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F logo
First National Bank (FNB Corp.)Raleigh, NC
Primary Office Location: 501 Fayetteville Street. Raleigh, North Carolina. 27601. Join our team. Make a difference - for us and for your future. n Position Title: Business Banking Team Leader Business Unit: Commercial Banking Reports To: Manager of Business Banking Position Overview: This position is primarily responsible for establishing banking relationships with middle market business customers in and around the region and management of a business banking team. The incumbent supervises and develops the business banking team to maintain and grow the loan portfolio and to develop and enhance customer relationships. The incumbent builds and maintains a portfolio and client base including new business development, meeting business banking clients' financial services needs Primary Responsibilities: Establishes banking relationships with lower middle market customers within the assigned geographical location. Builds and maintains a portfolio and client base including new business development and meeting corporate clients' financial services needs through cross selling and consultation. Develops, maintains and grows own client base. Manages assigned relationship managers. Works with direct reports to achieve results set forth in the Bank's strategic plan. Participates in developing marketing and sales plans with their direct reports. Refers business opportunities to business partners at Wealth Management, Insurance, Treasury Management and other products and services offered by the corporation. Monitors and proactively manages team and personal portfolio credit quality. Monitors and manages team portfolio reports. Reviews term sheets and previews memorandums and credit packages for approval and presentation to the loan committee. Maintains team compliance with various operating policies and procedures and regulatory requirements. Reviews market research on an ongoing basis to determine customer needs, volume potential, competitive strategies, etc. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: BA or BS Minimum Years Experience: 7 Special Skills: Excellent management skills Excellent communication skills, both written and verbal Excellent customer service skills Excellent organizational, analytical and interpersonal skills Ability to use a personal computer and job-related software MS Word- Basic Level MS Excel- Intermediate Level MS PowerPoint- Basic Level Experience in commercial or business banking. Special Licenses and Certificates: N/A Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Posted 30+ days ago

Seacoast National Bank logo
Seacoast National Bankwolf lake, IL
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

Dollar Bank logo
Dollar BankVirginia Beach, VA
Job Description The VP, Business Banking has a high degree of independent authority to employ the Banks' assets, using direction and judgment to administer commercial liabilities, to implement policies and procedures and have a major impact on Bank profitability. The VP, Business Banking interacts and collaborates with individuals in the Retail Banking Centers, Private Banking, Corporate Banking, Commercial Real Estate, Treasury Management, and the Credit Department. The VP, Business Banking must understand and be able to offer all products and services of the Bank with special emphasis on business loan and deposit products. This individual is expected to provide a high level of service to existing customers and perform business prospecting activities. In addition, this individual may be called upon to help manage and coach less experienced Business Banking Representatives, Business Banking Officers, and AVP, Business Banking employees to further develop their skills and career within the Bank. Education and Experience Requirements: Bachelor's degree required. Will consider professional experience in lieu of education. Five (5) years of experience working as a lender in small business or middle market lending required. Certificate, Licenses and Registration Requirements: N/A Knowledge, Skill, and Ability Requirements: Willingness to learn all Bank credit and deposit products and services, with special emphasis on business credit and deposit products and services. Knowledge of national and regional government assisted loan programs. Strong written and oral communication skills required to interpret and explain financial data to others involved in the loan approval process. Demonstrated abilities and desire to provide high quality customer service. Demonstrated skills in performing and understanding financial ratios, collateral coverage, and cash flow analysis for business borrowers. Demonstrated sales and business development skills and achievements. Must have valid drivers' license and access to a dependable vehicle for business development opportunities. Working knowledge of Microsoft Office particularly Word and Excel. Ability to prioritize, multi-task, work under pressure and meet deadlines. Essential Functions: Establish an annual business development plan and goals with the objective of fostering Bank growth through mutually beneficial account relationships. Develop and maintain business relationships through a sales-oriented calling program. Complete call reports on all business visits, outlining the purpose of the call, business needs, financial information, and future focus for the business. Participate in community and civic functions, either in an advisory or active capacity, representing Dollar Bank, with emphasis on maintaining and developing business relationships. Manage and/or participate in any special assignments as requested by the Vice President & Manager of Business Banking. Assist with the development of less experienced Business Banking Representatives. Make Credit Proposal presentations to Credit Committee, when required. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Supervisory Responsibilities: N/A

Posted 1 week ago

Pathfinder Bank logo
Pathfinder BankSyracuse, NY
Description Make Local Impact. Build Meaningful Partnerships. Grow Your Career. Are you passionate about connecting people with resources that improve their financial lives? Do you thrive in relationship-driven roles and enjoy being out in the community? Join Pathfinder Bank as a Workplace Banking Coordinator and become a vital link between local businesses and their employees and the banking services they need most. About the Role: As a Workplace Banking Coordinator, you'll lead the charge in growing and nurturing business partnerships through our Bank at Work program. This is not a desk job-you'll be actively out in the field meeting with employers, presenting financial wellness options to their teams, and helping individuals and businesses find the right solutions for their unique needs. Objectives: Build relationships with local businesses and become their go-to banking resource. Promote our Bank at Work program by providing onsite services like account openings, product education, and financial wellness sessions. Support employees in understanding their personal finance options-from checking accounts and savings tools to loan products and retirement solutions. Provide financial guidance to both businesses and individuals that strengthens retention and deepens client trust. Facilitate seamless service by acting as a liaison between the business, its employees, and the bank. Drive growth by identifying new opportunities to expand the Bank at Work program and deepen engagement with existing clients. Champion customer satisfaction and ensure services are delivered in line with compliance and regulatory standards. Requirements High school diploma or equivalent required. 5+ years of experience in business banking, financial services, or customer relationship management. A relationship-builder with excellent communication and interpersonal skills. Confidence in presenting financial solutions to individuals and business groups. A proactive, service-minded, and results-driven mindset. Strong organizational and time-management skills. A valid driver's license and willingness to travel within your community. Preferred Requirements An associate's or bachelor's degree in Business, Finance, or a related field. Experience launching or managing a successful Bank at Work program.

