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

Posted 2 weeks ago

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

Posted 2 weeks ago

Security Federal Bank logo
Security Federal BankRidge Spring, SC
Description This position is responsible for providing a consistent customer experience, opening, modifying and closing all types of deposit accounts and safety deposit box services; Assist customers with account reconciliation, research requests, check orders, wire transfers, and debit card while seeking opportunities to develop customer relationships and identify referral opportunities. Responsibilities also include actively promoting and growing all consumer credit products including real estate transactions; Assist customers in application process, gathering all required information for loan underwriting and communicating with customer throughout the credit process. This position will be universal, with full platform, vault custodian, cash-line and consumer lending responsibilities. Requirements High School diploma or equivalent Proficient computer skills and active engagement in the new technology Excellent interpersonal communication and presentation skills (both written and oral) Strong analytical and problem solving skills Ability to derive innovative solutions Demonstrate a "team" attitude toward the bank and coworkers Successful completion of in-house training and orientation Handle sensitive information of the bank and customers in confidence Display a high degree of character and ethics Represent the bank in a professional manner within the community Professional dress and demeanor required This position may require occasional travel to various locations for job related business Register for NMLS# Three years prior banking, sales, and/or customer service experience Three years prior consumer lending experience Ability to assist customers with digital banking offerings Strong customer focus Ability to handle multiple priorities simultaneously Bi-lingual experience a plus. Competitive salary and benefits package available. EEO.

Posted 3 weeks ago

Commerce Bank logo
Commerce BankOklahoma City, OK
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Annual Salary: $104,650.00 - $211,600.00 (Amount based on relevant experience, skills, and competencies.) About This Job The main purpose of this job is to be involved in both the comprehensive management of existing commercial relationships as well as soliciting new business opportunities with assigned customers and targeted prospects. Although it can vary by market, targeted companies generally include those with annual sales of $15MM and over. Essential Functions Reach out to assigned customers and targeted prospects with the objective to acquire new business Serve as the primary advisor for an assigned portfolio of diverse and complex commercial relationships, ensuring a high level of customer satisfaction and retention Coordinate with product partners to cross-sell a full range of products and services Critically review and analyze portfolio to reduce risk and enhance profitability Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensuring adequate loan documentation, and analyzing industry/credit risk Facilitate the resolution of customer problems, engaging product experts as needed Participate in community and business functions/groups to ensure a positive image for the bank and to establish referral contacts within the marketplace Ensure compliance with all bank policies, procedures, regulations, and laws Manage a portfolio of commercial relationships with some or all of the following characteristics: Average loan portfolio O/S of $100MM to $150MM Average deposit portfolio of $50MM to $100MM Annual contribution of $750M to $1.5MM Perform other duties as assigned Knowledge, Skills & Abilities Required Strong knowledge of full range of commercial products, credit policies, procedures and terminology Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements Strong time management skills, with ability to appropriately prioritize calling activities and strategies Goal oriented with well-developed sales skills Strong strategic, analytical, and problem-solving skills Ability to mentor and provide leadership to junior roles Experienced at structuring complex credit requests Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Basic proficiency with Microsoft Word, Excel and Outlook Education & Experience Bachelor's degree in Business Administration, or equivalent combination of education and experience required 5+ years of commercial banking experience required For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report. For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record. Level of role is determined by knowledge, experience, skills, abilities, and education For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Commercial Banking Relationship Manager II, III, and Senior job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $104,650 to $211,600 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 3503 NW 63rd Street, Oklahoma City, Oklahoma 73116 Time Type: Full time

