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US Bank logo
US BankMinneapolis, MN

$133,365 - $156,900 / year

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description U.S. Bancorp Corporate Audit Services (CAS) welcomes applications from talented professionals to join our growing Digital, Technology, and Operations audit team. This position will support audit coverage of Corporate and Commercial Banking back-office functions, focusing on commercial loan processing, foreign transaction processing, and global trade operations within the Wealth, Corporate, Commercial and Institutional Banking Operations (WCIBO) business line. WCIBO provides operational support to all Wealth, Corporate, commercial and Institutional Banking units, as well as select Consumer and Business Banking (CBB) business groups, with a focus on service, a reduced risk profile, innovative operational solutions, and client support. The CAS Senior Audit Project Manager is primarily responsible for supervising staff in the completion of audit engagements with minimal supervision from managers, however there are no direct reports. The Senior Audit Project Manager is a subject matter expert in a particular topic, helping to drive the audit strategy and influence the business line's understanding of risk mitigation, and may support multiple complex and/or horizontal audit engagements covering related topics. The Senior Audit Project Manager is expected to handle complex tasks autonomously, monitor progress of audit engagements against plan and schedule, assess work performed by the audit engagement team, and provide coaching and on-the-job training for team members to ensure engagements are completed in conformance with internal audit policies and procedures. Primary Responsibilities: Monitor and engage in Operations transformation initiatives, including collaboration with other CAS teams/subject matter experts Expand use of data analytics by the Operations audit team (not a primary responsibility) Supervising audit staff in the completion of audit engagements, ensuring the highest quality work delivered timely. Supervision includes: Assessing work performed by staff by providing coaching notes that are relevant to the scope, accuracy and completeness of work performed. Performing sufficient reviews to ensure work contains relevant facts to support audit scope and conclusions and adhere to internal audit policies and procedures. Reviewing issues to ensure potential exposures and significance are included, root causes are identified, and operationally effective and cost-effective actions to address those causes are developed into appropriate recommendations. Completing or assisting managers in planning audit engagements. Includes identifying and analyzing business processes, key risks, and critical controls; interviewing auditees; determining audit scope; evaluating control design adequacy; and developing audit programs which provide sufficient guidance for testing control performance effectiveness and making evaluations which effectively achieve audit objectives. Assisting the managers in reporting and wrap up phases of audits. Includes appropriate disposition of issues and drafting audit reports which include issues. Monitoring progress of audit engagements against plan and schedule. Includes making necessary adjustments and promptly completing work paper reviews on a timely basis to ensure all issues are identified and dispositioned prior to report draft issuance. Providing on-the-job training for staff. Includes business knowledge of products, services, and delivery systems; company policies and procedures; applicable laws and regulations; and formal/informal control frameworks. Collaborating across the three lines of defense regarding business processes, risks, and controls. Coordinating audit activities by integrating other internal audit subject matter teams (product/service, technology, compliance, financial crimes, etc.) to ensure appropriate and efficient coverage of the business products, services, and processes. Managing the team's workload to assist other audit teams when resources are needed for areas of higher risk. Performing other duties as requested by management including continuous monitoring for responsible areas. Basic Qualifications Bachelor's degree, or equivalent work experience Typically more than 10 years of applicable experience Preferred Skills/Experience Typically has 10 or more years of applicable experience working with Corporate and Commercial Banking loans and various capital markets products Subject matter expert level of understanding of commercial banking operations, products/services, systems, and associated risks/controls, including Syndicated Loans, Equipment Finance, Commercial Real Estate, Asset Based Finance, and capital markets products (e.g. foreign exchange, derivatives, international remittance, and letters of credit). Subject matter expert level of knowledge of applicable laws, regulations (Swap Dealer Reporting, Volker Rule, Dodd-Frank), financial services, and regulatory trends that impact bank operations Subject matter considerable knowledge of Risk/Compliance/Audit competencies Strong process facilitation, project management, and analytical skills Business acumen and credibility to help business line(s) proactively identify and address changing workforce needs Excellent presentation, interpersonal, written, and verbal communication skills Proficient computer navigation skills using a variety of software packages, including Microsoft Office applications and word processing, spreadsheets, databases, and presentations Experience with Archer and TeamMate+ CIA, CISA, CPA, or other relevant professional designations or advanced degree Location expectations This role requires working from a U.S. Bank location three (3) or more days per week. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $133,365.00 - $156,900.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 3 days ago

Houlihan Lokey logo
Houlihan LokeyChicago, IL
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 valuation. Our transaction quality and client work benefit from our company culture, where senior financial professionals are highly engaged in the execution of client projects, and from our experience as leaders in the market for more than a decade, which has given our professionals valuable exposure to a variety of situations and challenges. In 2024, our Industrials Group was once again ranked as the No. 1 M&A advisor for all global industrials transactions by LSEG (formerly Refinitiv).* Excludes accounting firms and brokers. Job Description In Corporate Finance, Summer Financial Analysts may work on a variety of transactions that provide exposure to various investment banking services and client industries. These services include mergers and acquisitions, private placements of debt and equity, refinancings, and leveraged buyouts. Throughout the summer, you will work with a highly talented and dedicated staff of professionals who will give you broad exposure to the many different issues and concerns affecting businesses today. You will research and analyze financial statements, general and industry-specific economic conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and private securities companies. The environment at Houlihan Lokey is collaborative and entrepreneurial and rewards Summer Financial Analysts with substantial responsibility and interaction with senior-level professionals. Qualifications Currently pursuing a Bachelor's and/or Master's Degree with a graduation date between December 2027 and June 2028 Possess basic knowledge of and a keen interest in finance Excellent verbal and written communication skills Strong work ethic and leadership skills Preferred Qualifications A fundamental understanding of valuation theory, methodologies, and applications Strong analytical and computer skills (Excel) Ability to work cooperatively with all levels of staff Application Requirement To be considered for this position, candidates must complete the Suited assessment. A unique assessment link will be sent via email following the submission of your application Houlihan Lokey is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000.00 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.

