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Investment Banking Analyst (ILS Focused)-logo
Investment Banking Analyst (ILS Focused)
HowdenNew York, New York
Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service. ​ ​ About Role Howden Capital Markets & Advisory (HCMA) is seeking a highly motivated, investment banking analyst (focusing on Insurance Linked Securities (ILS)) to join our Capital Markets team. Howden Capital Markets & Advisory is the investment banking division of Howden Re and is a boutique investment bank exclusively focused on the insurance industry. HCMA is supported by the Howden Group, which boasts over 13,000 employees across 45 countries. A new Analyst will play an integral role on our teams, predominantly providing broad support on ILS offerings, including investor presentation and offering memo preparation, transaction review and modelling). In addition, the analyst will be exposed to other related financial advisory services for our clients, potentially including advisory work and private capital raising. The Analyst on the HCMA team will be heavily involved in the following tasks: Support cross-functional teams to analyze, structure, and execute securities transactions, including Cat Bond issuance, (re)insurance sidecars, fund raising and other collateralized risk transfer solutions across a variety of structures Preparation of company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation; Develop and present materials to support the origination of new ILS transactions and clients; Assist with developing detailed models, in concert with client teams and other Howden Re analytical resources, to evaluate performance of various structures under different scenarios and assumptions, and to analyze the impacts of such structures to both investors and clients / cedants Prepare presentation materials for use in client meetings; covering topics such as strategic alternatives, capital markets activity and general corporate finance; Leverage FactSet, Bloomberg and S&P Capital IQ to create analysis, drive market intel, etc. Participate in all stages of transaction execution, from the pitch phase through closing. The Analyst will develop their skills through broad and frequent exposure to both other junior and senior bankers. You will have an opportunity to work within one of the premier teams in the (re)insurance industry advisory space. Analysts are critical members of each team and are expected to make a personal impact right from the start. You will work on some of the biggest deals in the (re)insurance capital markets, interact with clients almost immediately, travel for the firm and handle increasingly important responsibilities As part of a team that is focused on delivering best-in-class advice and solutions across the spectrum of corporate finance and capital markets solutions, a new ILS Analyst will have the opportunity, if desired, to work selectively on initiatives and products including M&A advisory and traditional capital raising, in addition to ILS Qualifications: The ideal candidate will have (i) an enduring work ethic and track record of success; (ii) the ability to function equally well in both a team setting and on a self-directed basis; and (iii) excellent mathematical, writing, verbal and computer skills. Key required qualifications include: 0-3 years of experience in investment banking, reinsurance underwriting or broking, catastrophe modelling, or other relevant (re)insurance industry experience (preferably with a focus on alternative risk transfer) Demonstrated academic achievement and excellence outside of academics; Excellent written and verbal skills; Ability to work independently and as part of a team; Demonstrated ability to work in a time sensitive environment and under pressure with tight deadlines; Ability to multi-task with strong attention to detail; Ready to assume a high level of responsibility; Bachelor’s Degree required; well-rounded academic background, with coursework in finance, economics, mathematics, risk management/insurance, engineering or actuarial science is preferred Demonstrated leadership abilities; Solid interest in the financial sector; Excellent PC skills; advanced knowledge of Excel, Word and PowerPoint a must; Series 7, 79, and/or 63 licenses are a plus; will need to be completed upon joining Legally authorized to work in the United States The expected base compensation for this role is $105,000.

Posted 30+ days ago

T
Business Banking Scored Underwriter II
The Huntington National BankBoardman, Ohio
Description Summary: Responsible for underwriting Business Banking loans to determine credit worthiness and compliance with Bank lending policy. Reviews all financial information to make credit decisions. Acts as a liaison to internal customers to resolve business lending issues. Maintains knowledge of lending policy and compliance standards. Works with loans of moderate credit exposure and complexity.​ Duties and Responsibilities: Independently underwrites and approves Business Banking loans up to $1,000,000 . Provides advice to Business Bankers, Branch Managers and Business Banking Specialists on structure and terms. Interacts with Lenders to understand the credit request; obtain information and communicate credit decisions. Clearly documents the detail and requirements of loan decisions, including conditions to close. Basic Qualifications Bachelor's degree in Finance, Accounting or Business 3-5 years of experience underwriting or analyzing business or commercial clients in a banking environment Preferred Qualifications: Microsoft Office Suites (excel, pp, word) Excellent analytical skills along with the ability to write in a concise, logical manner to clearly document transactions risks and mitigants. Customer service focus and good interpersonal skills Ability to work in a fast-paced environment. Experience working in financial sales environment preferred. 3-5 years of experience underwriting or analyzing business or commercial clients in a banking environment, may be suitable if Bachelors Degree in related fields above is not present. Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $57,000 - $62,000 Annually The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 3 weeks ago

Marketing Manager - Commercial Banking-logo
Marketing Manager - Commercial Banking
Texas Capital BankDallas, Texas
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives . At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com . Responsibilities: Define in partnership with the brand, product and sales directors the positioning of Commercial Banking teams and their related products and services. Develop go-to-market calendars in conjunction with Industry and Solutions and Marketing and Communication teams. Define a strategy of key product marketing activities and manage budgets to support the acquisition, deepening and retention of new customers. Deep understanding of product portfolio and collaboration with product team on launches of new products and changes of existing products. Identify and create relevant marketing assets that support the different stages of the product sales cycle; Execute effective marketing strategies to drive awareness, consideration and leads. Partner with content strategist to develop product one pagers, pitchbook slides, insights, and testimonials. Work cross-functionally across all marketing channels to ensure flawless execution of various channel-specific marketing campaigns (e.g. paid media, affiliates, social accounts, website, email and direct mail, events and sponsorships, etc.). Define KPIs that measure and optimize marketing strategies, partnering with sales enablement teams to provide regular reporting and executive summaries on programs and initiatives. Qualifications: 7-8 years plus experience in financial services marketing; B2B preferred. Bachelor’s degree in business or marketing; MBA preferred. Knowledge of Commercial Banking (Middle Market, Business Banking, CRE and SBA Lending) products and solutions. Extensive direct marketing experience with strong understanding of digital marketing techniques. Demonstrated ability to collaborate with cross-functional teams and drive adoption in asset usage. Superior communication, problem solving skills and ability to learn and adapt quickly. Self-motivated with ability to work independently and strong organizational skills. Demonstrates flexibility in a growing and changing environment. Comfortable using collaboration and CRM tools such as Copilot, Asana, Figma, Aprimo and Salesforce. Familiar with marketing automation tools such as Salesforce, Salesforce Marketing Cloud (SFMC), and Google Analytics. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 2 weeks ago