Posted 30+ days ago

MasterCard logo
MasterCardSalt Lake City, UT
Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Lead, Strategic Project Manager (Technical Program Manager) - Global Open Banking Overview Who is Mastercard? Mastercard is a global technology company in the payments industry. Our mission is to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart, and accessible. Using secure data and networks, partnerships, and passion, our innovations and solutions help individuals, financial institutions, governments, and businesses realize their greatest potential. Our decency quotient, or DQ, drives our culture and everything we do inside and outside of our company. With connections across more than 210 countries and territories, we are building a sustainable world that unlocks priceless possibilities for all. We're looking for experienced senior project management professionals to join Mastercard's Global Open Banking PMO, helping us build innovative solutions to solve problems affecting our customers, their consumers, and the market as a whole. In this role, you'll drive the end-to-end execution of strategic business initiatives and global product solutions from ideation and design through go-to-market delivery for key Mastercard customers. You'll work across a variety of functional teams-including product, engineering, sales, legal, compliance, and customer delivery-to build comprehensive and achievable project plans highlighting key milestones and dependencies. You'll manage the execution and delivery of all tasks required to achieve project success, identifying and mitigating risks while providing meaningful status reporting to stakeholders at all levels. Join the team leading the charge to bring creative solutions in open banking to market-with quality, efficiency, collaborative energy, and an eye on the future of our industry. Role Independently lead large-scale initiatives and mid-sized portfolios, bringing clarity to ambiguous scopes and defining key deliverables. Break down complex problems into actionable, value-driven solutions by balancing business and technical considerations. Facilitate focused, outcome-driven discussions with both internal and external stakeholders, ensuring timely decisions and removing roadblocks. Bridge regional and cross-functional gaps to align architectures, strategies, and priorities with urgency and accountability. Champion best practices in program management across PMO, Product, and Engineering-mentoring peers and promoting continuous improvement. Build strong cross-functional relationships across program, product, engineering, legal, delivery, and executive leadership teams. Serve as a trusted partner and advocate with strategic clients, vendors, and partners, consistently exemplifying Mastercard Way values. Oversee all phases of the product and software development lifecycle for strategic client-facing and internal initiatives-ensuring timely delivery, alignment to business outcomes, and effective risk and dependency management. Provide clear, concise, and proactive communication of progress, risks, and decisions to stakeholders and leadership, ensuring transparency and accountability throughout delivery. All About You The ideal candidate for this position should: Essential Knowledge, Skills, and Experience Demonstrate advanced expertise in program and project management, with the ability to independently drive complex, cross-functional initiatives from ideation to delivery. Be technically fluent, able to bridge business and engineering perspectives, earning the confidence of technical teams while influencing executive stakeholders. Show strength in Agile and hybrid delivery practices, tailoring approaches to diverse environments while ensuring disciplined execution. Excel in stakeholder communication, from executive briefings to technical discussions, providing transparency and clarity across levels. Possess strong analytical and problem-solving skills, balancing detail orientation with the ability to see the bigger picture. Desirable or Additional Capabilities Bring familiarity with open banking, financial services, or highly regulated industries, applying compliance-minded thinking to delivery. Demonstrate the ability to manage global, distributed teams across regions, fostering collaboration and alignment. Advocate for continuous improvement and data-driven decision-making, applying metrics and feedback to refine team practices. Display resilience and adaptability, thriving in fast-paced, high-velocity environments with shifting priorities. Corporate Security Responsibility Every person working for, or on behalf of, Mastercard is responsible for information security. All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and therefore, it is expected that the successful candidate for this position must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed. Report any suspected information security violation or breach; and Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Pay Ranges Salt Lake City, Utah: $112,000 - $187,000 USD O'Fallon, Missouri: $112,000 - $187,000 USD Purchase, New York: $129,000 - $215,000 USD

Posted 5 days ago

1st Source Bank logo
1st Source BankSouth Bend, IN
POSITION SUMMARY Provides individualized client service while handling daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures. ESSENTIAL REQUIREMENTS Processes financial transactions for clients accurately and efficiently. Identifies client needs uncovered during business interactions and/or conversations, promotes products and services and refers clients to the appropriate bank colleague if needed. Builds client loyalty; establishes client relationships, including addressing each client by name. Consistently delivers exceptional customer service to each and every client. Follows established Bank policies, procedures and guidelines. Participates in retail sales programs to help meet personal and banking center goals. Actively participates in team meetings and participates in community projects and appropriate educational programs related to the position. Balances cash drawer and assists banking center team in operational duties (i.e.., balancing the ATM, vault and end of day work). Regular and predictable attendance is an essential requirement of the position. Responsible for the completion of all compliance training related to the position. Must understand all applicable laws and regulations that apply to the position and complies with the requirements. NON-ESSENTIAL FUNCTIONS Performs all other duties as assigned. EXPERIENCE/SKILLS One (1) or more years of customer or retail service experience preferred. Cash handling experience preferred. Ability to respond and assist clients with inquiries and/or problem resolution. Customer service and sales oriented. Careful attention to detail and time management. Good listening and verbal and communication skills. Good PC skills - ability to work in Windows based system essential. Ability to cross-sell bank products and services. Ability to work evenings and weekends based on banking center needs. Ability to communicate in another language is a plus. Good organizational skills. Ability to work in a team atmosphere. Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records. Ability to handle multiple tasks in a fast-paced environment. EDUCATION High School Diploma/GED required. TRAVEL REQUIREMENTS Ability to travel to all locations as needed for meetings, projects, training, seminars, etc. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds. EQUIPMENT MS Office PC, fax, phone and standard office equipment.

Posted 3 weeks ago

PwC logo
PwCLos Angeles, CA
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 30+ days ago