Posted 30+ days ago

PwC logo
PwCJacksonville, FL

$99,000 - $266,000 / year

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

Posted 30+ days ago

Seacoast National Bank logo
Seacoast National BankSarasota, 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

Moelis logo
MoelisNew York, NY

$175,000 - $225,000 / year

We are passionate about our business and our culture, and are seeking individuals with that same drive. We are currently seeking an experienced Associate to join our Technology financial advisory practice in New York City. Moelis Associates are expected to assume significant levels of responsibility requiring intellectual curiosity, leadership and analytical aptitude. The day-to-day responsibilities of an Associate include: financial analysis and modeling, managing a team, preparing client presentations and interacting with senior bankers and clients. A sophisticated level of interpersonal skill is required. Ideal candidates must also possess: Excellent analytical and presentation skills Knowledge of basic accounting and financial concepts; ability to analyze and value businesses Experience in Investment Banking (corporate finance/M&A) or equivalent A drive for results, and ability to perform well under pressure and against tight deadlines Team player mentality, and ability to effectively interact with a wide variety of internal groups and clients Strong multi-tasking skills Exceptional Microsoft Office suite (Excel a must) and financial reporting skills Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred Expected Salary Range USD $175,000 - $225,000 We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

Posted 30+ days ago

Backbase logo
BackbaseAtlanta, GA
As a Product Consultant (Commercial Banking), you are a subject matter expert and a trusted advisor in the US Commercial Banking domain. You provide expert consultation and guidance to clients and internal teams during implementation projects, ensuring our digital banking solutions are effectively adapted to each bank's business and operational context. Your role combines deep domain expertise with a hands-on implementation focus, supporting clients with product configuration, process design, testing, and readiness for production. You work closely with project team members to align product capabilities with client needs, support feature mapping and data migration from legacy systems, and ensure a smooth end-to-end implementation journey. You are a collaborative consultant who builds strong relationships, helps clients maximize platform value, and drives successful outcomes throughout the project lifecycle. Qualifications 5+ years of experience in commercial or treasury management implementations, banking operations, or platform consulting role in Banking & Financial Services. Deep domain expertise in commercial banking (e.g., cash management, payments, deposits, loans, or treasury). Strong experience supporting product configuration, testing, and process/workflow design in digital transformation projects. Proven ability to collaborate with cross-functional and client teams, influencing without authority. Ability to understand customer business needs and link them with deep platform expertise, contextualizing platform decisions for C-suite goals. Bachelor's degree or higher (Business, Finance, IT,). Professional working proficiency in English and the local language. Competencies / skills Result Driven Ensures implementation success by driving product configuration, workflow alignment, and end-to-end delivery according to plan. Supports client test planning and execution, ensuring coverage and quality throughout the testing cycle. Proactively identifies gaps or risks during implementation and drives resolution to ensure project success. Maintains accountability for deliverables, timelines, and client satisfaction metrics. Hygiene Demonstrates strong attention to detail and adherence to project governance, documentation, and internal reporting standards. Maintains accurate timesheets, follows delivery processes, and ensures compliance with internal policies and mandatory training. Applies structured delivery methodologies (Agile, Scrum, etc.) and promotes best practices within the team. Stakeholder Management Builds trusted relationships with key client stakeholders, serving as a main point of contact for functional and domain-related discussions. Communicates clearly and proactively with clients and internal teams to maintain transparency and alignment. Balances client expectations and internal feasibility, effectively managing dependencies and potential conflicts. Commercial Understands how implementation decisions impact the client's commercial outcomes and Backbase's value realization. Supports internal teams by identifying opportunities for additional product adoption or optimization during delivery. Ensures activities are delivered within the agreed scope, time, and budget, maintaining financial hygiene. Team Collaborates closely with Business Analysts, Project Managers, Product Owners, and R&D to ensure a smooth implementation. Contributes to team learning by sharing best practices, lessons learned, and domain knowledge. Promotes a culture of teamwork, inclusion, and mutual accountability. Product Acts as a domain and product expert for the Commercial Banking solution, providing guidance on configuration, workflows, and data mapping. Supports the creation and management of Requests for Feature (RFFs) and maintenance tickets, collaborating with R&D to ensure alignment. Ensures the solution delivered meets both client business needs and product best practices. Provides structured product knowledge sessions for internal and client stakeholders. Way of Working (WoW) Adheres to and champions Backbase delivery methodologies, ensuring consistent collaboration across teams. Participates actively in project ceremonies and governance meetings, documenting key decisions and next steps. Supports change management activities and production readiness, ensuring smooth handover and client adoption. Continuously seeks improvement in processes, communication, and delivery effectiveness.

Posted 30+ days ago

W logo
Wintrust Financial Corp.Lansing, IL

$98,000 - $158,000 / 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 discretionary or incentive bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few Family-friendly work hours Promote from within culture Position Overview: The Senior Relationship Manager is responsible for self-sourcing new business, growing a portfolio of commercial banking customers, and expanding customer relationships by promoting products and services, as appropriate, to identify and fulfill customer needs. This position provides exceptional service to build and strengthen customer relationships while working with clients that are $500K - $30M in revenue including C&I, CRE, and SBA. Responsible for new business development through referral sources and cold calling efforts. What You'll Do Increase the Bank's profitability by cultivating new commercial business relationships Maintain 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 Maintain comprehensive understanding of current commercial products offered in the market and keeps informed of all relevant industry trends and practices Take ownership of credit sheet content and quality by working closely with credit analysts on their successful and timely completion Work closely with internal partners to generate internal referrals as wells as developing an external network of centers of influence Responsible for understanding the impact of lending on the bank's CRA goals Qualifications Bachelor's Degree in business, finance, or accounting 7+ years' commercial lending/banking experience Formal bank credit training is highly preferred Solid understanding of general credit and risk principles, mitigates, and banking policies/procedures Exceptional verbal and written communication skills Strong interpersonal skills with a proven ability establishing client relationships and working within a team environment 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 $98,000-$158,000 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. 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

NBT Bank logo
NBT BankWilliamsville, NY

$62,373 - $83,112 / year

Pay Range: $62,373.00 - $83,112.00 Supports multiple business lines within the Commercial organization by providing complex planning, forecasting, reporting and financial analysis support under the guidance of the Business Services Manager. Provides highly specialized financial consulting and analytical support by providing profitability analysis and reporting, identifying emerging trends, measurement of key performance metrics and success factors, line of business and region financial target setting and measurement and evaluation of key initiatives. Supervises a Commercial Banking Financial Analyst who performs similar duties of a less complex nature. Education and Experience: Bachelor's degree in Finance or Accounting or equivalent education and experience Master's Degree in Finance preferred Five to seven years financial services industry experienceExperience with management reporting and financial modeling Skills and Abilities: Excellent financial analysis skills Strong understanding of data warehouse concepts Demonstrated ability to work in cross functional teams General knowledge of banking Ability to successfully execute on multiple projects with minimal guidance Ability to draw appropriate conclusions from large amounts of data Strong organizational and presentation skills High degree of proficiency in Microsoft Office software, advanced Excel skills required Requires self-motivation and a high degree of self-confidence to interact with business line heads and senior management Tasks Performed: 30% Develop, maintain, and produce financial models as needed to support strategic initiatives in Commercial lines of business. 25% Analyze overall commercial and account level data to explain trends and variance from plan/forecast. Articulate findings in a method suitable for senior management level presentation. 20% Regularly collaborate with business line managers and others to provide profitability reports and analysis of profitability, and to understand key drivers. 10% Maintains and analyzes incentive plans including developing metrics and ensures components are driving results. 10% Supervise Commercial Banking Financial Analyst. 5% Other duties as assigned. Physical Requirements: Communicate effectively with internal and/or external customers Stationary 75% of time or greater Move Objects to Maximum 10 lbs Why Work at NBT At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success. Wellbeing At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally. Community Involvement NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace. Culture NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. Career Development Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential. Total Rewards NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan. Benefits for Full-Time Employees: Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. Parental Leave: Six weeks of paid leave at 100% of your salary. Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Flexible Spending Accounts: For healthcare and dependent care expenses. Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. Adoption Assistance: Supporting your growing family. Tuition Reimbursement: Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+ Hours/Week: Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Generous Parental Leave: Six weeks of paid leave at 100% of your salary. Benefits for All Part-Time Employees: Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future Paid Sick and Safe Leave: For your health and safety. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