Client Banking Officer ( Temporary up to 90days)-logo
Client Banking Officer ( Temporary up to 90days)
Banc of CaliforniaBeverly Hills, California
BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values – Entrepreneurialism, Operational Excellence, and Superior Analytics – empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN® THE OPPORTUNITY Responsible for providing a full range of best in class professional servicing and fulfillment duties to both internal and external clients. The Client Banking Officer (CBO) – Community Banking Support role is dedicated to supporting Community Banking Relationship Managers. The role performs a variety of operational functions including, but not limited to, onboarding new deposit accounts and treasury products and services for both consumer and business clients with varying degrees of complexity. Handles incoming calls and emails regarding account inquiries from clients and business partners, and ensures daily transactions are processed accurately and efficiently. Consistently applies sound decision making techniques pertaining to inquiries, approvals and requests. Performs all duties in accordance with the company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates. HOW YOU’LL MAKE A DIFFERENCE Onboards Business and Consumer depository products and services that are routed through the Community Banking channel. Completes Treasury Management (TM) set-up forms to enable TM products and services for business clients. Fulfills various types of deposit account maintenance and supersede requests. Gathers, completes and validates for accuracy – CDD/KYC requirements and forms to support depository and TM services. Provides clients with detailed information about their depository and/or TM products and services. Responsible for transaction and wire requests up to prescribed authority limits. Processes, solves, and answers customer inquiries, transactions, or problems while using sound judgment and experience, based on precedent, example, reasonableness or a combination of these. Works daily requests and performs account maintenance, reviews transactions, related documents, verifies work, processes, reconciles, approves routine and complex transactions, and obtains appropriate approvals (i.e. Wire Transfers, Exception Item Processing, Non-Post, Fraud Alerts, Research, Adjustments, Stop Payments, Debit Cards, Mobile Capture Limits, RDC, etc.). Responds to inquiries or refers inquiries to the appropriate department or person, and exhibits the necessary follow through with clients and frontline staff Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct. Performs other duties and projects as assigned. WHAT YOU’LL BRING Knowledgeable of consumer and business account types and document requirements. Knowledge of regulations. Strong organizational and time management skills. Strong oral, written and interpersonal communication skills. Ability to develop rapport with clients, peers and partners. Ability to adapt well to change, work independently and in a group, understand and apply oral and/or written instructions, understand, remember and communicate routine information, understand complex problems and to collaborate and explore alternative solutions. Ability to make decisions that have moderate impact on the immediate work unit. Be able to organize thoughts and ideas into understandable terminology. Organize and prioritize own work schedule on a short-term and long-term basis. Ability to complete routine forms, letters and/or conduct routine oral communication. Ability to make informal presentations. High School diploma required and/or College degree preferred. A minimum of 1 year of client services experience required. 1 year of Banking or Financial Services, business, or equivalent work experience required. Experience in complying with Know Your Customer/Customer Identification Programs SALARY RANGE The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.