Morgan Stanley logo
Morgan StanleyMenlo Park, CA
Morgan Stanley's Global Technology Group is looking for the most curious, creative and driven bankers to join our Technology M&A team in our Menlo Park office, in the heart of Silicon Valley. Morgan Stanley helps clients realize differentiated outcomes on the largest, most complex and challenging M&A assignments. In the last year, our group has advised on industry-defining transactions including: Wiz's $32Bn Sale to Google $113Bn Combination of xAI and X Intel's $9Bn Carve-out Sale of 51% of Altera to Silver Lake Clearlake's $5.3Bn Acquisition of ModMed Just Eat's $4.6Bn Sale to Prosus AMD's $3bn Divestiture of ZT Systems Data Center Infra. Mfg. Business to Sanmina Rocket's $1.75Bn Acquisition of Redfin CoreWeave's $1.7bn Acquisition of Weights & Biases Couchbase's $1.5Bn Sale to Haveli With the explosive impact of AI redefining sectors across the global economy, we see the pace of change in Technology rapidly accelerating, spurring an accelerating pace of deals of all types. We are in turn building out our team to lead the way in guiding clients through this wildly dynamic environment. Our clients look to us to guide them through a range of the most critical situations they face, including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, recapitalizations, leveraged buyouts, unsolicited overtures and generally evaluating the company's strategic alternatives. In other words, we advise clients on some of the most important decisions they make. In this context, often facing the highest of stakes, our Vice Presidents play a pivotal role on our teams, planning and overseeing day-to-day project execution while engaging extensively with our clients and colleagues to deliver the best outcomes. We are looking for candidates that can break down complex situations, synthesize inputs from clients and colleagues, formulate strategies and workplans, mobilize teams, make adjustments on the fly, and ultimately to deliver successful outcomes for our clients. If you want to be part of our team, helping companies as they face their most challenging and transformative decisions, please apply here. Qualifications: 3-6+ years of investment banking experience Experience with a variety of M&A deals: Company sales, acquisitions, strategic alternatives reviews Involving both public and private companies Strong analytical, written and verbal communication skills Ability to work collaboratively in fast-paced, team-oriented environment, under tight deadlines Series licensing required or must be obtained Bachelor's degree required; MBA or CFA designation a bonus Experience working with technology companies a bonus Submission: Resume, ideally including notable deal experience Cover letter, including a short explanation of why you think our group is right for you WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be $275,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 4 days ago

Park National Bank logo
Park National BankEasley, SC
RESPONSIBILITIES Interview and select candidates for openings, set goals for associates, assign tasks/duties, conduct on-the-job training, develop associates' skills and encourage growth, prepare disciplinary write-ups as appropriate, prepare and conduct performance reviews and make recommendations for salary adjustments, approve timecards for 9+ FTEs and other duties associated with managing a staff Develop and promote a work environment that actively encourages Park's Promises and Serving More bank philosophy; including ensuring customer issues are resolved professionally and timely; supporting associates to take ownership of customer issues and work with them in providing care; manage difficult situations. Demonstrate understanding of retail banking initiatives and strategies through consultative relationship management with leadership, with some supervision; lead all aspects of retail sales and service for the banking center and market area. Provide leadership through effective, monthly goals communication and mentoring; share retail goals and objectives and link banking center efforts to support the retail line of business during quarterly branch meetings. Develop associates skills and abilities by actively providing direction and support; utilize Retail Training courses and other opportunities through Learning and Development. Utilize Contact Management and the Bank's Customer Relationship Management (CRM) module to establish and retain key customer relationships through active portfolio management. Develop relationship through various channels and facilitate referrals to other Lines of Business and subject matter experts. Be an active member in a team of associates serving the customer. Serves as a communication link between all departments and Leadership to ensure the Banking Center Team is informed and understands directives, bank financial performance, initiatives and other pertinent information. Responsible for Deposit Account origination (acquisition and retention), including, but not limited to Retail Deposit Accounts, Digital Products and Services, small business deposit accounts. Originate Consumer Loans. Expectation to frequently attend market area community events and volunteer time and talents while representing the bank. Expectation to travel to regional and corporate headquarters (Newark) or out of State (minimal and preplanned) for retail meetings and training opportunities. Additional travel may be necessary between branches in market for various reasons. Maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks Deliver a consistent, high level of service within our Serving More standards Other duties as assigned COMPETENCIES Leadership/Management Skills Ability to influence others Ability to develop or mentor others Able to Multi-Task or Juggle Priorities Problem/Situation Analysis EDUCATION - CERTIFICATIONS - WORK EXPERIENCE High School Diploma or Equivalent Required Bachelor's Degree in Finance or equivalent work in banking preferred. 2-3 years of Supervisory Experience preferred 1-2 years of Retail Banking Experience preferred SCHEDULE Operating hours are Monday through Friday 9:00am - 5:00pm. Some community and other events may require evening working hours on occasion. This position is salary exempt and full-time. The expected hours for full-time salary exempt positions is 44-48 per week. A minimum of 40 hours is required.

