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Varo logo
VaroAustin, TX
Varo is an entirely new kind of bank. All digital, mission-driven, FDIC insured and designed for the way our customers live their lives. A bank for all of us. What you'll be doing Manage and lead the internal core vendor team to ensure successful implementation and maintenance of our core banking platform. Develop deep knowledge of our bank infrastructure to inform technical product requirements. Lead projects for new system implementations or major upgrades to existing platforms. Diagnose and resolve issues with the core banking or money movement systems, often by providing expertise on transaction flows and account structures. Connecting the core banking system with other applications and services, such as mobile banking and digital payment systems. Ensure the system adheres to security protocols and regulatory standards, including data integrity and consistency. Working closely with various stakeholders, including IT teams, customer operations and business users, to define requirements and ensure operational readiness. Lead team planning and delivery routines Monitor vendor performance, understand the "why" of your domain, and propose improvements. Own the release management process and delivery. Drive the core platform strategy and create capabilities that application teams can leverage to have a direct impact on our end-user experience. Evangelize core banking and money movement vendor roadmap internally and externally in informal and formal settings. You'll bring the following required skills and experiences 5 years people management and development experience Experience driving strategy for infrastructure products in a top bank, fintech or payments company Experience with configuration of core banking modules and interfaces Knowledge of data migration for core banking systems Experience with performance tuning for core banking systems, including close-of-business (COB) batch processing and error handling Passion to seek an in-depth understanding of stakeholder needs and turn that insight into a compelling vision and strategy for the IT Operations teams Strong execution and ability to drive work to completion Comfortable with pulling and manipulating data using SQL Preferred: Experience with Temenos, Visa DPS and integrations with cloud services $170,000 - $230,000 a year For cash compensation, we set standard ranges for all US-based roles based on function, level, and geographic location, benchmarked against similar-stage growth companies. Per applicable law, the salary range for this role is $170,000 - $230,000. Final offer amounts are determined by multiple factors as well as candidate experience and expertise and may vary from the identified range. This role is also eligible for a bonus, equity, and competitive benefits. We recognize not everyone will have all of these requirements. If you meet most of the criteria above and you're excited about the opportunity and willing to learn, we'd love to hear from you! About Varo Varo launched in 2017 with the vision to bring the best of fintech into the regulated banking system. We're a new kind of bank - all-digital, mission-driven, FDIC-insured, and designed around the modern American consumer. As the first consumer fintech to be granted a national bank charter in 2020, we make financial inclusion and opportunity for all a reality by empowering everyone with the products, insights, and support they need to get ahead. Through our core product offerings and suite of customer-first features, we aim to address a broad range of consumer needs while profitably serving underserved communities that have been historically excluded from the traditional financial system. Learn more about Varo by following us: Facebook - https://www.facebook.com/varomoney Instagram - www.instagram.com/varobank LinkedIn - https://www.linkedin.com/company/varobank Varo is an equal opportunity employer. Varo embraces diversity and we are committed to building teams that represent a variety of backgrounds, perspectives, and skills. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Beware of fraudulent job postings! Varo will never ask for payment to process documents, refer you to a third party to process applications or visas, or ask you to pay costs. Never send money to anyone suggesting they can provide work with Varo. If you suspect you have received a phony offer, please e-mail careers@varomoney.com with the pertinent information and contact information. CCPA Notice at Collection for California Employees and Applicants: https://www.varomoney.com/privacy-legal/

Posted 2 weeks ago

Infosys LTD logo
Infosys LTDDallas, TX
Job Description Infosys Consulting is seeking a visionary and accomplished Senior Principal to lead its financial services applied experience design initiatives. This role is ideal for a seasoned leader with 15+ years of experience in digital strategy, experience design, product innovation, and agile delivery-who is passionate about reimagining financial services through the lens of human-centered design and AI-powered user experiences. About the Role: As a Senior Principal, you will shape and drive strategic digital transformation initiatives for top-tier banking and wealth management clients. You will lead multidisciplinary teams across design, product, and technology to deliver next-generation digital experiences that are intuitive, intelligent, and impactful. You will also play a pivotal role in advancing Infosys Consulting's thought leadership and service offerings in the AI-driven user experience. Key Responsibilities: Digital Strategy, Experience Design & AI Enablement Define and lead end-to-end digital transformation strategies with a focus on reimagining user experience, creating AI-enhanced customer journeys, and enabling hyper-personalization and intelligent automation. Champion research ops and design ops offerings and initiatives by institutionalizing scalable processes for user research, persona development, journey mapping, rapid prototyping, and design systems-leveraging AI-first approaches, and ensuring consistent, high-quality insights and experience design across digital banking and wealth management programs Lead UX/UI researchers and designers to craft seamless, adaptive, and predictive user experiences across digital channels. Establish and scale digital innovation labs and design sprints to accelerate ideation and solutioning. Translate emerging technologies (AI/ML, NLP, GenAI) into tangible business value through innovative digital products and services. Consulting Delivery & Leadership: Oversee the delivery of complex, multi-stream experience design and digital programs, ensuring excellence in quality, budget, and stakeholder engagement. Serve as a trusted advisor to senior executives by guiding them through digital maturity assessments, roadmap development, and execution planning-anchored in AI-first experience design strategies that prioritize intelligent personalization, predictive user journeys, and adaptive digital interfaces. Lead cross-functional teams in agile environments, fostering a culture of experimentation, continuous learning, and customer obsession. Bridge business and technology by translating strategic goals and user experience ambitions into actionable initiatives with measurable outcomes. People Development: Mentor and coach consultants and designers, cultivating the next generation of digital leaders who embrace and apply emerging technologies. Promote a culture of inclusion, collaboration, and design excellence across global teams. Encourage continuous learning and mastery in experience design, research operations, and AI-enhanced UX practices by creating structured learning paths, design critiques, and knowledge-sharing forums. Operationalize Talent Development in Design and Research Ops by implementing systems and rituals (e.g., design reviews, research share-outs, retrospectives) that embed growth, feedback, and operational excellence into the team's daily routines Cultivate global design thinking culture by applying design thinking principles across distributed teams, ensuring empathy, iteration, and user-centricity are embedded in every phase of delivery. Business & Practice Development: Lead strategic pursuits and co-create proposals that articulate compelling value propositions. Build and nurture executive relationships with clients, fintech partners, and ecosystem collaborators. Drive account growth by identifying whitespace opportunities and shaping long-term digital transformation and experience design agendas. Shape the firm's AI-first, experience design and digital strategy offerings in financial services by developing proprietary frameworks, accelerators, and methodologies. Publish thought leadership on AI-driven UX, digital trends in financial services, and experience innovation. Represent Infosys Consulting at industry forums, client roundtables, and innovation summits. Qualifications: 15+ years of experience in digital strategy and experience design and 5+ years working in consulting capacity, preferably at a top global consulting firm. Proven expertise in experience design, digital product management, and AI/ML applications in customer experience. Strong command of agile methodologies, design thinking, and digital delivery frameworks. Exceptional communication, facilitation, and executive engagement skills. Demonstrated ability to deliver and lead oral presentations, anchor business/design workshops Excellent client relationship management, executive presence, verbal, written and inter-personal communication skills Proven ability to lead projects, build strong and effective business relationships Have experience creating sales collateral and selling to clients. Highly motivated with strong analytical acumen and problem-solving skills Must be willing and able to travel depending on prospect and client requirements Candidates authorized to work for any employer in the United States without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time.