Posted 3 weeks ago

Senior Manager, Business Controls - Corporate Banking-logo
Senior Manager, Business Controls - Corporate Banking
Raymond JamesSaint Petersburg, Florida
Job Description Job Summary Under limited supervision, uses extensive knowledge and skills obtained through education, experience and/or certification in banking industry regulatory compliance to ensure first line compliance with banking rules and regulations within Corporate Banking. Manages Corporate Banking compliance functions/programs to ensure compliance processes and procedures are integrated and aligned with business processes and procedures. Responsible for leading compliance reviews and any audits/exams on behalf of Corporate Banking. Leads development and implementation of compliance initiatives. Acts as Corporate Banking subject matter expert regarding compliance and regulatory risk. Works with internal and external business partners to ensure regulatory compliance within the Bank’s Corporate Banking division. Influences strategic direction and develops tactical plans with substantial latitude for independent actions or decisions. Provides comprehensive solutions to complex problems or needs. Maintains extensive contact with internal and external partners to implement solutions and identify, research, and resolve problems. Works closely with senior leaders. Essential Duties and Responsibilities Performs human resource management activities including identifying performance problems, approving recommendations for remedial action, evaluating performance, and interviewing and selecting staff. Plans, assigns, monitors, reviews, evaluates and leads the work of others. All duties and responsibilities are from a first line perspective. Develops and maintains compliance related existing processes and procedures (e.g. Sales Practices, Reg W, Reg U, Fair Lending, Reg B, mortgage regulations, etc.). Leads through compliance updates/changes including assisting with new process and procedures. Ensures Corporate Banking and 3rd party servicers have processes and procedures in accordance with regulatory requirements and that they maintain compliance with their defined processes and procedures. Ensures risks, control points and quality assurance are properly addressed within process and procedures. Interface with RJB Compliance, RJ Compliance, and RJ Supervision to guide Corporate Banking in adherence to compliance and regulatory risk. Responsible for test schedule, test plan and testing of compliance related policy and procedures. Responsible for any loan origination system related testing impacting Corporate Banking with a compliance impact (i.e. calculations, language, etc.). Acts as lead for loan reviews, exams and/or audits. Gathers information from all Corporate Banking groups for audits/exams (internal audit, regulators and auditors). Conducts due diligence to respond to regulatory inquiries, exam requests, internal audit, and compliance requests. Leads responses to auditors/regulators. Manages corrective actions required to address regulatory identified matters. Reviews notices, compliance related regulatory reports and forms for adherance with rules and regulations. Coordinates Corporate Banking staff compliance training to ensure appropriate training based upon role. On point to opine/provide guidance on all compliance and regulatory matters for all functions including disclosures, processing, underwriting and closing. Ability to identify process gaps and risk exposures within Corporate Banking projects, strategies and operational processes. Provides support and guidance for all compliance efforts related to Corporate Banking. Coaches and mentors subordinates, identifies training needs and recommends appropriate development programs. Performs other duties and responsibilities as assigned. Knowledge of Advanced knowledge of concepts, practices and procedures of banking compliance. Strong understanding of the principles of banking and finance and securities industry operations. Advanced knowledge of financial markets and products. Management of internal and external regulatory exams and audits. Skill in Managing compliance programs. Integrating and aligning compliance processes and procedures with business processes. Providing support and guidance for compliance and regulatory efforts. Identifying and implementing controls and quality assurance processes. Reviewing materials for compliance with rules and regulations. Researching compliance/regulatory issues. Gathering information and preparing oral and written reports. Conducting oral presentations. Investigating compliance/regulatory irregularities. Making rule-based and analytical decisions. Operating standard office equipment and using required software applications. Ability to Attend to detail while maintaining a big picture orientation. Gather information, identify linkages and trends and apply findings to assignments. Interpret and apply banking regulations and identify and recommend compliance changes as appropriate. Work under pressure on multiple tasks concurrently and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities. Work independently as well as collaboratively within a team environment to accomplish work. Keep abreast of banking industry rules and regulations and best practices in compliance. Resolve complex problems/issues, independently analyze information, and make recommendations based on analysis. Read, analyze, interpret and apply information from regulations, policies, financial reports, and legal documents in order to identify and recommend changes. Partner with other functional areas to accomplish objectives. Establish and maintain effective working relationships at all levels of the organization. Incite enthusiasm and influence, motivate and persuade other to achieve desired outcomes without organizational authority. Communicate effectively, both orally and in writing, with all organizational levels. ***SIE not required*** Education Bachelor’s: Accounting, Bachelor’s: Actuarial Science, Bachelor’s: Applied Mathematics Work Experience General Experience - 6 to 10 years Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Travel Less than 25% Workstyle Hybrid At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-AT1

Posted 3 weeks ago

U
Head of Risk and Banking Operations
UnitNew York, New York
ABOUT UNIT Unit is a market leader in embedded finance. We offer ready-to-launch financial services - like banking and capital - and serve millions of end-users across ~100 customers, including Wix, Bill.com , Honeybook, Relay, and more. We’re repeat founders with technical backgrounds, working hard to build a successful company that we’re proud to work at. Our product moves $40b+ annually and processes 12m+ API calls daily. We’ve raised $160m+ from top investors including Insight, Accel, and 60+ angels. THE ROLE We are looking for a strategic and execution-focused Head of Risk and Banking Operations to join our team. Reporting to the Head of Risk & Fraud, this role will oversee and lead both the Risk Operations and Banking Operations teams. The ideal candidate is a proven leader with deep industry knowledge, strong analytical and operational capabilities, and the ability to build high-performing teams in a fast-paced environment. This role is based in New York. KEY RESPONSIBILITIES Team Leadership & Execution Lead and manage the Risk and Banking Operations teams, including full-time and part-time employees. Oversee hiring, training, development, and performance management of team members. Ensure operational excellence in daily workflows, driving consistent, high-quality service delivery across risk and banking functions. Identify and execute opportunities for operational automation and scalability through technology and AI. Policy, Process, and Performance Define, implement, and continuously improve policies and procedures for onboarding (KYC/KYB/CIP/OFAC) and banking operations (payments and transactions, disputes). Establish and manage SLAs, KPIs, and other operational metrics to evaluate team efficiency and effectiveness. Own documentation of internal policies and technical processes, ensuring clarity and compliance. Cross-Functional Collaboration Serve as the primary point of contact for banking operations matters with Unit’s bank partners, and coordinate operational alignment. Interface with clients to provide guidance, training, and support on tools and banking operations processes. Partner closely with internal stakeholders across Risk, Fraud, Product, Customer Success, and Compliance. Collaborate with Product, Engineering, Fraud Analytics, and Data teams to develop rules, models, and tools that reduce manual work and enhance fraud detection and service efficiency. WHAT WE'RE LOOKING FOR 5+ years experience leading large operational teams, ideally across both risk and banking operations. Experience in a high-growth technology company or financial institution, preferably in embedded finance or fintech. Deep understanding of the banking ecosystem, regulatory frameworks (e.g. KYC, CIP, OFAC), and fraud risk management. Strong analytical skills, with experience using data to drive decisions and improve operational outcomes. Proven ability to lead cross-functional initiatives and deliver scalable solutions. Exceptional communication, client-facing, and stakeholder management skills. Team-oriented mindset with a strong sense of ownership and accountability. LIFE AT UNIT Working at Unit means joining a global team on a mission to create a more equitable financial ecosystem. We’re a fast-growing team of individuals who are passionate about their work, see the big picture and always seek to empower our clients and their end-customers.