Posted 30+ days ago

PwC logo
PwCCharlotte, NC

$77,000 - $202,000 / year

Industry/Sector Banking and Capital Markets Specialism Operations Management Level Senior Associate Job Description & Summary At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. As a business application consulting generalist at PwC, you will provide consulting services for a wide range of business applications. You will leverage a broad understanding of various software solutions to assist clients in optimising operational efficiency through analysis, implementation, training, and support. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Respond effectively to the diverse perspectives, needs, and feelings of others. Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems. Use critical thinking to break down complex concepts. Understand the broader objectives of your project or role and how your work fits into the overall strategy. Develop a deeper understanding of the business context and how it is changing. Use reflection to develop self awareness, enhance strengths and address development areas. Interpret data to inform insights and recommendations. Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Business Application Consulting team you will leverage your knowledge to create and deliver innovative banking technology solutions. As a Senior Associate, you will manage components of technology modernization, guiding teams and clients through complex challenges while fostering collaboration and communication. This position provides an exciting opportunity to influence the future of banking technology and drive impactful change within the industry. Responsibilities Provide insights and recommendations for meaningful change Mentor team members to enhance their understanding of technology Navigate complex project requirements to achieve successful outcomes Uphold exceptional standards of quality and professionalism in deliverables What You Must Have Bachelor's Degree At least 3 years of experience What Sets You Apart Master's Degree preferred Certification(s) preferred: Certified SAFe Practice Consultant (SPC), Project Management Professional (PMP), Certified ScrumMaster (CSM), Agile Certified Practitioner (PMI-ACP), or equivalent Agile/Project Management certifications Demonstrating thorough knowledge of Bank Technology Modernization Influencing decision-making through transparent communication of risks, trade-offs, and progress, maintaining alignment with strategic business objectives and cost controls. Leveraging enterprise architecture and integration strategy Leading end-to-end delivery of multi-module ERP implementations (e.g., SAP S/4HANA, Oracle Cloud ERP, IBM Maximo) by orchestrating Agile Release Trains (ARTs) and cross-functional teams across Finance, Supply Chain, HR, and CRM domains Leading workshops and training programs to accelerate Agile fluency across ERP implementation teams and business units Writing and presenting cogently to diverse audiences Championing root cause analysis and Lean Six Sigma techniques to identify bottlenecks and optimize ERP release cycles, quality assurance, and user adoption Serving as a pivotal leader driving complex ERP transformation programs with embedded Agile frameworks, delivering business value at scale Driving iterative value delivery in high-stakes enterprise environments, balancing agile flexibility with ERP project governance and regulatory constraints Travel Requirements Up to 40% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $77,000 - $202,000. 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 2 weeks ago

Houlihan Lokey logo
Houlihan LokeyLos Angeles, CA

$175,000 - $225,000 / year

Business Unit: Corporate Finance Industry: Industrials Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Industrials Houlihan Lokey's Industrials Group has earned a reputation for providing superior service and achieving outstanding results in M&A advisory, capital-raising, restructuring, and financial and valuation advisory services. Our transaction quality and client work benefit from our company culture, where financial professionals are highly engaged in the execution of client projects, and from our experience as leaders in the market for over a decade, which has given our professionals valuable exposure to a variety of situations and challenges. . Job Description Associates are an integral part of Houlihan Lokey's business activities and play a key role in the delivery of exceptional service to our clients. Houlihan Lokey hires Associates to work specifically as part of industry aligned teams, assisting with a variety of investment banking services and transactions. This position will be based in Los Angeles and will support our Aerospace & Defense industry coverage efforts as part of our global Industrials Group. Associates support all facets of our investment banking engagements by: Managing client relationships Participating in end-to-end transaction execution including but not limited to the following: Preparing confidential information memoranda, marketing, and presentation materials Analyzing historical and projected financial information Developing complex financial and valuation models Coordinating transaction execution Building datarooms and managing due diligence processes Participating in the development of recommendations to clients alongside senior bankers Managing and supervising junior banking team members Assisting senior bankers with the new business development process, including the development of pitch books, identifying prospective new clients, etc. Basic Qualifications The environment at Houlihan Lokey is collegial entrepreneurial, and as such, rewards high performing team members that are driven to succeed with substantial responsibility. The ideal candidate should be motivated, creative and outgoing, and possess: At least three years of professional working experience At least two years of investment banking experience An undergraduate degree with academic distinction Preferred Qualifications Extensive financial modeling experience and strong analytical abilities Excellent verbal and written communication skills A very high degree of intellectual curiosity and the ability to think independently The ability to work cooperatively with all levels of staff The ability to manage multiple projects and hit deadlines in a highly organized manner An independent, solutions-focused mindset Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $175,000 - $225,000 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-115314