Posted 30+ days ago

T logo
Truist Financial CorporationAtlanta, GA
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: This is an office centric role requiring working in the office five days per week in one of the locations listed on the requisition. Identifies business unit data critical business process and critical data elements in alignment with Enterprise Data Management and Governance established policies, standards, and procedures. Manages data-related Issues including execution, closure, and documentation. Ensures data controls are implemented and maintained to effectively support the execution of business processes. Participates in domain working groups, best practices forums, and data management routines to stay informed of industry trends and support the accuracy and completeness of data through the supply chain. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Supports the definition and validation of business-critical processes and the associated critical data elements (CDEs) that support them. Business Metadata Management: a. Onboard new CDEs that are specific to corresponding Business Unit or Corporate Group - collaborate with Technical Data Stewards. b. Propose new CDEs and Data Domains to Data Domain Working Group for approval - collaborate with Data Domain Working Group. c. Review assigned CDEs and their business metadata on an established frequency basis - collaborate with Metadata Center of Excellence (COE). d. Discover and execute CDE change requests - collaborate with Metadata COE; Technical Data Stewards. e. Submit CDE change requests for approval to Data Domain Working Group - collaborate with Data Domain Working Group, Metadata COE, and Technical Data Stewards. f. Perform business process and traceability mapping - collaborate with Business Unit / Corporate Group representatives, Metadata COE and Technical Data Stewards. g. Review trusted source assignments - collaborate with Technical Data Stewards. Data Quality: a. Define Data Quality rules and standards for corresponding Business Unit or Corporate Group. b. Collaborate and coordinate with Data Quality Lead and team, Data Quality Issues Management Group, and Data Domain Working Group to align Data Quality rules and standards for corresponding Business Unit or Corporate Group with enterprise-level Data Quality rules and standards - collaborate with Data Quality COE Lead and team, Data Quality Issues Management Group and Data Domain Working Group. c. Partner with Technical Business Stewards to enroll and implement Data Quality rules for corresponding Business Unit or Corporate Group into appropriate systems- collaborate with Technical Business Stewards. d. Monitor Data Quality activities, track data issues and risks, and develop associated mitigation strategies for corresponding Business Unit or Corporate Group. e. Participate in Data Quality Issue Management Group and provide Corporate Group- or Business Unit-specific information - collaborate with Data Quality Issue Management Group. f. As member of Data Quality Issue Management Group and/or Data Domain Working Group, escalate Data Quality issues and considerations as necessary to the Enterprise Data Governance Council - collaborate with Enterprise Data Governance Council. g. Assist in resolving Data Quality Issues, either as part of Business Unit / Corporate Group or as part of the Data Quality Issue Management Group or as part of the Data Domain Working Group - collaborate with Data Quality Issue Management Group; Data Domain Working Group. Enterprise Metadata Repository / Metadata Catalogue: a. Onboard new CDEs' related business metadata - collaborate with Metadata COE. b. Update central metadata repository with business metadata content (business terms, definitions, classifications, and business and Data Quality rules) - collaborate with Metadata COE and Technical Data Stewards. c. Review CDEs' metadata on an established frequency basis - collaborate with Metadata COE. d. Discover and execute CDE metadata update requests - collaborate with Metadata COE. e. Get CDE metadata change requests approved with Data Domain Working Group - collaborate with Data Domain Working Group. Data Privacy, Security, Retention and Archiving: a. Define Data Privacy rules and align them with the Enterprise Privacy Policy in collaborate with Chief Privacy Officer. b. Further responsible for defining archiving, retention, and data destruction requirements for CDEs for corresponding Business Unit or Corporate functions in collaboration with the CDAO and Chief Privacy Officer. c. Monitor data security for data elements for corresponding Business Unit or Corporate Group. d. Report or escalate data privacy issues to Data Privacy Group - collaborate with Chief Privacy Officer and team. e. Review data requirements to enable compliance with Privacy Policy and other similar corporate policies and documents - collaborate with Chief Privacy Officer and team. f. Enable the application of corporate strategy, policy, and ethics for all consumers of data from given Business Unit or Corporate Group. g. Monitor data for alignment with national and regional regulations as well as with corporate ethical standards. Data Sharing, Access Control and Data Transfer: a. Define Data Privacy rules and align them with the Enterprise Privacy Policy in collaborate with Chief Privacy Officer b. Further responsible for defining archiving, retention, and data destruction requirements for CDEs for corresponding Business Unit or Corporate functions in collaboration with the CDAO and Chief Privacy Officer. c. Monitor data security for data elements for corresponding Business Unit or Corporate Group d. Report or escalate data privacy issues to Data Privacy Group - collaborate with Chief Privacy Officer and team. e. Review data requirements to enable compliance with Privacy Policy and other similar corporate policies and documents - collaborate with Chief Privacy Officer and team. f. Enable the application of corporate strategy, policy, and ethics for all consumers of data from given Business Unit or Corporate Group. g. Monitor data for alignment with national and regional regulations as well as with corporate ethical standards. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree or equivalent and two years of related experience or equivalent education and related training or experience Solid understanding of principles, practices, theories, and/or methodologies associated with the data stewardship/management Previous experience in planning and managing IT projects Preferred Qualifications: Three years of related experience Banking or financial services experience Experience with Operational Risk and Data Risk management practices Familiarity with Issue Management tools and processes General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

