. Manages the resolution of findings with model owners and developers. Reviews ongoing model performance, assesses overall model health within a given framework, identifies potential problems and works with stakeholders to resolve issues identified. Partners with model owners and developers to understand the business context for model use, producing technical guidance and adding value to the business process. Develops and executes initiatives such as researching new trends in modeling and approaches to the management of associated model risk. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree in Statistics, Mathematics, Economics or equivalent quantitative discipline or equivalent work experience.- Required. An advanced degree, masters/PhD in a quantitative discipline such as Financial Engineering, Mathematics, Physics, Quantitative Finance, Economics, Statistics, or other relevant field of study.- Preferred. 3+ years of experience in Model Validation and/or Model Risk Management function at a large corporate and investment bank. Detailed familiarity with advanced quantitative analysis and applied statistical techniques in relevant asset/liability categories, including regression, time series forecasting, econometric modelling, PCA analysis, data mining, survival analysis, sensitivity, back-testing, model performance measurement Familiarity with QRM, ADCo and Intex or similar systems.- Preferred. Sound knowledge of financial numerical methods/PDEs, stochastic calculus, and option pricing Programming capabilities: Hands on programming skills required in common programming languages and packages like R, Python, Matlab, and SAS etc. Ability to apply mathematical and statistical skill in a highly practical way to solve problems Ability to work with senior management and other stakeholders Outstanding time and stress management skills, team-work spirit. As a responsible level the team member should be a self-starter and need minimal direction from managers in pursuing projects. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $65,625.00 USD Maximum: $145,000.00 USD Link to Santander Benefits: Santander Benefits- 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.

Posted 30+ days ago

Alerus Financial logo
Alerus FinancialShoreview, MN

$60,000 - $80,000 / year

WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.CORE VALUES: Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One AleruACCOUNTABILITIES: Centralized Underwriting for new loans, modifications and renewalsPropose Lending SolutionsUnderwrite Credit RiskComplete Annual ReviewsProvides Support to the Commercial & Business Bankers ABOUT THE ROLE:The Business Banking Underwriter I is accountable for underwriting and monitoring a portfolio of business banking level commercial and industrial (C&I) loans ranging in size from $1,000,000 to $5,000,000. The portfolio may also include agricultural, owner occupied and/or small investor commercial real estate loans. Will partner with Commercial & Business Bankers to propose and negotiate lending solutions on new opportunities and underwrite credit risk. Responsible for determining the credit worthiness of borrowers and/or sponsors and recommending credit decisions. Monitors portfolio credit relationships for covenant compliance, collateral monitoring, and credit deterioration, as applicable. Keeps apprised of industry related issues to analyze and determine their impact on specific industries, clients, or Alerus C&I portfolios. Performs all duties in accordance with policies, procedures, and regulatory requirements.WHAT YOU'LL BE DOING: Performs financial analysis including forecasting and sensitivity analysis to assist in determining borrower capacity to repay.Develop a comprehensive understanding of customer's financial needs and formulate a plan for loan structure and servicing.Writes cogent credit narratives and perform advanced risk assessments of products, policy, structure, terms and financial strength with minimal to moderate guidance/feedback.Collaborate with bankers and Regional Credit Officers to structure loan terms that align with the bank's risk appetite and client needs.Independently grades all credits in accordance with Bank's credit classification system.Monitor existing loan portfolio performance and proactively identify early warning signs of credit deterioration or covenant breaches.Ensures loan requests adhere and comply with applicable bank regulations, policies and procedures.Stay updated on economic trends, industry developments, and regulatory changes impacting credit underwriting and commercial lending practices. WHAT YOU SHOULD HAVE: Bachelor's degree or equivalent education including upper-level courses in finance and accounting1-3 years of experience in a previous credit analyst or underwriter position1+ years of experience working with commercial and industrial, commercial real estate and agricultural lending preferredIn-depth knowledge of straightforward to medium complexity loan documentation, banking laws, and regulations preferred WHAT WE BRING TO THE TABLE: Competitive compensation including base salary, bonus and/or incentive opportunities.Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.Learning and development resources for personal and professional career development, and advancement opportunities.Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.Support for the communities we live in through paid volunteer time and a company donation match opportunity. WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.BASE PAY RANGE:$60,000 - $80,000 per yearThe above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job.Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Posted 30+ days ago