Posted 30+ days ago

First Interstate BancSystem, Inc. logo
First Interstate BancSystem, Inc.Helena, MT
If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. This position is located at our Helena Gulch, 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 equivalent required 1-3 years banking experience or equivalent combination of education and experience required PHYSICAL DEMANDS AND WORKING ENVIRONMENT The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. Dexterity of hands/fingers to operate computer keyboard and mouse- Frequently Sitting- Frequently Standing- Occasionally Overtime- Subject to business need Noise Level- Moderate Typical Work Hours- M-F (8-5) Regular and Predictable Attendance- Required If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.

Posted 30+ days ago

Enterprise Bank & Trust logo
Enterprise Bank & TrustSanta Fe, NM
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: VP Business Banking Job Description: Summary: Manage and expand an existing loan portfolio of business banking customers while also assisting bank partners with the development of new relationships. Business banking customers are those that generally have revenues under $10,000,000 and loan needs under $1,500,000. It is expected that the role be proactive in providing financial solutions to both existing and prospective clients. Also responsible for developing sound and profitable business relationships, assessing credit and exceeding customer needs and expectations while complying with regulatory requirements. Essential Duties and Responsibilities: Manage and service business banking relationships by working closely with customers, focusing on relationship retention. Evaluate pertinent financial information and determine whether a credit is an acceptable risk. Approve loans within assigned lending authority according to company policies and procedures. Recommend credits outside lending authority to the next level in accordance with established procedures. Monitor existing loans for delinquencies as well as conformity to terms and conditions. Work closely with Branch Managers and lobby staff to cross-sell additional bank products and services. Actively participate with and assist senior lending officers on larger, more complex credits. Monitor market conditions, observe competitor impact and make recommendations to maintain competitive and profitable product line. Develop and maintain comprehensive knowledge of all bank products and services, including loans, cash management, credit cards and deposits to facilitate cross-selling and enhance the client experience. Analyze financial statements and related information. Frequently represent the bank in the business community; actively develop relationships with business owners, C-level execs, COIs, etc. and build a network of prospective bank customers. Monitor the financial health of borrowers/guarantors and analyze financial statements Develop and implement a marketing plan to increase loan referrals from outside referral sources and internal bank partners Performs other duties as required. Qualifications: Must have demonstrated skills in commercial credit underwriting, business development and portfolio management for small-to-mid-sized companies. Must have excellent communication, presentation and tactful interpersonal skills. Superb people skills to work within a team environment and successfully develop and retain client relationships. Proven ability to cross-sell other banking products, including loans, deposits and treasury management. Self-motivated to work independently and take ownership. Effective time management and organizational skills are required. Must be attentive to detail and accurate when analyzing financial statements and presenting a credit package for formal approval. This position requires the use of sound business discretion, good judgment, and excellent problem solving skills. Strong working knowledge of regulations, compliance standards, market trends and products relating to the banking industry. Superior analytical and decision making skills based on a thoughtful assessment of risk. Supervisory Responsibilities: None Education and/or Experience: Bachelor's degree (B.S.) from four-year college or university Five to seven years related experience and training in Commercial and/or Business Banking Computer and Software Skills: Microsoft Office Salesforce Google Mail Certificates, Licenses and Registrations: None Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at hr@enterprisebank.com. Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE.