Posted 30+ days ago

PwC logo
PwCDallas, TX

$124,000 - $280,000 / year

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

Posted 30+ days ago

O logo
Old Second National BankChicago, Illinois, United States, IL

$78,000 - $105,000 / year

Who We Are At Old Second, you're first! For more than 150 years, Old Second has consistently put businesses and individuals throughout the Chicago area first, and we're only getting started. With great employees we've grown from a single location in the back of a general store to 50 locations and over $6 billion dollars in assets. At Old Second we embrace values that foster an environment of community and growth. Recently, we've been voted a Forbes Best-In-State Bank for Illinois by our customers. Be a part of something big as we continue our growth story together! Position Overview The Healthcare Portfolio Manager is responsible for supporting a HealthCare Banking Team with client portfolio management including tracking, collecting & monitoring financial data, covenant testing, Term Loan Review preparation and corresponding with clients and outside counsel as appropriate. Regularly interacts with internal Commercial Relationship Managers & Credit teams internal/external business partners, outside attorneys, and closers. Primary Job Functions Builds relationships with customers and prospects to thoroughly evaluate their commercial banking needs. Some focus will be lending with additional emphasis on cross-selling Cash Management products, Retail Banking Engages in portfolio and risk management of banking team clients ensuring compliance with bank credit policies and procedures. Engages in co-management of client relationships with a focus on client financial analysis. Tracks and monitors completion of required covenant testing and annual Term Loan Review preparation via Bank's credit underwriting group. Supports the Loan renewal process by collecting and reviewing client financial information to support approvals. Prepares credit approval memos with credit oversight. Assesses and clears past due collateral exceptions. Partners with Commercial Relationship Manager liaising with bank clients, the Commercial Credit team, Commercial support/operations and internal/external business partners. Secondary Responsibilities: In partnership with Commercial Relationship Manager, identifies and engages with clients in support of Bank's portfolio management efforts. Participates in loan approval process by contributing to the creation of Loan Committee presentations. May visit clients with Commercial Relationship Manager as appropriate. Work closely with Banking Team CLA's to clear exception items, board new business and move client relationships forward. Minimum Requirements AVP Level Internal Applicants Bachelor's degree in Accounting, Business, Finance or related field and three or more years of formal commercial credit experience required. External Applicants Bachelor's degree in Accounting, Business, Finance or related field and three or more years of formal commercial credit experience required. External candidates must have some direct experience in lending/credit focused in the healthcare specialty. VP Level Internal Applicants Bachelor's degree in Accounting, Business, Finance or related field and five or more years of formal commercial credit experience. External Applicants Bachelor's degree in Accounting, Business, Finance or related field and five or more years of formal commercial credit experience required. External candidates must have some direct experience in lending/credit focused in the healthcare specialty. Competencies: Working knowledge of balance sheets and income statements Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook) General Banking (Credit/Debit) knowledge Working knowledge of credit u/w documents Familiarity of Commercial underwriting guidelines Consultative skills and client relationship management Location Details This position is considered a hybrid role. With management approval, an incumbent may work a combination of remote and onsite work to perform the regular responsibilities of the role. Actual schedule requirements may vary based upon business needs. Onsite work is performed at the Chicago- Wacker location. Note: Job levels and hiring decisions are based upon both the business needs of the department and the qualifications of the incumbent. In some cases, an incumbent may meet the requirements of an AVP or VP level role but may be hired in at a lower level based upon business needs and staffing dynamics. Compensation & Benefits AVP Level: Base pay: $78,000 - $105,000 Old Second is committed to fair and equitable pay practices. Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience. VP Level Base Pay: $95,000 - $135,000 Officer Bonus Eligible: Eligible to participate in the Annual Officer Incentive plan with a target bonus up to 25% of base salary based various performance components. Benefits: How We Support You- Old Second Thanks for considering Old Second!

Posted 4 weeks ago

Dominium Management Services, Inc logo
Dominium Management Services, IncScottsdale, AZ

$50,000 - $54,000 / year

Dominium is helping tackle the affordable housing crisis - and we're looking for motivated candidates to join our team and help further our mission. With offices in Minneapolis, Atlanta, Dallas and Phoenix, Dominium is one of the nation's most respected and innovative affordable housing development and management companies. We create quality, affordable homes and engage with our residents daily to create a strong sense of community and connectivity. Join us in making a difference in people's lives every day at a company where you can challenge yourself to develop both personally and professionally. POSITION SUMMARY: The primary responsibilities of this position are to maintain the day-to-day banking/treasury operations for the business. ESSENTIAL FUNCTIONS: Opens and closes business bank accounts in accordance with company policies and banking requirements. Oversees daily management of check and ACH positive pay systems to ensure transaction accuracy and security. Maintains and updates internal accounting systems with current banking information as needed. Promptly processes stop payments on checks to prevent unauthorized transactions. Manages user access to various banking platforms, including onboarding new users and removing outdated accounts. Coordinates the ordering and distribution of banking supplies for the Property Management teams. Support the Director of Treasury in executing continuous improvement initiatives to enhance banking operations. QUALIFICATIONS: Associates/Bachelors Degree in business highly preferred Knowledge of various banking platform [CashPro, Access, CEO] highly preferred Experience in roles with high email volume Strong customer service skills Attention to detail and prompt communications skills PAY: $50,000 - $54,000/year + 5% bonus potential. About Us: Dominium is a purpose-driven leader in affordable housing. We operate in approximately 20 states, supported by a team of over 1,300 dedicated employees. For more than 50 years, we have delivered excellence in the development and management of affordable housing communities across the United States. Dominium's values - EDGE: Entrepreneurial Innovation, Developing People, Growth Mindset and Execution - guide us in fulfilling our Purpose: to provide quality, affordable housing that builds Enduring Value for our residents, employees, communities and financial partners. We believe housing provides dignity, and our work has a positive, lasting impact on the lives of individuals and families - often for generations. Our properties last for decades, leaving a lasting impact in the communities where they are located. We offer a competitive salary, an incentive bonus program, training and development programs, career growth and community volunteer and outreach programs. We also provide a comprehensive benefits package for eligible employees, including Basic Life and AD&D; Employee, Spouse and Child Supplemental Life and AD&D; and Short and Long-Term Disability insurance. We also offer Medical, Dental and Vision coverage, with optional Health Savings Accounts, as well as Medical and Dependent Care Flexible Spending Accounts. We offer Voluntary Benefits (Accident, Critical Illness, Whole Life) and an Employee Assistance Program. Additionally, you have access to a 401(K) plan, Health and Financial Wellness Programs, Paid Time Off including Paid Holidays and Floating Holidays, Paid Parental Leave, Education Reimbursement, Employee Recognition and the Dominium Employee Emergency Fund. Dominium is committed to providing equal employment opportunities to qualified applicants and employees. Dominium prohibits employment discrimination on race, color, creed, religion, national origin, citizenship, sex (including sexual orientation and gender identity), pregnancy, marital status, familial status, status with regard to public assistance, disability, membership or activity in local commission, veteran status, military status, age, genetic information, union membership, use of lawful consumable products, or any other category protected by applicable state or federal law. #LI-JM1

