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Banking Center Manager | Tulsa-logo
Banking Center Manager | Tulsa
Busey BankTulsa, Oklahoma
Position Summary The Service Manager III is responsible for selling all bank products and services to customers and non-customers in a needs-based manner. The position will be responsible for the daily operations of a Hub’s service center, supervising, mentoring, and coaching the teller and/or universal banker team for the attainment of goals through the promise of Service Excellence. This position will report to the Area Manager. Duties & Responsibilities Identify customer and non-customer financial needs and sell all appropriate products and services. Service customer accounts as needed and proactively communicate with customers to ensure financial needs are met. Complete any other service center-specific responsibilities as determined by the Area Manager. Responsible for overall Service Center operational performance and results. Responsible for monthly and quarterly service center audits, including the quarterly Service Center scorecard. Ensure that all associates are exhibiting service excellence through the modeling and coaching of training and delivery service standards and the avoidance of risk. Coordinate staffing plans and personnel needs with their respective Area manager Supervise, evaluate, inform and provide direction to all service center associates Seeking new business from customers and prospects by completing outside business calls weekly within the community/branch market. Developing and supporting a strong needs-based sales environment by modeling the right behaviors, conducting sales meetings, and individual coaching sessions. Education & Experience Knowledge of: Strong sales and customer service skills Strong oral and written communication skills All Service Center’s within the Market/Hub Ability to: Make independent decisions regarding service center operations for which there are not always precedents Analyze and solve problems that are of a complex nature Take reasonable care to prevent loss to the organization Perform duties under frequent time pressures Familiarity with - and support of, mergers and acquisitions as it relates to retail banking Education and Training: Requires 2 or more years of banking or management experience at a financial institution or related business field. Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Service Center Managers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the Service Center Manager must immediately attain active registration upon employment. Service Center Managers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment. Requires knowledge of Microsoft Office. Benefits and Compensation Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $77,000-$94,000) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies (“Agency”), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings (“Agreement”). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails. #BBHP

Posted 3 weeks ago

Director, Private Banking-logo
Director, Private Banking
Busey BankDallas, Texas
Position Summary The Director, Private Banking develops, manages and leads Private Banking teams, in addition to building a client base through prospecting, community involvement and proactive business development activities. The Director is accountable for creating and maintaining a premiere Private Banking client experience while generating core deposits, creating sound wealth management opportunities and generating fee income. Duties & Responsibilities Lead a high performing team; attract, recruit and retain team members through proper motivation and coaching. Prepare and manage budget while controlling expenses effectively. Develop Private Banking deposit and loan relationships with qualifying new and existing clients; refer clients to internal business partners as applicable. Develop and maintain positive relationships with all business units. Leverage centers of influence and develop new relationships through prospecting and building community networks at local events. Develop and expand relationships for long term business partnering with clients while referring prospective business and individual clients to internal business partners. Drive deposit growth and wealth management opportunities. Maximize Bank profitability through appropriate pricing of loans, generating fee income and cross-selling of all Bank products and services, while addressing client’s personal and business needs. Drive continual process improvement to streamline business processes, increase efficiencies and remove redundancies. Identify opportunities to improve product and service offerings based on client feedback and industry knowledge. Analyze, synthesize and communicate complex financial data. Resolve customer complaints and ensure customer satisfaction; support the Net Promoter Score effort to gauge client satisfaction. Collaborate with the Digital Banking team to open new and service existing client accounts. Education & Experience Knowledge of: Advanced knowledge of Private Banking loan and deposit products and services. Demonstrated management, leadership, recruiting, coaching and mentoring skills Success building relationships, strategic partners, and developing business with high-net-worth clients. Experience in consumer and commercial lending preferred including but not limited to: HELOC, Mortgages, Personal Lines of Credit, Auto Loans, etc. Strong financial analysis and credit underwriting skills with experience analyzing personal financial statements and tax returns Ability to analyze and understand personal financial statements and tax returns. Strong oral and written communication skills Strong sales and client service skills Wealth Management Services including Investments, banking and trust concepts including asset allocation and basic trust and estate procedures High Level of Retail and Business Banking customers and trends Ability to: Make independent decisions Analyze and interpret numerical data Perform duties and make decisions under frequent time pressures Education and Training: Bachelor’s degree with exposure to Accounting or Finance courses required; advanced degree or bank specific continuing education preferred. 10+ years of banking or management experience required Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Private Client Managers (if discussing mortgage rates) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the Private Client Manager must immediately attain active registration upon employment. Private Client Managers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment. Requires knowledge of Microsoft Office. Compensation and Benefits Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $154,000-$188,000 annually) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