Posted 30+ days ago

W logo
Wintrust Financial Corp.Oak Lawn, IL

$85,000 - $132,000 / year

Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol "WTFC." Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and annual discretionary bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company matches and tuition reimbursement to name a few Family-friendly work hours Promote from within culture The Business Banking Relationship Manager is responsible for acquisition, retention, and expansion of new and existing loan, deposit, and treasury relationships. This role provides exceptional customer service by taking ownership of the customer experience. What You'll Do Responsible for annual goals tied to loan and deposit volume, cross-sales, call planning/prospecting, and fee income generation Grow and manage customer relationships with businesses that generally have up to $25M in revenue Nurture and develop existing portfolio by assessing and meeting client's business and personal needs Negotiate proper loan structure and effectively cross sell products Maintain properly documented files and manage renewals and collection efforts on past dues and defaulted loans Build and manage a professional network of COI's and referral sources Maintain a stable network of prospective customers with a consistent approach to calling Qualifications Bachelor's degree in business, finance, accounting, or related field Completion of formal credit training program preferred but not required Minimum 5 year's commercial credit and lending experience combined Prior B2B, small business banking, or consultative outside sales experience within the financial services industry Exceptional oral and written communications skills Strong interpersonal skills with a proven ability establishing client relationships Excellent organizational skills with the ability to proactively manage and prioritize workflow Benefits Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance Compensation The estimated salary range for this role is $85,000 - $132,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience. #LI-AC1 From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

Posted 2 weeks ago

Huron Consulting Group logo
Huron Consulting GroupPensacola, FL

$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

F logo
First Horizon Corp.Orlando, FL
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 Senior Analyst at First Horizon, you will serve as a strategic partner to Consumer and Small Business Banking leadership, driving data-informed decision-making through robust integration and analysis. You will lead efforts to collect, validate, and synthesize performance data across the bank into scalable, centralized systems that power scorecards, dashboards, and key metrics. Your expertise in geographic information systems (GIS) will be instrumental in advancing geospatial analytics and supporting the rollout of new GIS tools. This role requires a strong command of data architecture, visualization, and cross-functional collaboration to deliver actionable insights that shape strategic initiatives. Responsibilities Lead the design and maintenance of scalable data integration workflows to support performance reporting across Consumer Banking. Partner with cross-functional teams to identify and resolve data gaps, inconsistencies, and quality issues. Oversee the collection and analysis of external market data, including branch footprint and competitive intelligence across First Horizon's 12-state network. Collaborate with retail, business banking, analytics, and strategy teams to ensure timely and accurate data delivery. Develop and maintain documentation of data sources, methodologies, and update schedules to ensure transparency and repeatability. Produce high-impact reports and dashboards for senior leadership, including ad-hoc analysis to support strategic decisions. Champion data governance and integrity standards across all integration efforts. Contribute to the development and implementation of advanced GIS tools and spatial analytics capabilities. Qualifications: Bachelor's degree in Business, Finance, Economics, Data Science, Environmental Sciences, or related field; equivalent experience considered. 4+ years of experience in data integration, analytics, or operations, with increasing responsibility. Proven ability to architect and manage centralized databases and data pipelines for performance reporting. Advanced experience with GIS tools and spatial data analysis, including mapping and geospatial insights. Proficiency in Excel and data visualization platforms (Power BI, Tableau, GIS Insights). Strong scripting skills (SQL, Python) for data transformation, automation, and analysis. Excellent communication and stakeholder engagement skills, with a track record of cross-functional collaboration. Deep interest in banking strategy, 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 4 weeks ago

Alerus Financial logo
Alerus FinancialRochester, 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

B logo
Brex Inc.San Francisco, CA

$132,888 - $166,110 / year

Sales at Brex Sales is the growth engine at Brex. We bring in new customers, expand existing relationships, and drive the company's bottom line. With unlimited territories and uncapped opportunity, your ambition sets the ceiling. We win together, celebrate often, and reward performance. If you want to sell a category-defining product with real ownership, this is your team. What you'll do As a Banking Specialist on our newly formed Banking Team, you will have the opportunity to partner directly with Founders, Co-Founders, C-Suite Executives, VPs of Finance, and Controllers to continue generating net-new revenue by optimizing their adoption of our business account suite of products. As a foundational member of the team, you will work closely with our customers to upsell our checking, treasury, and sweep products to ultimately increase total AUM for Brex, a pivotal opportunity for Brex's overall growth. You will have the opportunity to work with all sizes of companies, ranging from small startups that are just starting to scale, all the way up to large mid-market and enterprise customers. Where you'll work This role will be based in our San Francisco or New York City office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of two coordinated days in the office per week, Wednesday and Thursday. Starting February 2, 2026, we will require three days per week in office - Monday, Wednesday and Thursday. As a perk, we also have up to four weeks per year of fully remote work! Responsibilities Work with existing card only customers to upsell our business account suite of products (checking/treasury/sweep) Assist in creating Security Account Control Agreements (SACA) or Cash Covenants to provide higher credit limits to our customers Become trusted account advisors by managing accounts and being strategic in both inbound and outbound sales Engage with businesses at all points of the sales cycle - including prospecting, product demonstrations, onboarding, and closing Develop strategic plans with cross-functional team members to drive adoption of our products, more AUM, and higher revenue for the company Focus on self-development with daily training and enablement Work closely with Account Executives, Relationship Managers, Customer Success, and Client Sales to bring in referrals Requirements 3+ years of outbound sales experience in financial services, fintech, or with early stage companies Excellent communication skills to drive conversations with Executive C-Suite decision makers Experience carrying quota and a proven track record of hitting and exceeding quotas B.A or B.S degree from a 4-year university Bonus points Series 7 & 63 license (active or able to be re-activated) Familiarity with sales tools such as Gong, Salesforce, Outreach, etc. Compensation The expected OTE range for this role is USD $132,888 - $166,110. The starting wage will depend on a number of factors including the candidate's location, skills, experience, market demands, and internal pay parity. The OTE figure listed here includes base salary and commissions, which may or may not be earned depending on performance. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.