Posted 1 day ago

T logo
The Washington Trust BankSpokane, WA
In a team environment, the Private Banking Client Service Associate/Lending Assistant supports job activities of assigned Relationship Managers (RMs) within Private Banking. Assist with the administration of client relationships, as directed by the RM. Provide clerical and/or analytical support, removing administrative/ clerical functions from RMs to allow them substantial calling time for customer retention and prospect development. Assistants may have direct professional contact with clients or other ancillary individuals (beneficiaries, lawyers, accountants, etc) pertaining to specific client accounts. Essential Functions: Assist RMs by assuming portions of administrative workload, providing daily clerical and general office support. Solve problems in a timely and accurate manner, handling urgent and confidential matters in a mature, professional manner to ensure continued goodwill. Provide RMs with prompt, timely and accurate information as needed to support client relationships and the overall goals of the department and bank. May personally meet and may make joint calls with officers to build a link with clients. Help maintain strong customer relations on a continuing basis. As needed, provide information on all bank services, providing seamless referrals, service and follow-through to clients. Maintain orderly, thorough, and accurate information files on current and potential customers. Provide officers phone support by accepting and giving out pertinent information, finalizing calls, where appropriate. Maintain activity/tracking files for each officer to ensure proper receipt of information required to maintain portfolios in a current status. (Items may include financial statements, borrowing base reports, deeds, etc.) Assist in planning outside calls by preparing a letter to prospect, ordering pertinent background financial information, scheduling meetings, etc. Evaluate and route incoming mail. Read correspondence/memos directed to officers, handling those items of a routine nature independently. Organize and prioritize daily workflow in order of importance. Work within generally established guidelines known as "Best Practices" which defines the most efficient way to conduct specific processes. May make overdraft, service charge waivers, or other assigned decisions on client accounts in officers' absence. Act as liaison between assigned business unit and other product areas of the bank. As applicable, prepare requests for new and renewal note and documentation packages as directed by officers, following through to closing until file is complete. May assist with or perform rudimentary financial analysis as directed by officer or senior support personnel. Work with accounting and other administrative computer systems for research, report generation and check generation. May prepare inventory and/or disposition schedules of trust and estate property; reviews daily transaction sheets and makes adjustments when necessary. May be responsible for quarterly construction loan reports, loan fee reports, commercial loan/residential real estate loan documents, appraisal ordering, timely collection of fees, and tracking past due property taxes. Initial contact with clients required. May also close new or renewed loans, occasionally at the client's place of business. Prepare applicable portions of Credit Authorizations on current clients for lending relationships. Provide transcription of comments, letters, memos, waivers and Credit Authorizations. As an Assistant II, may provide functional supervision to Assistant I personnel. Regular, reliable attendance is required. Perform compliance and risk management duties as required or assigned. Related Functions: Provide backup to other lending assistants (and occasionally front desk) as required for vacation/illness coverage. Perform other duties as assigned. Qualifications: Strong knowledge of business unit's functional areas, such as documentation and processing requirements within Trust administration, corporate lending, commercial/residential real estate lending, and private banking. Specific knowledge of various documentation (Deeds of Trust, Mortgages, Notes, Guarantees, etc) may also be required. Accurate keyboarding skills and extensive knowledge of business software programs, including word processing (Microsoft Word), spreadsheet (MS Excel) and database (Access) applications. Strong knowledge of information systems for assisting clients' inquiries for balance, payment, and miscellaneous account information. Ability to prioritize work projects. Strong interpersonal skills to work collaboratively with diverse groups of people and in a team environment. Good knowledge of bank products and services. Compensation: $21.64 to $32.46 per hour The compensation range represents the low and high end of the base compensation range for this position located in Spokane, WA. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is eligible to participate in an applicable annual bonus plan. What Our Culture Can Offer You: Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation. Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.