Posted 2 weeks ago

Dollar Bank logo
Dollar BankVirginia Beach, VA
Job Description Do you enjoy presenting to groups and building relationships? Then this is the position for you! The Group Banking Representative will partner with current and prospective business clients with the goal of generating opportunities to promote the Bank's products and services in the workplace and obtain new customer relationships. You will be responsible for conducting business calls and formal presentations to local businesses, educational institutions, and community organizations. Education and Experience Requirements: High school diploma/GED. College degree preferred. One (1) year of sales experience required. Outside sales preferred. Certificate, Licenses and Registration Requirements: N/A Knowledge, Skill, and Ability Requirements: A valid driver's license and access to a reliable vehicle. Ability to learn the products and services offered by the Bank. Working knowledge of Microsoft Word and Excel. Demonstrated ability to manage and perform multiple tasks while delivering professional results. Excellent written and verbal communication skills and ability to conduct formal in-person and virtual presentations. Demonstrated proactive techniques, creativity, resourcefulness, and self-motivation in producing results. Essential Functions: Provide quality customer service to all internal and external customers. Work jointly with assigned branches to develop and maintain business relationships through a designed calling program to increase Group Banking participation with our retail branches. Generate new customer relationships by conducting onsite visits to local businesses, educational institutions, and community organizations. Participate in community and civic functions, either in an advisory or active capacity, with an emphasis on maintaining and developing business relationships. Conduct in-person and virtual presentations to groups of prospective customers outlining the features and benefits of the Bank's products and services. Submit weekly reports identifying the businesses visited, purpose of the call, customer service opportunities, upcoming events, and new customer relationships generated. Participate in special committees as assigned by the Retail Banking management. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Supervisory Responsibilities: N/A

Posted 30+ days ago

F logo
First National Bank (Fnb Corp.)Baltimore, MD
Primary Office Location: 300 E. Lombard Street. Baltimore, Maryland. 21202. Join our team. Make a difference - for us and for your future. Position Title: Business Banking Underwriter 1 Business Unit: Credit Reports to: Business Banking Underwriting Team Leader Position Overview: Responsible for preparing financial analyses of current and prospective commercial loan customers, spreading financial statements, analyzing industry and economic conditions, completing cash flow analysis, completing full underwriting presentation and performing credit investigations to make appropriate recommendations as to the creditworthiness of borrowers and protect the Bank from loss. The incumbent provides the highest quality of service to every customer. The incumbent typically works on loans/portfolios of lower complexity as the incumbent's work requires significant oversight. Primary Responsibilities: Analyzes the creditworthiness of borrowers, identifies key credit issues and prepares full written analysis according to available information and established policies and procedures accurately and timely including completion of the entire underwriting document. Utilizes software to complete financial spreads, risk ratings, covenant tests, cash flow and global cash flow accurately and timely to aid in the analysis of a borrower's creditworthiness according to established policies and procedures. Research available data including internet sources and subscription-based utilities as available and summarizes information regarding current and projected status of certain industries and borrowers of Bank services along with general economic trends and conditions according to the availability of research data to aid in the quality of lending decisions. Develops a personal program for maintaining an adequate level of knowledge in banking matters, compliance, credit analysis, policies and procedures and personal skills and demonstrates interpersonal behavior, attitude, judgment, communication and initiative with customers and employees to ensure an acceptable degree of performance. Works with manager on group-wide initiatives for process, roles and responsibilities enhancements, and/or output improvements. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum#### of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 1 Skills Required to Perform the Primary Responsibilities of this Position: Excellent project management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word- Basic Level MS Excel- Intermediate Level MS PowerPoint- Basic Level Knowledge of a wide range of commercial lending (C&I, IRE, Muni, and NFP), underwriting practices, and banking practices Knowledge of commercial banking policies, procedures and government regulations Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Compensation Grade: EXT07 Pay Range: $62,738.00 - $104,572.00 FNB's total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits. Equal Employment Opportunity (EEO): It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.

Posted 30+ days ago

F logo
First Horizon Corp.Morristown, TN
Location:On site at location listed in job posting. SUMMARY This position is responsible for the overall sales, production, profitability and regulatory compliance of a banking center. It is also the responsibility of this position to ensure the banking center delivers quality, accurate, and timely customer service. ESSENTIAL DUTIES AND RESPONSIBILITIES Strategic leadership Coach, lead, and manage banking center team to ensure all strategic initiatives are executed effectively. Model and demonstrate First Horizon Bank (Firstpower) culture. Promote a positive work culture by increasing and supporting associate engagement. Represent the company in a professional manner, including being involved in the local market/community through civic organizations or community groups. Sales and business development Implement and coach advice driven sales process. Provide one-on-one coaching, inspect, and recognize sales activities and behaviors. Establish and nurture relationships with key clients and partners to expand the client base. Proactively collaborate with and refer to key line of business partners to lead and promote effective One Team partnerships. Business development of market area through proactive sales calls, networking, and participation in local activities to achieve goals and priorities. Client experience Deliver excellent client experiences consistently and promptly resolve client issues effectively. Team management Recruit, train, develop, and retain a high-performing Retail banking center team. Lead, grow, coach, and motivate associates to execute banking center routines effectively, aligning with our Purpose, Values, and Action to deliver financial guidance and support. Provide regular coaching, feedback, and performance evaluations to banking center team members. Foster a collaborative and inclusive work environment that promotes teamwork and professional growth. Compliance and risk management Collaborate with market operations and sales leadership to ensure compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics, while ensuring all associates on the team complete required training. Implement effective risk management practices to minimize potential financial and operational risks. Operational efficiency Lead and manage operational excellence for the banking center. Monitor operational metrics and implement improvements as needed. Partner with Retail Operations team to address operational concerns. Responsible for controlling operational and administrative expenses. Other job-related duties and special duties as assigned SUPERVISORY RESPONSIBILITIES Directly responsible for directing, Coordinating, and evaluating designated units or certain personnel in accordance with the organization's policies and applicable laws. Responsibilities may include interviewing, hiring, and training employees; planning, assigning and directing work; assessing performance, providing regular feedback and coaching; providing pay change recommendations; disciplining employees; addressing complaints and resolving problems. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree (B. A.) from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience. As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube Instagram YouTube

