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T logo
Truist BankBaltimore, Maryland

$110,000 - $130,000 / year

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: The Wealth Private Advisors primary responsibility is to deepen client relationships around banking, credit, and insurance with Wealth segment clients. The Wealth Private Advisor will act as the point of contact for the Private Client Group Financial Advisors (FAs) within their assigned Truist regions. The Wealth Private Advisor will coordinate with PCG FAs to deliver Truist Wealth banking Solutions for clients that have over $1MM in investments at Truist. The Wealth Private Advisor will identify and fulfill banking and credit solutions for clients where the FA will act as the Primary Relationship Advisor.The Wealth Private Advisor will build and maintain successful and effective partnerships with internal IRM (Integrated Relationship Management) partners including: FAs, Insurance Specialists, Wealth Lending Officers, Small Business Specialists, Mortgage Loan Officers, etc. The Wealth Private Advisor will be held accountable for relationship partnership with FAs. The Wealth Private Advisor should have working knowledge and experience in investments, banking, insurance, and lending products to provide appropriate recommendations to meet client needs and financial goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Work with PCG FAs to deliver Wealth Banking and Credit solutions for clients with +1MM of investments at Truist. a. Develop and deliver video (primary) and in person presentations to small and large groups alike, in order to demonstrate and train on the value of a Wealth Private Advisors relationship with both internal and external partners. Leverage business knowledge and the Trusted Wealth Relationship and Advisory Process (Wrap) to call upon existing clients and determine appropriate strategies to meet client needs by recommending financial solutions for Wealth Private Advisor segment clients. b. Help FAs and clients set and prioritize goals and develop customized solutions, set a progress timeline to implement multiple strategies and/or solutions and ensure follow up. c. Work with FAs, clients and potential clients to coordinate information gathering, development and delivery of financial profiling. In addition, liaise between client and appropriate internal and external partners to implement all solutions and/or recommendations presented in the plan. d. Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's client relationship management (CRM) system. e. Proactively call within the assigned Truist region with IRM partners on identified key IRM partnerships f. Educate clients and FA on Wealth credit and banking solutions. Also recommend solutions to clients to help achieve their financial goals. g. Ensure Credit and Banking Solutions are delivered and serviced with a "perfect client experience" 2. Build strong relationship with Complex and Team Directors in assigned Truist region, in addition to all PCG FAs within region. a. Develop and execute training for FAs on value and referral process b. Create on-going two way feedback loops with Complex Directors and PSG FAs 3. Work within the existing audit, compliance and regulatory framework to ensure a high quality, compliant book of business. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Results oriented with a proven track-record of outstanding ability to motivate and influence others to accomplish objectives. Proven track record of consultative communication and relationship building skills leading to client service, fulfillment and delight in previous roles Highly motivated and self-starter, dedicated, enthusiastic, driven and performance oriented individual with a strong work ethic and a keen ability to convey a sense of urgency to achieve business goals and exceed expectations Must have excellent verbal, written and phone communication skills and demonstrated leadership ability Ability to handle ambiguity and promptly capable to adapt to changing environment Respected business partner with ability to demonstrate value add to the broader team and can diplomatically handle conflict Demonstrated ability to engage and foster effective revenue generating IRM partnerships Ideal candidate is a demonstrated team player and collaborator who can transform knowledge and experience into strong productive relationships both internally and externally. Stay abreast of changing economic, legal, financial planning and investment trends and general market and business issues impacting High Net Worth clients. Serve as a personal financial advisory resource for clients, their attorneys and CPA's. 4-year degree, 10-15 years of demonstrated leadership ability, 8-10 years of direct sales experience in Financial Services, or 10-15 years of sales experience in a related industry FINRA licensing: 7, 66 and insurance life and health. Must be able to partner well internally Preferred Qualifications: CFP, CFA, Master's Degree The annual base salary for this position is $110,000 - $130,000. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site . Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

Posted today

MarshBerry logo
MarshBerryGrand Rapids, Michigan
MarshBerry is growing! We are seeking a Vice President to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences. Job Details Position Summary: MarshBerry is currently seeking a Vice President for our Investment Banking & Consulting Team. The Vice President is responsible for leading transaction teams, conducting hands-on analysis, driving growth, and ensuring MarshBerry services are delivered effectively and efficiently. The Vice President is responsible for the fulfilment and origination of merger and acquisition advisory, business valuation, due diligence, and financial consulting projects. This includes: negotiation, structure, terms and conditions, completion and oversight of the day to day functions with the internal team members as a transaction or project moves through its cycle of introduction to closing. The Vice President will aid in the planning, formulating, and implementation of team goals and objectives and ensuring the completion of such. Responsibilities: Serve as client-facing lead on merger and acquisition projects and financial consulting projects, developing strategy and implementation of client deliverables and maintaining the client relationship to ensure successful project execution. Manage both sell-side and buy-side M&A advisory engagements, including financial analysis and modeling, due diligence, identifying and contacting potential buyers or sellers, deal structuring and negotiations, oversight of the day-to-day deal process, and ultimately lead to a successful closing of transaction. Recognize opportunities for growth and implement strategies that will enhance client satisfaction, company market share, revenue growth and profitability. Fully develop and utilize the company’s capabilities and position the company as a strategic partner. Seek and coordinate new business development activities in current product line and opportunities for new services through active relationship building techniques. Coordinate approach with other business unit leaders, field and respond to new business inquiries, develop marketing strategies, and assist with external and internal branding execution. Manage existing relationships with clients, vendors and other business unit leaders to ensure client retention. Provide high level of service to clients and proactively provide additional consulting solutions. Research, write, and structure client ready work. Conduct quality review of project components, developing timelines and ensuring that they are met. Identify issues affecting clients/prospects and develop strategies to effectively resolve these issues. Lead team to resolve problems identified and proactively find solutions for clients. Direct and coach team members; manage and establish priorities, direct workflow, provide consistent and constructive feedback, monitor progress, identify training and resource needs, recommend promotions and terminations, and complete and perform performance management reviews for direct reports. Publish articles on transaction advisory, diligence, financial consulting, valuation, and other topics affecting the insurance distribution system. Stay abreast of industry trends and changes, incorporating best practices in the development of services, deliverables, quality standards, policies, and programs. Cultivate and maintain effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services. Other special projects, tasks or duties as assigned. Selection Criteria Education & Experience: Bachelor’s degree in Finance, Accounting or Business Management. Master’s degree and/or Juris Doctor is a plus. Additional Professional Designations or Certifications desired, such as, CPA, CVA, CPCU and/or AM&AA. 6-10+ years of related experience in investment banking, transaction advisory, corporate development, law, assurance services, financial consulting, or financial services. Proven experience in leading work teams to achieve and exceed division goals and objectives. Demonstrated industry business acumen; ability to grasp new business concepts and issues. Proficient with technology; Microsoft Word, Excel and Power Point. This position will also require passing of required licensing exams to become a registered representative of our affiliated broker dealer within a short time period after hire. Other: Analytical, proactive problem solving skills: techniques to identify and resolve issues in a timely manner, gathers and analyzes information skillfully. Strong communication skills; both written and verbal with demonstrated creativity with regard to work. Ability to travel up to 40% of the time; includes overnight and limited weekend travel. Ability to work flexible and/or extended hours as needed. Working at MarshBerry Who We Are: MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all. What We Do: MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals. It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following: Crain’s Best Employers in Ohio The Nation’s Best and Brightest in Wellness North Coast 99 Top Work Places – The Plain Dealer Weatherhead 100 West Michigan’s Best and Brightest Companies to Work for To learn more about MarshBerry, visit www.marshberry.com . We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.