Posted 3 weeks ago

ConnectOne Bancorp logo
ConnectOne BancorpBrooklyn, NY
Apply Description About us: ConnectOne Bank proves that putting people first is a better way to do business. At ConnectOne, we're builders - of businesses, communities, and equity. Most importantly, we're building opportunities. Our mission is to ensure our employees feel empowered to make important decisions, reach their potential and truly make an impact. ConnectOne is a growth organization by design; it is part of our DNA and we take pride in seeing our employees grow with us. Founded in 2005 by an entrepreneur, we have grown into a high-performing commercial bank, inspiring a new model for our industry's future. By embracing technology and all the ways it can help us become a world-class service organization, we support small business owners by fueling their mission. People First is the blueprint for our culture. It is at the foundation of everything we do and the decisions we make. At ConnectOne, you have the opportunity to be a part of a dynamic culture and team. Develop your forward-thinking skills, thrive in an entrepreneurial setting, and succeed at "a better place to be". ConnectOne Bank is an Equal Housing and Equal Opportunity Lender, and a member of the Federal Deposit Insurance Corporation. About this role Banking Relationship Specialists play a vital role in ConnectOne "Client First" banking experience by acquiring, retaining, and expanding banking relationships of both the business and consumer clients while demonstrating the ConnectOne Culture. In this role you will: Support the Bank's "People First" focus and rules of engagement-greeting clients by name, maintaining a professional demeanor, ensuring the branch reflects ConnectOne Bank standards and working as an active member of the Branch team, always striving to make ConnectOne Bank "A Better Place to Be". Proactively identify opportunities for relationship acquisition and development by cross-selling the Bank's products and services in a consultative manner. Perform account opening for deposit products and educate clients on the Bank's product and service offerings. Ensure all activities, transactions and records are in compliance with operational, security and control procedures of the Bank, preventing fraud and protecting customer assets. Handle customer service issues by conducting research, taking ownership, and following up with on a daily basis as necessary until conclusion. Assist other branch team members with transactions and overall operations, as necessary, and provide feedback and coaching to improve overall team performance. Perform service transactions for the Branch to include check re-orders, address/name changes, safe deposit box access, outbound wires, account maintenance and outbound client contact. Serve as primary back-up to the Branch Manager or Assistant Branch Manager where applicable, for operational and service-related functions. Assists with Teller functions as needed including performing banking transactions over the phone or at the drive-up window including accepting deposits, cashing checks, and assisting clients with other banking needs, and branch opening and closing as needed. Active participation in achieving branch sales objectives. Maintains a 90% plus service performance and reinforces feed -back gained from mystery shops. Supports retail and community events to promote the brand in accordance with the retail business plan. Performs other duties that may be assigned. Must haves: Strong needs-based sales skills. One to three years bank platform sales and teller experience. Detailed understanding of federal banking compliance and requirements. Strong "People First" interest and ability. Strong ability in assessing and meeting the needs of customer and/or solving customer problems. Effective teambuilding and interpersonal communication abilities are necessary. Ability to lift items up to 25 lbs. ConnectOne Bank culture mastery. To support business needs, ability to work a flexible schedule is required. Additional information: Benefits: World class health, vision, and dental benefits on day one 401k with employer match Employee appreciation events (team building, softball games, food truck days, etc..) Employee assistance programs (EAP) Wellness programs (flu shot, preventive care, health programs and services discounts, etc..) Tuition reimbursement Employee Discount perks CNOB Community Service Events ….and much, much more! Studies have shown that individuals from underrepresented groups, may only apply to roles if they meet 100% of the qualifications. Roles evolve over time, especially with innovation, and you may be just the person we need. We hope you're open to learning new skills and growing with us. We encourage you to apply to continue making us "a better place to be!" ConnectOne Bank is an equal opportunity employer and does not discriminate with respect to any term, condition or privilege of employment based on race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, military or veteran status, marital status, or status of an individual in any group or class protected by applicable federal, state, or local law. ConnectOne Bank also provides reasonable accommodations for qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local laws. If an accommodation is needed to participate in the job application or interview process, please contact Talent Acquisition. Salary Description$22-$27 Salary Description $22-$27

Posted 3 weeks ago

Commerce Bank logo
Commerce BankDes Moines, IA
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Annual Salary: $100,100.00 - $202,400.00 (Amount based on relevant experience, skills, and competencies.) About This Job The main purpose of this job is to be involved in both the comprehensive management of existing commercial relationships as well as solicit new business opportunities with assigned customers and targeted prospects. Although it can vary by market, targeted companies generally include those with annual sales of $15MM and over. Essential Functions Reach out to assigned customers and targeted prospects with the objective to acquire new business Serve as the primary advisor for an assigned portfolio of diverse and complex commercial relationships, ensuring a high level of customer satisfaction and retention Coordinate with product partners to cross-sell a full range of products and services Critically review and analyze portfolio to reduce risk and enhance profitability Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensuring adequate loan documentation, and analyzing industry/credit risk Facilitate the resolution of customer problems, engaging product experts as needed Participate in community and business functions/groups to ensure a positive image for the bank and to establish referral contacts within the marketplace Ensure compliance with all bank policies, procedures, regulations, and laws Manage a portfolio of commercial relationships with some or all of the following characteristics: Average loan portfolio O/S of $50MM to $100MM Average deposit portfolio of $25MM to $50MM Annual contribution of $500M to $750M Perform other duties as assigned Knowledge, Skills & Abilities Required Intermediate knowledge of full range of commercial products, credit policies, procedures and terminology Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements Strong time management skills, with ability to appropriately prioritize calling activities and strategies Goal oriented with well-developed sales skills Strong strategic, analytical, and problem-solving skills Strong persuasive and negotiation skills Ability to structure more complex credit requests Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Basic proficiency with Microsoft Word, Excel and Outlook Education & Experience Bachelor's degree in Business Administration, or equivalent combination of education and experience required 3+ years of commercial banking experience required For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report. For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record. Level of role is determined by knowledge, experience, skills, abilities, and education For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Commercial Banking Relationship Manager II, III, and Senior job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $100,100 to $202,400 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 1080 Jordan Creek Parkway, Des Moines, Iowa 50266 Time Type: Full time