Posted 30+ days ago

B logo
BMO (Bank of Montreal)Chicago, IL
Application Deadline: 10/16/2025 Address: 320 S Canal Street Job Family Group: Commercial Sales & Service Associate role supporting Commercial and Corporate clients within BMO's National Infrastructure practice. Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures. Identifies new sales opportunities for prospects and existing commercial clients through analysis. May participate in on-site client visits with other internal stakeholders. Maintains and promotes a customer service environment which meets and exceeds customer needs and expectations. Recommends credit according to sound credit-granting principles. Exercises individually held Commercial unilateral discretionary limits and any held prescribed approval discretionary limits. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Evaluates clients' ability to repay loans and consults on loan structure and collateral. Identifies trends in client activities which may be predictive of deteriorating credit quality. Performs periodic reviews of credit where more frequent monitoring may be appropriate. Understands borrower types typical in the high net worth market and their relation to collateral ownership, loan repayment, loan structure, etc. Grants loan requests within specified limits, using understanding of credit scoring and risk management concepts. Monitors covenants of clients within assigned portfolio to identify deteriorating credit conditions and compliance with loan agreement. Provides accurate financial analysis and risk assessment of new and existing customers. Partners with internal stakeholders for accurate, detailed client information. Develops credit information to make lending decisions on new, renewal and extension loans. Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients. Prepares summary, present facts and offer opinions concerning credit worthiness. Minimizes BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions. Provides input into the planning and implementation of operational programs. Builds effective relationships with internal/external stakeholders. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Undergraduate degree with focal areas of finance, economics, or accounting preferred with high academic achievement. Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Technical proficiency gained through education and/or business experience. Verbal & written communication skills- In-depth. Collaboration & team skills- In-depth. Analytical and problem solving skills- In-depth. Influence skills- In-depth. Data driven decision making- In-depth. Salary: $69,000.00 - $127,800.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 2 weeks ago

Commerce Bank logo
Commerce BankLee's Summit, MO
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Hourly: $20.90 - $26.90 (Amount based on relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client's financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank. About This Job The main purpose of this job is to assist Private Bankers with researching prospect opportunities, preparation of marketing materials and solicitation of new sales opportunities associated with the private banking process. Essential Functions Research targeted prospects and accumulate needed information and formulate an appropriate presentation to effectively solicit new business opportunities both in banking and wealth management Accumulate the needed information from both the private banker and client/prospect to prepare the required credit underwriting package for approval Prepare comprehensive credit write-ups as needed Review daily reports on behalf of assigned private banker(s) to determine issues with assigned accounts (overdrafts, misapplied loan/card payments, fraud, etc.) Assist assigned private banker(s) with handling client calls and requests that occur as a normal course of business Directly solicit specified relationships on targeted product offerings as instructed by the assigned private bankers Perform other duties as assigned Knowledge, Skills & Abilities Required Basic knowledge of the retail banking field Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Basic level proficiency with Microsoft Word, Excel, Teams and Outlook Education & Experience Bachelor's degree or equivalent combination of education and experience required 1+ year banking or other financial institution experience required Level of role is determined by knowledge, experience, skills, abilities, and education For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Private Banking Client Associate I & II job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $20.90 to $26.90 per hour. Depending on the job level, this position may be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 301 SE 291 Hwy, Lee's Summit, Missouri 64063 Time Type: Full time

Posted 1 week ago

Wells Fargo Bank logo
Wells Fargo BankNew York, New York
About this role: Wells Fargo is seeking talent to join the 2026 Corporate Banking Early Career Program in Corporate and Investment Banking. Learn more about the career areas and lines of business at wellsfargojobs.com Corporate Banking Overview Corporate Banking serves our clients by using the Wells Fargo balance sheet to finance our clients’ day-to-day corporate activities as well as strategic activity, including mergers & acquisitions. Corporate Bankers cover both large corporate and middle market clients through the CIB platform and are also responsible for generating ideas and solutions across Wells Fargo’s suite of products and services. Our Corporate Bankers meet regularly with Wells Fargo clients regarding Debt Financing and Treasury Management strategies among other banking products that Corporate Treasurers look to us to provide.Additionally, CIB Corporate Bankers partner with CIB Investment Bankers to evaluate potential acquisition targets, perform debt financing analysis, and ultimately provide or help source any debt financing needs. Our CIB Coverage Teams are organized by industry vertical to provide the appropriate level of specialization and partner with our CIB Capital Markets, Corporate Finance and M&A teams to deliver Corporate and Investment Banking solutions to our clients.The CIB Coverage Industry verticals include: Banks Americas Consumer & Retail Energy & Power Financial Institutions Group Healthcare Industrials Technology, Media & Telecommunications Sponsors Portfolio Management WHAT THE PROGRAM OFFERS The Corporate Banking Early Career Program is designed to provide undergraduate students with an in-depth understanding of the day-to-day responsibilities of a full-time Corporate Banking Analyst. Analysts will work with Corporate Banking team members to support its financing and relationship management efforts. Analysts assist with end-to-end financing activities as well as ongoing relationship and portfolio management activities. Additionally, Analysts assist Corporate Bankers with the preparation of client marketing materials for CFOs and Treasurers of large Fortune 500 companies and middle-market clients. Key Analysts responsibilities that Analysts may participate in include: Performing company and industry research; Preparing historical financial performance analysis and modeling future financial performance to identify key credit risks; Preparing client marketing materials utilizing Excel and PowerPoint presentation skills; Assisting in the preparation of credit underwriting materials and presentations for Wells Fargo’s Risk Committee approval; Assisting with deal closings; Support the management of existing client relationships through the ongoing monitoring of industry events, company press releases, and financial statements and preparing memorandums to update management on the latest client information as needed. In this role, you will: Function as part of a team focused on helping clients achieve their financial and strategic goals Assist Corporate Bankers with the preparation of marketing materials for Fortune 500 companies and middle-market clients Support the management of existing client relationships through the ongoing monitoring of industry trends, market activity, company news, financial statements, and performance Prepare discussion materials for internal and external presentations Complete periodic professional development training as scheduled Assist with deal closing including regulatory and compliance requirements Ideal Candidate for this role: Outstanding problem solving and decision-making skills Strong analytical skills with high attention to detail and accuracy Ability to be proactive, innovative and creative in meeting customer and enterprise needs Ability to interact with integrity and a high level of professionalism with all levels of team members and management Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment Energetic self-starter who proactively takes initiative, remains curious and has a genuine interest in learning and growth Analysts start with a comprehensive six to seven week training program in Charlotte before beginning work with their business unit. The training combines all the Analysts from various lines of business and includes classroom instruction in financial accounting, cash flow, credit analysis, products, structuring, corporate valuation and financial modeling. Wells Fargo professionals and consultants with special expertise in their fields equip Analysts with the skills, knowledge and tools to make an immediate contribution to their team. Analysts will also receive on-the-job coaching, mentoring, and feedback throughout their tenure. Program duration: This is a 2 year program with a program start date of July 2026. Program Locations :Primary location is New York, NY. Pay Range: New York: $100,000 Annually May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards. Required Qualifications: 6+ months of Corporate Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Analysts must demonstrate a combination of academic aptitude, quantitative skills and personal motivation. It is strongly preferred that your background include: Currently pursuing a bachelor’s degree with an expected graduation date between December 2025 –June 2026. Excellent verbal, written, and interpersonal communication skills. Ability to work effectively, as well as independently, in a collaborative, change driven environment Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills. Involvement in extracurricular enrichment activities through one or more of the following: volunteerism, student organization involvement, study abroad program(s), leadership position(s), non-profit involvement. Pursuing a bachelor’s degree. All majors are welcome. Demonstrated knowledge, interest and/or experience with financial markets, banking, or financial services industry. This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. Wells Fargo will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from Wells Fargo now or in the future in order to retain their authorization to work in the United States. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation, and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $87,700.00 - $155,900.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 31 Dec 2025 Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Posted today