Posted 3 weeks ago

PwC logo
PwCAtlanta, GA
Industry/Sector FS X-Sector Specialism Corporate and Business Strategy Management Level Senior Associate Job Description & Summary At PwC, our people in strategy consulting focus on providing strategic guidance and insights to organisations. They analyse market trends, assess business performance, and develop recommendations to help clients achieve their goals. These individuals work closely with clients to identify opportunities for growth, optimise operations, and enhance overall business performance. As a corporate and business strategy consultant at PwC, you will analyse client needs, provide consulting services across different strategic areas, and offer guidance and support to help clients develop and implement effective strategies that align with their business objectives and drive growth. 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 Strategy Consulting team you are tasked with developing and implementing corporate strategies to drive long-term growth and sustainability in the Financial Services industry. As a Senior Associate you are responsible for analyzing complex problems, mentoring others, and maintaining exemplary standards while building meaningful client connections and navigating increasingly intricate situations. You are expected to utilize AI and analytics to derive insights, drive data-informed decision-making, and implement automation solutions to enhance operational productivity and effectiveness. Responsibilities Analyze intricate challenges to provide actionable insights and solutions Mentor and guide junior team members to foster professional development Build and maintain enduring client relationships to understand their needs and objectives Implement automation solutions to enhance operational productivity Navigate complex scenarios with adaptability and strategic thinking Uphold exemplary professional and technical standards in client engagements What You Must Have Bachelor's Degree 3 years of strategic consulting/professional services experience within the Financial Services industry What Sets You Apart Master of Business Administration preferred Developing and implementing corporate strategies for growth Identifying and analyzing business opportunities Designing digital transformation initiatives Driving innovation in products and services Utilizing AI and analytics for insights Implementing automation solutions Building and maintaining client relationships Conducting market research and analyzes Travel Requirements Up to 60% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. 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

Starling Bank logo
Starling BankNew York, NY
At Engine by Starling, we are on a mission to find and work with leading banks all around the world who have the ambition to build rapid growth businesses, on our technology. Engine is Starling's software-as-a-service (SaaS) business, the technology that was built to power Starling, and two years ago we split out as a separate business. Starling has seen exceptional growth and success, and a large part of that is down to the fact that we have built our own modern technology from the ground up. This SaaS technology platform is now available to banks and financial institutions all around the world, enabling them to benefit from the innovative digital features, and efficient back-office processes that has helped achieve Starling's success. We are on a mission to find and work with leading banks all around the world who have the ambition to build rapid growth businesses, on our technology. We are looking for future leaders to come and join our team, to build client relationships, and work with them to understand their needs and how we can solve them with Engine's technology. Who are Engine by Starling Engine by Starling is transforming the banking landscape with our cutting-edge core banking software. Originally developed to power Starling, our cloud-native SaaS platform is now enabling banks and financial institutions globally to modernize operations and deliver exceptional digital banking experiences. Headquartered in the UK, we are now scaling globally and have offices in New York, Toronto, Dublin, Dubai and Sydney. We have recently publicly announced our major investment into the US market and are looking to build the initial team to crack the market. This role will be based in the New York metropolitan area and our preference is that you're located within a commutable distance to our New York office. Other East Coast locations may be considered. The role will involve travel within the US and some international travel. About the role We are looking for an early hire within the North America Business Development team. You will work closely with a lean, cross-functional Engine North America team including leadership, product, delivery and compliance to generate, shape and close deals in the North American market. This role, operating out of our NY regional HQ, is vital in shaping Engine North America's growth. You will be part of a small, entrepreneurial team who enjoys the challenge of building and problem solving within a highly competitive and regulated market. You will like the challenge of working as part of a small, scaling team - being able to think strategically, build capability and get your hands dirty in all the details - and everything in between. What you'll get to do This role is an early hire within our Business Development function, supporting Engine's North American growth. Contribute to winning new business and driving revenue growth for Engine within North America with a consultative sales approach Define, build and execute sales strategies tailored to target segments and sub-segments Spearhead lead generation; contribute to marketing activities and conferences, elevating the awareness and understanding of Engine's brand and proposition in the market, Supporting early stage conversations, running client workshops and demos, helping to identify and qualify opportunities. Supporting Managing commercial and contractual conversations. Working with Engine teams (delivery, product engineering) throughout the sales lifecycle Contribute to building Business Development capability in North America and globally as we scale and mature

Posted 2 weeks ago

F logo
First Horizon Corp.Raleigh, NC
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

T logo
Truist Financial CorporationMclean, VA

$110,000 - $130,000 / year

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: The Wealth Private Advisors primary responsibility is to deepen client relationships around banking, credit, and insurance with Wealth segment clients. The Wealth Private Advisor will act as the point of contact for the Private Client Group Financial Advisors (FAs) within their assigned Truist regions. The Wealth Private Advisor will coordinate with PCG FAs to deliver Truist Wealth banking Solutions for clients that have over $1MM in investments at Truist. The Wealth Private Advisor will identify and fulfill banking and credit solutions for clients where the FA will act as the Primary Relationship Advisor. The Wealth Private Advisor will build and maintain successful and effective partnerships with internal IRM (Integrated Relationship Management) partners including: FAs, Insurance Specialists, Wealth Lending Officers, Small Business Specialists, Mortgage Loan Officers, etc. The Wealth Private Advisor will be held accountable for relationship partnership with FAs. The Wealth Private Advisor should have working knowledge and experience in investments, banking, insurance, and lending products to provide appropriate recommendations to meet client needs and financial goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Work with PCG FAs to deliver Wealth Banking and Credit solutions for clients with +1MM of investments at Truist. a. Develop and deliver video (primary) and in person presentations to small and large groups alike, in order to demonstrate and train on the value of a Wealth Private Advisors relationship with both internal and external partners. Leverage business knowledge and the Trusted Wealth Relationship and Advisory Process (Wrap) to call upon existing clients and determine appropriate strategies to meet client needs by recommending financial solutions for Wealth Private Advisor segment clients. b. Help FAs and clients set and prioritize goals and develop customized solutions, set a progress timeline to implement multiple strategies and/or solutions and ensure follow up. c. Work with FAs, clients and potential clients to coordinate information gathering, development and delivery of financial profiling. In addition, liaise between client and appropriate internal and external partners to implement all solutions and/or recommendations presented in the plan. d. Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's client relationship management (CRM) system. e. Proactively call within the assigned Truist region with IRM partners on identified key IRM partnerships f. Educate clients and FA on Wealth credit and banking solutions. Also recommend solutions to clients to help achieve their financial goals. g. Ensure Credit and Banking Solutions are delivered and serviced with a "perfect client experience" Build strong relationship with Complex and Team Directors in assigned Truist region, in addition to all PCG FAs within region. a. Develop and execute training for FAs on value and referral process b. Create on-going two way feedback loops with Complex Directors and PSG FAs Work within the existing audit, compliance and regulatory framework to ensure a high quality, compliant book of business. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Results oriented with a proven track-record of outstanding ability to motivate and influence others to accomplish objectives. Proven track record of consultative communication and relationship building skills leading to client service, fulfillment and delight in previous roles Highly motivated and self-starter, dedicated, enthusiastic, driven and performance oriented individual with a strong work ethic and a keen ability to convey a sense of urgency to achieve business goals and exceed expectations Must have excellent verbal, written and phone communication skills and demonstrated leadership ability Ability to handle ambiguity and promptly capable to adapt to changing environment Respected business partner with ability to demonstrate value add to the broader team and can diplomatically handle conflict Demonstrated ability to engage and foster effective revenue generating IRM partnerships Ideal candidate is a demonstrated team player and collaborator who can transform knowledge and experience into strong productive relationships both internally and externally. Stay abreast of changing economic, legal, financial planning and investment trends and general market and business issues impacting High Net Worth clients. Serve as a personal financial advisory resource for clients, their attorneys and CPA's. 4-year degree, 10-15 years of demonstrated leadership ability, 8-10 years of direct sales experience in Financial Services, or 10-15 years of sales experience in a related industry FINRA licensing: 7, 66 and insurance life and health. Must be able to partner well internally Preferred Qualifications: CFP, CFA, Master's Degree The annual base salary for this position is $110,000 - $130,000. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