Posted 3 weeks ago

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Online Banking Coordinator
FCCU CareerHouston, Texas
We are currently seeking an Online Banking Coordinator for our eBranch, based out of our Copperfield headquarters (NW Houston). The Online Banking Coordinator is responsible for establishing memberships and additional accounts via online applications. This individual will execute all phases of account opening, including document verification, screening applicants with security questions and notating written response regarding account information. This individual will actively seek opportunities with members and non-members to cross sell various credit union products and services by telephone and/or written correspondence. Incentives are available based on individual performance. The qualified candidate will have one to three years of similar or related experience. This position requires a flexible schedule and Saturday availability. If you are interested in making a “First-Rate” difference in our members’ lives, here is an excellent opportunity for you! If you are interested in making a "First-Rate" difference in our members' lives, here is an excellent opportunity for you! FCCU is searching for top talent to staff 17 branches and corporate positions ranging from Houston, Dallas/Fort Worth, Austin, and San Antonio. FCCU is a progressive $2.5B+ asset credit union based out of Houston, Texas. We offer an excellent full time benefits package that includes medical, dental, and vision coverage, long and short term disability, family life insurance coverage, paid time off as well as time off for volunteer events. Part time and full time employees are eligible for 401(k) and a very generous 401(k) match. All FCCU employees enjoy community service events, free credit union membership along with a full range of banking services, a robust Health and Wellness program, and an active Employee Activity Club. FCCU has been in the community for 70 years, originally serving employees of the Spring Branch Independent School District. FCCU currently has a field of membership of 41 counties in the state of Texas. From our small beginnings to our current $2.5+ billion in assets, we have always operated under the philosophy of "people-helping-people." First Community Credit Union continues to lead the way as a high-tech, high-touch credit union with leading digital services including Online Banking, Mobile Banking, iPhone/Android Apps and more. FCCU also works to ensure our members are backed by the latest in security, launching products including EMV chip cards and My Money Maps. As a full-service financial institution, First Community Credit Union proudly serves the daily financial needs of over 175,000 members at our 17 locations. Wouldn’t you like to be a part of our growing team?

Posted 3 weeks ago

Commercial Banking Administrative Specialist 1-logo
Commercial Banking Administrative Specialist 1
Centier BankLafayette, Indiana
Minimum Hourly Rate: $19.00 Recognizing and valuing diversity strengthens our ability to attract, retain and engage associates and reinforces our relationship within our communities. Our associates are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge and talent that our associates invest in their work represents a significant part of not only our culture, but our reputation and company’s achievement as well. A Centier Associate is someone who embodies a servant heart, is unaccepting of anything less than remarkable service, and is self-motivated and driven to deliver exceptional results. What are our values? Our Corporate values are Caring, Loyalty, Integrity, Friendship, Fun....who wouldn't want to work for an AWARD-WINNING company that's built on these pillars? What about the perks? Access to our Marathon Health Clinics which provide FREE visits & prescriptions, Generous Paid Time Off benefit, Tuition Reimbursement, 401K match, Associate Stock Ownership Plan, Daycare Reimbursement, FREE Onsite Fitness Center/Fitness Reimbursements, Health and Wellness Programs, the ability to have a voice with our Diversity/Equity/Inclusion Council, Career Growth, Work/Life Balance, AND MORE. This department typically works Monday-Friday from 8am-5pm. Supervisory Duties: None Summary: The Commercial Banking Administrative Specialist (BBAS) will work closely and proactively with their Lender(s) and Portfolio Manager (if applicable) on prospects and current credits. The CBAS will be the front line ambassador for Centier Bank to business banking clients and will assist them with loan inquiries and transactional needs. The CBAS will handle a loan request from inception, at time of application, through booking and loan document distribution. The CBAS should be a specialist in the laws of consumer and commercial lending and Bank policy and procedures. The CBAS should be contacting clients regarding basic renewal terms and assisting the lender by calling on his/her 45-days or less delinquencies, as well as have a thorough comprehension of the title work, appraisals and surveys. The CBAS should also be attending