Posted 30+ days ago

Baird logo
BairdTysons Corner, Virginia

$175,000 - $200,000 / year

Complex deals, real ownership, and career momentum. Grow further at Baird. ​ Baird is where investment banking careers gain real traction. Associates take on meaningful responsibility, work closely with senior bankers and clients, and grow in a culture that values performance, collaboration, and long-term success.​ We are seeking a highly motivated experienced Investment Banking Associate with at least two years of Investment Banking or equivalent experience to join our Defense & Government team in Tysons Corner, VA. Baird’s 20+ person dedicated Defense & Government team is recognized as a leading M&A advisor to the sector. Since 2021, the team has advised on 60 transactions totaling over $28 billion in transaction value. What You’ll Do​: Responsibility that shapes your skill. Work that deepens your impact.​ Play a lead role in executing public equity offerings, mergers and acquisitions, and other strategic financial advisory services across a range of sectors​ Drive the preparation of company valuations, financial models, marketing materials, and client presentations​ Contribute to business development efforts through research and analysis​ Work directly with senior bankers and client executives, gaining insight into leadership-level decision-making​ ​ What You’ll Gain​: A team that runs on trust, momentum, and shared values​. Build strong relationships with client leadership and C-suite executives through active involvement in complex M&A transactions​ Take on greater ownership through lean deal teams that offer more responsibility ​ Navigate clear paths for progression with mentorship, visibility, and real opportunity​ Advance alongside elite, high-performing peers who hold each other to a high standard​ Collaborate across Baird’s global investment banking platform—500+ banking associates working together to drive results across geographies, sectors, and specialties​ Grow in a culture that values diverse perspectives, welcomes ambition, and builds success through collaboration and shared purpose​ ​ What It Takes​: We’re looking for people ready to lead with focus and integrity​. At least one year of full-time experience in a solution-focused financial or quantitative role​ Strong analytical skills, attention to detail, and a track record of delivering results​ Clear communication, strong leadership, and the ability to thrive in a collaborative, high-performing team​ Intellectual agility, initiative, and the drive to grow in a fast-paced, client-focused environment​ Compensation and Benefits: $175,000 - $200,000 annual salary with bonus potential Compensation and bonus are commensurate with experience, performance and/or GIB profitability In addition to a strong culture that is focused on health and well-being, our organization offers competitive total compensation packages and comprehensive benefits including: protected Friday night and Saturdays, periodic sabbaticals during career, shareholder opportunities, mandatory paid time off (PTO) and robust 401k match and profit-sharing contribution Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Posted 30+ days ago

US Bank logo
US BankMilwaukee, WI

$133,365 - $156,900 / year

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

Posted 2 days ago

Raymond James logo
Raymond JamesCharlotte, North Carolina
Job Description Summary Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock. Will work on every aspect of the transaction process, including participating in drafting sessions, new business proposals and due diligence meetings. Job Description Responsibilities:Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios.Advise managers how to apply a wide variety of existing procedures and precedents.Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.Edit document in line with organizational style guidelines and prepare information for publication.Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues.Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.Develop short- or medium-term work schedules in order to achieve planned commitments. Approve overtime or use additional resources as needed.Explore issues or needs, establishing potential causes and barriers, as well as related issues.May include such responsibilities as supporting internal customers or helping senior colleagues manage internal client relationships.Manage relationships with small clients while also helping senior colleagues manage relationships with larger key clients and customers.Skills:Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.Works without supervision and provides technical guidance when required on analyzing data trends for use in reports to help guide decision making.Independently supports business processes with comprehensive understanding and effective use of standard office equipment and standard software packages, while also providing guidance and training to others.Works without supervision and provides technical guidance when required on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives.Works without supervision and provides technical guidance when required on developing appropriate plans or performing necessary actions based on recommendations and requirements.Works without supervision and provides technical guidance when required on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations.Works without supervision and provides technical guidance when required on achieving full compliance with applicable rules and regulations in management and/or operations.Works without supervision and provides technical guidance when required on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.Works without supervision and provides technical guidance when required on interpreting and applying knowledge of laws, regulations and policies in area of expertise.Works without supervision and provides technical guidance when required on managing client accounts in a way that provides benefits both for the organization and its clients.Works with full competence to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works without supervision and may provide technical guidance.Conducts research and analyzes data without supervision while providing technical guidance as needed in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments.Works without supervision and provides technical guidance when required on acquiring, organizing, protecting and processing data to fulfill business objectives.Works with full competence to envision and document the future state of processes and products by identifying the solution scope, potential value of the future state, and the changes to the process, products, organization infrastructure, capabilities, and technology necessary to achieve the desired future state. Typically works without supervision and may provide technical guidance.Communicates with other people without requiring supervision and provides technical guidance when required on speaking in a clear, concise and compelling manner.Works with full competence to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the return on investment. Typically works without supervision and may provide technical guidance.Works without supervision and provides technical guidance when required to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution. Works without supervision and provides technical guidance when required to uncover clients’ explicit needs and/or unforeseen opportunities and challenges.Works with full competence to understand business context, needs, rules, and architecture, as well as organizational structure, cultures, capabilities, and processes to document the current state of processes and the business. Typically works without supervision and may provide technical guidance.Works with full competence to conduct gap analysis between current and future states to identify components of the overall change strategy. Typically works without supervision and may provide technical guidance.Works without supervision and provides technical guidance when required to orient the seller's organization around delivering to the key needs of their customers. Education Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required) Work Experience General Experience - 3 to 6 years Certifications Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: Grow professionally and inspire others to do the sameWork with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mindTake ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Posted 3 days ago