Posted 30+ days ago

Intapp logo
IntappNy, NY

$110,000 - $115,000 / year

Intapp is looking to hire a highly consultative Associate Client Development Director (Account Executive) to join its Middle-Market team covering the Investment Banking vertical. This individual should be a proven and polished C-level solution seller. It is imperative that the candidate be viewed by customers as a credible executive-level advisor and consultant as well as a business development executive. Intapp is revolutionizing the investment banking and private capital markets around the world with data, transparency, great product and sophisticated service. We've already made huge strides, but we're just getting started. The target market for Intapp is Investment Banking, Private Equity, Direct Lending, Real Estate, Venture/Growth, FOF, Institutional Investors, and Corporate Development arms of the Fortune 1000. What you'll do: Drive new client acquisition by targeting investment banks and related segments in the assigned region/market, with a focus on expanding Intapp's footprint into net-new accounts. Proactively identify and qualify prospects through targeted networking, internal SDR support, regional leadership initiatives, and outbound efforts (calls, emails, events). Develop and maintain a strong pipeline of new business opportunities valued at $1M+, ensuring consistent coverage of growth targets. Understand prospect buying behavior and tailor the Intapp sales process to guide prospects toward decision-making. Engage senior stakeholders across new accounts, building organizational alignment and demonstrating Intapp's differentiated value. Uncover key drivers of value for prospects and clearly articulate how Intapp solves their business needs. Facilitate prospect discovery sessions and relationship-building through in-person meetings, social touchpoints, and professional engagements. Leverage Intapp resources (services, training, support, product) to build credibility and position new prospects for long-term success. Develop, deliver, and present proposals that clearly define value creation and ROI for new clients. Manage complex negotiations at the executive level, navigating multi-constituent sales processes to drive closure. Achieve $1M+ in new subscription and services bookings annually, with an emphasis on new logo growth. What you'll need: 3+ years of experience in consultative, value-based selling with a strong track record of pursuing and winning net-new logos. Individuals likely to excel come from sales roles investment banking or financial technology with a specific focus on investment banking firms. Experience engaging clients in value based sales process. Highly motivated, positive, entrepreneurial, can do attitude, creative, ownership driven, intellectually curious, dynamic, confident, professional and goal-oriented with excellent communication and presentation skills. What you will gain: At Intapp, you'll get the opportunity to bring your talents and intellectual curiosity to create better outcomes for our people and our clients. You'll be part of a growing public company, with a modern work environment that's connected yet flexible and where your professional growth and well-being are top priorities. We'll collaborate and grow together, supporting each other in a positive, open atmosphere that fosters creativity, innovation, and teamwork. Here, you will have the opportunity to: Expand Your Skills: Unlock your potential with professional development opportunities supported by a community of experienced professionals. We offer reimbursement for training and continuing education to help you stay ahead in your career. Enjoy Where You Work: Thrive in our modern, open offices designed to inspire creativity and collaboration. Our complimentary lunches and fully stocked kitchens ensure you have everything you need to stay energized throughout the day. Support What Matters Most: Our comprehensive wellness and flexible time off programs and our benefits are designed to care for you and your family. Our family-formation benefits and support during your family-building journey ensure you have the resources you need when it matters most. We believe in giving back and supporting our communities with paid volunteer time off and a donation matching program for the causes you care about. Join us and be a part of a collaborative and welcoming culture where your contributions are valued, and your professional growth is a priority. Together, we are building a company of long-term value that we can all be proud of. For New York City based roles, Base Pay Range is $110,000/yr - $115,000/yr. Your actual base salary will be determined by factors such as relevant experience, geographic location, and internal equity. In addition to base salary, variable compensation and equity may also be included #LI-AC1 Your actual base salary will be determined by factors such as relevant experience, geographic location, and internal equity. In addition to base salary, variable compensation and equity may also be included. Intapp provides equal employment opportunities to all qualified applicants and will make hiring decisions without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristic protected by federal, state or local laws. Please note: Intapp will not hire through text message, social media, or email alone. We will never extend a job offer unless you have been contacted directly by an Intapp recruiter and have participated in the interview process which will generally consist of 3 or more virtual or in person meetings. Please note that Intapp only uses company email addresses, which contain "@intapp.com" or "@dealcloud.com" to communicate with candidates via email. Intapp will never ask for financial information of any kind or for any payment during the job application process. We post all legitimate job openings on the Intapp Career Site at https://www.intapp.com/working-at-intapp/ . If you believe you were a victim of such a scam, you may contact your local authorities. Intapp is not responsible for any claims, losses, damages, or expenses resulting from scammers.