Mechanics Bank logo
Mechanics BankVentura, CA
Mechanics Bank is currently searching for a Sr. Business Banking Relationship Manager to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role can sit out of our Santa Barbara, Ventura or Ventura County locations. Serves as the relationship manager and trusted advisor for new and existing business banking clients. Develops and grows new business and builds/maintains strong relationships with prospects, and spheres of influence. Drives financial performance through quality credit, profitable revenue and growth. The Sr Business Banking Relationship Manager (BBRM) will focus on traditional business banking credit facilities, including C&I, commercial real estate, capital finance and equipment lending. What you will be doing: Initiates and develops new business through outside business development activities. Cultivates prospects from self-sourced leads and may include existing customers, referral leads, bank partners and other sources. Contacts prospective customers to present information on credit facilities and other banking needs. Responsible for managing a portfolio of business clients, and expanding current/existing portfolio. Manages the portfolio from a balanced perspective on sales, efficiency and risk. Is responsible for timely and adequate preparation of annual reviews and recommendation to the appropriate decision making bodies within the bank. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Active involvement in local civic and nonprofit organizations to promote goodwill, bank's commitment to the communities it serves and to support bank's CRA objectives. Who you are: Undergraduate degree in Business, Accounting, Finance or related field preferred Additional experience may be considered in lieu of degree. 6-10 years of relevant commercial lending experience Excellent relationship management and business development abilities, analytical and problem solving skills, sales skills, and credit and credit quality skills. Advanced credit analysis and commercial underwriting skills, including accounting, financial statement and cash flow analysis experience. Advanced knowledge of commercial C&I bank products and services that result in successfully capitalizing on all opportunities to cross-sell the bank's products. Proven track record of success and skills in developing new clients and business, including prospecting, sourcing and networking. Exemplary motivation, enthusiasm, and professionalism. Responsive and respectful team player that generates synergy between business units. Demonstrated history of volunteerism, including participation in community organizations and causes. #LI-HJ1 Salary: $91,620-$164,900 annually Eligible for commission/incentive plans Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire. Benefits package includes[1]: Medical, prescription, dental, and vision coverage for employees and their eligible family members Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits Health Savings Account with employer contribution Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit 401(k) and Roth 401(k) with company contribution 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program Supplemental Health plans, Voluntary Legal and Identity Theft Services 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply) Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data. Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law. Please view Equal Employment Opportunity Posters provided by OFCCP here. To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank [1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.

Posted 30+ days 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: Centralized Service Manager will ensure day-to-day oversight and management of assigned vendors who provide Truist with outsourced services and applications. Facilitate the completion of vendor risk assessments, contract review/structuring, due diligence and fourth party oversight for assigned vendors with the understanding of the business unit's sourcing strategy. Coordinate and work with Division aligned support to ensure all managed services follow Third Party Risk Management (TPRM) Standards and Policies. Serve as a subject matter expert on supplier risk management single point of supplier coordination and communication of activities and recommendations to management, Third Party Risk Operations Function (TPROF), and Supplier Service Management (SSM). 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. Identify and manage vendor risks per the Third Party Risk Management policies and guidelines. Engage with the Business Unit to understand the scope of services including business and performance requirements to be fulfilled by the Supplier. Monitor third party service relationships to manage risk, ensure quality of service delivery, internal client satisfaction, operational efficiencies, and achievement of target cost savings. Partners with the Business Unit Owners to complete Sourcing Requests (SR), Third Party Planning Questionnaire (TPPQ), Due Diligence Questionnaires (DDQ) and other defined supplier lifecycle requirements Establish measurable supplier performance metrics and periodic supplier meetings. Engage with the Business to conduct ongoing monitoring responsibilities and communicate overall relationship health and vendor performance. Develop and effectively execute on vendor contingency and termination/transition plans. Ensure contract compliance and proper invoicing for documented terms and conditions. Serve as tactical and strategic point of contact between vendor and line of business (LOB) teammates Addresses actions required per TPROF assessment, Quality Control, and testing results; Reporting and escalation of regulatory issues through both internal management and TPROF. 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. Bachelors degree or equivalent education and related training Five years of experience in business functions or relevant experience in vendor management, risk oversight, sourcing, procurement, supply chain, materials management, or equivalent Strong analytical, problem-solving, and negotiation skills Strong relationship management skills Strong communication skills, both written and verbal; experience communicating frequently with senior management Vendor management and procurement experience Flexibility to adapt to the needs of various projects and cultures Demonstrated proficiency in basic computer applications, such as Microsoft Office software products Preferred Qualifications: Masters degree in Business Administration, Supply Chain, Finance, or Accounting Project Management Professional, Six Sigma, or other advanced education and/or certificates Experience with SAP Ariba, RSA Archer, and SharePoint General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 30+ days ago