K logo
KnotNew York, New York
About Knot Knot’s mission is to empower consumers and businesses alike with connected merchant and banking experiences. Knot is like “Plaid for merchant connectivity.” We are building the platform connecting merchants to the many applications that consumers and businesses interact with everyday. Our flagship CardSwitcher product allows consumers to instantly update & manage their cards on file with online merchant accounts (e.g. Netflix or PayPal), while newer products like TransactionLink support the retrieval of receipt-level transaction data and AgenticShopping enables 1-click, native shopping experiences. Founded in 2021, Knot was founded by two brothers and Thiel Fellows - Rory and Kieran O’Reilly - and today powers connected online payment experiences for hundreds of thousands of consumers. Companies like American Express, PayPal, Current, BILT, Step, and more choose to embed Knot’s SDK in their apps to power best-in-class experiences for their customers. Knot is proudly backed by a select group of investors, including Nava Ventures, 8VC, American Express, Plaid, and co-founders & CEOs of prominent companies like Twitter, Warby Parker, Allbirds, Casper, Intercom, Deel, Italic, DraftKings, and many more. About the role Knot is expanding across the digital banking ecosystem, and this role will play a key part in our GTM function, expanding upon our existing track record of success with Tier 1 banks across North America. This is a hands-on operator role focused on outbound execution and closing new business across a defined list of target Tier 1 banking customers. What you’ll be doing Execute Knot’s enterprise banking sales playbook by prospecting, engaging, and closing Tier 1 banking customers across North America Manage a defined list of target accounts and drive consistent, high-quality outbound outreach to key decision-makers Run the entire sales cycle from initial outreach through qualification, demo, contracting, and close Maintain organized, accurate tracking of all outreach, pipeline progress, and closed-won deals in internal systems Provide structured feedback from customer and partner interactions to help refine messaging and improve channel effectiveness Collaborate closely with the CEO, GTM Lead and Product team to ensure alignment on customer needs and technical capabilities Consistently achieve or exceed activity, pipeline, and revenue targets within your assigned accounts Who you are Significant experience selling complex technology solutions into Tier 1 banks Expertise in navigating the sales cycle within enterprise banking. How to create & maintain velocity in the sales cycle Demonstrated ability to execute structured outbound campaigns and close new business, not just source leads Highly organized, detail-oriented, and comfortable managing multiple deals simultaneously Strong communicator who can translate Knot’s technical capabilities into tangible commercial value for financial institutions Motivated by precision, ownership, and the opportunity to directly influence revenue within a small, high-performing team What we offer Interesting and challenging work Competitive base salary + up to 20% annual bonus + generous early employee equity + benefits 100% medical, dental, and vision insurance coverage for you and your dependents (U.S.) Unlimited PTO Parental leave Beautiful NYC office in the heart of Flatiron Herman Miller Aeron desk chair Food (snacks, frequent lunches & often dinner for those working late)

Posted 2 weeks ago

T logo
Truist BankHouston, Texas
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 relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector. Industry coverage includes industrials, financial sponsors, consumer and retail, healthcare, financial institutions, energy, and technology, media and telecom. Senior investment banking professionals are expected, over time, to generate a balanced mix of M&A, debt and equity capital raising of $7 million to $30 million subject to the attributes of their sector coverage. In addition, senior investment banking professionals are expected to "sell the bank" by appropriately positioning the banks treasury and payment solutions product suite as well as floating rate and F/X, private wealth, insurance and other services. Senior investment banking professionals are also expected to serve the bank's corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals. 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. 1. Plays an integral role in supporting new business development, due diligence, and/or transaction execution2. Independently performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, executing transactions, as well as working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis3. May coach and mentor Analysts or Interns 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. 1. BA/BS degree 2. Minimum of 6 years of related work experience 3. Strong knowledge of investment banking, market, industry sector, and/or financial products 4. Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions 5. Strong organizational and leadership skills 6. Advanced skills in written and oral communications, and interpersonal relationship management 7. Solid analytical and sales skills Preferred Qualifications 1. MBA degree, with a Finance focus2. 8+ years of related work experience3. Experience in mentoring and coaching - The annual base salary for this position is $175,000 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 1 week ago

Baird logo
BairdChicago, New York
High-Profile Deals, Major Growth, the Right People Behind You. Grow Far at Baird. Baird offers a different kind of start to a career in investment banking, built on high-performing teams and a culture that supports your growth. Here, you’ll build skills through real transactions, close collaboration with peers and mentors and a culture focused on shared success.​ Driving Results Through Creative Debt Strategies Join Baird’s Debt Advisory team – part of our Capital Solutions Group – and gain hands-on experience providing analytical support across the spectrum of financing and capital structure advisory services. Our capabilities include raising asset-based, first and second lien, unitranche, mezzanine, high-yield and other structured debt instruments on behalf of corporate clients. With deep expertise, creativity and an unwavering commitment to client success, we excel in navigating the unique capital needs of our clients. Learn more . Summer 2027 Analyst Internship Program Our competitive intern program is a robust 10-week experience that offers real transaction exposure and a meaningful work experience. Interns are valuable team members who learn from experienced professionals in a collaborative and dynamic environment. Located in either our New York or Chicago office, interns must be flexible to work full-time during the summer. Significant hours are required. What You’ll Do​ Support the Debt Advisory team by providing analytical support across a range of transactions, including acquisition financings, dividend recaps, refinancings and balance sheet restructurings Work with your team to perform credit analysis, build financial models and create marketing materials​ Contribute to business development efforts through research, analysis and preparation for client meetings and pitches​ Work side-by-side with both junior and senior investment bankers, gaining hands-on experience across every stage of a deal ​ What You’ll Gain​ Contribute to every stage of a transaction, from conducting research to facilitating due diligence​ Gain insight into how teams collaborate across geographies, sectors and specialties to support client objectives​ Take on meaningful responsibility and contribute to conversations with investor and corporate management clients around the world​ Grow in a culture built on respect and shared values, where ambition and collaboration go hand-in-hand and hard work is recognized through opportunity​ What It Takes​ Current enrollment in a bachelor’s degree program required with a graduation date of winter 2027 or spring 2028 A candidate energized by learning, teamwork and real responsibility​ Proven academic record and a passion for finance (a finance degree is helpful, but not required)​ Drive, resilience and a strong work ethic​ Ability to work independently and thrive in a collaborative setting​ Strong mathematical, writing and verbal skills; relevant software proficiency​ Compensation and Benefits: Base Salary: $110,000 (pro-rated for summer program) Interested? Complete the Suited Assessment and Apply Today As part of our application process and to be considered for our Summer 2027 Analyst Internship Program, you must complete the Suited assessment. Sign up and complete here. Your Baird application is not complete until you submit the assessment. For questions and additional information, contact: Baird Global Investment Banking Recruiting ibrecruiting@rwbaird.com Visit our U.S. Internship Program page for FAQs . Learn more about our platform at www.BairdGlobalInvestmentBanking.com . Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Learn more about our internship programs and review frequently asked questions . Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Posted 1 day ago