Posted 2 weeks ago

Business Development - Investment Banking-logo
Business Development - Investment Banking
SuperstateNew York City, New York
About the Role Superstate is hiring an Investment Banking Business Development professional in New York City to join a small, close and highly motivated team. You will be expected to drive growth by sourcing new deal opportunities, building relationships with C-suite executives, and expanding the firm’s presence at the forefront of Traditional and Crypto markets. This role blends strategic analysis, sales, and relationship management, with a focus on identifying and executing public offerings, capital raises and direct listings. The ideal candidate will bring a track record of bringing companies public at an investment bank. Key Responsibilities / How We’ll Measure Your Success Lead Generation: Identify and research potential clients, industries, and markets for new business opportunities through market analysis and networking. Relationship Management: Initiate and maintain relationships with clients, prospects, and referral sources via calls, meetings, conferences, and digital outreach. This will include pitching and presenting the benefits of Superstate to potential clients and partners across the ecosystem. Structuring Deals: Provide advisory services to companies looking to go public with strong financial statement analysis and help structure compelling offerings for the company and their investors. Relationship Ownership: You will own all elements of the customer lifecycle from sourcing leads to closing deals. This includes Superstate clients and industry partners. Collaboration: You will collaborate cross-functionally with internal and external teams to build compelling value propositions and product offerings including preparing proposals, presentations, and responses to RFPs. Product Knowledge: You will proactively remain up-to-date with industry trends and best practices, our current and future product offerings, and maintain a deep understanding of the institutional crypto landscape Skills and Qualifications Must Haves: Based in New York City At least 3 years of experience taking companies public at a large investment bank Ability to articulate complex concepts to both technical and non-technical (and non-crypto native) audiences Maintaining a pulse on emerging trends in crypto and adjacent industries and the ability to identify trends and opportunities Excellent communication, presentation, and negotiation skills Benefits Generous stock options to full-time employees Health, Dental, and Vision plan Unlimited PTO and Holidays Paid parental leave Company and team bonding events throughout the year Superstate is a financial technology firm reshaping public capital markets. Superstate connects financial assets with crypto capital markets to expand access, improve liquidity, and advance capital formation, through on-chain public listings and tokenized securities. The company is based in New York City and is home to bright, creative, talented, and passionate team members, excited to modernize investing through tokenized financial products. We are fully committed to diversity, equity, and inclusion in our recruiting efforts and welcome any opportunity to interview qualified applicants with unique viewpoints and life experiences.

Posted 30+ days ago

Banking Consultant I-logo
Banking Consultant I
Magnifi FinancialLong Prairie, Minnesota
POSITION SUMMARY Responsible for consulting with Magnifi Financial members in person, on the phone and through digital channels. Educates, recommends, and sells products and services to members, including digital solutions. Performs member transactions in a timely, accurate and courteous manner. ESSENTIAL DUTIES AND RESPONSIBILITIES • Assists members with all routine transactions including teller machine transactions. • Creates a remarkable member experience by responding and providing resolutions to member requests with expertise. • Consults with members to identify and recommend Magnifi Financial products and services based on financial need. Makes referrals to appropriate departments. • Responsible for maintaining cash drawer, cash recycler and the day-to-day operation of ATM machines (deposit and restocking of ATM). • Performs a wide range of account services including, but not limited to setting up mobile deposit, mobile banking and digital banking, credit and debit card activation, debit card inquiries, transfers, funding loans, handling debit card inquiries, address changes, stop payments, transfers, check orders, etc. • Transforms the way banking is done by encouraging and coaching members to adopt new digital solutions (mobile banking, digital banking, ATM’s). • May perform opening and/or closing duties for the branch. • Contributes to the mission and visibility of Magnifi Financial by actively participating in community relations efforts. EDUCATION AND EXPERIENCE • High school diploma or currently pursuing a high school diploma required, two-year degree preferred • Customer service and/or sales experience required • Notary Public designation in this position is optional BENEFITS We are committed to investing in our team! Magnifi Financial offers benefits that help everyone achieve their full potential. Full-time employees are eligible for the following benefits (benefits with an asterisk are also available to eligible part-time positions): Opportunities for Training and Development * Leadership Development * Job Level Advancement (ability to move up in your position through training and development) * Tuition Reimbursement * 32 Hours Volunteer Paid Time Off * Paid Time Off - starting at 4 weeks per year for FT; prorated for PT * Medical Dental Vision Employer paid Life Insurance/AD&D Employer paid Disability Insurance Retirement Plan - Employer match up to 4%, eligible for annual profit sharing * Paid Parental Leave Bonus/Incentive Program Health and Wellness Programs * Pay Transparency: Salary Range: $17.12/hr. through $25.68/hr. Salaries vary based on factors such as location, internal equity, skills, experience, education, and qualifications for the role. Total compensation package varies based on position and may include bonuses, performance-based incentives, commission, and/or discretionary bonuses. Who We Are: At Magnifi Financial, we offer a collaborative, friendly environment where we support our employee's growth and development, and create a positive work atmosphere. As a member-owned organization, we are focused on making dreams come true for our members. Our vision is enhancing the lives of members and community through strength, service and growth. Magnifi Financial has grown to more than 85,000 members, $2.4 billion in assets, over 400 employees, and over 25 branch locations throughout Minnesota. But what hasn’t changed is our focus on the members and communities we serve.

Posted 1 week ago

Banking Center Manager - Edmond (33rd & Broadway)-logo
Banking Center Manager - Edmond (33rd & Broadway)
MidFirst BankEdmond, Oklahoma
The Banking Center Manager is responsible for managing the daily operations of a banking center as well as providing leadership to a team of sales and service professionals to meet and exceed sales goals and provide valued service to customers. This position is responsible for a variety of duties focused on the development of new business, as well as retaining and expanding our current relationships with customers. Duties will include, but are not limited to, the following: Build and maintain relationships with customers to help identify financial products and services Generate sales leads and referrals through community outreach activities and on-site visits with local businesses Supervisory duties will include, but are not be limited to: coaching, counseling, scheduling, training, approving transactions, coordinating job duties, reviewing time cards, and conducting performance evaluations Assist customers with concerns or questions regarding accounts Represent oneself and the bank in a positive, courteous, friendly, and professional manner Create stability and cultivate an engaged and enthusiastic team through effective coaching on proper behaviors, sales techniques, service expectations and compliance guidelines, while modeling the same Ensure audit/compliance procedures and Personal Banking policies are followed, while maintaining the highest level of customer service Ensure new hire and regulatory compliance training is completed timely Ensure security measures are adhered to regarding opening and closing procedures Required Skills include: A minimum of three years recent retail banking experience leading, managing, motivating, and developing a team, including sales associates, to meet and exceed assigned goals within a goal and/or commission-based environment 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 meeting or exceeding 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 to support the banking center Excellent client service skills, including interpersonal and communication skills Excellent organizational skills Proficiency in 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) 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.