seminars to pass along important information at the Commercial Bank Administrative Staff meetings, as well as attending loan closings at title companies whenever possible. Essential Duties: Provide the highest levels of quality service to clients and perform client requested service in a friendly, positive, professional manner. Establish rapport with clients, display a caring attitude, identify their needs, recommend and explain solutions, handle objections and ask for their business. Comprehension and being able to interpret and present bank products and services is required. Master current credit software system for loan submissions. Gather and follow up on loan presentations submitted to a Credit Analyst whether processed inside or outside of the current credit system. Provide assistance and guidance for all complex loan requests including attorney prepared, SWAP, C & I, Leases and all types of SBA loans. Review loan requests/approvals for lending authority; bank policy and procedures and laws governing same. Assist Lender/Portfolio Manager/CDP in collecting and reviewing data, including but not limited to, title work, judgement and lien searches, appraisals, surveys, flood certifications insurance, entity documents and correspondence. Placing necessary documentation into the Image Storing System for future use by an Analyst, CDP and the Loan Servicing back department staff. Submitting/routing appropriate credit requests, files and documentation to CDP for loan preparation. Review completed documents prior to closing for accuracy and completeness. Coordinate with outside legal counsel on those loans that are prepared by them and review for accuracy and completeness, being able to correspond with attorney’s on corrections needed. Coordinate closing schedules and deliver closing packages to Lender or Title Company. Review documents after closing for appropriate signatures, scan required signed documents into the Imaging Storing System, notify the Loan Operations Booking Team of document placement and distribute loan documents to the appropriate areas for processing. Prepare the necessary tickets for collection and disbursement of loan proceeds and fees collected/paid. Handle non-complex loan closings for lender in his/her absence and when appropriate, attend closing(s) at a title company. Prepare and process the appropriate tickets for client requested transactions. Assist Lender on calling clients regarding loan delinquencies, this is completed on a weekly basis. Work closely with lender on loans due to mature and gather any information needed for any loan renewing. Request financial information from clients on an on-going basis. Take the initiative to ensure each assigned current credit request loan file is up-to-date and fully documented for each specific loans status in the loan process. Assist in any special duties delegated or assigned as necessary due to location or committee memberships held by Loan Officers and/or supervisors. Identify and act on opportunities to refer clients to specialists in other departments for bank product, services and electronic delivery channels. Maintain a position of trust and responsibility by keeping all customer business confidential. Be willing to attend seminars, AIB classes or other educational opportunities to keep aware of current changes in the laws pertaining to commercial lending. Engage in personal development activities such as online learning and internal/external training to assist in career growth. Maintain a professional manner and appearance, as outlined in the Dress Code Policy, and a neat and orderly work area, adhering to the Clean Desk Policy. Follow the Essentials of Excellence and exhibit the Corporate Values in both external and internal transactions. Other Duties: The position duties outlined above are not meant to be construed as all encompassing. Other duties and qualifications may be required and/or assigned as necessary. Knowledge, Skills and Abilities required for this position: This position necessitates the associate to be detail oriented Well organized with the ability to multi-task Excellent communication and customer service skills. Individuals should be proactive and not reactive in getting tasks completed. Knowledge of loan scoring software and loan documentation as well as Microsoft Suite are required. Minimum Qualifications: High School Diploma 1-2 years of banking experience with commercial lending preferred Internal Pay Level 6 What do I do now? Apply with us! Refer this opening to others! Disability Accommodation Statement Centier Bank is an Equal Employment Opportunity/Affirmative Action employer and is committed to providing reasonable accommodations to individuals with disabilities in the employment application process. If you need an accommodation due to a disability to use our online system to apply for a position at Centier Bank, please call us at 219-755-6160 or send us an email at hrcareers@centier.com . Equal Opportunity Employer: Disability/Veteran Centier Bank is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status. Member FDIC