Posted 30+ days ago

Keybank National Association logo
Keybank National AssociationFor Those Who Work At Home, CT

$27 - $41 / hour

Location: For Those Who Work At Home, Connecticut Job Summary The Business Banking Virtual Relationship Manager actively manages a portfolio of clients within the entry end of the Business Banking segment. They effectively manage the client relationship by selling and promoting a broad array of financial products and services, providing pertinent financial information to clients and identifying/referring cross-marketing opportunities to meet the clients' need and become their trusted advisor. They develop strategic relationships with Key lines of business in order to effectively refer business and leverage partnerships to deepen and enrich the client experience and increase client engagement and retention. The Business Banking Virtual RM actively engages partners to mitigate client run off within portfolio. Essential Functions Maintain and manage an assigned client portfolio of Business Banking Small Business clients in an effort to grow and retain the banking relationship(s). Proactively call on a portfolio of assigned clients within set interval periods to address service or business-related needs. Promote and cross-market products and services to clients by keeping clients informed of products, services, special promotions, and providing appropriate financial solutions via consultative review and proactive contact. Make joint calls with partners to enhance their selling skills and uncover consumer opportunities, as well as engage Business Banking RMs, Branch Managers, and/or other specialty partners on role assigned sales opportunities. Review financial statements, assess credit lines, and renew loans. Identify opportunities to lend in the form of a business loan and complete associated lending responsibilities. Aggressively maintain client retention and mitigate profitable client run-off. Responsible for various operational tasks while acting as a bank advocate and advisor to the client. Manage all administrative tasks associated with client portfolio to ensure all clients are within bank compliance. Embrace a virtual team model and enhance the professional atmosphere that leads to a successful sales environment. Strategically manage unprofitable and/or anticipated exiting client relationships. 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. Education Associate's Degree or equivalent experience (required) Work Experience A minimum of 1 year of experience in a comparable or skill transferrable role, demonstrating strong customer service & selling skills required. A minimum of 1 year experience in extensive financial services experience, in business/commercial banking, with a thorough understanding of the regulatory and competitive environment, key industry players, economic drivers, and operating issues required. Small Business lending experience required. Skills Ability to build trust by taking a client-centric approach. Deploys a long-term, innovative approach to problem-solving and decision-making with clients to build the relationship and generate solutions. Demonstrates expertise within defined industry or geography (vertical/sub-vertical) and within product set. Exhibits a relentless focus on creating and driving revenue growth and generating results. Understanding of financial, operational, and strategic drivers of client organizations to provide relevant and impactful banking solutions. Uses structured sales methodologies, principles, and practices without losing sight of the client and environment. Understands Key's risk culture and effectively manages risk/reward trade-offs. Maintain and nurture client relationships through regular communication and financial advice. Understand and promote various banking products and services to meet client needs. Independently package and present credit deals, ensuring thorough analysis and compliance with lending policies. Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Travel Occasional travel to include overnight stay. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $26.92 - $40.87 per hour. 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 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: 01/30/2026 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 3 weeks ago

US Bank logo
US BankOverland Park, KS

$105,400 - $124,000 / 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 SUMMARY The Customer Remediation Data Analyst in Consumer & Business Banking (CBB) Risk will participate in projects that require quality control, research, data compilation and analysis to ensure compliance with the bank's Customer Remediation Policy. The Analyst should have experience and a thorough understanding of the front-end systems (e.g. Hogan, CA-View, Fusion, Common Transactions, Safe Box Inquiry, Net-O, MSP, CACS, Doc Velocity) for the various business line processes. RESPONSIBILITIES Customer Remediation Support: The CBB Risk Data Team supports issue and business line management with research, data analysis, documentation and execution Credible Challenge: The CBB Risk Data Team accepts ownership of the data used within all CBB customer remediation events. This includes confirmation to front line systems for any data created internally or obtained from an external source and verification of any component required during validation. Maintain awareness of bank, regulatory, and industry changes and trends Responsibilities may also include contributing to CBB Risk Data Team projects or project implementation Perform other duties as assigned BASIC QUALIFICATIONS Seven to ten years of applicable experience Bachelor's degree or equivalent work experience PREFERRED SKILLS/EXPERIENCE Five years of experience with bank systems Five years in a reporting, analytics, or technology environment Strong problem-solving, process facilitation, project management, and analytical skills Excellent interpersonal, written, and verbal communication skills Considerable knowledge of applicable laws, regulations, financial services, and regulatory trends that impact CBB Advanced understanding of CBB products, services, systems, and associated risks/controls, as well as supporting operational functions SQL/SAS coding experience Python experience Advanced Excel computer skills and database knowledge Experience with SharePoint or TEAMS Comfortable working in a team environment with layers of required review/approval Ability to work in a fast-paced environment with large workloads 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: $105,400.00 - $124,000.00 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 2 weeks ago