Posted 3 weeks ago

Vice President, Corporate Banking-logo
Vice President, Corporate Banking
Royal Bank of CanadaNew York, New York
Job Summary Job Description Vice President, Corporate Banking, Royal Bank of Canada (US), New York, NY: Structure acquisition loans, bridge loans and corporate revolvers for identified clients and targets. Preparation of credit submissions and other documentation related to the transaction approval process (including assistance related to loans syndications, pipeline management, single name strategies and Exceptions Committee papers) through closing and ongoing monitoring. Structure, deliver (pitch through to deal close) and monitor syndicated and bilateral loan transactions. Provide proactive corporate banking coverage for portfolio clients including identification of cross sell opportunities such as trading, Debt Capital markets (DCM) and Equity Capital Markets (ECM). Proactive portfolio management including timely updates on client, industry and market performance, particularly in connection with any signs of potential deterioration or developments requiring amendments/waivers to existing loan documentation. Review and comply with firm policies applicable to your business activities. Proactively identify operational risks/control deficiencies in the business. Review and comply with firm policies applicable to your business activities. Escalate operational risk loss events, control deficiencies and risks that you identify to line manager and the relevant risk and control functions promptly. #LI-DNI Full time employment, Monday – Friday, 40 hours per week. Pay: $225,000.00 per year. MINIMUM REQUIREMENTS: Must have a Bachelor’s degree or foreign equivalent in Finance, Business, Economics or a related field and 4 years of related work experience. Must have 4 years of experience in building financial forecasts that include a company's income statement, balance sheet, and cash flow statement. Must have 3 years of experience in each of the following: * Draft and present commentary on financial forecasts to decision-makers * Financial and business risks associated with extending loans to corporate borrowers, including high-risk borrowers; * Serving as a relationship manager and point of contact for clients, with a comprehensive understanding of capital markets products and services (including equity capital markets, debt capital markets, foreign exchange, interest rate risk management, deposits, and structured finance); and * Collaborating with partners and leaders to offer products and services to clients. Must have 1 year of experience in each of the following: * Knowledge of technology companies and industry trends to effectively evaluate a company's performance and competitive standing, enabling informed lending decisions; and * Testing financial forecast assumptions by applying knowledge of trends in the technology industry and understanding broader economic conditions. Domestic travel required up to 5%. The base salary for this job is $225,000.00 per year. This salary does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: · Drives RBC’s high-performance culture · Enables collective achievement of our strategic goals · Generates sustainable shareholder returns and above market shareholder value To Apply: Please click “Apply Now” Button Job Skills Additional Job Details Address: BROOKFIELD PLACE FKA 3 WORLD FINANCIAL CENTER, 200 VESEY STREET:NEW YORK City: New York Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: CAPITAL MARKETS Job Type: Regular Pay Type: Salaried Posted Date: 2025-07-02 Application Deadline: Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above I nclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com .

Posted 3 days ago

VP, Banker, Tech Venture Banking-logo
VP, Banker, Tech Venture Banking
Banc of CaliforniaMenlo Park, California
BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values – Entrepreneurialism, Operational Excellence, and Superior Analytics – empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN® THE OPPORTUNITY The Vice President, Banker is primarily accountable for developing new client relationships in a specified region or business vertical, but will also support existing client needs as appropriate. The VP Banker will have the ability to sell most products offered by the Venture Banking group and know when to call upon their specialist support experts for added help. They will help with the training of staff within their territory and will work with the team to reach budgeted financial goals. The Banker will work to market the Venture Banking group in local markets and develop relationships with local venture capital firms and venture backed technology or life science companies. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates. HOW YOU’LL MAKE A DIFFERENCE Play an integral part in overall team and individual origination activities to appropriately grow on balance sheet deposits, loan commitments, loan outstandings, and non-interest income, all while effectively managing the credit risk of both new and recently boarded credits Leverage an ever-developing personal network of venture capital and entrepreneurial ecosystem contacts to self-generate new loan clients and effectively handle warm leads Analyze, underwrite and review key credit documents and present transactions to loan committee Manage documentation, negotiating terms, and closing credit requests Adhere to all corporate compliance and regulatory needs including but not limited to all compliance training, Reg B, NOD, CDD, etc. Assist in developing less experienced bankers and analysts in your area of influence Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct. Performs other duties and projects as assigned. WHAT YOU’LL BRING Bachelor’s degree or equivalent work experience Minimum of 8 years of relevant banking and/or financial services experience Creative and strategic thinker with excellent problem solving and organizational skills; Ability to exhibit professionalism and a positive attitude under pressure; Ability to work independently yet collaborate cross-functionally in a team environment; Superior oral and written communication skills; Ability to handle multiple priorities, projects and relationships simultaneously; Proven success in managing large client accounts. Systems and Software Used: Microsoft Office - EXCEL, Word, PowerPoint, Outlook Role requires sitting or standing in front of a computer monitor for prolonged periods in a fixed neck position. Constant use of a computer or other office equipment resulting in repeating motions of the hands and wrists. Light work that may include moving objects up to 20 pounds. HOW WE’LL SUPPORT YOU Financial Security: You will be eligible to participate in a 401k plan in which the Bank will match 100% of the first 4% of your contributions, which is immediately vested. Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA). Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off. Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more. SALARY RANGE The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.