Posted 2 weeks ago

First Interstate BancSystem, Inc. logo
First Interstate BancSystem, Inc.Billings, MT
If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. This position is located at our Billings Downtown Tower, MT branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible. Generous Paid Time Off (PTO) in addition to paid federal holidays. Child Care Assistance Program for eligible dependent(s). Exercise reimbursement program for employees. The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it. We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate. SUMMARY The Commercial Banking Representative I functions as a primary contact for commercial banking clients with basic loan portfolios and assists Commercial Relationship Managers with servicing those clients. Responsible for maintaining and expanding the relationship with clients by providing overall client support services. Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard procedures. Essential duties are performed individually or with direct supervision, based on the individual's experience level. ESSENTIAL DUTIES AND RESPONSIBILITIES Handles day-to-day client calls, client transactions, and client problem resolution. Responds to client account inquiries, performs account maintenance and researches/resolves client problems. Executes client transactions within delegated authority or applicable department guidelines, escalating to the assigned Relationship Manager (RM) any requests outside specified norms or items requiring Relationship Manager signature or approval. Transactions may include: transfers, withdrawals, distributions, wire transfers, payments, fee waivers/fee refunds, client overdrafts, monitoring reports, and other loan and account operations requested by clients. Prepares and/or reviews client account documents for meetings between the RM and the client, focusing on completion of signatures, accuracy, and fulfillment of standard regulatory and compliance guidelines. Assists in obtaining necessary information to submit loan applications, such as financial statements, tax returns and business documentation. May also work with outside vendors, such as attorneys or title companies; UCC searches, title work, OFAC Environmental Reports, appraisals, and flood determinations. May work with outside counsel, title companies, other product vendors, etc. to request documents needed for loan requests, when applicable. Specializes in loan documentation and ensures accuracy in loan documents and legal loan files. To include reviewing documents, organizing legal loan documents, and supporting information, and accuracy in digital records. Submits complete and accurate requests for documentation in accordance with loan approval, ensuring all appropriate supporting documents are available in Director/Unity Client, including but not limited to loan approval, Borrower, Guarantor, and Grantor entity documents, collateral reports, and all other information necessary to generate loan documents. Provides complete packages to Loan Servicing for Boarding/Funding, ensuring appropriate GLs are credited for fees collected. Ensures all documentation is uploaded to Director/Unity Client timely and imaged files are complete. Creates ticklers in Credit Track in accordance with the loan agreement & guaranty requirements and assists Relationship Manager with obtaining required information to clear ticklers. Supports commercial relationship managers and group managers with review and certification of legal entity validation (dba, partnership, S-Corp, C-Corp, LLC, and trusts), real estate collateral documentation (title commitment, environmental reports, hazard insurance, and appraisals), UCC and titled collateral validation. Supports commercial relationship managers and group managers with treasury and deposit products in partnership with internal bank Treasury, Retail Banking teams and other business line referral programs including payment and wealth products. Generates or obtains daily, weekly, monthly, and quarterly reports as assigned. Reviews reports for accuracy and compliance and updates systems or makes other corrections. May reconcile client accounts, enter client financial data into databases, and monitor exceptions to company policies. Actively ensures compliance with the Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies, and procedures. Actively participates in any required corporate and business line training in these areas. Understands and follows internal suspicious activity referral requirements and processes, as required for this position. Actively works with clients to understand each client's normal account activity, as appropriate for this position. Maintains working knowledge of all regulatory, legal, and Credit Policy requirements to ensure all applications, documentation and loan accounts are compliant. Participates in internal and external training to maintain knowledge of Bank products; attends operational and exception meetings and keep abreast of all credit policies and changes. Maintains positive working relationship with peers and other business unit team members. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. KNOWLEDGE, SKILLS AND ABILITIES Basic understanding of credit products, bank systems and commercial lending. Exhibits a general understanding of applicable federal regulations, credit policy and bank policies and procedures. Ability to work effectively in a fast-paced production environment. Strong organizational skills, time management skills and strong attention to detail. Strong interpersonal skills including oral and written communication. Problem solving skills. Proficiency with personal computers and related software packages. EDUCATION AND/OR EXPERIENCE High School Diploma or General Education Degree (GED) required 1-3 years banking experience and/or equivalent combination of education and experience required PHYSICAL DEMANDS AND WORKING ENVIRONMENT The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. Dexterity of hands/fingers to operate computer keyboard and mouse- Frequently Sitting- Frequently Standing- Occasionally Overtime- Subject to business need Noise Level- Moderate Typical Work Hours- M-F (8-5) Regular and Predictable Attendance- Required If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.

Posted 1 week ago

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Truist Financial CorporationCharlotte, NC
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for centralized operations reporting for Retail and Small Business Banking (RSSB) Operations, as well as the development and oversight of Community Branch Banking (CBB) workforce strategy and planning, including management of the branch FTE Plan. Consults on RSBB workforce initiatives and process improvements. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Lead reporting and analytics efforts for RSBB Operations and for Community Branch Banking Workforce, including leadership of a team of experienced reporting analysts and consultants who support the delivery of the responsibilities of the role. Design reports, dashboards and tools that improve efficiency and provide workforce insights. Act as a strategic change agent in the effort to establish a culture of data-driven decision-making. Prepare key operations and branch banking workforce reporting required for various RSBB risk committees, working groups, regulatory meetings, or other purposes as assigned. Coordinate ad hoc reporting and analytics initiatives at the direction of RSBB Operations executive leadership. Responsible for strategic workforce plans including branch-level FTE plan, shared resource solutions, workforce efficiencies, and other workforce initiatives. Effectively translate complex strategies into tactical action plans for execution. Responsible for measuring progress against strategic workforce plans and other workforce KPIs. Propose KPIs, set targets and benchmarks, establish recurring reports and provide insight into trends. Identify solutions for performance issues. Consult on execution of RSBB workforce initiatives with data insights and process improvements. Implement opportunities to centralize and/or automate processes to gain efficiencies. Represent RSSB Operations on cross-function project teams. Influence strategic direction of projects and initiatives with workforce impacts. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree in Business, Computer Science, Economics, Mathematics/Statistics/Advanced Analytics, Marketing, Operations or a related discipline, or equivalent education and related training 12 years of related experience Experience working with reporting and analytics tools Demonstrated experience managing teams and projects in a complex analytical environment Excellent problem-solving skills with a demonstrated record of success in an internal or external consulting environment Excellent written and verbal communication skills; ability to communicate technical information to nontechnical audiences Demonstrated experience and proficiency with Excel and Microsoft Office suite Preferred Qualifications: Master's degree in Business, Statistics, or related discipline Demonstrated experience managing analytical projects in Financial Services or other industries with complex (multi-product, multi-channel, geographically diverse) client relationships At least ten years' experience working with customer/prospect data in consulting, financial services, or other similar environments General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