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

Posted 30+ days ago

Credit Karma logo
Credit KarmaOakland, CA

$350,000 - $400,000 / year

Intuit Credit Karma is a mission-driven company, focused on championing financial progress for our more than 140 million members globally. While we're best known for pioneering free credit scores, our members turn to us for everything related to their financial goals, including identity monitoring, applying for credit cards, shopping for insurance and loans (car, home and personal) and savings accounts and checking accounts* - all for free. Credit Karma has grown significantly through the years: we now have more than 1,700 employees across our offices in Oakland, Charlotte, Culver City, San Diego, London, Bangalore, and New York City. Banking services provided by MVB Bank, Inc., Member FDIC Credit Karma is searching for a dynamic and strategic Head of Banking to lead our banking business. Our goal is to build a full-scale financial platform that champions financial progress for our 100M+ members. We want to help them improve their credit, pay off debt, and plan for the future by changing their relationship with money-empowering them to spend wisely, save for the future, and build wealth. As the Head of Banking, you'll be responsible for creating strategies and driving initiatives to grow the business. We're looking for a leader with deep experience in building and expanding new consumer banking propositions, including checking, savings, lending, and payments This is a cross-functional leadership role that requires high emotional intelligence and strong partnerships. You will work closely with Product, Engineering, Marketing, Operations and Financial Planning & Analysis, and you'll leverage relationships with other Intuit companies. What You'll Do: Connect the Credit Karma mission to our product strategy and vision. You'll create long- and short-term plans to grow the business, ensuring they align with the executive team and overall company goals. Drive passion and excitement within the team to help our members make intelligent financial decisions. Guide the Banking Operations experience across the business with Compliance and Legal Oversee and manage Risk and Fraud while maintaining a positive member experience Drive innovation in AI and stablecoins by setting the strategic vision and leading cross-functional execution to deliver scalable, compliant financial products that redefine payments and treasury operation. Effectively manage execution based on multiple factors, including partner expectations, member feedback, market conditions, and company priorities. Manage P&L and secure the resources needed to achieve business goals. Leverage your experience in multi-tiered organizations to build successful partnerships with stakeholders across Intuit. Lead and develop a cross-functional organization that is aligned with the business's goals. Who We're Looking For: 10+ years of leadership and operational experience in banking or neo-banking. An entrepreneurial spirit, test and learn mindset A track record of managing fast growth with high-performing cross-functional teams and business units. An MBA is preferred, and prior strategy consulting experience is a plus. What We'd Like to See: Experience managing banking operations, money movement and payment capabilities, and risk/fraud operations. Strong product knowledge, to drive best in class customer experiences Strong experience with Marketing to drive aggressive growth at scale Knowledge of running relationship rewards programs The ability to thrive in a matrixed, multi-vertical company, bringing out the best in teams across the organization. A strategic and creative mindset with a knack for transforming ideas into impactful business initiatives. Experience with analytical/data-driven customer segmentation and marketing. A background working with partners and structuring new agreements. A history of leading product-engineering teams to build and launch great products. Benefits at Credit Karma includes: Medical and Dental Coverage Retirement Plan Commuter Benefits Wellness perks Paid Time Off (Vacation, Sick, Baby Bonding, Cultural Observance, & More) Education Perks Paid Gift Week in December Pay Transparency Notice: Credit Karma's mission of championing financial progress for all starts from within. That's why we implemented role-based compensation, which ensures people who are in the same role receive the same pay with variations for geographic location only. It's all part of a more comprehensive DEI strategy that helps level the playing field. The base salary range for this role is $350,000 - $400,000, plus equity and benefits. Equal Employment Opportunity: Credit Karma is proud to be an Equal Employment Opportunity Employer. We welcome all candidates without regard to race, color, religion, age, marital status, sex (including pregnancy, childbirth, or related medical condition), sexual orientation, gender identity or gender expression, national origin, veteran or military status, disability (physical or mental), genetic information or other protected characteristic. We prohibit discrimination of any kind and operate in compliance with applicable fair chance laws. Credit Karma is also committed to a diverse and inclusive work environment because it is the right thing to do. We believe that such an environment advances long-term professional growth, creates a robust business, and supports our mission of championing financial progress for everyone. We offer generous benefits and perks with a single eye to nourishing an inclusive environment that recognizes the contributions of all and fosters diversity by supporting our internal Employee Resource Groups. We've worked hard to build an intensely collaborative and creative environment, a diverse and inclusive employee culture, and the opportunity for professional growth. As part of the Credit Karma team, your voice will be heard, your contributions will matter, and your unique background and experiences will be celebrated. Privacy Policies: Credit Karma is strongly committed to protecting personal data. Please take a look below to review our privacy policies: US Job Applicant Privacy Notice UK Job Applicant Privacy Notice India Job Applicant Privacy Notice