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

Posted 1 week ago

T logo
Truist BankCharlotte, North Carolina
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: Analyze and evaluate internal systems and procedures of assigned line of business by way of assigned projects, concentrating specifically on the efficiency and effectiveness of these systems and procedures, and the overall quality of the results or services provided. Assigned projects are high priority and may be high risk. May manage a small group of analysts. 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. 1. Perform special projects as assigned in the general areas of problem identification and resolution, performance and productivity improvement as well as quality enhancements. 2. Responsible for recommendation of improvements and enhancements within area of responsibility. This is to include completing process mapping, workflow analyses, and process re-engineering. 3. Prepare detailed procedural manuals for area of responsibility. 4. Coordinate and participate in any training that is necessary as a result of conclusions reached in project-related activities or system implementation. 5. Provide application support, which includes problem research, analysis, resolution, and on-call support. 6. Upon assignment of a recommendation or stated enhancement project, complete a full evaluation to include efficiency, effectiveness and cost benefit analysis. 7. Maintain and communicate knowledge of industry trends and technology. Develop and maintain a professional relationship with vendors supporting assigned systems. 8. Help ensure regulatory compliance as applicable. 9. Act as the technical resource for assigned systems, to include preliminary project plans, project workbooks, etc. for necessary actions involving IT for enhancements, upgrades or implementation. 10. Maintain statistics, records and reports that help establish quality control standards at an acceptable rate. 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. 1. Bachelor’s degree in business or equivalent education and related experience 2. Seven years of banking experience, three years as a Line of Business expert or Senior Business Analyst 3. Excellent negotiation and presentation skills. 4. Thorough analytical, planning and quality control, problem-solving and organizational skills 5. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. 6. Strong interpersonal and communication skills, verbal and written; ability to successfully interact with and influence all levels of management and staff. 7. Creative, flexible, decisive, and adaptable to a dynamically changing business/production environment 8. Ability to support daily activities for large, multi-function operations of moderate to high risk in operations in a 24 X 7 environment 9. Thorough understanding of process and production management principles. 10. Demonstrates effective strategic planning and process improvement aptitude for multiple bank operations functions Preferred Qualifications: 1. Advanced degree in Business, or equivalent education and related experience General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site . Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

Posted 6 days ago

Wells Fargo Bank logo
Wells Fargo BankNew York, New York

$185,000 - $300,000 / year

Corporate & Investment Banking (CIB) delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe. This position will serve as the Global CIB Senior Business Manager (COO) for the Corporate Banking Financial Institutions business within CIB Banking Coverage. CIB Banking’s industry-aligned model covers Banks, Consumer & Retail, Healthcare, Energy & Power, Financial Institutions, Industrials, Technology, Media, and Telecommunications. This role will play a critical role in the development of the overall Corporate Banking Financial Institutions coverage management strategy, lending activities, human capital management, running the day-to-day operations of the business, and business transformation – in coordination with partners across CIB and Wells Fargo. The Senior Business Manager will work directly with business leaders and support partners across the organization and will serve as a trusted advisor and extension of the Co-Heads of the Corporate Banking Financial Institutions business. The COO will manage all internal functions and initiatives supporting the business, including Technology, Compliance, Legal, Corporate Real Estate, Business Continuity, HR, Recruiting, Marketing, and Communications. This includes efforts related to financial and management reporting, client planning, hiring, and operational oversight. In supporting a global business, this role will have dual accountability and reporting to the Corporate Banking Coverage Senior Business Manager and International Banking & Capital Markets Senior Business Manager. Responsibilities include, but are not limited to: Partners with Group Heads, banking leaders, and portfolio management to set strategic direction for business and ensure consistent communication to banking teams Partners with support leaders (HR, Compliance, Finance) to enable consistent execution and implementation of Group Heads’ priorities in line with WF / CIB policies and procedures Engage team on planning and oversight of client pipeline management and budgeting, headcount and resource planning, and any other relevant strategic initiatives across groups Execute against risk & control priorities, including close partnership with Business Control Executives Manages direct expenses, industry specific vendor relationships and market data for their groups Drive business priorities including account planning, quarterly portfolio reviews and capital optimization efforts, as well as product partner alignment with traditional banking and investment banking products leaders Coordinate efforts around client meeting and industry events Drive the continued, successful integration of the industry teams through communication, collaboration and leadership Oversee all day-to-day operations to maintain operational oversight of group activities within industry vertical Partner with Compliance, Legal and Risk partners on risk reviews and audits to ensure the businesses remain compliant with regulatory and internal standards as well as ensure appropriate remediation of critical issues Work with Finance to track and regularly report on financial performance and projections. Required Qualifications: 7+ years of corporate & investment banking business management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: In-depth understanding of investment banking and corporate banking products including Global Treasury Management, Trade Finance, loan underwriting and portfolio management, Capital Markets, M&A, and other Corporate Banking products Experience in problem analysis, solution implementation, and successful change management for large scale changes Ability to manage large-scale initiatives including stakeholders across business and technical teams Ability to research and report on a variety of issues using problem solving skills Excellent verbal, written, and interpersonal communication skills Ability to motivate a team and lead strategic initiatives, collaborating across a large organization and multi-tasking as required Job Expectations: For U.S.-based employees, FINRA registration including Series 24, 79 and 63 (or FINRA recognized equivalents) Ability to travel up to 20% of the time Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $185,000.00 - $300,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 11 Jan 2026 Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Posted 1 day ago