Current logo
CurrentNew York City, NY
DATA ANALYST, BANKING Current is a leading US-based fintech company dedicated to empowering individuals to achieve their financial goals. We're committed to providing innovative and accessible financial solutions, and data plays a crucial role in driving our success. We're looking for a talented and passionate Data Analyst to join our Banking team and help us leverage data to optimize our operations, enhance our products, and deliver exceptional customer experiences. ABOUT THE ROLE As a Data Analyst on the Banking team, you'll be at the forefront of shaping our understanding of customer behavior, banking product performance, and operational efficiency. You'll work closely with product managers, engineers, and other stakeholders to translate business questions into actionable insights. Your work will directly impact key decisions related to our banking products, features, and overall strategy. RESPONSIBILITIES Analyze large datasets to uncover trends, patterns, and improvement opportunities in banking products and services. Build and maintain dashboards and reports to track KPIs and deliver clear insights to stakeholders. Conduct discovery and deep-dive analyses to support data-driven decision-making. Partner with product managers and engineers to define and measure the success of features and initiatives. Design and evaluate experiments to optimize products and enhance customer experience. Monitor and analyze customer behavior across deposits, transactions, and other banking activities. Deliver actionable insights to leadership on emerging trends and innovation opportunities. Work with analytics and backend engineers to ensure accessible, accurate, and high-quality data. Communicate findings and recommendations effectively to both technical and non-technical audiences. Continuously improve data analysis processes and methodologies. Uphold data integrity, accuracy, and governance across analytics pipelines. Support production analytics and fraud response through participation in on-call rotations. REQUIREMENTS Bachelor's degree in a quantitative field such as Analytics, Statistics, Economics, Computer Science, or a related field. Experience as a data analyst for 3+ years, ideally in B2C, financial services, or technology. Strong proficiency in SQL and experience working with relational databases (e.g., Bigquery, Snowflake, Redshift, etc). Proficient in utilizing data visualization tools like Tableau, Looker, or other similar platforms. Excellent analytical and problem-solving skills with a strong attention to detail. Ability to communicate complex data insights clearly and effectively to both technical and non-technical audiences. Strong business acumen and the ability to translate business questions into data analysis plans. Experience with A/B testing and experimental design. Working experience with Python for data analysis. ADDITIONAL DESIRED SKILLS AND QUALIFICATIONS Familiarity with the fintech industry and banking products is a plus. Ability to thrive in a fast-paced, collaborative environment. Exposure to dimensional modeling concepts to power meaningful analytics. Experience building data pipelines in dbt. Familiarity with machine learning techniques and predictive analytics is a plus. Experience modeling data using dbt. This role has a base salary range of $130,000 - $175,000. Compensation is determined based on experience, skill level, and qualifications, which are assessed during the interview process. Current offers a competitive total rewards package which includes base salary, equity, and comprehensive benefits. BENEFITS Competitive salary Meaningful equity in the form of stock options 401(k) plan Discretionary performance bonus program Biannual performance reviews Medical, Dental and Vision premiums covered at 100% for you and your dependents Flexible time off and paid holidays Generous parental leave policy Commuter benefits Fitness benefits Healthcare and Dependent care FSA benefit Employee Assistance Programs focused on mental health Healthcare advocacy program for all employees Access to mental health apps Team building activities Our modern Chelsea-based office with open floor plan, stocked kitchen, and catered lunches

Posted 30+ days ago

Hogan Lovells logo
Hogan LovellsMilan, TN
Keen to become part of a truly global, collaborative team of professionals? Your journey begins here. Siamo alla ricerca un/a studente/essa interessato/a a svolgere un'esperienza formativa di stage pre-laurea nel nostro team Banking, sede di Milano. Cerchiamo: brillante curriculum accademico spiccato interesse per la materia Banking and Finance ottima conoscenza della lingua inglese (scritta e parlata) disponibilità full-time per almeno 2/3 mesi Equal opportunities employment statement It is the policy of Hogan Lovells to provide equal opportunities for all lawyers, trainees and employees in relation to recruitment, training and promotion. Decisions in these areas will be made only by reference to the requirements of the job and shall not be influenced by any consideration of ethnic origin, sex, sexual orientation, age, disability or religion and belief.