Posted 30+ days ago

Northwest Bancorp, Inc. logo
Northwest Bancorp, Inc.State College, PA
Job Description Overview The Commercial Banking Market Executive is responsible for leading and coaching a team of relationship managers to grow portfolio of C&I banking relationships through the addition of new clients and the expansion of existing relationships. The Commercial Banking Market Executive will provide oversight, guidance, advice and support to relationship managers as needed to ensure adherence to corporate policy and risk parameters, appropriate loan structure/pricing, cross-sale penetration and prospect conversion. Essential Functions Develop new and expand existing commercial banking relationships and partnerships with branches, treasury management, trust and investments to promote additional business opportunities and profitability for Northwest Prospect actively and successfully bringing in new relationships to Northwest Achieve and exceed budget goals as assigned to Region Actively participate in community and professional networking events Develop meaningful "Centers of Influence" relationships Encourage clients and their employees to maintain their personal banking at Northwest Establish market sales and 1 on 1 coaching meetings to promote best practices and help win business Engage with various product partners on a regular basis to discuss cross sell opportunities and referrals to expand and deepen client relationships Work closely with Credit Administration, Loan Review, Special Assets, and Senior Management in providing feedback on condition of loan portfolio Manage a commercial loan portfolio Develop close working relationship with Portfolio Management Team Leader and develop new and expand existing commercial banking relationships Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis Ensure noncredit clients have appropriate treasury management and other related commercial services and risk ratings are appropriate As required, collect on delinquent accounts Analyze financial statements and related credit material to assess risk on a continuous basis in conjunction with Portfolio Management Complete loan closings in conjunction with Portfolio Management Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management, compliance with Northwest policies and procedures, and compliance with Federal and State regulations Participate in continued sales, product and credit training Maintain a working knowledge of all treasury management services Complete all required Compliance training in a timely basis Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment Qualifications Bachelor's Degree in Business, Accounting, Finance, Economics, or Marketing preferred More than 15 years commercial lending experience preferred And experience managing a sales team preferred Experience consistently delivering strong sales performance and exceeding goals preferred Comprehensive knowledge and understanding of commercial lending, loan servicing, and credit and non-credit products., Expert/Leader Strong negotiating skills in terms loan structure and pricing., Expert/Leader Knowledge and understanding of risk management., Expert/Leader Excellent verbal, written, and interpersonal communication skills., Expert/Leader Ability to multitask and effectively prioritize responsibilities., Expert/Leader Commercial credit and sales training from a banking organization or equivalent preferred., Expert/Leader Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Posted 2 weeks ago

UiPath logo
UiPathBellevue, WA
Life at UiPath The people at UiPath believe in the transformative power of automation to change how the world works. We're committed to creating category-leading enterprise software that unleashes that power. To make that happen, we need people who are curious, self-propelled, generous, and genuine. People who love being part of a fast-moving, fast-thinking growth company. And people who care-about each other, about UiPath, and about our larger purpose. Could that be you? Your Mission As a principal product manager for Agentic Vertical Solutions, you'll define and drive the strategic vision for automation solutions that revolutionize consumer and commercial banking and other adjacent use cases. Your expertise will guide product development from concept through launch, ensuring alignment with market needs and customer expectations. You'll play a crucial role in positioning UiPath as the industry leader in intelligent agents for vertical solutions such as loan origination and servicing. What You'll Do at UiPath Lead strategic planning and roadmap development for agentic solutions, clearly communicating the vision and strategy both internally and externally. Collaborate cross-functionally with engineering, design, sales, marketing, and customer success teams to ensure product alignment and market readiness. Engage closely with customers and industry stakeholders to deeply understand their challenges, translating insights into impactful automation solutions. Conduct comprehensive market analysis, identify competitive trends, and proactively anticipate shifts in the landscape. Own the end-to-end product lifecycle from ideation, prioritization, development, launch, and ongoing product improvement, establishing clear KPIs for success. Advocate for innovation, driving the adoption of cutting-edge AI technologies to differentiate UiPath's solutions in the market. Collaborate with internal platform teams and external-facing developer teams to ensure seamless integration of AI infrastructure with UiPath's automation products and developer workflows. Stay up-to-date with the latest AI/ML tools and frameworks, guiding the adoption of technologies that improve scalability, performance, and developer experience. What You'll Bring to the Team 6+ years in product management, with significant experience in consumer or commercial lending, insurance, and/or financial services software and automation. Deep domain expertise in lending and adjacent banking processes, including loan origination, underwriting, credit risk, regulatory compliance, customer onboarding, and servicing optimization. Proven track record of successfully launching and managing complex enterprise-grade software products, particularly those involving AI/ML capabilities for enterprise customers. Technical fluency in AI, machine learning, and robotic process automation (RPA) technologies, with the ability to make informed decisions on technology and architecture. Exceptional strategic thinking, analytical capabilities, and problem-solving skills. Strong executive presence with excellent communication skills, capable of influencing stakeholders at all levels and driving technical teams across engineering, data science, and business units. Demonstrated experience in balancing complex infrastructure needs with clear business impact, ensuring that technical investments translate into customer value. Solid understanding of model evaluation techniques, A/B testing, monitoring, and building trust in AI systems (e.g., explainability, security, compliance for ML models). Passion for AI-driven automation and a vision for how cutting-edge AI technology can transform workflows through the UiPath platform. Bachelor's degree in Business, Finance, Technology, or related fields; advanced degree preferred. #LI-MH1 Maybe you don't tick all the boxes above-but still think you'd be great for the job? Go ahead, apply anyway. Please. Because we know that experience comes in all shapes and sizes-and passion can't be learned. Many of our roles allow for flexibility in when and where work gets done. Depending on the needs of the business and the role, the number of hybrid, office-based, and remote workers will vary from team to team. Applications are assessed on a rolling basis and there is no fixed deadline for this requisition. The application window may change depending on the volume of applications received or may close immediately if a qualified candidate is selected. We value a range of diverse backgrounds, experiences and ideas. We pride ourselves on our diversity and inclusive workplace that provides equal opportunities to all persons regardless of age, race, color, religion, sex, sexual orientation, gender identity, and expression, national origin, disability, neurodiversity, military and/or veteran status, or any other protected classes. Additionally, UiPath provides reasonable accommodations for candidates on request and respects applicants' privacy rights. To review these and other legal disclosures, visit our privacy policy.