Posted 3 weeks ago

Senior Manager – Work Environment Initiatives – Personal Banking-logo
Senior Manager – Work Environment Initiatives – Personal Banking
MidFirst BankOklahoma City, Oklahoma
PRINCIPAL DUTIES AND RESPONSIBILITIES • Leads Voice of the Employee initiative, working to uncover and assess employee concerns or problems impacting total employer-employee relationship • Works with Personal Banking Administration and MidFirst Human Resources management to understand trends and opportunities identified in employee engagement surveys, new hire and exit surveys and other relevant employee data • Engages in-person and remotely with employees, gathering feedback, conducting interviews and focus group discussions as needed to gain additional information and clarification of opportunities identified • Routinely engages with regional managers and banking center employees, leading training and development initiatives • Supports Personal Banking and Human Resources recruiting, hiring and employee retention initiatives • Administers personnel reporting and analysis initiatives, including compensation analysis • Administers semi-annual performance appraisals and ad-hoc promotion requests • Facilitates, manages and continually assesses effectiveness of new and existing personnel initiatives (i.e., Customer Service Appreciation Week, 12 Days, new employee onboarding, and rewards and recognition initiatives) • Partners with senior management to design and implement initiatives to address identified opportunities. • Collaborates with MidFirst Human Resources and Learning & Performance in their efforts to deliver training and professional development opportunities. • Communicates with MidFirst Human Resources management about the status of work environment initiatives and participates collaboratively in MidFirst Human Resources employee engagement initiatives as requested The position is on-site at our corporate campus in Oklahoma City, with no opportunity for remote/hybrid schedules. JOB SPECIFICATIONS • 5-7 years of Retail Banking leadership experience, with a track record of improving existing processes or conditions • Bachelor’s Degree required; business or Human Resources preferred • Exceptional project management, analytical and problem-solving skills • Positive and forward-thinking attitude, and ability to inspire others to excellence • Self-motivated, biased for action and adaptable to ambiguity and complexity • Impeccable written and verbal communication and active listening skills • Strong interpersonal and public speaking skills • Passion for maximizing employee engagement by facilitating an attractive and effective work environment • High proficiency with Microsoft Office Suite and related software. Disclaimer Statement The above statements are intended to describe the general nature and level of work being performed by personnel assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. Incumbent may perform other duties as assigned

Posted 1 week ago

Banking Center Senior Relationship Banker-logo
Banking Center Senior Relationship Banker
Webster BankFairfield, California
If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster’s values, these set us apart as a bank and as an employer. Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work! This role is responsible for achievement of sales, service, operation goals for the Banking Center, based on Webster’s Strategic Guidelines. This individual assumes responsibility for the branch in the Banking Center Manager’s absence. They will work with existing clients and prospects to deepen the share of wallet and increase market share. They will play a vital role in the coaching of staff to cross sell products and services by maintaining a working knowledge of Webster’s products. They will assist with completion of required operational tasks to help the team achieve/ exceed audits. Colleague will develop and maintain a strong partnership with various business segments through collaboration and communication with the ability to supervise and coach others. RESPONSIBILITIES: • Assists Banking Center Manager with achievement of banking center sales, customer service, P&L management, operations, and employee development. • Assumes responsibility for the banking center in the Manager’s absence and always ensures exceptional client experience. • Expected to achieve/ exceed individual sales, service & operations targets. • Responds to customers' needs by processing routine banking transactions accurately; prepare and compile client application/information to open accounts. • Build COI’s by networking and prospecting to propagate the Webster brand and create value. • Successfully use lead management tools and resources to document activities, e.g., Salesforce. • Support segmentation strategy with existing clients by implementing sales, retention, and other bank initiatives to support Banking Center’s growth and profitability objectives. • Assist with the completion of required audits and operational standards. • Ensure compliance with Federal and State laws as well as bank policies and procedures. Meet/exceed branch evaluation requirements. • Provide mentorship and guidance to colleagues to adhere to sales and service process by demonstrating leadership skills and modeling the way. EDUCATION, EXPERIENCE & SKILLS • High School diploma or GED required; college preferred. • 3-5 years customer sales/service experience with 1-2 years supervisory experience. Demonstrated success in leading, coaching, and motivating. • Working knowledge of all products and services • Keeps current with all systems used for branch transaction processing. • Demonstrates strong customer service skills and the ability to support teamwork, creating a positive working environment. • Ability to work a flexible and/or rotating schedule. May be required to work Saturdays, Sundays and extended hours. Travel may be required to alternate Banking Centers. The estimated salary range for this position is $24.00 to $30.00 USD an hour. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation. #LI-MM3 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

