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F logo
First National Bank Of PennsylvaniaBaltimore, Maryland

$62,738 - $104,572 / year

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

Posted 4 days ago

Baird logo
BairdChicago, Illinois
Our Internship Program: Our competitive intern program is a robust experience that offers interns exposure to the business world and a meaningful work experience. Interns are treated as valuable team members while learning from experienced professionals in a collaborative and dynamic environment. Our Team Baird is a leading global investment bank with more than 400+ banking professionals in the U.S., Europe and Asia. We provide corporations, entrepreneurs, private equity and venture capital firms with in-depth market knowledge and extensive experience in merger and acquisition, restructuring, debt advisory and equity financing transactions. Since 2017, Baird has completed more than 700 advisory transactions, representing nearly $285 billion in transaction value, and nearly 500 financings, raising over $200 billion . Committed to being a great place to work, Baird has been recognized as a Great Place to work since 2004 . Internship Location, Availability and Hours: Located in our Chicago or Milwaukee office, interns must be flexible to work full time during the summer, significant hours are required. As an Investment Banking Analyst Intern, you will: Play an integral role on investment banking teams, providing analytical support primarily for sell-side mergers and acquisitions, as well as occasional buy-side mandates, public equity offerings, and other financial advisory services for clients. Assist in the preparation of company valuations, financial models, company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation. Hone your skills by working closely with senior bankers and client senior management on a variety of transactions. Work primarily on domestic and cross-border M&A transactions, with clients including Fortune 1000 companies, private equity groups, and founder-run businesses. What makes this great? Gain relevant experience in all areas of a transaction, from preparation of marketing materials to facilitation of due diligence. Unique culture that values diverse backgrounds and perspectives while emphasizing respectful teamwork and a strong sense of partnership. Achieve professional development and advance your career through lean deal teams which provide greater responsibility and daily interaction with senior bankers. What we look for: Current enrollment in a Bachelor’s degree program required with a graduation date of December 2026 or Spring 2027 A full-time minimum 10-week commitment during the summer is required Proven interest in investment banking or other areas within the financial services industry is beneficial Possess a strong work ethic and a record for excellence Ability to function both within teams and self-directed tasks Superior intellect, demonstrated leadership ability, excellent verbal and written communication skills, attention to detail, and a commitment to excellence. What makes this opportunity great: Solutions-focused environment that will enable you to grow as a professional Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership Gain hands-on, real-world experience with a highly ranked organization Interact and work closely with various levels of professionals in both a social and office setting Receive mentorship both formal and informal from a variety of experienced bankers Additional Details: Compensation Information: Min: $110,000 - $110,000 Max Annual Salary (pro-rated for summer program) Check out our _gcl_au MTc3NTcxMzU2OC4xNzMwOTMwODgy _ga MTM3OTgwMzE1My4xNzIxOTE5MTQ4 _ga_LEPF3XK9K9 MTczNTg1MDI4NS41MC4xLjE3MzU4NTA0NzcuMC4wLjA." target="_blank">Total Rewards at Baird, which is a summary of our benefits and compensation Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. #DI Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Posted 30+ days ago

Northwest Bank logo
Northwest BankBuffalo, New York

$140,000 - $180,000 / year

Job Description The C & I Commercial Relationship Manager is responsible for serving as a trusted business advisor to customers with revenues ranging from 10mm - 100mm. The Relationship Manager will provide a full breadth of banking solutions to meet their financial objectives and needs while also 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 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 Prospect actively and successfully bring in new relationships to Northwest Develop and expand existing commercial banking relationships 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, compliance with Northwest policies and procedures, and with Federal and State regulations 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 to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment Education+ Work Experience Bachelor’s degree in Business, Accounting, Finance, Economics, or Marketing 5-6 years of account relationship management experience Experience consistently delivering strong sales performance Comprehensive knowledge and understanding of C & I lending, loan servicing, and credit and non-credit products. Strong negotiating skills in terms loan structure and pricing. Knowledge and understanding of risk management. *This individual will be responsible for covering the broader WNY region and can be based anywhere from Buffalo, NY to Syracuse, NY.* The base pay range for this position is generally $140,000 – $180,000 + eligibility for our competitive incentive plan. Actual pay is based on various factors including but not limited to the successful candidate’s experience, skills, and knowledge. #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Posted 30+ days ago