Posted 30+ days ago

T logo
Truist Financial CorporationCharlotte, NC
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: The Business Unit Risk Specialist engages with Business Unit stakeholders, primarily within Corporate Banking, Commercial Banking, and Specialized Industries Lending, in its management of risks and controls as well as its execution of risk program requirements. Execute, facilitate, and/or monitor execution of Risk Program requirements (e.g., RCSA, Issues Management, Internal/External Loss Events, KRIs, etc.) for high complexity areas within the Business Unit. Provide risk advice and influence to assigned Business Unit. Aggregate, integrate, correlate, and report risks for the assigned Business Unit. Identify and opine on remediation to address weaknesses related to inadequate or failed processes, people, and systems, or external events and ensure effective remediation. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Provide risk advice and serve as risk Subject Matter Expert (SME) to assigned Business Unit across all risk types to promote and strengthen compliance with applicable regulations, policies, procedures, and risk program requirements. Partner with first- and second-line defense teammates across highly complex business areas in identifying, escalating and in remediating risk control gaps to ensure compliance with Enterprise Risk Management programs and policy. Monitor and report on emerging risks potentially impactful to Business Unit partners and Truist. Execute processes and record retention routines necessary to ensure Business Unit compliance with enterprise risk monitoring requirements. Understand Business Unit goals, provide risk management expertise in strategic projects and seek engagement from appropriate peers for guidance and input. Other activities and special projects, as deemed required. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree in Accounting, Business, Finance or related field, or equivalent education and related training. 5+ years of experience in a financial institution with emphasis on risk management or equivalent work experience and training, and/or equivalent education, training and experience. Experience in compliance and operational risk mitigation and remediation. Strong communication, interpersonal, presentation and negotiation skills. Proven leadership and management skills. Strong time management and organizational skills adaptable to a dynamic and complex work environment; Capable of handling multiple projects concurrently. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Ability to travel, occasionally overnight Preferred Qualifications: Corporate Banking, Commercial Banking, and/or Specialized Industries experience. Demonstrated proficiency in identifying operational, reputational, and technology risks. Strong written and oral communication skills along with excellent decision making and judgment skills. Comfortable operating in an environment with a high degree of change. Experience in issues management (Identification, Remediation Planning, Management and Closure). Experience with Risk Control Self-Assessment to include documentation and evaluation of process, risks, and controls. Experience in Audit and/or Exam management. Proficiency and knowledge in ARCHER GRC Platform is a plus. The annual base salary for this position is $105,000-$135,000 General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 30+ days ago

Infosys LTD logo
Infosys LTDBoston, MA
Job Description Infosys is seeking a seasoned Associate Client Partner to join its Financial Services vertical, a strategic business unit driving digital transformation across banking, insurance, and capital markets. This role is pivotal in managing and expanding high-value client relationships, with a focus on delivering innovative solutions and driving revenue growth. The Associate Client Partner will be responsible for overseeing a portfolio valued between $10 million and $30 million annually, acting as the primary interface for client engagement, opportunity development, and strategic account planning. The role demands close collaboration with cross-functional teams, including delivery managers, solution architects, and senior leadership, to ensure seamless execution and long-term client success. Role Description: Client Engagement & Business Development Lead client relationships and manage the full sales cycle: prospecting, evaluation, proposal, and closure. Grow assigned account portfolio and identify new business opportunities. Delivery Oversight Partner with delivery managers to ensure successful project execution. Resolve delivery challenges related to infrastructure, resources, or performance. Solutioning & Go-to-Market Strategy Collaborate with Solutions Leaders to develop customized pitches. Promote go-to-market offerings and drive solution-based revenue. Account Planning & Governance Develop and execute strategic account plans including relationship mapping, opportunity pipeline, pricing strategy, and risk mitigation. Make pricing decisions within the scope of the Master Services Agreement. Support pre-sales proposals and contribute to alliance-building efforts. About Infosys Financial Services: Infosys Financial Services (FS) is one of the largest and most dynamic verticals within Infosys, contributing nearly one-third of the company's global revenue. The practice serves a wide range of clients across banking, capital markets, insurance, and fintech, helping them navigate complex challenges and embrace digital transformation. Our FS practice is at the forefront of digital disruption, leveraging cutting-edge technologies such as AI/ML, blockchain, cloud computing, and data analytics to redefine how financial institutions operate. We partner with global banks, insurers, and asset managers to deliver solutions that enhance customer experience, improve operational efficiency, and ensure regulatory compliance. Infosys FS is known for: End-to-end transformation programs across core banking, payments, lending, and wealth management. Platform-led innovation, including Infosys Finacle and other proprietary solutions. A strong focus on sustainability, resilience, and agility in financial operations. Deep domain expertise combined with a Global Delivery Model that ensures speed, scalability, and cost-effectiveness. As part of this practice, you'll work with industry leaders and cutting-edge technologies to shape the future of financial services. Required Qualifications: Bachelor's degree or foreign equivalent required from an accredited institution. We will also consider three years of progressive experience in the specialty in lieu of every year of education and 7+ years of experience, with strong sales/relationship management/account management experience Significant business development and project management experience Experience in the relevant industry/vertical Track record of interacting and building relationships with CXO-level client contacts Hands-on experience with proposal creation and leading proposal presentations Strong leadership, interpersonal, communication, and presentation skills Wide variety of IT and business consulting engagement experience Candidates authorized to work for any employer in the United States without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time. Preferred Qualifications: Knowledge of industry-specific go-to-market solutions. Understanding of financial services business drivers and challenges. Experience with global delivery models and managing large consulting teams. Proven success as an Account Manager in a high-growth environment. Benefits: Along with competitive pay, as a full-time Infosys employee, you are also eligible for the following benefits: Medical/Dental/Vision/Life Insurance Long-term/Short-term Disability Health and Dependent Care Reimbursement Accounts Insurance (Accident, Critical Illness, Hospital Indemnity, Legal) 401(k) plan and contributions dependent on salary level Paid holidays plus Paid Time Off