Posted 6 days ago

Banking & Capital Markets Tax Senior Manager-logo
Banking & Capital Markets Tax Senior Manager
PricewaterhouseCoopersStamford, New York
Industry/Sector Banking and Capital Markets Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You’ll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You’ll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You’ll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. We’re leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients’ needs. Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Required Fields of Study : Accounting Minimum Years of Experience : 5 year(s) Certification(s) Required : CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity. Preferred Qualifications : Preferred Knowledge/Skills : Intimate knowledge of the tax issues affecting either the domestic and/or international banking industries. Intimate knowledge of public accounting practices, internal domestic banking tax departments or internal foreign banking departments. Comprehensive technical skills in FAS 109, FIN 48, tax provision preparation audit and review, and corporate and partnership tax compliance. Considerable experience identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships and community involvement; communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials. Considerable experience as a team leader: supervising teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and coaching staff including providing timely meaningful written and verbal feedback. Demonstrates success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Preferred familiarity with a CRM system. Lead as a business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Demonstrates knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas: - innovating through new and existing technologies, along with experimenting with digitization solutions.- working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients.- utilizing digitization tools to reduce hours and optimize engagements. Advance pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements. We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. 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: $119,300 - $328,000, 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 2 weeks ago

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Investment & Corporate Banking - ABS Origination – Experienced Analyst/Associate
Mizuho Securities USANew York, New York
An Analyst/Associate position on Mizuho’s ABS Origination team based in New York which is part of the Securitized Products Origination team. The team is responsible for the origination, marketing, and execution of all primary market ABS offerings issued by the Bank’s clients in the US for both public and private transactions. The team works in partnership with the Banking Americas relationship coverage teams aligned across industry sectors as well as Mizuho’s Securitization Products team. Mizuho’s ABS team touches a wide range of consumer and commercial asset classes including automobile and equipment loans, leases, and floorplan, consumer and commercial credit cards, student loans, personal loans, home improvement loans, handset receivables and other asset classes. Our clients include leading captive and independent financial companies, banks, and corporates in both the US and abroad. Our group regularly collaborates with analytics, trading, sales, syndicate, derivatives, corporate banking and investment banking professionals across the organization. An Analyst/Associate on the team will have the opportunity for a deep level of engagement in all deal and pitching activities across our entire client base. Mizuho is consistently a market leader in both traditional and non-traditional ABS asset classes. Role Description: Support all aspects of the ABS new issue origination and execution processes for Mizuho’s client base Provide clients with updates on market pricings, news, and trends and how these affect their access to the markets Work with our trading and syndicate desks on rate views, product management and deal execution Prepare client presentations and other materials Perform collateral analysis using Excel, Intex, CAS, and VBA on different types of asset pools, including but not limited to auto loans/leases, credit cards, student loans, and equipment loans/leases Develop rating agency materials and presentations to support the transaction’s rating Review structuring models and prepare transaction analytics Develop materials for the sales and syndication process Respond to investor inquiries and aggregate investor feedback Perform company, industry and asset research Develop advanced Excel, PowerPoint and ABS modelling skills Participate in client meetings Requirements: Bachelor's degree required, Master's degree added plus At least 2-3 years of relevant work experience Experience in executing term ABS transactions In-depth understanding of the ABS market, multiple asset classes and types of structures Knowledge of corporate finance, securities, financial markets and risk & pricing analysis Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions Ability to manage multiple projects simultaneously Ability to work under pressure and adhere to tight deadlines Strong written and oral communication skills and ability to convey ideas Creativity and intellectual curiosity Ability to work independently and must be able to work effectively in a team environment Advanced proficiency with Microsoft Office and Bloomberg Series 79 & 63 (can be obtained upon hire) The expected base salary ranges from $120K - $200K. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. #LI-onsite Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC .

Posted 30+ days ago

Associate, Investment Banking - Healthcare-logo
Associate, Investment Banking - Healthcare
Stout Risius RossChicago, Illinois
At Stout, we’re dedicated to exceeding expectations in all we do – we call it Relentless Excellence ® . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team. Associates in Stout’s Investment Banking Healthcare group play a key role in driving the execution of middle-market mergers and acquisitions (M&A), capital raising, and special situation transactions. As integral contributors to the firm’s M&A and Capital Markets advisory activities, Associates gain hands-on experience across all aspects of the transaction process by working closely with senior bankers and actively engaging in deal execution. This role offers Associates the opportunity to enhance their technical expertise, develop client relationships, and gain valuable exposure to transaction dynamics while collaborating with experienced professionals across the firm. Responsibilities: Provide credit expertise by underwriting, structuring, and negotiating live transactions. Lead credit analysis and conduct comprehensive due diligence. Prepare and deliver high-quality presentation materials for internal and external stakeholders. Collaborate with practice leaders and sector leaders within investment banking to secure and execute capital raising transactions. Attend client meetings and actively contribute to discussions. Partner with key stakeholders, including business owners, shareholders, financial institutions, and market competitors. Identify potential strategic and financial buyers for sell-side transactions. Take a leadership role in all phases of the transaction process, ensuring successful execution and client satisfaction. Requirements: At least 2 years of experience in leveraged finance, commercial or corporate credit, or other capital-raising roles. Proven experience managing the end-to-end credit lifecycle. Prior leveraged finance or high-yield experience is preferred but not required. Bachelor’s degree in Finance, Economics, Math, or a related field. Advanced proficiency in Excel, PowerPoint, Word, and other Microsoft Office tools. Basic to intermediate knowledge of SAS, SQL, Python, R, or Tableau. Strong communication skills with the ability to excel in a fast-paced environment. Knowledge, Skills & Attributes: At Stout, we cultivate a collaborative and inclusive culture that values professionals who are driven, entrepreneurial, and team-oriented. Successful Associates possess the following attributes: Positive and team-oriented mindset. Accountability and reliability. Entrepreneurial spirit and commitment to excellence. Strong relationship-building and interpersonal skills. Exceptional communication and responsiveness. Intellectual curiosity and attention to detail. Advanced analytical and quantitative capabilities. Comprehensive understanding of the sell-side execution process. Mentorship and Career Development: Stout is committed to fostering the professional growth of its team members. As an apprenticeship-driven organization, Associates benefit from institutional support and the opportunity to work closely with senior leaders, gaining valuable mentorship and career development to help advance their roles in investment banking. Why Stout? At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life. We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve. We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals. Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives. Learn more about our benefits and commitment to your success. https://www.stout.com/en/careers/benefits The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job. Stout is an Equal Employment Opportunity. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law. Interested in joining a rapidly growing group of bright, ambitious professionals in a work environment that values culture, inclusion, and personal growth? Stout might just be the right place for you.