Sunrise Banks logo
Sunrise BanksMinneapolis, Minnesota

$43,353 - $61,933 / year

At Sunrise Banks we are committed to a culture of trust and transparency that welcomes all. POSITION SUMMARY The Business Banking Associate position requires attention to detail and technical proficiency. The role involves supporting the Commercial Lending and Portfolio Management team by maintaining client relationships, collecting financial and related data, conducting monetary transactions, and providing customer service. Responsibilities also include managing loan and credit file documentation to ensure adherence to bank policies, procedures, and regulatory requirements. ESSENTIAL FUNCTIONS Areas of concentration include commercial term loans and lines of credit; consisting of Commercial & Industrial (C&I), Commercial Real Estate (CRE), 1-4 Family, Multi-Family, Leases, and Small Business Administration (SBA) Guaranteed Loans. Maintains client relationships through: Working with title companies, attorneys, and insurance companies to request documents for loan files, loan closings, settlement statements, recording of collateral, etc. Performing all due diligence related to commercial loan closings: order/review title policies, lien searches, credit reports, OFAC, borrower organizational documents, COGS, flood zone determinations, order Appraisals/Environmental Phase I, Property Tax Escrow Calculations, trust documentation, HMDA, CIP, CRA. Requesting appropriate loan documents & reviewing loan closing documents/packages to prepare for loan closings and working with Loan Operations to ensure proper booking of loan and processing of fees. Ensuring that all Conditions to Close have been met prior to loan closing. Serving as a contact and a conduit for commercial clients’ needs. Communicating with clients to obtain required financial information & other information needed to conduct business and maintain the integrity of their commercial loan file. Maintain the borrowers Document Library by coordinating the updating of ticklers & preparing the file for the imaging. Assisting commercial lenders by scheduling & facilitating loan closings or other meetings with the borrower. Report Management Clear post-closing findings discovered by the loan review team. Adhering to all Bank regulatory requirements, policies & procedures, and Compliance guidelines. KEY COLLABORATORS Sr. Business Banking Associate Manager, Director Credit Administration, REDD, Loan Operations, Commercial Sales Team, Portfolio Managers, Credit Analysts, Construction Department SUPERVISORY RESPONSIBILITIES None COMPETENCIES Alignment w/Sunrise Core Values Adaptability Communication Compliance Dependability & Flexibility Initiative Integrity Judgement Organizational Skills Productivity & Pro-Active Professionalism Quality Service Teamwork Technical /PC Skills Work Quality EDUCATION & EXPERIENCE High school degree or GED required. 2 Year College degree in business related field preferred. 1-2 years BBA or similar experience required. Experience in the financial industry preferred. Superior skill set in the use of the following software applications: Microsoft Teams, Excel, Word, PowerPoint, Access, and Outlook. A comprehensive skill set in Fiserv & Abrigo preferred. COMPENSATION AND BENEFITS Annual salary DOQ: $43,353 - 61,933 - 80,513Benefits: Medical, Dental, Vision, Life, AD&D, STD, LTD, Pet insurance, FSA, PTO, PVTO, PPL and more. Visit www.sunrisebanks.com/about/careers