Rho logo
RhoSan Francisco, California

$90,000 - $165,000 / year

About Us Rho is the modern banking platform built for startups. Open accounts in minutes, issue cards, manage expenses, pay bills, and close the books – all in one connected platform backed by real human support. About the Role We’re seeking San Francisco-based sales professionals with a track record of success in achieving new business and growing a current book of business. The ideal candidate will be driven, organized, and display a natural ability to build rapport and trust. We’re looking for that perfect blend of sales drive coupled with a customer-first mentality that will help us create loyal, happy customers. Rho has built a substantial community in the New York startup market. Hosting community-driven events, curated get-togethers, and more for founders and teams in the ecosystem has spread the Rho brand across many verticals. San Francisco will be growing at the same speed and the Rho team with it. You will be responsible for organizing and attending Rho-sponsored events throughout the market geared towards building community and onboarding new business. Responsibilities Event-Driven Role – Attend multiple in-person networking events every week to build relationships and engage with the startup community. Must be comfortable with frequent face-to-face interactions. Identify and target high-growth startups in the San Francisco area for Rho’s cash management platform. Win new business in competitive sales against the industry’s incumbents and newer players. Attend Rho-sponsored events in person to build relationships and community. Develop and execute sales strategies to meet and exceed revenue targets. Ramp relationships and expand referral volume through networking. Advocate for client needs to inform Rho’s roadmap. Win new business in competitive sales against the industry’s incumbents and newer players. Construct, forecast, and manage your sales pipeline to meet company goals. Deliver comprehensive product demos and answer technical inquiries. Coordinate closely with customer success and implementation teams to maintain the highest level of service and experience. Qualifications 3+ years of professional experience in a closing sales role. 1+ years of experience managing a book of business and carrying a quota, focusing on net-new acquisitions. Previous experience working in any one of the following areas is preferred: Experience selling subscription-based software technologies (SaaS), other software products, and/or financial services products. Experience working with startups. Top-performer with a track record of consistently exceeding quota. A consummate team player who enjoys wearing multiple hats and inspiring everyone around you to do great work. A builder who is excited to help shape the foundation for Rhos’ Startup Banking team in San Francisco. Nice-to-Have Familiarity with the startup ecosystem and venture accelerators Our people are our most valuable asset. The budgeted base salary for this role is $90,000 with an OTE of $150,000-165,000. Base salary may vary depending on relevant experience, skills, and business needs. In addition to base pay, Rho offers equity, healthcare benefits and paid time off. Diversity is a core value at Rho. We’re passionate about building and sustaining an inclusive and equitable environment for all those involved with our mission, including employees, contractors, candidates, customers and vendors. We believe every member of the Rho community enriches our ability to provide a broad range of ways to understand and engage with the market, identify problems, and drive solutions that align with our mission. We welcome all qualified applications and support each of our Rho’ers with ongoing professional growth opportunities.

Posted 3 weeks ago

Z logo
ZRSOrlando, Florida
Job Description: The Banking Coordinator performs duties to process a wide range of Banking and Treasury tasks and provides administrative support to the Treasury Department. DUTIES & SPECIFICATIONS:The Banking Coordinator’s primary responsibilities shall include but are not limited to: Review, process, and reply to all assigned banking requests in the internal banking ticketing system. Collaborate with Accounting, Treasury, Regional Managers, Accounts Payable, and Banks to address banking inquiries in a timely and efficient manner. Analyze documents provided by various banks for the update of signers or for the opening/closing of accounts, including distributing and collecting signature cards. Prepare and submit required documentation to banks, ensuring proper forms and signer's information are included. Process new account announcements and assist with the closure of accounts by reviewing and preparing necessary packages for banks. Maintain and update Excel spreadsheets for informational or tracking purposes, as needed. Handle daily processing of Positive Pay and P Card Program Administration. Assist Accounts Payable with mailing checks and 1099 forms. Input wire and transfer requests, set up banking templates, and confirm wire instructions as needed. Assist in the documentation and maintenance of Standard Operating Procedures. Perform data entry and other Treasury-related duties as required. Communicate consistently via phone and email with financial institutions and field support to ensure smooth operations. Maintain the highest standards of personal, professional, and ethical conduct in all business interactions. Participate in meetings and work groups to integrate activities, communicate issues, obtain approvals, resolve problems, and stay informed on new developments, policies, and Treasury guidelines. Assist with special projects, tasks, and other related duties as assigned by management. SKILLS, KNOWELDGE & ABILITIES: Excellent computer skills and proficiency with Windows and Microsoft Office Suite. Ability to read and write in English in a professional manner. High level of professionalism, poise, and ability to adapt to changes. Strong customer service and interpersonal skills. Demonstrated effective communication skills, both verbally and in writing. Ability to work independently and as part of a team, with a self-driven approach to responsibilities. QUALIFICATIONS: 2 years of functional experience in Finance, Banking or Cash Management; or equivalent combination of education and experience. Associate's Degree in Accounting/Business or related field from an accredited college or university preferred. WORKING CONDITIONS & PHYSICAL DEMANDS:Banking Coordination works in an office environment. This person should be able to sit for an extended period of time. This person should be able to push, pull, stoop, kneel, reach, grasp, talk, hear, climb, and lift objects up to 5 pounds with ease. This person should be able to operate office equipment such as computer/phone/fax/scanner/etc. They work normal business hours The position will work normal business hours in the corporate office for the first 6 months, with the possibility of transitioning to a hybrid schedule following a 6-month review. We offer full-time, career-track positions with competitive pay, health, dental, vision and life insurance; housing discounts, vacation, paid holidays, exceptional 401k plan with employer match and much more!!!! We are an Equal Opportunity Employer Drug Free Work Place ZRS Management is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Posted 1 week ago

Wells Fargo Bank logo
Wells Fargo BankRaleigh, North Carolina
About this role: Wells Fargo is seeking a Senior Commercial Banking Relationship Manager for clients with annual revenue of $25MM to $100MM supporting the Raleigh market as part of the Commercial Bank. Learn more about career areas and business divisions at wellsfargojobs.com In this role, you will: Apply solid understanding of core commercial banking solutions, including commercial lending, treasury management, and related financial products. Completion of a formal commercial credit training program with demonstrated proficiency in credit analysis, underwriting, and portfolio evaluation. Demonstrated experience supporting or managing commercial client relationships, typically within the $25MM–$100MM revenue range. Growing professional presence within the Raleigh market, with developing connections to centers of influence and local business networks. Ability to collaborate effectively across internal teams to support delivery of integrated banking solutions and consistent client experience. Demonstrated capability in business development activities, including identifying prospects, supporting client acquisition, and expanding existing relationships. Strong risk awareness, with experience applying credit policy, monitoring portfolio performance, and escalating emerging risks appropriately. Effective communication and relationship‑building skills, with the ability to work confidently with clients and internal partners at various levels. Required Qualifications: 4+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Working knowledge of commercial banking products such as commercial lending, treasury management, and related financial solutions. Formal commercial credit training with demonstrated skills in credit analysis, underwriting, and assessing portfolio risk. Experience supporting or managing relationships with commercial clients, within the $25MM–$100MM revenue segment. Developing network within the Raleigh market, with growing engagement across local business and industry channels. Ability to partner effectively across internal teams to support delivery of comprehensive banking solutions. Demonstrated aptitude for business development, including prospect identification and contributing to client acquisition and growth efforts. Strong risk awareness and sound judgment, with experience applying policy expectations and identifying emerging risks. Clear and professional communication skills, with the ability to build credibility and collaborate with clients and internal partners. Job Expectations: This position is not eligible for Visa sponsorship Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process Ability to travel up to 10% of the time #CommercialBanking Location: 4208 Six Forks Road- RALEIGH, NC 27609 Posting End Date: 23 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Posted 1 day ago