Posted 30+ days ago

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

Posted 30+ days ago

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Call Center Agent (Tax/finance/banking/insurance/telecommunications)
S R InternationalPhoenix, Arizona
MUST HAVES: Candidates MUST be located within 1 hour of Phoenix or Tucson . Candidates must be able to attend 1st day orientation in person . Must have the ability to work a flexible schedule as dictated by business needs within operating hours 7:45am to 5:15pm, Monday through Friday. Training is an intensive 3 weeks from 8:30am to 5pm. Spanish-speaking SOAZ – Posting ID # 5103 -AZDOR - Call Center Agent (100% Remote) Description Responsible for professionally and courteously serving customers by handling all inbound telephone calls pertaining to Individual and Business-related tax compliance, delinquency and general information requests. Responsibilities: Answering incoming phone calls in a fast-paced environment Resolving Tier 1 level issues Reviewing taxpayer accounts Verifying, gathering and simultaneously updating key information Educating taxpayers of online resources and current tax policies Submitting requests for payment arrangements Documenting actions taken into multiple systems Participating in all team engagement activities Meeting performance expectations Skills Required: Strong ability to multitask Basic use of Microsoft Word, Excel and Google Workspace Basic math skills are required - addition, subtraction, multiplication and division. Communicate well both in writing and verbally Great interpersonal skills Retain knowledge easily Creative in problem solving Goal oriented Organized Experience Required: Previous two positions should each be at least one consecutive year in a fast-paced call center. National call centers in industries such as finance/banking, insurance, telecommunications (not technical support) Experience Preferred: Experience with participating in process improvement activities Education Required: High school diploma or equivalent Education Preferred: Associate's degree or higher Compensation: $20.00 per hour About SR International INC. SR International has been a leading name among the IT consulting companies with offices in US and India. For past 16 years, our industry experience and domain knowledge have enabled us to provide innovative solutions to our customers. Who We Are We Are Leading IT Based Solution Providers Today, the world of business information represents the realization of our collective efforts toward improving the future. Held only by the limits of our imagination, the business world is accelerating at an ever-increasing pace. Imagine a better way of doing business, of implementing the perfect software, of refining practice or business integration. All it takes are benchmark standards in service, support, and technical know-how, which have been our bread and butter. Our Vision. Established in 2002, SR International Inc is one of the fastest growing and reputed provider of Information Technology Services and Solutions in the USA. Since our inception, we have been a trusted IT partner for our clients. We take pride in our highly skilled IT Resources and unique engagement model. We have been consistently delivering on our promises as a high-performance team. Our expertise in Cloud Computing, Mobility, Web Technologies, ERP and CRM are second to none. Our industry-leading flagship product iMathSmart is re-defining math learning experience for school students. Career At SR International At SR International, we treat our consultants like family. Our business and our reputation have been built and maintained by quality resources working onboard, so it’s important for us to maintain the quality resource pool.

Posted 2 weeks ago

Assistant Banking Center Manager-logo
Assistant Banking Center Manager
Midland States BankSaint Louis, Missouri
At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Position Summary The Assistant Banking Center Manager is responsible for individual business development goals along with assisting with managing the sales and operations of the Banking Center. This role works in conjunction with the Banking Center Manager to ensure implementation of policies and programs, in order to achieve company objectives. Coaches Bankers and Tellers on identifying and meeting the needs of the bank’s existing and prospective customers, including answering inquiries regarding accounts and consumer loan balances, opening new accounts, and handling customer complaints. Proactively sells banking services to retail customers along with developing current and prospective business clients. Primary Accountabilities Extensive knowledge of consumer and business products and services and proficient with identifying cross-sell opportunities. Strong understanding of consumer and real estate secured lending products and able to obtain NMLS-registry. Maintain a customer base and continually deepening existing relationships. Assists in the training, coaching and motivation of the staff in order to cross-sell the bank’s products and services and deepen customer relationships. Support portfolio growth by identifying cross-sell opportunities and displaying sales leadership. Assists in the delivery of quality customer service through personal contact with customer prospects and adherence to approved quality standards. Encourages, by example, staff prospecting. Responsible for providing employees timely, candid, and constructive performance feedback through weekly check-ins, huddle meetings, individual coaching, and observation sessions along with objective performance evaluations. Assists the Banking Center Manger in assuring effective utilization and scheduling of staff along with timesheet approval. Communicates effectively and possess strong leadership skills to direct and coach Retail staff. Confidently drive sales through quality service and product knowledge allowing them to achieve or exceed personal and team goals as set. Track and monitor those sales and opportunities in the customer information software. Confident in recommending personal products, trusts, HSA’s, IRA’s, business products and services. Participate in onsite visits to customers to promote the Employee Perks at Work Program & Merchant Services. Accurately processing customer transactions, balancing, and safeguarding against fraud. Proficient in profiling and referring to our banking partners utilizing skills obtained through internal sales training courses. Strong decision-making skills and ability to conduct sales activities. Participate in outbound teleconsulting to promote and expand current client relationships on a daily basis. Participate in bank sponsored community activities. Train and mentor new hires on the teller and/or banker system. Timely completion of all assigned learning activities. Achieve or exceed personal and team goals as set. Actively participate in weekly huddles and one on one coaching sessions. Serves as relief and /or backup ABCM in other locations of Midland States Bank. Demonstrates and models Midland States Bank core values that support the bank’s culture. The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience: 2-3 years of relevant work experience. Broad knowledge of bank systems, consumer loans and deposit accounts. Cash handling and customer service background. Proven sales experience. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008. Ability to: Stand for extended periods of time. Ability to lift and transport coin and currency bags as required (bags may weigh between 25lbs and 50lbs). Other Desired Qualifications: Multilingual speakers are encouraged to apply. Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We’re proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at HR@midlandsb.com . THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT

Posted 4 days ago

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Corporate Banking Portfolio Manager: For-Profit Healthcare
U.S. Bank National AssociationCincinnati, New York
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description The Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of Corporate and Commercial Banking credit relationships. The position is focused on For-Profit Healthcare Institutions, including, but not limited to: Pharmaceuticals, Medical Technology and Devices, Health Insurance, Medical Distribution, Hospital Systems, and Physician Practices. Grows revenue as directed by senior management by successfully closing new business relationships and retaining and expanding relationships with existing customers. Responsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. Basic Qualifications - Bachelor's degree, or equivalent work experience - Six to eight years of relevant experience Preferred Skills/Experience - Advanced knowledge of commercial/corporate lending in the "for-profit" healthcare space and credit standards, policies, procedures and products - Strong relationship management and business development skills - Strong analytical and problem-solving skills - Excellent presentation, verbal and written communication skills The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants . Benefits: Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $132,260.00 - $155,600.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 5 days ago

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Banking Analyst Intern, application via RippleMatch
RippleMatch Opportunities Houston, TX
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role: Currently pursuing a Bachelor’s or Master’s degree in Finance, Economics, Accounting, or a related field. Participation in relevant extracurricular activities, such as finance clubs or investment competitions is preferred. Basic understanding of financial markets, banking operations, and investment strategies. Ability to assist with financial analysis, including the review of balance sheets, income statements, and other financial documents. Understanding of risk management principles and practices. Skills in financial forecasting and the creation of predictive models. Strong analytical skills, with the capability to work with quantitative data and perform detailed financial modeling. Good organizational and project management skills, capable of managing multiple tasks and contributing to collaborative projects. Effective communication and interpersonal skills, essential for interacting with clients and colleagues. Proficiency with Microsoft Office Suite, particularly Excel for financial analysis. Eagerness to learn about the banking sector and its regulatory environment.

Posted 2 weeks ago

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Banking Analyst Intern, application via RippleMatch
RippleMatch Opportunities Charlotte, NC
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role: Currently pursuing a Bachelor’s or Master’s degree in Finance, Economics, Accounting, or a related field. Participation in relevant extracurricular activities, such as finance clubs or investment competitions is preferred. Basic understanding of financial markets, banking operations, and investment strategies. Ability to assist with financial analysis, including the review of balance sheets, income statements, and other financial documents. Understanding of risk management principles and practices. Skills in financial forecasting and the creation of predictive models. Strong analytical skills, with the capability to work with quantitative data and perform detailed financial modeling. Good organizational and project management skills, capable of managing multiple tasks and contributing to collaborative projects. Effective communication and interpersonal skills, essential for interacting with clients and colleagues. Proficiency with Microsoft Office Suite, particularly Excel for financial analysis. Eagerness to learn about the banking sector and its regulatory environment.

Posted 2 weeks ago

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Banking Analyst Intern, application via RippleMatch
RippleMatch Opportunities Minneapolis, MN
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role: Currently pursuing a Bachelor’s or Master’s degree in Finance, Economics, Accounting, or a related field. Participation in relevant extracurricular activities, such as finance clubs or investment competitions is preferred. Basic understanding of financial markets, banking operations, and investment strategies. Ability to assist with financial analysis, including the review of balance sheets, income statements, and other financial documents. Understanding of risk management principles and practices. Skills in financial forecasting and the creation of predictive models. Strong analytical skills, with the capability to work with quantitative data and perform detailed financial modeling. Good organizational and project management skills, capable of managing multiple tasks and contributing to collaborative projects. Effective communication and interpersonal skills, essential for interacting with clients and colleagues. Proficiency with Microsoft Office Suite, particularly Excel for financial analysis. Eagerness to learn about the banking sector and its regulatory environment.

Posted 2 weeks ago

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Banking Analyst Intern, application via RippleMatch
RippleMatch Opportunities Boston, MA
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role: Currently pursuing a Bachelor’s or Master’s degree in Finance, Economics, Accounting, or a related field. Participation in relevant extracurricular activities, such as finance clubs or investment competitions is preferred. Basic understanding of financial markets, banking operations, and investment strategies. Ability to assist with financial analysis, including the review of balance sheets, income statements, and other financial documents. Understanding of risk management principles and practices. Skills in financial forecasting and the creation of predictive models. Strong analytical skills, with the capability to work with quantitative data and perform detailed financial modeling. Good organizational and project management skills, capable of managing multiple tasks and contributing to collaborative projects. Effective communication and interpersonal skills, essential for interacting with clients and colleagues. Proficiency with Microsoft Office Suite, particularly Excel for financial analysis. Eagerness to learn about the banking sector and its regulatory environment.