Posted 2 weeks ago

Stout logo
StoutChicago, Illinois

$145,000 - $175,000 / year

At Stout, we’re dedicated to exceeding expectations in all we do – we call it Relentless Excellence ® . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team. Impact You’ll Make: Stout is seeking an experienced Associate to join our Investment Banking group, specifically within the Consumer team. This role will focus on leading day-to-day transaction execution for middle-market mergers and acquisitions (M&A) and capital raising. The Associate will play a pivotal role in driving the firm’s M&A and Capital Markets advisory efforts while gaining extensive deal process experience by collaborating with senior bankers and serving as a critical resource in client coverage, prospecting, and engagement execution.This role offers Associate the opportunity to strengthen their technical skills, build client relationships, and gain valuable exposure to transaction processes while working alongside experienced professionals across the firm. What You’ll Do: Collaborate with practice leaders and sector leaders within investment banking to secure and execute M&A transactions Coordinate and perform business due diligence on clients and prospective opportunities Conduct comprehensive valuation exercises for companies and business units Prepare and deliver high-quality presentation materials for internal and external stakeholders Take a leadership role in all phases of the transaction process, ensuring successful execution and client satisfaction Attend client meetings and actively contribute to discussions What You Bring: A minimum of 2 years of relevant experience in investment banking, private equity, or financial analysis Advanced proficiency in Excel, PowerPoint, Word, and other Microsoft Office applications Exceptional academic credentials from a top-tier university Ability to think critically and demonstrate excellent written and verbal communication skills Strong transaction process orientation and attention to detail Highly proficient financial analysis and modeling skills Self-starter with the ability to thrive in an entrepreneurial, fast-paced, and demanding environment Collaborative team player capable of working effectively within intimate deal teams How You’ll Thrive: Cultivate a positive, team-oriented approach that fosters collaboration and shared success Demonstrate accountability and reliability by consistently delivering high-quality results and meeting expectations Exhibit an entrepreneurial mindset and a commitment to excellence in all aspects of your work Build meaningful relationships and leverage strong interpersonal skills to create trust and drive outcomes Communicate effectively and respond promptly, ensuring clarity and alignment with stakeholders Bring intellectual curiosity and a keen attention to detail to problem-solving and decision-making Apply advanced analytical and quantitative skills to uncover insights and drive data-informed strategies Leverage a deep understanding of the sell-side execution process to navigate complex transactions and achieve optimal results Why Stout? At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life.We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve.We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals.Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives.Learn more about our benefits and commitment to your success. https://www.stout.com/en/careers/benefits The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job. Stout is an Equal Employment Opportunity. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law. Stout is required by applicable state and local laws to include a reasonable estimate of the compensation range for this role. The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills. The disclosed range estimate has not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $145,000 - $175,000 Annual. This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - https://www.stout.com/en/careers/benefits.