Posted 3 weeks ago

PwC logo
PwCOrlando, FL
Industry/Sector Banking and Capital Markets Specialism Industry Tax Practice Management Level Senior Associate 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 Associate, 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: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. 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 Minimum years experience required 2 year(s) Minimum Degree Required Bachelor Degree Required Field(s) of Study Accounting Additional Educational Requirements Job seekers must demonstrate all of the minimum requirements are met for CPA licensure per respective state regulations Preferred Qualifications Certification(s) Preferred CPA or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure, or Member of the Bar. Basic Qualifications Preferred skills Demonstrates thorough knowledge and/or a proven record of success in tax issues affecting either the domestic or international banking industry and public accounting practices, internal domestic banking tax departments or internal foreign banking. Demonstrates thorough abilities and/or a proven record of success in FAS 109, FIN 48, and the banking industry; identifying and addressing client needs: actively participating in client discussions and meetings; communicating a broad range of Firm services; managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues; creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues. As a tax technical professional, demonstrates ability to research business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Experimentation 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. Exposure to pricing, client value and the negotiation process - including reviewing contracts and finding opportunities to introduce new pricing options. 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: $77,000 - $214,000, 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 30+ days ago

F logo
First Horizon Corp.Metairie, LA
Location: Onsite at the location in the posting. SUMMARY This role is primarily responsible for driving business growth and expanding our client base within the banking center. The focus will be on proactive business development, sales leadership, and building strong relationships with clients and the local community. The successful candidate will use a strategic, client-focused approach to identify new business opportunities, generate referrals, and increase the profitability of the center. ESSENTIAL DUTIES AND RESPONSIBILITIES Business Development & Sales Leadership Proactively develop new client relationships and expand the center's portfolio through networking, outbound calls, community involvement, and relationship-building activities. Build and manage a robust pipeline of potential clients to drive new revenue and meet sales targets. Leverage existing network and local knowledge to bring new business to First Horizon, with a preference for candidates who have a book of business they can transition. Coach and lead associates to adopt a business development mindset, with an emphasis on client acquisition and relationship deepening. Collaborate across teams to cross-sell banking products and services that meet clients' needs. Establish and nurture key partnerships within the community and local organizations to strengthen the bank's market presence. Develop and execute strategic plans to achieve growth goals and enhance market share for the center. Client Engagement Serve as the center's primary ambassador in the community, representing First Horizon's brand and commitment to client-focused service Work with associates to deliver exceptional experiences for all clients and proactively identify ways to add value. Maintain regular contact with key clients and prospects to ensure satisfaction and identify new opportunities. Team Leadership Mentor, train, and motivate associates to achieve business development and sales goals. Foster a collaborative, high-performance team environment focused on results and continuous learning. Provide coaching around business development best practices and monitor associates' progress on growth initiatives. Strategic Planning Analyze local market trends and competitor strategies to identify business opportunities and inform decision-making. Develop business plans and set clear, measurable objectives for growth and sales activities. QUALIFICATIONS Proven experience in business development and sales, with a track record of successfully acquiring and retaining clients. Previous banking experience is required; preference for candidates with deep local connections and an established client network. Strong leadership background, particularly in motivating teams around sales success. Ability to craft and execute business development strategies that deliver growth. Stable employment history demonstrating commitment and results. Team-oriented approach with strong interpersonal and communication skills. DeGarmo Behavioral Assessment Requirement All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position The assessment takes approximately 12-15 minutes to complete Assessment results must be submitted prior to having your application evaluated by Talent Acquisition About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Posted 2 weeks ago

T logo
Truist Financial CorporationAtlanta, GA
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for providing client coverage banking services to corporate clients, to include corporate finance, capital markets, and treasury and payment solutions, designated by industry vertical, with a focus on mid to large cap-sized private and public companies. Expertise in maximizing client engagement and delivering Truist's full suite of products and capabilities. Additional responsibilities on internal client management duties as specified by manager and team. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Works closely with senior CIB professionals. Performs assigned duties with some independence, including but not limited to, due diligence, document processing, financial modeling, statistical analysis, research, and presentation development. Additional responsibilities on internal client management duties as specified by manager and team. Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. BA/BS degree Licenses: Series 7 or 79, 63 Proven analytical ability and attention to detail Solid leadership and interpersonal skills Proven ability to work well in a fast-paced, team-oriented environment Strong written and oral communication skills Some related work experience since graduation from an undergraduate program Preferred Qualifications: 1 year of related work experience since graduation from an undergraduate program The base salary for this position is $100,000 General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 3 days ago