Posted 2 weeks ago

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Banking Analyst Intern, application via RippleMatch
RippleMatch Opportunities Atlanta, GA
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role: Currently pursuing a Bachelor’s or Master’s degree in Finance, Economics, Accounting, or a related field. Participation in relevant extracurricular activities, such as finance clubs or investment competitions is preferred. Basic understanding of financial markets, banking operations, and investment strategies. Ability to assist with financial analysis, including the review of balance sheets, income statements, and other financial documents. Understanding of risk management principles and practices. Skills in financial forecasting and the creation of predictive models. Strong analytical skills, with the capability to work with quantitative data and perform detailed financial modeling. Good organizational and project management skills, capable of managing multiple tasks and contributing to collaborative projects. Effective communication and interpersonal skills, essential for interacting with clients and colleagues. Proficiency with Microsoft Office Suite, particularly Excel for financial analysis. Eagerness to learn about the banking sector and its regulatory environment.

Posted 2 weeks ago

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Investment Banking Managing Director – IDI
Mizuho Securities USANew York, New York
Join Mizuho as an Investment Banking Managing Director - IDI . The expected base salary for this role will be $400,000. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC .

Posted 4 days ago

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

Posted 1 week ago

Investment Banking VP - Specialty Finance (Chicago)-logo
Investment Banking VP - Specialty Finance (Chicago)
Raymond JamesChicago, Illinois
Job Description Responsibilities: Take responsibility for developing and delivering an important part of the organization's investment policy. Also responsible for maximizing the value of investments by managing an investment department or unit. Take responsibility for developing and delivering a major part of the organization's financial product development program to enable overall corporate strategy. Develop and implement a relationship management plan for strategic, complex, global existing accounts to build key relationships at local, national, and corporate levels. Coordinate the engagement of own organization with the customer organization to ensure effective two-way flow of information and resolution of issues. Manage strategic client and customer relationships, typically by deploying large account teams to ensure ongoing customer satisfaction and loyalty toward the organization. Develop and implement a relationship management plan for strategic, complex, global potential accounts to build key relationships at local, national, and corporate levels. Coordinate the engagement of own organization with the customer organization to ensure effective two-way flow of information and resolution of issues. Identify and manage stakeholders up to and including top management level, finding out their needs, issues, and concerns and reacting to them by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions. Take responsibility for developing and delivering the organization's risk management and/or risk control policies and procedures. Lead the development of policies, procedures, and related guidelines for a significant area of responsibility, ensuring compliance with external requirements and integration with the broader corporate policy framework. Represent the organization or institution in a variety of industry, institutional, and/or professional forums, boards, and committees, in order to promote the company or institution brand or efforts. Represent the organization in external relations with investors, clients, industry, partners, the public, and others. Focus is on a specific area of the organization, such as a function or department. May involve preparation of presentations and materials for professional partnering meetings, seminars, and conferences. Act as subject matter expert in an area of technology, policy, regulation, or operational management for the function. Maintain external accreditations and in-depth understanding of current and emerging technologies, external regulation, and industry best practices through continuing professional development, attending conferences, and reading specialist media. Skills: Uses expertise to act as organizational authority on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives. Applies expertise to act as the organizational authority on developing appropriate plans or performing necessary actions based on recommendations and requirements. Acts with expertise as the organization's authority on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies. Applies expertise to serve as the organizational authority on conducting research and analyzing data in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments. Acts as the organizational authority and established expert on analyzing data trends for use in reports to help guide decision making. Applies expertise to act as an authority to acknowledge and ask questions to understand the circumstances surrounding client indifference. Acts as the organizational authority and established expert on interpreting and applying knowledge of laws, regulations and policies in area of expertise. Applies expertise to act as the organizational authority on managing client accounts in a way that provides benefits both for the organization and its clients. Acts as the organization's authority and established expert to develop solutions based on an understanding of the business environment and objectives. Applies expertise to act as an authority to quickly and effectively establish trust within the buying centers in the client’s organization. Applies expertise to act as an authority to orient the seller's organization around delivering to the key needs of their customers. Applies expertise to act as an authority to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution. Applies expertise to act as an authority to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client. Applies expertise to act as an authority to accurately identify and understand the key buying influences pertaining to an opportunity. Applies expertise to act as an authority to continuously provide effective solutions and value to the client's organization. Operates as a recognized expert to navigate conversations in which the customer is frustrated or unhappy with the organization. Typically known as a subject matter authority. Operates as a recognized expert to identify potential stakeholders, analyze their expectations, and develop strategies for managing stakeholders and their expectations. Typically known as a subject matter authority. Operates as a recognized expert to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically known as a subject matter authority. Applies expertise to act as an authority to quickly identify and accurately articulate why a client does or does not want a change based on their business objectives and challenges. Applies expertise to act as an authority to align the client's sales process with their organization's sales process, including the key influencers/sales team members when appropriate. Education Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required) Work Experience General Experience - 6 to 10 years Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Salary Range $130,000.00-$250,000.00 Travel Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Posted 3 weeks ago