Posted 2 weeks ago

T logo
Truist Financial CorporationRichmond, VA
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: The Head of AI Enablement is a senior technology leader responsible for designing and deploying enterprise-grade AI and GenAI solutions across Consumer and Small Business Banking Technology, Data and Operations (TD&O). Reporting directly to the Chief Divisional TD&O CSBB Officer, this leader partners with business executives, product managers, and engineering teams to translate business requirements into scalable, production-ready AI applications that drive measurable value. This role is hands-on and technically deep - blending engineering expertise in LLMs, agentic frameworks, and applied ML with the ability to engage directly with business stakeholders. The ideal candidate has built and deployed AI platforms or intelligent products in a technology-first environment, demonstrating fluency in system design, data architecture, and model integration. Acting as both architect and catalyst, the Head of AI Engineering & Enablement leads cross-functional squads to develop prototypes, operationalize AI agents, and integrate cognitive capabilities into existing business platforms. They ensure solutions are built with security, ethics, and performance at scale, while establishing engineering patterns that accelerate adoption across all LOBs. This role requires a rare combination of technical acumen, strategic agility, and executive presence-someone who can earn credibility with engineers and inspire confidence from business leaders. Candidates from technology or product companies are strongly preferred; those from financial services must demonstrate equivalent experience delivering engineered AI products, not program oversight. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Translate complex business requirements into engineered AI and GenAI solutions that deliver measurable business outcomes. Architect and lead the development of LLM-based, agentic, and machine-learning systems that integrate with enterprise data and technology platforms. Guide engineering teams in model development, fine-tuning, and deployment, ensuring performance, security, and compliance. Build reusable frameworks, APIs, and components to accelerate AI adoption across product lines. Partner directly with the TD&O Divisional Leaders and their engineering, product, and operations teams to identify high-impact use cases and embed AI capabilities into existing workflows. Serve as a trusted engineering partner to business executives, translating strategic goals into technical blueprints. Foster a builder culture rooted in experimentation, delivery, and responsible innovation. Establish and enforce AI engineering standards-including model observability, version control, and performance telemetry in partnership with Enterprise Architecture and the Policy, Standards, Practices Governance team. Stay ahead of emerging AI technologies, tools, and frameworks; continuously assess opportunities to integrate frontier capabilities. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Technical Expertise: Proven experience designing, deploying, and maintaining AI or GenAI systems in production-such as LLM-based solutions, agentic architectures, or advanced ML pipelines. Engineering Leadership: 10+ years leading product, platform, or applied AI engineering teams in high-scale environments (e.g., cloud, SaaS, fintech, or large-scale enterprise systems). Architectural Fluency: Deep understanding of modern AI infrastructure, including vector databases, model orchestration, RAG pipelines, and MLOps/DevOps integration. Applied Business Translation: Ability to engage directly with business leaders to convert strategic goals into technical blueprints and deliver working solutions. Ethical and Regulatory Awareness: Demonstrated knowledge of Responsible AI frameworks, model risk governance, and secure data management practices in regulated industries. Communication and Influence: Ability to earn trust across senior leadership, from CIOs to product executives, by articulating AI's value in business terms. Education: Bachelor's degree in Computer Science, Engineering, Data Science, or a related technical field (advanced degrees preferred) or equivalent experience. Preferred Qualifications: Prior experience at a technology or product company, leading AI platform or applied ML development at scale. Hands-on experience with enterprise AI frameworks (Azure OpenAI, AWS Bedrock, LangChain, AutoGen, CrewAI, or similar). Demonstrated success establishing AI engineering standards, reusable frameworks, or AI Centers of Excellence. Experience delivering GenAI applications for customer engagement, operations, or risk functions in complex organizations. Industry leadership through publications, open-source contributions, or conference presentations. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

Posted 30+ days ago

US Bank logo

Senior Audit Project Manager - Corporate And Commercial Banking Operations

US BankMinneapolis, MN

$133,365 - $156,900 / year

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Job Description

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

U.S. Bancorp Corporate Audit Services (CAS) welcomes applications from talented professionals to join our growing Digital, Technology, and Operations audit team. This position will support audit coverage of Corporate and Commercial Banking back-office functions, focusing on commercial loan processing, foreign transaction processing, and global trade operations within the Wealth, Corporate, Commercial and Institutional Banking Operations (WCIBO) business line. WCIBO provides operational support to all Wealth, Corporate, commercial and Institutional Banking units, as well as select Consumer and Business Banking (CBB) business groups, with a focus on service, a reduced risk profile, innovative operational solutions, and client support.

The CAS Senior Audit Project Manager is primarily responsible for supervising staff in the completion of audit engagements with minimal supervision from managers, however there are no direct reports. The Senior Audit Project Manager is a subject matter expert in a particular topic, helping to drive the audit strategy and influence the business line's understanding of risk mitigation, and may support multiple complex and/or horizontal audit engagements covering related topics. The Senior Audit Project Manager is expected to handle complex tasks autonomously, monitor progress of audit engagements against plan and schedule, assess work performed by the audit engagement team, and provide coaching and on-the-job training for team members to ensure engagements are completed in conformance with internal audit policies and procedures.

Primary Responsibilities:

Monitor and engage in Operations transformation initiatives, including collaboration with other CAS teams/subject matter experts

Expand use of data analytics by the Operations audit team (not a primary responsibility)

Supervising audit staff in the completion of audit engagements, ensuring the highest quality work

delivered timely. Supervision includes:

  • Assessing work performed by staff by providing coaching notes that are relevant to the scope, accuracy and completeness of work performed.

  • Performing sufficient reviews to ensure work contains relevant facts to support audit scope and conclusions and adhere to internal audit policies and procedures.

  • Reviewing issues to ensure potential exposures and significance are included, root causes are identified, and operationally effective and cost-effective actions to address those causes are developed into appropriate recommendations.

Completing or assisting managers in planning audit engagements. Includes identifying and analyzing business processes, key risks, and critical controls; interviewing auditees; determining audit scope; evaluating control design adequacy; and developing audit programs which provide sufficient guidance for testing control performance effectiveness and making evaluations which effectively achieve audit objectives.

Assisting the managers in reporting and wrap up phases of audits. Includes appropriate disposition of issues and drafting audit reports which include issues.

Monitoring progress of audit engagements against plan and schedule. Includes making necessary adjustments and promptly completing work paper reviews on a timely basis to ensure all issues are identified and dispositioned prior to report draft issuance. Providing on-the-job training for staff. Includes business knowledge of products, services, and delivery systems; company policies and procedures; applicable laws and regulations; and formal/informal control frameworks.

Collaborating across the three lines of defense regarding business processes, risks, and controls. Coordinating audit activities by integrating other internal audit subject matter teams (product/service, technology, compliance, financial crimes, etc.) to ensure appropriate and efficient coverage of the business products, services, and processes. Managing the team's workload to assist other audit teams when resources are needed for areas of higher risk.

Performing other duties as requested by management including continuous monitoring for responsible areas.

Basic Qualifications

  • Bachelor's degree, or equivalent work experience
  • Typically more than 10 years of applicable experience

Preferred Skills/Experience

  • Typically has 10 or more years of applicable experience working with Corporate and Commercial Banking loans and various capital markets products

  • Subject matter expert level of understanding of commercial banking operations, products/services, systems, and associated risks/controls, including Syndicated Loans, Equipment Finance, Commercial Real Estate, Asset Based Finance, and capital markets products (e.g. foreign exchange, derivatives, international remittance, and letters of credit).

  • Subject matter expert level of knowledge of applicable laws, regulations (Swap Dealer Reporting, Volker Rule, Dodd-Frank), financial services, and regulatory trends that impact bank operations

  • Subject matter considerable knowledge of Risk/Compliance/Audit competencies

  • Strong process facilitation, project management, and analytical skills

  • Business acumen and credibility to help business line(s) proactively identify and address changing workforce needs

  • Excellent presentation, interpersonal, written, and verbal communication skills

  • Proficient computer navigation skills using a variety of software packages, including Microsoft Office applications and word processing, spreadsheets, databases, and presentations

  • Experience with Archer and TeamMate+

  • CIA, CISA, CPA, or other relevant professional designations or advanced degree

Location expectations

This role requires working from a U.S. Bank location three (3) or more days per week.

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

  • Healthcare (medical, dental, vision)

  • Basic term and optional term life insurance

  • Short-term and long-term disability

  • Pregnancy disability and parental leave

  • 401(k) and employer-funded retirement plan

  • Paid vacation (from two to five weeks depending on salary grade and tenure)

  • Up to 11 paid holiday opportunities

  • Adoption assistance

  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $133,365.00 - $156,900.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

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