Posted 3 weeks ago

Managing Director - Corporate Banking, Upstream-logo
Managing Director - Corporate Banking, Upstream
Texas Capital BankHouston, Texas
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives . At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com . Texas Capital has been active in the oil & gas industry for more than 20 years and has built a team with deep industry knowledge, experience and relationships to support an industry that requires a specialized approach. Our dedication to the energy sector reflects Texas Capital’s long-term commitment to serving the leading clients in the industries that are important to the Texas economy. Our integrated corporate and investment banking team is comprised of experienced professionals dedicated to the broadly defined energy sector including upstream (operated and non-operated), minerals & royalties, midstream, water handling, as well as emerging opportunities in CleanTech, carbon capture and sequestration, and other energy-adjacent subsectors. Texas Capital provides value to our energy clients by utilizing our strong technical expertise, with team members specialized in engineering and geology, to support all transactions, including the formation of capital as well as advisory services. Corporate banking focuses primarily on the origination and structuring of secured and unsecured corporate loans and the syndication thereof with Texas Capital in an Admin Agent role. Corporate Banking is also responsible for delivering Texas Capital's extensive Treasury Management platform and risk management products and services. Corporate Banking relationships help to deliver the bank's full range of investment banking services relevant to our clients’ financing and strategic development including advice on Institutional Term Loans, Private Credit Term Loans, First Out Facilities, First-lien/Second-Lien Facilities, High Yield Bonds, Private Placements, Public Equity Offerings, M&A&D, Asset-backed Securitizations, Restructuring Advisory, etc. The Managing Director, as senior relationship manager, will champion a client-centric culture and drive the strategy to acquire or retain and expand client relationships to generate revenue and increase share of wallet by presenting the full range of Texas Capital's products and services and delivering the entire bank to the client. Responsibilities of the Position Setting relationship strategies and directing relationship management activities with new and/or existing clients in the Upstream subsector of the energy industry, including public and private operating, non-operating and mineral & royalty companies, to grow revenue and market share. Providing ideas and insights to clients based on an understanding of their needs and financial well-being. Coordinating with the various product groups within Texas Capital to deliver the best solution and experience to clients. Developing and maintaining effective industry relationships with clients, external parties, legal counsel, etc. Monitoring transactions in the pipeline from the prospecting phase through closing, both internally and externally. Actively contributing to a high-performance and inclusive work environment in order to contribute to the overall success of the team. Assisting in recruiting and mentoring junior colleagues through active engagement on developing their skills (technical, coverage, leadership), providing real-time positive and constructive feedback to support their development. Ensuring all activities conducted are in compliance with governing regulations, internal policies and procedures. The duties listed above are the essential functions, or fundamental duties within the job classification. Texas Capital may assign reasonably related additional duties to individual employees consistent with standard departmental policy. Qualifications Bachelors or Masters degree in business (Finance, Accounting, Math, Economics, etc.) or other relevant degree. Demonstrated 10+ years of experience in Energy Banking, Corporate or Investment Banking preferred, or other relevant experience working with clients with advanced levels of risk and complexity of financial needs. Strong knowledge of the banking suite of products and services. Effective, self-directed individual with ability to work in a fast-paced, highly collaborative environment. Flexible to demands of work and viewed as a valuable team resource. Demonstrated ability to quickly adapt to new situations and to manage multiple projects with competing deadlines while maintaining high work standards. Strong quantitative skills focused on financial analysis, accounting and financial theory. Strong analytical skills including critical thinking, data and information analysis, research, and problem solving. Exceptional writing, interpersonal and communication skills. Strong knowledge and application of credit underwriting (i.e., cash flow models, financial spreads, credit packages and legal documentation). Strong utilization of Salesforce and MS Office products including Outlook, Excel, and PowerPoint in order to produce reports, correspondence, and presentations. FINRA registration and licensing (minimum SIE, S63 and S79) in good standing required and maintenance thereof. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Posted 1 week ago

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

Posted 4 days ago

B
Ag Banking Officer
Bravera CareersDickinson, North Dakota
Bravera Bank is hiring for an Ag Banking Officer in Dickinson, ND. Bravera is an employee- and director-owned company that is committed to helping our employees forge a new path in their career. We work together to drive continuous improvement which enhances the customers experience and keeps our organization moving forward. This position is responsible for developing and maintaining relationships with agricultural-based customers. Will solicit and originate quality loans, deposits, and special products and services with customers. Measures of Success Agriculture or business background and skills Strong interpersonal skills High level of initiative as a self-starter Duties and Responsibilities Earn and maintain the respect and trust of people. Display honesty, integrity, and morality. Responsible to promote a positive and collaborative environment that supports teamwork and excellent customer service throughout the organization. Contribute to the overall success of the organization by leveraging opportunities as they relate to all entities of Bravera Holdings Corp. Must maintain a high level of confidentiality and professionalism regarding all employee and customer issues and information. Responsible for cultivating new and existing agricultural customer relationships. Must fully understand loan policy and procedures and recommend enhancements, as needed. Maintain a lending portfolio, approving credit within approved lending authority. Must maintain appropriate and complete documentation and files, as necessary. Make customer contacts, field inspections, and business visits, as necessary. Will analyze asset and repayment quality on existing loans and loan applications. Will recommend banking products and services, based on customer analysis. Responsible for collection of delinquent loans. Keep abreast of current industry trends, new programs, and regulations. Responsible for promoting the organization in the community through participation in various civic and community events, activities, committees, and organizations. The employee will adhere to all banking rules and regulations, including but not limited to the requirements of the Bank Secrecy Act. In addition, the employee will be proactive in the prevention of illegal activities, will vigilantly look for activities that may constitute any type of fraud including money laundering, and will report any suspicious activity to the BSA Officer. Qualifications Education: Bachelor’s degree in accounting, finance, economics, or other business-related field preferred. Experience: Minimum three years related banking experience OR An acceptable combination of education and experience. Location Dickinson, ND Benefits To support this, we provide a competitive and rewarding compensation package which includes a competitive salary, incentive compensation opportunities, retirement plan with company match, health insurance, paid holidays, paid time off (PTO), paid community volunteer time and stock opportunities. As a learning organization, we are committed to investing in the growth and development of our team members, offering training opportunities and tuition reimbursement. Our Values Give and earn trust. We support and empower one another to earn trust through accountable performance. Learn, teach and mentor. We are a learning organization that invests in growth and development. Collaborate and innovate. We work together to drive continuous improvement to enhance your experience. Want to learn more about careers with Bravera? Go to bravera.bank/careers. #ForgeYourPath with us! Find us on Facebook , Instagram , X , LinkedIn , Youtube , and Tik Tok. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing or action, including an investigation conducted by the employer or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c).