Huron Consulting Group logo
Huron Consulting GroupChicago, IL

$165,000 - $185,000 / year

Huron is a global consultancy that collaborates with clients to drive strategic growth, ignite innovation and navigate constant change. Through a combination of strategy, expertise and creativity, we help clients accelerate operational, digital and cultural transformation, enabling the change they need to own their future. Join our team as the expert you are now and create your future. Senior Managers serve in an outward-facing, hands-on, and multi-faceted role combining project and engagement management, team leadership and material interaction with clients at both tactical and strategic levels. While activities vary based on project size/scope and individual skill sets and strengths, the Senior Manager can expect to spend considerable time on client-facing engagements through all project phases (pursuit to delivery), project management, and intensive data-analysis to implement impactful recommendations. Additionally, Senior Managers time will revolve around overall practice development, the mentorship of Coachees (when assigned), and general project/organizational administrative tasks. We are looking for an Oracle Financials Sr. Manager / Solution Architect who can define and oversee ERP solution design across global transformation programs. This role requires deep Oracle ERP Cloud expertise, the ability to align solutions with client business strategy, and hands-on leadership in guiding design and architecture decisions. Key Responsibilities Own the end-to-end solution design for Oracle ERP Financials and EPM Cloud implementations, ensuring scalability, compliance, and performance. Lead workshops with business stakeholders to translate requirements into future-state designs. Support pre-sales activities and contribute to proposals and client presentations. Act as a thought leader, staying ahead of Oracle roadmap and innovation (AI, automation, analytics). Provide architectural oversight across modules (AHCS, GL, AP, AR, FA, CM). Collaborate with integration, reporting, and data teams to ensure seamless end-to-end design. Define standards, templates, and best practices for ERP implementations. Qualifications: Bachelor's or Master's degree in a field related to this position or equivalent work experience with Oracle SaaS solutions 5-7 years of related experience with ERP and EPM Cloud implementations in a consulting role Must have strong banking industry experience. Insurance and capital markets is nice to have but not mandatory. 5+ years of experience leading implementations with at least 2 of the following Oracle Cloud modules: Accounting Hub (AHCS), General Ledger (GL), Receivables (AR), Payables (AP), Asset Management (FA), Cash Management, OFSAA solutions Experience as a functional application specialist, but also familiarity with Oracle's FS Reference Architecture Proven experience with integrations from Banking, Insurance, and/or Capital Markets solutions; knowledge of OIC Excellent communication skills - oral and written - and the interpersonal skills needed to quickly establish relationships of trust and collaboration The ability to train and participate in the professional development of Huron staff in both project management and technical dimensions Proven ability to contribute on multiple projects of differing scale and duration Willingness to travel up to 50% as needed to work with client or other internal project teams The estimated base salary range for this job is $165,000 - $185,000. The range represents a good faith estimate of the range that Huron reasonably expects to pay for this job at the time of the job posting. The actual salary paid to an individual will vary based on multiple factors, including but not limited to specific skills or certifications, years of experience, market changes, and required travel. This job is also eligible to participate in Huron's annual incentive compensation program, which reflects Huron's pay for performance philosophy. Inclusive of annual incentive compensation opportunity, the total estimated compensation range for this job is $189,750 - $231,250. The job is also eligible to participate in Huron's benefit plans which include medical, dental and vision coverage and other wellness programs. The salary range information provided is in accordance with applicable state and local laws regarding salary transparency that are currently in effect and may be implemented in the future. Position Level Director Country United States of America

Posted 30+ days ago

Moelis logo
MoelisNew York, NY

$110,000 - $135,000 / year

We are passionate about our business and our culture, and are seeking individuals with that same drive. We are currently seeking an experienced Analyst to join our Technology financial advisory team in New York City. Moelis Analysts are expected to assume significant levels of responsibility requiring intellectual curiosity, motivation and analytical aptitude. Day-to-day responsibilities of an Analyst include: financial analysis and modeling, company and industry research, preparing client presentations and interacting with senior bankers and clients. Primary Responsibilities: Supports senior managers in origination activities including (but not limited to): preparing historical and projected financial statements, provide analysis of financial implications of mergers and acquisitions and conducting public & private valuation analysis for major corporations Involved in execution activities, including basic responsibilities such as data gathering, analysis and material preparation, as well as taking responsibility for managing standard processes such as preparing deal documentation Builds and applies valuation models based on financial research & analysis including comparable company analysis, discounted cash flow analysis and comparable acquisitions analysis Prepares analytical materials to support necessary credit, compliance, engagement committee and balance sheet approvals Conducts corporate operations reviews, portfolio analytic reviews and prepare risk/return valuations Gathers and processes market share data and shareholder and investor profile Required Skills & Experience: Results driven and able to perform well under pressure and against tight deadlines Strong analytical and numerical skills that put you at ease with financial data Proven team player who is able to effectively interact with a wide variety of internal groups and clients Strong multi-tasking skills Strong Microsoft Office suite (Excel a must) and financial reporting skills Education: Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred Expected Salary Range USD $110,000 - $135,000 We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

Posted 30+ days ago

B logo

Executive Director Technology Applications - Investment Banking

Banco Santander BrazilNew York, NY

$112,500 - $190,000 / year

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Job Description

Executive Director Technology Applications- Investment Banking

Country: United States of America

It Starts Here:

Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference.