Houlihan Lokey logo
Houlihan LokeyWashington DC, District of Columbia

$110,000 - $130,000 / year

Business Unit: Corporate Finance Industry: Industrials Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Aerospace, Defense & Government Services Houlihan Lokey’s Aerospace, Defense, and Government (ADG) team is consistently ranked the No. 1 M&A advisor for companies in the middle-market. With over 30 investment bankers, split between LA and DC, our ADG team is among the largest focused groups on Wall Street. Our senior leadership team has a multi-decade track record of executing the highest quality and impact transactions in the sector and has tremendous continuity together. The team focused primarily on sell-side M&A for a variety of high-quality privately held, private equity held, and public companies. We are widely recognized as a trusted advisor in the sector and regularly involved in industry-defining transactions across the highest-impact sub-verticals in the market. Job Description Analysts are an integral part of Houlihan Lokey’s business activities and play a key role in the delivery of exceptional service to our clients around the globe. Houlihan Lokey hires Analysts to work specifically as part of industry aligned teams, assisting with a variety of investment banking services and transactions. This position will be based in Houlihan Lokey’s Washington, D.C. office, working with their established team of ADG Group bankers. As part of our team, you will: Prepare, analyze, and help explain historical and projected financial information Perform valuations of companies and businesses Coordinate and perform business due diligence and execute M&A transactions Prepare confidential memoranda, management presentations, marketing pitches, and other presentations Assist in the marketing and execution of existing engagements Build relationships and maintain direct contact with clients, prospective clients and professional advisors The environment at Houlihan Lokey is both collegial and entrepreneurial. Teamwork is essential to the firm’s success. At the same time, creativity and new ideas are encouraged. Financial Analysts are given substantial responsibility and are encouraged to help us grow our business. Basic Qualifications The ideal candidate will have prior investment banking experience, a strong work ethic, and the ability to work independently in a fast-paced environment. While teamwork is essential to the firm’s success, creativity and new ideas are encouraged. At least one year of investment banking experience is required Coursework in accounting and finance required Strong analytical capabilities and excellent verbal and written communication skills A fundamental understanding of valuation theory, methodologies, and application Preferred Qualifications Strong financial and computer (Excel, Word, and PowerPoint) skills Demonstrated ability to work cooperatively with all levels of staff Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000 - $130,000 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-115314

Posted 1 week ago

Baird logo
BairdCharlotte, North Carolina
Internship - Investment Banking Analyst (Summer 2027) High-profile deals, major growth, the right people behind you. Grow far at Baird. ​ Baird offers a different kind of start to a career in investment banking, built on high-performing teams and a culture that supports your growth. Here, you’ll build skills through real transactions, close collaboration with peers and mentors and a culture focused on shared success.​ Summer 2027 Analyst Internship Program Our competitive intern program is a robust 10-week experience that offers real transaction exposure and a meaningful work experience. Interns are valuable team members who learn from experienced professionals in a collaborative and dynamic environment. Located in our Charlotte office, interns must be flexible to work full-time during the summer. Significant hours are required. What You’ll Do ​ Provide analytical support across mergers and acquisitions, public offerings and other financial advisory services​ Work with your team to prepare company valuations, build financial models and create marketing materials​ Contribute to business development efforts through research, analysis and preparation for client meetings and pitches​ Work side-by-side with both junior and senior investment bankers, gaining hands-on experience across every stage of a deal ​ What You’ll Gain ​ Contribute to every stage of a transaction, from conducting research to facilitating due diligence​ Gain insight into how teams collaborate across geographies, sectors and specialties to support client objectives​ Take on meaningful responsibility and contribute to conversations with investor and corporate management clients around the world​ Grow in a culture built on respect and shared values, where ambition and collaboration go hand-in-hand and hard work is recognized through opportunity​ What It Takes ​ Current enrollment in a bachelor’s degree program required with a graduation date of winter 2027 or spring 2028 A candidate energized by learning, teamwork and real responsibility​ Proven academic record and a passion for finance (a finance degree is helpful, but not required)​ Drive, resilience and a strong work ethic​ Ability to work independently and thrive in a collaborative setting​ Strong mathematical, writing and verbal skills; relevant software proficiency​ Compensation and Benefits: Base Salary: $110,000 (pro-rated for summer program) Interested? Complete the Suited Assessment and Apply Today As part of our application process and to be considered for our Summer 2027 Analyst Internship Program, you must complete the Suited assessment. Sign up and complete here. Your Baird application is not complete until you submit the assessment. For questions and additional information, contact: Baird Global Investment Banking Recruiting ibrecruiting@rwbaird.com Visit our U.S. Internship Program page for FAQs . Learn more about our platform at www.BairdGlobalInvestmentBanking.com . Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Learn more about our internship programs and review frequently asked questions . Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Posted 1 day ago

F logo
First National Bank Of PennsylvaniaHermitage, Pennsylvania
Primary Office Location: 4140 East State Street. Hermitage, Pennsylvania. 16148. Join our team. Make a difference - for us and for your future. Position Title: Electronic Banking Representative Business Unit: Operations Reports to: Supervisor of Electronic Banking Position Overview: This position is primarily responsible for processing Automated Clearing House (ACH) files and functions related to ACH including, but not limited to, ACH Returns, Noc's, Research and other miscellaneous items or responsible for Processing Incoming and Outgoing Wires including, but not limited to, SWIFT processing, Return wires, Research and other miscellaneous items. Primary Responsibilities: Processes and balances incoming and outgoing Automated Clearing House (ACH) files while meeting all deadlines.Maintains confidentiality at all times due to the extreme sensitivity of the information in the Automated Clearing House (ACH) files.Works closely with Computer Room and Treasury Management. Processes Incoming, Outgoing and SWIFT wires, supports International Banking Dept and Service Messages and balances and performs End of Day (EOD) functions in Wire Software/Federal Reserve while meeting all deadlines.Maintains confidentiality at all times due to the extreme sensitivity of the information in the wire transfers. Processes ACH Reg E Dispute Returns following all Reg E guidelines and internal procedures. Researches and resolves phone and email requests, issues, problems and questions related to ACH or Wire transfers. Processes Incoming ACH Returns, Notice of Changes (NOC's), prenotes, Death Alerts, Treasury Returns, Eim Exception returns, outgoing ACH Returns and NOC's over Fedline and Subpoenas. Maintains daily and monthly spreadsheets for department statistics including the Wire Processing Memo Trending report that is monitored by the Payment Committee. 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: High School or GED Minimum#### of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent communication skills, both written and verbal Ability to work and multi-task in a fast paced environment Detail-oriented Ability to use general office equipment Ability to use a personal computer and job-related software MS Word- Intermediate Level MS Excel- Intermediate Level Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Posted 1 day ago