Posted 1 week ago

Fair and Responsible Banking Analyst-logo
Fair and Responsible Banking Analyst
Busey BankLeawood, Kansas
Position Summary The Fair and Responsible Banking Analyst (Analyst) supports the Director of Fair and Responsible Banking (Director) in developing the bank’s Fair Lending Program. The Analyst is responsible for developing insights into the bank’s lending activity through data analytics and data visualization. The associate will collaborate with the first and second line of defense and senior management to communicate outcomes. Duties & Responsibilities Primary Duties: Collaborate with first and second line of defense associates to ensure the accuracy and completeness of data used for fair lending analysis. Draft and maintain written procedures describing the analytical standards and techniques used under the program. Maintain thorough workpapers documenting the scope, assumptions, methodology, and outcomes of each analysis. Leverage data analysis and data visualization to answer complex or vaguely defined business intelligence questions posed by first- and second-line managers Design statistical models and conduct statistical analysis (i.e. descriptive statistics, regression modeling, redlining analysis, comparative file review, etc) to identify potential disparities among protected classes in bank marketing, underwriting, pricing, and servicing processes. Conduct fair lending self-assessments and fair lending testing reviews based on outcomes from the Fair Lending Risk Assessment. Translate complex analytical and statistical findings into clear and actionable recommendations for senior management. Review new or existing vendors, products, and policies/processes to evaluate fair lending controls and risk exposures. Review and investigate complaints alleging discrimination. When necessary, perform root cause analysis and partner with first- and second-line associates to resolve identified concerns. Stay current with evolving regulatory expectations, industry best practices, and analysis methodologies. Support the Director with data-focused inquiries arising from examination preparation, regulator requests, merger and acquisition analysis, etc. Support the Director in duties related to vendor management and model risk management over the fair lending analysis software platform. Support the Director in the development of meaningful KRIs and dashboards to monitor fair lending risks and trends Support the Director in the completion of fair lending risk assessments Other duties as assigned by the Director Education & Experience Knowledge of: Must maintain a thorough understanding applicable state and federal regulations including, but not limited to, Equal Credit Opportunity Act (Reg B), Home Mortgage Disclosure Act (Reg C), and the Fair Housing Act Must have a strong understanding of consumer and commercial lending practices including marketing, loan origination, credit underwriting, loan servicing and policy exception processes. Must have a strong understanding of fair lending statistical analysis processes and techniques including industry best practices and fair lending examination procedures Ability to: Ability to work independently with minimal supervision Strong written and verbal communication skills Strong technical capabilities for efficient use of bank systems Self-starter motivated to acquire new skills and produce unique analytical insights Ability to effectively listen to others and collaborate with a wide array of partners Education & Training: Bachelor’s degree in business administration, accounting, finance, economics or a related field of study is required 5 years of financial institution experience in the areas of compliance, audit, operations, or credit underwriting is required 2 years of experience designing and conducting fair lending analyses such as statistical analysis, redlining analysis, and comparative file reviews is required CRCM or FLE Certification, or similar, is preferred Experience with PowerBI or similar data visualization tools and their related programing languages (i.e. DAX, M) is preferred Experience with RiskExec or similar fair lending analysis tools is preferred Benefits and Compensation Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $68,000 - $94,000/year) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies (“Agency”), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings (“Agreement”). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails. #bblp

Posted 5 days ago

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

Posted 30+ days ago

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

Posted 6 days ago

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

Posted 2 weeks ago

Howden logo
Investment Banking Analyst (ILS Focused)
HowdenNew York, New York

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Job Description

Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service. ​ ​

About Role

Howden Capital Markets & Advisory (HCMA) is seeking a highly motivated, investment banking analyst (focusing on Insurance Linked Securities (ILS)) to join our Capital Markets team. Howden Capital Markets & Advisory is the investment banking division of Howden Re and is a boutique investment bank exclusively focused on the insurance industry. HCMA is supported by the Howden Group, which boasts over 13,000 employees across 45 countries.

A new Analyst will play an integral role on our teams, predominantly providing broad support on ILS offerings, including investor presentation and offering memo preparation, transaction review and modelling). In addition, the analyst will be exposed to other related financial advisory services for our clients, potentially including advisory work and private capital raising. The Analyst on the HCMA team will be heavily involved in the following tasks:

  • Support cross-functional teams to analyze, structure, and execute securities transactions, including Cat Bond issuance, (re)insurance sidecars, fund raising and other collateralized risk transfer solutions across a variety of structures
  • Preparation of company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation;
  • Develop and present materials to support the origination of new ILS transactions and clients;
  • Assist with developing detailed models, in concert with client teams and other Howden Re analytical resources, to evaluate performance of various structures under different scenarios and assumptions, and to analyze the impacts of such structures to both investors and clients / cedants
  • Prepare presentation materials for use in client meetings; covering topics such as strategic alternatives, capital markets activity and general corporate finance;
  • Leverage FactSet, Bloomberg and S&P Capital IQ to create analysis, drive market intel, etc. 
  • Participate in all stages of transaction execution, from the pitch phase through closing. The Analyst will develop their skills through broad and frequent exposure to both other junior and senior bankers. You will have an opportunity to work within one of the premier teams in the (re)insurance industry advisory space. Analysts are critical members of each team and are expected to make a personal impact right from the start. You will work on some of the biggest deals in the (re)insurance capital markets, interact with clients almost immediately, travel for the firm and handle increasingly important responsibilities
  • As part of a team that is focused on delivering best-in-class advice and solutions across the spectrum of corporate finance and capital markets solutions, a new ILS Analyst will have the opportunity, if desired, to work selectively on initiatives and products including M&A advisory and traditional capital raising, in addition to ILS

Qualifications:

The ideal candidate will have (i) an enduring work ethic and track record of success; (ii) the ability to function equally well in both a team setting and on a self-directed basis; and (iii) excellent mathematical, writing, verbal and computer skills. Key required qualifications include:

  • 0-3 years of experience in investment banking, reinsurance underwriting or broking, catastrophe modelling, or other relevant (re)insurance industry experience (preferably with a focus on alternative risk transfer)
  • Demonstrated academic achievement and excellence outside of academics;
  • Excellent written and verbal skills;
  • Ability to work independently and as part of a team;
  • Demonstrated ability to work in a time sensitive environment and under pressure with tight deadlines;
  • Ability to multi-task with strong attention to detail; Ready to assume a high level of responsibility;
  • Bachelor’s Degree required; well-rounded academic background, with coursework in finance, economics, mathematics, risk management/insurance, engineering or actuarial science is preferred
  • Demonstrated leadership abilities;
  • Solid interest in the financial sector;
  • Excellent PC skills; advanced knowledge of Excel, Word and PowerPoint a must;
  • Series 7, 79, and/or 63 licenses are a plus; will need to be completed upon joining
  • Legally authorized to work in the United States

The expected base compensation for this role is $105,000.

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