Posted 30+ days ago

Camden National Corporation logo
Camden National CorporationWaldoboro, ME
Live here. Play here. Bank here. Work here. If you're looking to build your career at a forward-thinking organization with deep community roots and a vision for growth, success, and giving back, you've come to the right place. Get to know us: We're your local community bank-and have been since 1875-that is committed to providing excellent customer service and giving back to our communities. We foster a collaborative, inclusive work environment as part of a close-knit team where your voice is valued and heard. Our highly engaged employees are rewarded for their performance and have ample opportunities for cross-training and advancement within the organization. We've been named one of the best places to work in Maine, and offer robust benefits focused on your holistic well-being. __ Primary responsibilities consist of business development to grow and acquire customer relationships, ensuring the banking center meets or exceeds their sales goals, leading service and sales management, managing the office, and overseeing risk and compliance. The Banking Center Manager II will oversee a location with a deposit base exceeding $35M. The essential functions are noted below; however, at Camden National responsibilities may evolve over time given organization, technological and/or staffing changes. At any point other duties may be assigned. Essential Duties and Responsibilities include the following: Oversees and directs activities of banking center staff to ensure banking center performance meets or exceeds goals - service, sales, financial and operations. Leads service and sales management effort. Manages, develops, coaches and motivates staff for optimum performance, holding staff accountable for results. Implements sales and service programs within the banking center to promote retention, expansion and acquisition of customer relationships. Leads and actively participates in business development activities for both consumer and small business. Employs Building Trusted Relationship skills to acquire, expand and retain customer relationships Demonstrates a strong knowledge of bank products and solutions. Contact customers, business representatives, and community/civic organizations to promote goodwill and generate new business. Responsible for all areas of people management including recruiting, development, engagement, and performance management. Assesses local market conditions and identify current and prospective sales opportunities. Examine, evaluate, and process loan applications for customers following established procedures for safekeeping and control of assets, records, loan collateral, and securities. Direct, coordinate, and monitor activities to implement institution's policies, procedures, and practices concerning granting or extending lines of credit, real estate loans, consumer credit loans and commercial loans. Responsible for risk and compliance within the banking center including but not limited to formal audit results. Responsible for day-to-day management of facility. Supports and promotes the Bank's CRA Policy. Supervisory Responsibilities Manages 3-10 subordinate banking center staff. Is responsible for the overall direction, coordination, and evaluation of these units. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience Bachelor's degree (B.A.) from four-year college or university; or five to ten years related experience and/or training; or equivalent combination of education and experience. Language Skills Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of the organization. Mathematical Skills Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry. Reasoning Ability Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Computer Skills To perform this job successfully, an individual should have knowledge of Accounting software; Contact Management systems; Database software; Internet software; Spreadsheet software and Word Processing software. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk and sit. The employee is occasionally required to use hands to finger, handle, or feel and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. ____ Our comprehensive total rewards package offers something for everyone! Robust medical, dental, and vision insurance packages Generous time off, including paid federal holidays and paid day off for your birthday 401(k) retirement savings plan Tuition reimbursement, professional development, and career growth opportunities Employee assistance program Comprehensive wellness program Pursue a career at Camden National Bank and apply today. We can't wait to hear from you! _ ____ We are guided and inspired by our Core Values: Honest and Integrity above all else Trust built on fairness Service that creates remarkable experiences Responsibility to use our resources for the greater good Excellence through hard work and lifelong learning Diversity realized through inclusion and respect Equal Opportunity Employer Employment with Camden National is on an at-will basis, meaning employment is not guaranteed for any specific period of time, and any employment relationship established may be terminated by either party at any time, for any reason, with or without notice. Completion of an employment application is not a contract, express or implied, guaranteeing employment. Camden National Bank is an Equal Opportunity Employer and does not discriminate on the grounds of race, color, religion, sex, sexual orientation, including gender identity and gender expression, national origin, citizenship status, age, disability, genetic information or veteran status. Learn more about why employees love working at Camden National Bank!