1St Summit Bank logo
1St Summit BankAltoona, Pennsylvania
ESSENTIAL FUNCTIONS:Attracts, advises, and serves existing and prospective customers by:• With every customer interaction, have in-depth conversations, in person and by phone, utilizing the C.A.R.E model to help customers work toward and achieve financial wellness.• Provide extraordinary service to customers resulting in a full pipeline of referral opportunities.• Provides direct and immediate response to customer requests or needs.• Develops a top customer calling list.• Completes High Touch Calls through analyzing current customer relationships and proactively contacting them with recommendations to help them achieve financial success.• Listen, assess, and solve customer problems.• Completes IQ Lead calls daily with the opportunity of retaining existing business and bringing in new business. Develops and maintains a broad knowledge of products and services to appropriately support customer needs: Collaborates with other internal business partners to provide customers with a full range of financial solutions to meet their needs:• Wealth Management• Electronic Banking• Loan Provides prompt, accurate, and efficient customer service by processing a wide array of transactions:• Opens new accounts on the platform system.• Completes transactions on the teller processing system.• Processes Cash Advances, Pre-Paid Cards, Check Orders, etc.Proficient in Electronic Banking to:• Provide solutions to our customers’ needs.• Answer our customers’ technical questions. Provides administrative support to the PBO/Supervisor and team by remaining aware of departmental goals, providing ongoing communication, and organizing priorities to meet customers’ needs and deadlines. Duties can involve all the following:• Assists with the accumulation and completion of various Reports, Logs, and job duties to ensure timely delivery as directed by PBO/Supervisor.• Preparing correspondence, filing, phone inquiries and other clerical duties.• Contact overdraft and delinquent customers.• Complete file maintenance on customer accounts.• Requisition office supplies, loan documents, new account supplies, Money Orders,• Treasurer’s Checks, Pre-Paid Cards, etc.• Maintain Scanner and ATM.• Balance Vault, Cash Advance Machine, and ATM daily.• Transfers cash to and from the vault.• Performs check cashing overrides when the PBO/Supervisor is not available;• Open and close the branch in the absence of the PBO/Supervisor Strict adherence to security procedures, Bank Secrecy Act, USA Patriot Act, and safeguarding customer information: • Participates in meeting Community Banking Department's long- and short-term goals and objectives:•Attends and participates in annual meetings to develop departmental goals and objectives.•Attends and participates in meetings to discuss and evaluate progress on meeting goals and objectives:• oDaily 5 Minute Meetings.• oWeekly Relationship Building Conference Calls.• oWeekly Branch Based Sales Meetings.• oMonthly Employee Relations Meetings. Performs other duties as assigned or directed. REQUIRED SKILLS/ABILITIES:• Excellent verbal and written communication skills.• Exceptional organizational skills and strong attention to detail.• Basic computer skills and digital awareness.• Typing 40 wpm.• Must be results oriented.•Manual dexterity and numerical skills.•Knowledge of all products and services and all office functions.•A positive, enthusiastic attitude.•Ability to multi-task.• Proficient with Microsoft Office Suite or related software. SUPERVISORY RESPONSIBLITY:•This position does not supervise employees. EDUCATION and EXPERIENCE:•High School diploma or GED.•Associates Degree preferred.•Minimum One (1) to Three (3) years in customer service and sales experience. PHYSICAL REQUIREMENTS:•Ability to concentrate and perform responsibilities by maintaining a constant state of focus and mental alertness.•Ability to lift up to 25 pounds (i.e., heavy boxes or coin).•Ability to communicate in person, through email or via telephone with customers and staff members.•Ability to sit or stand for an extended period.•Specific vision abilities required by this job may include close vision and the ability to adjust focus.•Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Posted 2 weeks ago

MidFirst Bank logo
MidFirst BankEdmond, Oklahoma
The Assistant Banking Center Manager will assist the Banking Center Manager with the daily operations of the banking center as well as provide leadership to a team of sales and service professionals to meet and exceed sales goals and provide valued service to customers. This position is also responsible for a variety of duties focused on the development of new business, as well as retaining and expanding current relationships with customers. Duties will include, but are not limited to, the following: Assist in overseeing the operational functions of the banking center and provide support to staff (i.e. answer questions, coach, provide encouragement, feedback, and constructive criticism as needed) Perform required steps to process loan applications and customer originated financial transactions, open new accounts and sell banking products and services Build and maintain relationships with customers to uncover and satisfy their needs through the sale of financial products and services Generate sales leads through community outreach activities and develop business partners, while building internal relationships Respond to customer inquiries and concerns to create positive solutions/outcomes Ensure audit/compliance procedures are followed, while maintaining the highest level of customer service; Ensure completion of regulatory compliance and training specific to sales and service responsibilities Ensure security measures are adhered to regarding opening and closing procedures Friendly, outgoing, assertive, confident, and enthusiastic personality Supervisory duties will include, but are not be limited to: coaching, counseling, scheduling, training, approving transactions, coordinating job duties, reviewing time cards, preparing and conducting performance evaluations Required Skills: Minimum of three years successful sales experience in an incentive-driven or relational selling environment; demonstrated performance in meeting and exceeding goals. Previous banking experience is preferred. Supervisory abilities, including: leadership skills, sound decision making, the ability to motivate others, and the capability to address conflict in a positive and productive manner. Proven ability to proactively and effectively participate in a sales program, as well as meet or exceed expectations for the sales and referral activities established for this position. Must have a current Notary or be willing to become one (pursue application, bond and notary seal) at the Bank’s expense. Availability to work weekends and/or extended hours as required. Proficient with all Microsoft applications (Word, Outlook, Excel etc.) Preferred Skills: Extensive knowledge and familiarity of banking products and services Bilingual (fluent verbal and written English/Spanish) skills; Sales management experience within a retail banking environment. Physical Requirements: This position requires long periods of standing or sitting as well as typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds. MidFirst Banking Center Hours of Operations: Monday- Friday from 7:15 a.m.- 6:15 p.m. and Saturday from 8:45 a.m. to 1:15 p.m. (Full time employees are scheduled for 40 hours per week within these time frames) Candidates must be available to work weekend hours. #ABCM