If you are interested in exploring the possibilities We Want to Talk to You!

Job Description

The Difference You Make:

The Executive Director Technology Applications, Corporate and Investment Banking (CIB), analyzes, evaluates and proposes IT systems and solutions to enhance the value of the business, reduce cost or otherwise provide a competitive advantage. The incumbent researches, procures and implements cutting edge software and hardware solutions to meet the evolving needs of Santander Bank. They prepare program specifications, diagrams, and data flow charts and submits recommendations for solutions, and coordinates system installation with business user departments and operations, ensuring satisfactory results. Finally, the Director provides advanced-level software, system support for all related applications and associates.

  • Provides technical leadership and direction for multiple system design, development and support initiatives.

  • Develops and exercises business plans, policies and procedures and may also be responsible for various projects to improve efficiencies.

  • Manages a specific department, product or process within a specific infrastructure area.

  • Maintains significant industry experience; expected to be subject area expert in multiple or specific skill sets, business areas or products.

  • Contributes to strategic technology planning with business client and senior systems management. Manages systems development and support activities for multiple applications and projects.

  • Maintains day-to-day operational execution, although roles will also include contributing to strategic planning within area of expertise.

  • Responsible for application development, including middleware and legacy / mainframe systems.

  • Works with Business and Leadership counterparts in Product Management, Business and Technical Operations, Systems Engineering, Infrastructure, Networks and Architecture teams.

  • Manages multiple application development teams in the design, development , testing, and support of application software.

  • Works with our existing technology stack (Java, C++, Linux, Unix, Open Source Platforms, and SOA) and recommend new technologies for our next generation solutions.

What You Bring:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Bachelor's Degree or equivalent work experience: Computer Science, Software Engineering or equivalent field.- Required.

  • Master's Degree: Computer Science, Software Engineering or equivalent field.- Preferred.

  • 12+ Years Experience in field or similar industry- Required.

  • 12+ Years Visual Basic, Power Builder, SQL, C CORBA, COM, C++, Visual C++, Smalltalk Java, Java Script, HTML, DHTML, Perl / CGI, EJB, XML, ASP, XLS, JSP, JNI, RMI, Cold Fusion, Cobol, Microfocus, Natural, RPG, CICS, DB2, IMS, JCL, and Pascal.- Required.

  • 12+ Years Working experience with relational databases (Oracle, Sybase, SQL Server, MySQL).- Required.

  • 12+ Years Experience in Java enterprise programming and Java frameworks.- Required.

  • Regulatory Reporting

  • Axiom

  • 12+ Years VP/ Director or equivalent level experience.- Required.

  • Able to build solid, effective working relationships with others.

  • Able to analyze and resolve complex issues and problems in a sound and timely fashion.

  • Able to assimilate research data from a variety of sources, analyze, and recommend appropriate courses of action to take.

  • Able to coach others in the development of their skills.

  • Able to constructively work under stress and pressure when faced with high workloads and deadlines. Able to design applications using new or existing methodologies. Able to adjust readily to change and adapt as needed.

  • Able to express ideas clearly and convey necessary information.

  • Able to identify areas of risk/concern in area of responsibility.

  • Able to identify needs and opportunities and develop action plans to address.

  • Able to interact effectively with all levels of management.

  • Able to think strategically and tactically. Able to work independently with minimum supervision.

  • Able to prepare/analyze appropriate reports and other business correspondence.

  • Possesses strong organizational and time management skills, driving tasks to completion.

It Would Be Nice For You To Have:

  • Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.

  • Experience in Microsoft Office products.

What Else You Need To Know:

The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.

Base Pay Range:

Minimum:

$112,500.00 USD

Maximum:

$190,000.00 USD

We Value Your Impact:

Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits- 2025 Santander OnGoing/NH eGuide (foleon.com)

Risk Culture:

We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.

EEO Statement:

At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.

Working Conditions:

Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.

Employer Rights:

This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.

What To Do Next:

If this sounds like a role you are interested in, then please apply.

We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.

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