Posted 4 weeks ago

Atlantic Union Bank logo
Atlantic Union BankWilmington, NC
Responsible for developing a regional Business Banking team to complement the bank's market presence by developing and maintaining a profitable portfolio of clients relative to loans, deposits and treasury service products. The Business Banking Team Leader II is a relationship manager who calls on businesses with revenue up to $5 million. This position oversees and supervises other Business Banking Relationship Managers in the region and will direct, administer and coordinate the team's Business Banking line of business activities in accordance with company policy as monitored by the Head of Business Banking. Position Accountabilities Formulate and implement a program for business development and sales promotion by client base within the region, organizing resources, focusing officer calling program and making joint calls on important prospects and existing customers. Monitor and manage ongoing regional performance to established goals and objectives. Manage a group of Business Banking Relationship Managers to effectively meet prospect and client banking needs by coaching, profiling, reviewing and augmenting the activities of Business Banking Relationship Managers through direct client contact. Call on high potential prospects and Business Banking customers to sell and service all banking need (loans, deposits, treasury service), including an active focus on partner referrals and Business Banking opportunities. Promote and cross-sell other bank products and services to meet customer & prospect opportunities as profiles and needs assessments are reviewed. Partner with Centralized Business Underwriting to enforce the bank's Business Banking lending policies to include loan's approved in accordance with defined loan authorities. Actively manage, monitor and report status of all exceptions and past dues on business banking loans in accordance with loan policy. Coordinate Business Banking activities with Business Banking Teammates and the Head of Business Banking and other lines of business to set business banking product sales and service objectives. Work with the Business Banking Sales Manager to monitor results versus objectives and recommends necessary strategic adjustments to ensure objectives are reached. Provide ongoing group and individual training for Business Banking Relationship Managers in regard to sales techniques, calling strategies, presentation skills and business banking practices and procedures. Maintain a high level of customer satisfaction by providing ongoing relationship servicing, including the resolution of service issues of clients. Participate in organizations and projects to establish referral contacts and Centers of Influence (COI) within the community. Work with Branch and Treasury staff to solicit treasury services and deposit accounts. Ensure that own work is in compliance with applicable policies, procedures, laws, regulations and guidelines. Organizational Relationship This position reports to the Head of Business Banking. Position Qualifications Education & Experience Bachelor's Degree or equivalent work experience Team sales management or equivalent work experience Five to Ten+ years of comprehensive sales experience Five+ years of business lending, treasury service, and deposit product sales experience Knowledge & Skills Demonstrated leadership skills and the ability to inspire team members to excel Highly motivated and committed individual Ability to originate owner occupied real estate and C&I loans. Ability to work well in a sales driven environment. Excellent interpersonal, public relations and client service skills Proven ability to solve problems and make sound business decisions Excellent organizational and verbal/written communication and sales presentation skills Excellent computer skills with strong working knowledge of Microsoft Office Programs including Excel, Word and Outlook. Proven training and development Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits . We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.

Posted 3 weeks ago

Northwest Bancorp, Inc. logo
Northwest Bancorp, Inc.State College, PA
Job Description The C & I Commercial Relationship Manager III is responsible for serving as a trusted business advisor to clients and provide a full breadth of banking solutions to meeting their financial objectives and needs while establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The C & I Commercial Relationship Manager III is also responsible for managing a portfolio of relationships, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team. Essential Functions Develop and expand existing commercial banking relationships Prospect actively and successfully bring in new relationships to Northwest Engage with the various product partners on a regular basis to discuss cross selling opportunities and referrals to expand and deepen client relationships Achieve and exceed budget goals as assigned individually and by region Actively participate in community and professional networking events Develop meaningful "Centers of Influence" relationships Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest Manage a commercial loan portfolio of both credit and noncredit clients Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis Ensure noncredit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate As required, collect on delinquent accounts Analyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management Complete loan closings in partnership with Portfolio Management Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management Participate in continued sales, product and credit training Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment . Complete special projects as assigned Education and Experience Bachelor's degree in Business, Accounting, Finance, Economics, or Marketing preferred 6 - 8 years account relationship management experience preferred 6 - 8 years experience consistently delivering strong sales performance preferred #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Posted 30+ days ago

F logo

Business Banking Team Leader-Raleigh, NC

First National Bank (FNB Corp.)Raleigh, NC

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Job Description

Primary Office Location:

501 Fayetteville Street. Raleigh, North Carolina. 27601.

Join our team. Make a difference - for us and for your future.

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Position Title: Business Banking Team Leader

Business Unit: Commercial Banking

Reports To: Manager of Business Banking

Position Overview:

This position is primarily responsible for establishing banking relationships with middle market business customers in and around the region and management of a business banking team. The incumbent supervises and develops the business banking team to maintain and grow the loan portfolio and to develop and enhance customer relationships. The incumbent builds and maintains a portfolio and client base including new business development, meeting business banking clients' financial services needs

Primary Responsibilities:

Establishes banking relationships with lower middle market customers within the assigned geographical location. Builds and maintains a portfolio and client base including new business development and meeting corporate clients' financial services needs through cross selling and consultation. Develops, maintains and grows own client base.

Manages assigned relationship managers. Works with direct reports to achieve results set forth in the Bank's strategic plan. Participates in developing marketing and sales plans with their direct reports.

Refers business opportunities to business partners at Wealth Management, Insurance, Treasury Management and other products and services offered by the corporation.

Monitors and proactively manages team and personal portfolio credit quality. Monitors and manages team portfolio reports.

Reviews term sheets and previews memorandums and credit packages for approval and presentation to the loan committee.

Maintains team compliance with various operating policies and procedures and regulatory requirements.

Reviews market research on an ongoing basis to determine customer needs, volume potential, competitive strategies, etc.

Performs other related duties and projects as assigned.

All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.

F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Minimum Education:

BA or BS

Minimum Years Experience:

7

Special Skills:

Excellent management skills

Excellent communication skills, both written and verbal

Excellent customer service skills

Excellent organizational, analytical and interpersonal skills

Ability to use a personal computer and job-related software

MS Word- Basic Level

MS Excel- Intermediate Level

MS PowerPoint- Basic Level

Experience in commercial or business banking.

Special Licenses and Certificates:

N/A

Physical Requirements:

N/A

Equal Employment Opportunity (EEO):

It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

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