Posted 30+ days ago

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BMO (Bank of Montreal)Atlanta, GA
Application Deadline: 10/16/2025 Address: 320 S Canal Street Job Family Group: Commercial Sales & Service Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment. Negotiates loan structures and terms and conditions that align client requirements with the bank risk appetite and policies. Assesses client repayment capacity by utilizing financial models and analytical tools to recommend appropriate loan structures and collateral requirements. Signs off on new, renewal and extension loans within delegated authority. Monitors portfolio to identify deteriorating credit conditions and compliance, analyses metrics, and assesses broader industry trends to spot risks and opportunities. Evaluates portfolio performance and recommends capital allocation strategies that optimize returns with investment objectives. Leads proposal development and delivers presentations to capture new business and expand client relationships. Networks with industry contacts to gather competitive insights and best practices. Develops and executes business development plans focused on enhancing client relationships and growth opportunities within the portfolio. Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners. Structures and supports new, renewal and extension loans aligned with client needs and bank & risk policies Conducts financial analysis and risk assessments of clients' credit information, for an assigned portfolio, to provide insights and make informed decisions Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required. Minimizes BMO's risk exposure by adhering to credit policies, regulatory standards, and operational guidelines. Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded. Escalates issues when needed. Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships. Identifies revenue and cross-selling opportunities to enhance portfolio growth. Identifies share of wallet opportunities. Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. Manages timely and accurate data entry into BMO's systems and leverages the data to support decision-making. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: Preferred 5 - 7 years of relevant experience in credit or lending instruments or financial operations in a corporate or banking environment. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. Deep knowledge and technical proficiency gained through extensive education and business experience. Foundational level of proficiency: Structuring Deals Advanced level of proficiency: Problem Solving Collaboration Detail-Oriented Customer Service Loan Structuring Regulatory Compliance Portfolio Management Credit Risk Assessment Banking Operations Microsoft Office Expert level of proficiency: Financial analysis Salary: $88,800.00 - $165,600.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 2 weeks ago

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First Horizon Corp.Boca Raton, FL
Location: On site in Palm Beach Lakes, FL; Fort Lauderdale, FL; Boca Raton, FL; West Palm Beach, FL Summary At First Horizon, our Business Banking Relationship Manager plays a pivotal role improving the lives of our clients and the well-being of their businesses through financial solutions, education, achieving their financial goals. In this role you will, provide a full range of banking services to businesses with annual sales between $5M to $25M with a focus on client experience and risk management. ESSENTIAL DUTIES AND RESPONSIBILITIES Responsible for loan and deposit growth through client portfolio, centers of influence and other proactive measures to grow market share. Develops new small business relationships through calling on potential clients as well as retain/grow existing portfolio. Builds and maintains a portfolio mix of targeted high value and high potential small business clients; determines Strategy and focus for the small business department and region. Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank's products. Determines best loan structure for prospects/customers' financial needs, and present solutions to sell bank services. Is responsible for timely and adequate preparation of annual reviews and recommendation. Works closely with other departments and fulfills cross-sell opportunities. Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services. Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value. Active involvement in local civic and nonprofit organizations to promote goodwill, bank's commitment to the communities it serves and to support bank's CRA objectives. Performs all other duties as assigned. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: Bachelor's degree in Business, Finance or related field or equivalent work experience strongly preferred. 3-5 years of experience in banking relationship management role or related business lending experience. Knowledge of cash flow and business credit underwriting with commercial credit training preferred. Ability to work effectively with individuals and groups across the company to manage customer relationships. Excellent presentation, verbal and written communication skills. Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts. 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 30+ days ago

L logo
L&N Federal Credit UnionLondon, Kentucky
Summary Reporting to the Assistant Branch Manager, this full-time, non-exempt hourly position works to develop deeper relationships with new and existing members of the credit union. This position will offer solutions to member needs by offering a variety of account and loan options. Essential Functions & Responsibilities 1. Provide information concerning services to new and existing members related to accounts, consumer loans, auto loans, and mortgage loans. 2. Responsible for opening new member service accounts and resolving any questions or problems in regards to member service issues while looking for cross‑sell opportunities to better service the members. 3. Effectively follow all onboarding procedures with all new members. 4. Stay informed on all credit union promotions of new products or services. 5. Conduct member service interactions consistent with the standards detailed in our Managing Service Excellence program. 6. Adhere to Bank Secrecy Act and security procedures of the credit union. 7. Provide product knowledge to members and be prepared to compare with the competition. 8. Keep abreast of federal regulations and stay in compliance with all laws. 9. Cooperate and work together as a team with coworkers, maintain a neat work area, and perform other duties as required by management. 10. To practice confidentiality where appropriate in all employee, member and credit union affairs. 11. Will be required to be able to operate a cash drawer and balance it. 12. Assist Member Service Representative/Teller when possible to offer members prompt service. Qualifications and Certifications A high school education or GED required. Associate’s Degree or higher preferred. 1 year to 3 years of similar or related experience required.

Posted 2 days ago

MidFirst Bank logo
MidFirst BankOklahoma City, Oklahoma
This position is part of the Wire Administration Department within our Bank Operations group. Wire Administration is primarily responsible for processing incoming and outgoing wire transfers. Other functions include handling cash management functions such as inventory management, forecasting, transportation and foreign banknote fulfillment. This role is crucial in ensuring the accuracy and efficiency of important financial transactions and supporting the bank's front line business units to deliver first class service to our customers. Hours for this position are Monday through Friday 9:00 am-6:00 pm CT and may vary during these hours based on the rotation of responsibilities. Additional hours may be required as needed. Position Requirements: At least 3 years banking experience preferred, but not required Consistently perform in a volume driven environment where workload fluctuates, but deadlines stay the same and services levels must be met Ability to communicate efficiently and effectively on the telephone and through email to internal customers, external customers and business partners Strong work ethic, critical thinking and problem solving skills with attention to detail Ability to escalate issues and concerns appropriately Ability to exercise discretion, judgment and independent decision-making while following procedural guidance Proficiency with standard computer software (MS Outlook, MS Excel) and ability to quickly learn and navigate job-specific software and web-based applications Maintain a high degree of reliability In addition, the position is expected to read, reference, interpret, and develop written departmental procedures, cross train on department tasks, make suggestions to correct or enhance existing processes, and take advantage of available opportunities to develop a deeper understanding of applicable regulations, operational compliance, and the banking industry to support career development and growth.