Moelis logo
MoelisLos Angeles, CA
We are passionate about our business and our culture, and are seeking individuals with that same drive. We are currently seeking an experienced Associate to join our Media financial advisory practice in Los Angeles. Primary Responsibilities: Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing Required Skills & Experience: Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills Ability to effectively adapt to and address changing client and firm needs Education: An MBA from a top-tier business school or equivalent investment banking experience Five or more years of relevant work experience Expected Salary: $250,000 We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

Posted 30+ days ago

PwC logo
PwCWashington, DC
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 30+ days ago

Mechanics Bank logo
Mechanics BankFresno, CA
Mechanics Bank is currently searching for a Sr. Banking Services Lead to join our team at our Fresno Branch. The Sr. Banking Services Lead is a key contributor to the operational performance of the branch. Supports the Branch Management and operations staff in ensuring exemplary service is provided and maintaining operationally sound practices in their branch location. Achieves operational targets related to service scores and operational losses. Works closely with the sales team to achieve individual goals and meet the financial needs of our customers through ethical referrals. Executes on the operational tasks and reporting for the branch, and partners with the Banking Services Officer to ensure team members are cross trained on all operational functions. Delivers excellent customer service. Performs a wide range of customer related transactions with an emphasis on high risk transactions. Acts as a subject matter expert on operational policies and procedures in the absence of Branch Management. Maintains excellent knowledge of compliance and regulatory items. Uses sound judgement and balances service and risk when assisting with transactional approvals. Provides dual control support while adhering to bank policies and procedure. What you will do: Assists in the management of compliance and operational soundness of a Retail Branch. Collaborates with operations and production staff to promote teamwork, excellent customer service, cross-sales, and the promotion of Bank products and services. Must perform platform and operations functions as needed ranging from routine teller transactions, cash controls and complex account opening. Maintains awareness of current criminal scams used against banking customers. Prevents customers from becoming victims of fraud. Escalates concerns to management for resolution. Maintains compliance with established internal operational standards and Federal and State regulations to protect the interest of the Bank and customers. Assists the Banking Services Officer in the branch with maintaining operational soundness. Assists with monitoring of overall branch cash levels. Assists with the monitoring, completion and delegation of operations tasks included daily report review, monthly, quarterly, semi-annual and annual tasks. May lead and direct the activities of Customer Service Representatives and Universal Bankers in the office. Assists with setting and implementing operations priorities and processes of the office. Ensure exemplary customer services standards in branch. Supports appropriate staffing and skill levels in branch to support customer and business needs. Address and resolve customer complaints or concerns promptly. Reviews customer transactions for red flags and fraudulent items. Maintains awareness of current financial scams used against banking customers. Prevents customers from becoming victims of fraud and escalates concerns to management for resolution. Represents the Bank and its products and services with pride and enthusiasm. Senses and responds to customer needs. Identifies and pursues new or related customer opportunities for additional products and services. Maintains superior levels of customer service. Maintains compliance with established internal operational standards and Federal and State regulations to protect the interest of the Bank and customers. Gathers data and processes various regulatory and operational reports and forms to ensure compliance with Bank policies and procedures, Bank Secrecy Act/Anti-Money Laundering and regulatory compliance programs reviews the work of others for compliance. Ensures active community participation and leadership, including CRA activities, in the local community. Who you are: High School Diploma or GED required or equivalent combination of education and experience. Minimum of 3 years of banking operations experience required. Notary license preferred. Excellent interpersonal skills, including customer service, listening, and responding appropriately to requests from customers. Thorough knowledge of Bank products and services, policies and procedures related operational and compliance/regulatory functions. Leadership ability to supervise and to provide coaching and development. Ability to make decisions and review and approve other employee decisions. Skilled in dealing with customer issues in difficult situations. Excellent time management skills, organizational ability, and attention to detail. Extensive knowledge of Bank deposit products and services. Extensive knowledge of alternative Bank services and products and vendor provided products. Knowledge of applicable Federal and State banking regulations. Knowledge of Retail office operations, including complex transactions, Bank policy and procedures. #LI-DNI Pay Range: $24.50 - $39.00 hourly Eligible for commission / incentive plans Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire. Benefits package includes[1]: Medical, prescription, dental, and vision coverage for employees and their eligible family members Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits Health Savings Account with employer contribution Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit 401(k) and Roth 401(k) with company contribution 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program Supplemental Health plans, Voluntary Legal and Identity Theft Services 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply) Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data. Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law. Please view Equal Employment Opportunity Posters provided by OFCCP here. To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank [1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.

Posted 30+ days ago

Varo logo

Sr. IT Manager, Core Banking

VaroAtlanta, GA

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Job Description

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

What you'll be doing

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

You'll bring the following required skills and experiences

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

$170,000 - $230,000 a year

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

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

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

About Varo

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

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

Learn more about Varo by following us:

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

Instagram - www.instagram.com/varobank

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

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

Beware of fraudulent job postings!

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

CCPA Notice at Collection for California Employees and Applicants:

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

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Submit 10x as many applications with less effort than one manual application.

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