Posted 4 days ago

Virginia Credit Union logo
Virginia Credit UnionMechanicsville, Virginia
Job Description: PRIMARY FUNCTION: Responsible for offering and selling financial products and services to both consumer and small business members. Performs thorough needs assessments on members and small business prospects and members to grow and deepen member relationships while ensuring quality member service. Primary focus is around small business lending, consumer lending, real estate lending, and building and growing a book of business. JOB DUTIES AND RESPONSIBILITIES: Provides superior member service by accurately and efficiently performing all member service related transactions in accordance with VACU policies and procedures. Skilled in assessing consumer and business member needs , providing solid advice/recommendations, and building strong relationships based on mutual trust in order to optimize sales opportunities with new and existing member/business clients. Primary point of contact within each branch for small business clients and the resident expert for small business products and services. Will spend the majority of their time focused on small business prospecting and deepening business membership needs, including small business lending packages, memberships and account openings. Expected to make outbound calls and in-person visits to small business prospects and existing small business members to deepen relationships and uncover sales opportunities. Professional communication skills with business acumen are expected in order to effectively communicate through emails to business members and business prospects Expected to grow business prospects while nurturing and deepening existing business memberships in order to effectively build a book of business. Expected to have a strong understanding of all mortgage and equity products in order to provide proper guidance and recommendations. Ensure the member’s needs are met by partnering with the appropriate specialist and/or teammate to serve the member’s banking, small business, mortgage, and investment needs. Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration. Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements Demonstrates appropriate knowledge of all VACU policies and procedures related to the platform, including Security and Information Security Establishes member relationships through quality service and cross selling VACU products/services to meet member needs Handles each transaction proficiently and accurately, exercising good judgment and seeking approval for any transaction exceeding assigned levels of authority Partners with branch management team on all sales and service initiatives Demonstrates the ability to provide effective decision making that is in the best interest of VACU, the branch and the member Must maintain appropriate knowledge of all VACU products and services Answers the phone and respond to member phone inquiries professionally and accurately Building and retaining member relationships by performing follow – up and courtesy calls to members. Responsible for ensuring that business goals and individual member service and sales goals are consistently met. Provides quality service by following all member service expectations Responsible for delivering high quality service and needs based sales to members Required notary certification. Must stay informed of all notary rules and regulations. Comply with all published enterprise level policies and procedures including, but not limited to, Risk Management policies. Complete all required, ongoing enterprise level training including, but not limited to BSA, OFAC, and Information Security. Report all Risk Management Policy violations in accordance with policy. Must develop and maintain a working knowledge of all applicable federal and state regulations including corporate policies and procedures. Stay up to date on all required loan documents, systems, credit reports and related lending documents. Other duties may be required and assigned by the supervisor JOB QUALIFICATIONS: Knowledge: Demonstrates understanding of products and services offered by financial institutions with a primary focus on competitive business lending, products, and services. Skills: Satisfactory computer skills required. Abilities: Professional and effective communication and public relations skills, cross-selling, problem solving and interpersonal skills. Sound judgment. Ability to handle difficult situations. Ability to handle multiple tasks. Professional appearance and manner. Minimum Education and Experience: College graduate with concentration in business. May substitute work experience. Preferred experience in business banking and building a book of business Significant experience with a financial institution with an emphasis on sales Must be able to be actively registered with the Nationwide Mortgage Licensing System and Registry (NMLS) PHYSICAL REQUIREMENTS: This job requires the ability to sit and stand for long periods of time. This job requires occasionally lifting up to 50 pounds and/or up to 30 pounds frequently.

Posted 30+ days ago

Mizuho logo
MizuhoNew York, New York

$175,000 - $225,000 / year

Mizuho’s Banking Division provides corporate and investment banking coverage, sponsor coverage, advisory and solutions and loan capital markets/syndicate to Mizuho’s client base of leading international corporations, financial institutions and public sector entities in the US and Canada. Banking supports client business activities throughout the region with an extensive range of capital markets and lending capabilities and an integrated team of coverage, advisory and product bankers responsible for client relationship management and strategic transaction development to execute banking and securities mandates and originate idea generation for potential acquisitions, divestitures and investment opportunities. Job Summary : U.S. Investment & Corporate Banking Associates are directly involved in the design, origination, structuring and execution of mergers & acquisitions, equity and debt capital markets, leveraged finance and other global products and services for existing and prospective Mizuho clients. An Associate is expected to understand the implications, identify key industry and product trends and provide input on pitch and deal materials to enhance the ultimate deliverable to our clients. Associates are assigned to a variety of projects and are given a broad range of responsibilities, some of which include: Conduct extensive quantitative economic, industry and company research and analysis Draft and prepare pitch books with detailed industry materials for multiple healthcare sectors Conduct and model a broad range of corporate finance alternatives and due diligence for client transactions including M&A, strategic alternatives, capital structure development, acquisition finance and syndicated loan and capital market financing Financial modeling, valuation, comparable & relative value analyses and market-specific analysis Facilitate and coordinate product group idea generation and solutions development across a broad platform of global capabilities Draft client pitches and marketing materials including M&A, public/private debt & equity capital markets, syndicated bank financing, and other internal documentation by coordinating internal and external resources Assist in financing structuring, underwriting transaction evaluation, preparation, due diligence and execution Assist in the development and continued cultivation of client relationships Qualifications : Bachelor’s degree in Finance or Economics and a minimum of 3 year investment banking, corporate finance, and capital markets experience with a top tier global bank OR an MBA concentrating on Finance or Economics Strong interest and understanding of the Healthcare industry; experience with banking transaction related to the Healthcare industry is a huge plus Knowledge of corporate finance, securities, financial markets and risk & pricing analysis Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions Ability to manage multiple projects simultaneously Maturity and good judgement in handling confidential and sensitive information Ability to work under pressure and adhere to tight deadlines Strong written and oral communication skills and ability to convey ideas Creativity and intellectual curiosity Ability to work independently and must be able to work effectively in a team environment The expected base salary ranges from $175K - $225k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. #LI-Onsite Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC .

Posted 3 weeks ago

T logo
Truist BankForest Hills, North Carolina
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Work Style: Office-centric (in office) 4 days/weekPosition is located within Wholesale Banking Service Delivery-Complex Servicing which supports various specialized loan portfolios such as syndicated/participation loans, Asset Based Lending, and Dealer Floorplan.This position is responsible for designing and implementing process-oriented solutions and ensuring adequate change management and adoption across all levels of the organization. This position is responsible for driving results, enabling, and supporting teammates. This position works at the tactical level (analyzing data, solving problems, and working with teams for implementation) to manage identified optimization projects and to develop forward-looking processes and systems that support the development, operational effectiveness and continual improvement to support EOS objectives. Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Responsible for / owns process models and procedures. Functions as a SME within their process vertical and displays a mastery of industry specific knowledge. Responsible for sampling and monitoring of assigned processes in relation to defined KPIs. Responsible to report and track KPI metrics and identify bottlenecks/process variations that cause KPIs to be missed.2. Works with various partners across EOS and supporting LOBs and/or Functions to identify opportunities and structure abstract questions or issues into manageable, specific work streams and deliverables.a. Facilitate sessions to set direction and create change for business processes from a technological and workflow perspective.b. Design and implement process-oriented solutions and ensure adequate change management and adoption across all levels of the organization. Provides oversight and ensures overall quality of junior teammates' key tasks and delivery.c. Within assigned line of business, resolve or escalate risks or roadblocks prohibiting achievement of identified scope.d. Train and support Production groups to ensure awareness and adoption of the target state. 3. Drive improvement process benefit expectation and realization. Measure and monitor return on investment (ROI) of process improvement projects to ensure organizational efficiency and profitability.4. Facilitate and build relationships internal and external to the assigned business unit to ensure initiative success.5. Establish and maintain strong working relationships with key business partners with special emphasis on Business sponsors, Audit, Demand Management, Strategic Planning and members of the Senior Leadership Team. Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelors’ degree in business, engineering, design, or technology field; or related field or equivalent combination of education and professional experience. 2. Four years of process or project analyst or relevant industry experience in banking, financial services, or other services industry. 3. Experience leading optimization projects in financial services or transactional-based processes. 4. Ability to use research and data analytics to diagnose problems, recommend action plans to resolve issues and drive business decisions. 5. Ability to lead cross-functional teams without formal authority. 6. Excellent skills in presentation, facilitation, communication and negotiation. 7. Solid understanding of program and project management disciplines, techniques, and approaches. 8. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. 9. Solid understanding of program and project management disciplines, techniques, and approaches. 10. Ability to work in a fast-paced, highly complex, results driven environment and to prioritize multiple high-profile projects and initiatives. 11. Excellent verbal and written communication skills, including public speaking, group facilitation and ability to interact effectively with various levels of leadership. Preferred Qualifications: 1. Master’s degree in business, engineering, design, or technology field; banking or financial management education. 2. Deep knowledge of operational and technical environments of financial institutions, including knowledge of applicable banking laws and regulations. 3. Certified Lean Six Sigma Green Belt certification with two years’ experience in applying methodology. 4. Business Process Management (BPM) experience. 5. Certified Associate in Project Management (CAPM) or Project Management Professional (PMP) designations. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site . Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 4 days ago