Posted 2 days ago

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

Posted 3 days ago

Texas Capital Bank logo
Texas Capital BankAustin, Texas
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives . At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com . Overview: The Consumer Banking Governance Analyst plays a key role in supporting the governance framework for the Consumer and Retail Banking lines of business. This position contributes to the oversight of operational practices, ensuring alignment with regulatory standards and internal risk management expectations. The Governance Analyst helps drive consistency and accuracy in business processes, external communications, and contributes to the development of tools and reporting that inform strategic decision-making. This position reports to the Consumer Banking Governance Manager and works closely with cross-functional teams to promote operational integrity and a strong control environment across the consumer banking landscape Responsibilities: Review consumer banking transactions and accounts daily to ensure appropriate processing and alignment with bank policies, procedures, and applicable laws and regulations. Maintain standards, policies, and procedures for external communications, ensuring accuracy, consistency, and alignment with business objectives and regulatory requirements. Author and maintain governance processes and procedures for consumer digital and retail deposit account monitoring. Monitor operational processes to identify areas for improvement and risk mitigation, including fraud prevention and model risk monitoring. Develop, maintain, and present reports and dashboards to stakeholders; analyze trends and execute on findings. Issue operational communications and alerts as needed to support governance and compliance efforts. Support ongoing assessment of consumer compliance risk and evaluate the adequacy of internal controls. Assist with documentation of job aids, operational forms, and resources for frontline support teams. Perform other duties and projects as assigned in alignment with departmental goals. Qualifications: Bachelor’s degree required; Focus in Business, Finance, Risk Management, or a related discipline preferred. Minimum of 5 years of experience in issue management, risk management, compliance, or internal audit within the banking or financial services industry. Understanding of regulatory requirements applicable to consumer banking and financial services. Hands-on experience with issue lifecycle management and Governance, Risk, and Compliance (GRC) platforms. Exceptional analytical, organizational, and communication skills. Proven ability to influence and collaborate effectively across a large, matrixed organization. Proficiency in Microsoft Office Suite, including PowerPoint, Word, and Excel. Strong time management skills with the ability to work independently and manage multiple priorities. Excellent written and verbal communication skills. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 1 day ago

Varo logo

Sr. IT Manager, Core Banking

VaroAustin, TX

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Job Description

Varo is an entirely new kind of bank. All digital, mission-driven, FDIC insured and designed for the way our customers live their lives. A bank for all of us.

What you'll be doing

  • Manage and lead the internal core vendor team to ensure successful implementation and maintenance of our core banking platform.
  • Develop deep knowledge of our bank infrastructure to inform technical product requirements.
  • Lead projects for new system implementations or major upgrades to existing platforms.
  • Diagnose and resolve issues with the core banking or money movement systems, often by providing expertise on transaction flows and account structures.
  • Connecting the core banking system with other applications and services, such as mobile banking and digital payment systems.
  • Ensure the system adheres to security protocols and regulatory standards, including data integrity and consistency.
  • Working closely with various stakeholders, including IT teams, customer operations and business users, to define requirements and ensure operational readiness.
  • Lead team planning and delivery routines
  • Monitor vendor performance, understand the "why" of your domain, and propose improvements.
  • Own the release management process and delivery.
  • Drive the core platform strategy and create capabilities that application teams can leverage to have a direct impact on our end-user experience.
  • Evangelize core banking and money movement vendor roadmap internally and externally in informal and formal settings.

You'll bring the following required skills and experiences

  • 5 years people management and development experience
  • Experience driving strategy for infrastructure products in a top bank, fintech or payments company
  • Experience with configuration of core banking modules and interfaces
  • Knowledge of data migration for core banking systems
  • Experience with performance tuning for core banking systems, including close-of-business (COB) batch processing and error handling
  • Passion to seek an in-depth understanding of stakeholder needs and turn that insight into a compelling vision and strategy for the IT Operations teams
  • Strong execution and ability to drive work to completion
  • Comfortable with pulling and manipulating data using SQL
  • Preferred: Experience with Temenos, Visa DPS and integrations with cloud services

$170,000 - $230,000 a year

For cash compensation, we set standard ranges for all US-based roles based on function, level, and geographic location, benchmarked against similar-stage growth companies. Per applicable law, the salary range for this role is $170,000 - $230,000. Final offer amounts are determined by multiple factors as well as candidate experience and expertise and may vary from the identified range.

This role is also eligible for a bonus, equity, and competitive benefits.

We recognize not everyone will have all of these requirements. If you meet most of the criteria above and you're excited about the opportunity and willing to learn, we'd love to hear from you!

About Varo

Varo launched in 2017 with the vision to bring the best of fintech into the regulated banking system. We're a new kind of bank - all-digital, mission-driven, FDIC-insured, and designed around the modern American consumer.

As the first consumer fintech to be granted a national bank charter in 2020, we make financial inclusion and opportunity for all a reality by empowering everyone with the products, insights, and support they need to get ahead. Through our core product offerings and suite of customer-first features, we aim to address a broad range of consumer needs while profitably serving underserved communities that have been historically excluded from the traditional financial system.

Learn more about Varo by following us:

Facebook - https://www.facebook.com/varomoney

Instagram - www.instagram.com/varobank

LinkedIn - https://www.linkedin.com/company/varobank

Varo is an equal opportunity employer. Varo embraces diversity and we are committed to building teams that represent a variety of backgrounds, perspectives, and skills. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Beware of fraudulent job postings!

Varo will never ask for payment to process documents, refer you to a third party to process applications or visas, or ask you to pay costs. Never send money to anyone suggesting they can provide work with Varo. If you suspect you have received a phony offer, please e-mail careers@varomoney.com with the pertinent information and contact information.

CCPA Notice at Collection for California Employees and Applicants:

https://www.varomoney.com/privacy-legal/

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