Business Banking Relationship Manager - Houston-logo
Business Banking Relationship Manager - Houston
Texas Capital BankHouston, 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 . Brief Overview of Position : Reporting to the market Team Leader, the Senior Relationship Manager role will have experience within the Commercial Banking line of business and enable the company’s financial results by driving new relationships, new loan fundings, new deposits, PxV , Commercial Card spend , and SBA deals for companies with revenue between $5 million and $ 25 million. This role carries a portfolio of clients and sales production goals and is accountable to deliver comprehensive financial solutions and best-in-class experiences to clients and prospects across a broad array of industries . Responsibilities: Drives financial r esults – Actively build a strategic client acquisition pipeline to deepen and expand your portfolio and the Bank’s presence in the market. Requires strong business development and networking in the market to cultivate a robust prospect list and drive increased market share/revenue for the firm. Focuses on the client - Ensure s appropriate client coverage through disciplined calling efforts, understanding of client strategic and financial objectives , identification and execution of optimal client solutions, and ensuring best in class client experiences. Partners across the firm – Delivers the whole bank through effective partner engagement to identify client opportunities and oversee/manage deals from inception to close . Knows the business – Active ly pursues the latest information and builds knowledge base related to financial/banking products, financial markets, relevant regulations , as well as business trends, including businesses which are thriving in your market/or area of expertise. Manages Risk - Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks. Manages performance - Utilizes reports, data, and systems to actively self-manage pipeline and sales production. Qualifications: Bachelor’s degree in Business Administration / finance, accounting, or related fiel d preferred. Minimum 10 years of commercial banking experience preferred , with a focus on business banking clients. A dvanced knowledge of banking suite of products and services , industry trends, as well as financial acumen to assess and deliver on prospect/client need. Formal Credit Training (Commercial Credit c ertification or from another bank) or commensurate underwriting ex perience. Self-starter and persistent. Possesses a natural disposition to strive to exceed calling metrics and production goals. Effective team player with ability to work across business partner groups in a fast-paced, highly collaborative environment. Operates with a sense of urgency balanced with adherence to the firm’s risk appetite. Exceptional writing, interpersonal and communication skills, both verbal and written to communicate with clients, all levels of employees, management, internal partners, and clients. Strong organizational and time management skills with ability to manage multiple priorities. Ability to identify and solve problems/issues and timely escalation of known risks and issues . High interest in , outreach to, and involvement in the communities where we live and work. Strong knowledge and application using Salesforce and MS Office products including Outlook, Excel, Word, and PowerPoint. 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 30+ days ago

Busey Bank logo
Banking Center Manager | Tulsa
Busey BankTulsa, Oklahoma

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Job Description

Position Summary

The Service Manager III is responsible for selling all bank products and services to customers and non-customers in a needs-based manner. The position will be responsible for the daily operations of a Hub’s service center, supervising, mentoring, and coaching the teller and/or universal banker team for the attainment of goals through the promise of Service Excellence. This position will report to the Area Manager.

Duties & Responsibilities

  • Identify customer and non-customer financial needs and sell all appropriate products and services.
  • Service customer accounts as needed and proactively communicate with customers to ensure financial needs are met.
  • Complete any other service center-specific responsibilities as determined by the Area Manager.
  • Responsible for overall Service Center operational performance and results.
  • Responsible for monthly and quarterly service center audits, including the quarterly Service Center scorecard.
  • Ensure that all associates are exhibiting service excellence through the modeling and coaching of training and delivery service standards and the avoidance of risk.
  • Coordinate staffing plans and personnel needs with their respective Area manager
  • Supervise, evaluate, inform and provide direction to all service center associates
  • Seeking new business from customers and prospects by completing outside business calls weekly within the community/branch market.
  • Developing and supporting a strong needs-based sales environment by modeling the right behaviors, conducting sales meetings, and individual coaching sessions.

Education & Experience

Knowledge of:

  • Strong sales and customer service skills
  • Strong oral and written communication skills
  • All Service Center’s within the Market/Hub

Ability to:

  • Make independent decisions regarding service center operations for which there are not always precedents
  • Analyze and solve problems that are of a complex nature
  • Take reasonable care to prevent loss to the organization
  • Perform duties under frequent time pressures
  • Familiarity with - and support of, mergers and acquisitions as it relates to retail banking

Education and Training:

  • Requires 2 or more years of banking or management experience at a financial institution or related business field.
  • Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Service Center Managers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the Service Center Manager must immediately attain active registration upon employment. Service Center Managers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment.
  • Requires knowledge of Microsoft Office.

Benefits and Compensation

Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.

(Base Pay Range: $77,000-$94,000)

Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.

Equal Opportunity

Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.

Unsolicited Resumes

Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies (“Agency”), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings (“Agreement”). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

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