Webster Bank logo
Webster BankConey Island, New York

$23 - $26 / hour

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! The Banking Center Relationship Banker 2 role will provide services for Banking Center customers and assist the team in achievement of sales, service, and operation goals, based on Webster's Strategic Guidelines. The role will process all customer related financial transactions in accordance with the rules, regulations, and guidelines of the Bank. Additionally, this role uses excellent communication and active listening skills to learn about the customer's financial needs, establish trust, optimize sales opportunities, generate leads, and provide quality customer service as well as develop and maintain a strong partnership with various business segments through collaboration and communication. Ability to supervise and coach fellow relationship Bankers. What you will do Responds to customers' needs in an accurate and timely fashion, capitalizing on resources and tools available. Evaluates needs of clients and offers appropriate financial products and services, through needs-based conversations, to build and deepen relationships. Perform routine teller transactions like deposits, withdrawals, check cash, loan payments and other transactions as needed. Support segmentation strategy by implementing sales, retention, and other bank initiatives to execute Banking Center’s growth and profitability objectives. Expected to achieve/ exceed both individual and team goals in sales, service and operations. Maintains compliance with Federal and State regulations as well as bank policies and procedures. Meet/exceed branch audits and operations evaluation requirements. Assist with supervision of banking center colleagues offering coaching support to fellow bankers. Act as a role model and help onboard new bankers. Skills and Abilities 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. Education Qualifications H.S. Diploma or General Education Degree (GED) required Bachelor’s Degree in Arts/Sciences (BA/BS) or degree preferred Experience Qualifications 3-4 years customer sales/service experience with 1-2 years supervisory. Needs-based banking sales experience preferred The estimated salary range for this position is $23.08 USD to 26.00 USD. 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-SO1 Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.

Posted 2 weeks ago

Houlihan Lokey logo
Houlihan LokeyLos Angeles, California
Business Unit: Corporate Finance Industry: Business Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Business Services Houlihan Lokey’s Business Services Group offers M&A advisory, capital raising , and corporate restructurings to public and private companies. We work with companies providing professional and technology-related services across a number of end markets and regularly collaborate with other Houlihan Lokey industry and product groups to bring the highest level of knowledge, services, and relationships to our clients. Houlihan Lokey’s Business Services Group has earned a reputation for providing superior service and achieving outstanding results in M&A advisory, capital - raising, restructuring, and financial and valuation advisory services. Our team covers a broad array of sectors, with financial professionals dedicated to eac h of our primary coverage areas. Our senior-level relationships throughout the industry open doors to opportunities for our clients—whether they are seeking financing, a strategic partner, or a prospective buyer. In 2024 , Houliha n Lokey was ranked the No. 1 investment bank for all global business services M&A transactions by LSEG (formerly Refinitiv ).* *Excludes accounting firms and brokers. Job Description In Corporate Finance, Summer Associates may work on a variety of transactions that provide exposure to various investment banking services and client industries. These services include mergers and acquisitions, private placements of debt and equity, refinancings, and leveraged buyouts. Throughout the summer, you will work with a highly talented and dedicated staff of professionals who will give you broad exposure to the many different issues and concerns affecting businesses today. You will research and analyze financial statements, general and industry-specific economic conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and private securities companies. The environment at Houlihan Lokey is collaborative and entrepreneurial and rewards Summer Associates with substantial responsibility and interaction with senior-level professionals. Qualifications Currently an MBA candidate; coursework in accounting and finance is highly recommended Possess basic knowledge of and a keen interest in finance Excellent verbal and written communication skills Strong work ethic and leadership skills Preferred Qualifications A fundamental understanding of valuation theory, methodologies, and applications Strong analytical and computer skills (Excel) Ability to work cooperatively with all levels of staff Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $175,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-116177