Posted 2 weeks ago

Raymond James logo
Raymond JamesChicago, Illinois

$80,000 - $105,000 / year

Job Description Summary Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock. Will work on every aspect of the transaction process, including participating in drafting sessions, new business proposals and due diligence meetings. Job Description Responsibilities: Advise others on how to design new processes and systems that meet professional standards.Identify and evaluate complex, expertise-led solutions against a range of criteria to find the ones that best meet business needs.Use data from a wide range of sources to analyze key themes and identify possible impacts on the business.Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios.Assign short-term work schedules to a team of subordinates in order to achieve expectations while following established timelines.Explore issues or needs, establishing potential causes and barriers, as well as related issues.May include such responsibilities as supporting internal customers or helping senior colleagues manage internal client relationships.Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience.Develop and deliver financial guidelines and protocols to ensure the company complies with regulations and good financial practice.Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.Contribute to the management of partnering relationships with internal clients, building effective working relationships and providing high-quality professional services to support in delivering business strategy and plans.Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.Manage relationships with small clients while also helping senior colleagues manage relationships with larger key clients and customers.Skills: Acts as the organization's authority and established expert on understanding and using standard office equipment and standard software packages to support business processes.Works independently and provides guidance and training to others on analyzing data trends for use in reports to help guide decision making.Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.Works without supervision and provides technical guidance when required on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.Works without supervision and provides technical guidance when required on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives.Works without supervision and provides technical guidance when required on interpreting and applying knowledge of laws, regulations and policies in area of expertise.Works without supervision and provides technical guidance when required on developing appropriate plans or performing necessary actions based on recommendations and requirements.Works at an advanced level to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works independently and provides guidance.Works at an advanced level to understand business context, needs, rules, and architecture, as well as organizational structure, cultures, capabilities, and processes to document the current state of processes and the business. Typically works independently and provides guidance.Works at an advanced level to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the return on investment. Typically works independently and provides guidance.Uses comprehensive knowledge and skills to act independently while guiding and training others to orient the seller's organization around delivering to the key needs of their customers. Applies comprehensive knowledge and skills to work independently while providing guidance and training to others on acquiring, organizing, protecting and processing data to fulfill business objectives.Works at an advanced level to envision and document the future state of processes and products by identifying the solution scope, potential value of the future state, and the changes to the process, products, organization infrastructure, capabilities, and technology necessary to achieve the desired future state. Typically works independently and provides guidance.Uses comprehensive knowledge and skills to act independently while guiding and training others to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution.Works at an advanced level to conduct gap analysis between current and future states to identify components of the overall change strategy. Typically works independently and provides guidance.Uses comprehensive knowledge and skills to act independently while guiding and training others to uncover clients’ explicit needs and/or unforeseen opportunities and challenges.Works without supervision and provides technical guidance when required on managing client accounts in a way that provides benefits both for the organization and its clients.Conducts research and analyzes data without supervision while providing technical guidance as needed in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments.Communicates with other people without requiring supervision and provides technical guidance when required on speaking in a clear, concise and compelling manner.Works without supervision and provides technical guidance when required on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations.Works without supervision and provides technical guidance when required on achieving full compliance with applicable rules and regulations in management and/or operations. Education Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required) Work Experience General Experience - 13 months to 3 years Certifications Salary Range $80,000.00-$105,000.00 Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: Grow professionally and inspire others to do the sameWork with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mindTake ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Posted 2 weeks ago

T logo

Wealth Private Banking Advisor II (Baltimore, Bethesda, Greater Washington)

Truist BankBaltimore, Maryland

$110,000 - $130,000 / year

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Job Description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

The Wealth Private Advisors primary responsibility is to deepen client relationships around banking, credit, and insurance with Wealth segment clients. The Wealth Private Advisor will act as the point of contact for the Private Client Group Financial Advisors (FAs) within their assigned Truist regions. The Wealth Private Advisor will coordinate with PCG FAs to deliver Truist Wealth banking Solutions for clients that have over $1MM in investments at Truist. The Wealth Private Advisor will identify and fulfill banking and credit solutions for clients where the FA will act as the Primary Relationship Advisor.The Wealth Private Advisor will build and maintain successful and effective partnerships with internal IRM (Integrated Relationship Management) partners including: FAs, Insurance Specialists, Wealth Lending Officers, Small Business Specialists, Mortgage Loan Officers, etc. The Wealth Private Advisor will be held accountable for relationship partnership with FAs. The Wealth Private Advisor should have working knowledge and experience in investments, banking, insurance, and lending products to provide appropriate recommendations to meet client needs and financial goals.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time.

1. Work with PCG FAs to deliver Wealth Banking and Credit solutions for clients with +1MM of investments at Truist.

a. Develop and deliver video (primary) and in person presentations to small and large groups alike, in order to demonstrate and train on the value of a Wealth Private Advisors relationship with both internal and external partners.  

Leverage business knowledge and the Trusted Wealth Relationship and Advisory Process (Wrap) to call upon existing clients and determine appropriate strategies to meet client needs by recommending financial solutions for Wealth Private Advisor segment clients.

b. Help FAs and clients set and prioritize goals and develop customized solutions, set a progress timeline to implement multiple strategies and/or solutions and ensure follow up.

c. Work with FAs, clients and potential clients to coordinate information gathering, development and delivery of financial profiling.  In addition, liaise between client and appropriate internal and external partners to implement all solutions and/or recommendations presented in the plan.

d. Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's client relationship management (CRM) system. 

e. Proactively call within the assigned Truist region with IRM partners on identified key IRM partnerships

f. Educate clients and FA on Wealth credit and banking solutions.  Also recommend solutions to clients to help achieve their financial goals.

g. Ensure Credit and Banking Solutions are delivered and serviced with a "perfect client experience"

2. Build strong relationship with Complex and Team Directors in assigned Truist region, in addition to all PCG FAs within region.

a. Develop and execute training for FAs on value and referral process

b. Create on-going two way feedback loops with Complex Directors and PSG FAs

3. Work within the existing audit, compliance and regulatory framework to ensure a high quality, compliant book of business.

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Results oriented with a proven track-record of outstanding ability to motivate and influence others to accomplish objectives.
  • Proven track record of consultative communication and relationship building skills leading to client service, fulfillment and delight in previous roles
  • Highly motivated and self-starter, dedicated, enthusiastic, driven and performance oriented individual with a strong work ethic and a keen ability to convey a sense of urgency to achieve business goals and exceed expectations
  • Must have excellent verbal, written and phone communication skills and demonstrated leadership ability 
  • Ability to handle ambiguity and promptly capable to adapt to changing environment
  • Respected business partner with ability to demonstrate value add to the broader team and can diplomatically handle conflict
  • Demonstrated ability to engage and foster effective revenue generating IRM partnerships 
  • Ideal candidate is a demonstrated team player and collaborator who can transform knowledge and experience into strong productive relationships both internally and externally.
  • Stay abreast of changing economic, legal, financial planning and investment trends and general market and business issues impacting High Net Worth clients.  Serve as a personal financial advisory resource for clients, their attorneys and CPA's. 
  • 4-year degree, 10-15  years of demonstrated leadership ability, 8-10 years of direct sales experience in Financial Services, or 10-15 years of sales experience in a related industry 
  • FINRA licensing: 7, 66 and insurance life and health.
  • Must be able to partner well internally

Preferred Qualifications:

  • CFP, CFA, Master's Degree

The annual base salary for this position is $110,000 - $130,000.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the LawE-VerifyIER Right to Work

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