Posted 1 week ago

Midland States Bank logo
Midland States BankSmithton, Illinois

$23 - $27 / hour

At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Assistant Banking Center Manager Pay Range: $23.00 - $27.00 an hour Position Summary The Assistant Banking Center Manager is responsible for individual business development goals along with assisting with managing the sales and operations of the Banking Center. This role works in conjunction with the Banking Center Manager to ensure implementation of policies and programs, in order to achieve company objectives. Coaches Bankers and Tellers on identifying and meeting the needs of the bank’s existing and prospective customers, including answering inquiries regarding accounts and consumer loan balances, opening new accounts, and handling customer complaints. Proactively sells banking services to retail customers along with developing current and prospective business clients. Primary Accountabilities Extensive knowledge of consumer and business products and services and proficient with identifying cross-sell opportunities. Strong understanding of consumer and real estate secured lending products and able to obtain NMLS-registry. Maintain a customer base and continually deepening existing relationships. Assists in the training, coaching and motivation of the staff in order to cross-sell the bank’s products and services and deepen customer relationships. Support portfolio growth by identifying cross-sell opportunities and displaying sales leadership. Assists in the delivery of quality customer service through personal contact with customer prospects and adherence to approved quality standards. Encourages, by example, staff prospecting. Responsible for providing employees timely, candid, and constructive performance feedback through weekly check-ins, huddle meetings, individual coaching, and observation sessions along with objective performance evaluations. Assists the Banking Center Manger in assuring effective utilization and scheduling of staff along with timesheet approval. Communicates effectively and possess strong leadership skills to direct and coach Retail staff. Confidently drive sales through quality service and product knowledge allowing them to achieve or exceed personal and team goals as set. Track and monitor those sales and opportunities in the customer information software. Confident in recommending personal products, trusts, HSA’s, IRA’s, business products and services. Participate in onsite visits to customers to promote the Employee Perks at Work Program & Merchant Services. Accurately processing customer transactions, balancing, and safeguarding against fraud. Proficient in profiling and referring to our banking partners utilizing skills obtained through internal sales training courses. Strong decision-making skills and ability to conduct sales activities. Participate in outbound teleconsulting to promote and expand current client relationships on a daily basis. Participate in bank sponsored community activities. Train and mentor new hires on the teller and/or banker system. Timely completion of all assigned learning activities. Achieve or exceed personal and team goals as set. Actively participate in weekly huddles and one on one coaching sessions. Serves as relief and /or backup ABCM in other locations of Midland States Bank. Demonstrates and models Midland States Bank core values that support the bank’s culture. The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience: 2-3 years of relevant work experience. Broad knowledge of bank systems, consumer loans and deposit accounts. Cash handling and customer service background. Proven sales experience. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008. Ability to: Stand for extended periods of time. Ability to lift and transport coin and currency bags as required (bags may weigh between 25lbs and 50lbs). Other Desired Qualifications: Multilingual speakers are encouraged to apply. Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at HR@midlandsb.com . THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We’re proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at HR@midlandsb.com . THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT

Posted 4 days ago

PricewaterhouseCoopers logo
PricewaterhouseCoopersTampa, New York

$124,000 - $280,000 / year

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

Posted 30+ days ago

R logo
Raymond James & AssociatesNew York, New York

$70,000 - $175,000 / year

Job Description Summary Job Description Raymond James Overview One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations. Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options. We strive to ensure everyone feels welcomed, valued, respected, and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. Job Summary Investment Banking Summer Associates (part of the Capital Markets & Advisory area) are given a high level of responsibility on matters of business significance in a specific industry or product-focused team. Summer A ssociates work with a variety of financial products , including public and private debt and equity financings, mergers and acquisitions, and financial advisory for a specified period of time . Summer A ssociates will enhance their financial analysis skills, develop a deep understanding of capital markets and clients, and contribute and generate ideas on projects with significant scope and impact . Summer Associates are expected to work on every aspect of the transaction process, including high-level research projects, creation of original work product, evaluating merger and acquisition scenarios and preparing documents related to the public issuance of stock , presentations, participation in drafting sessions, new business proposal sessions, and due diligence meetings. Essential Duties and Responsibilities Develop financial models to assess debt and equity financing alternatives for transactions. Perform valuation methodologies, comparative company analysis and discounted cash flow analysis on target companies. Provide meaningful input to equity offerings, valuations, private placements, mergers and acquisitions advisories. Research, analyze, present and document drafting elements of a developing transaction. Collaborate with Senior Bankers to develop strategies for client presentations and create unique materials. Analyze current events in respective industry groups and provide meaningful input about the impact of critical issues in the news that are relevant to current and prospective clients and deals. Assists with the execution of M&A and financing transactions, financial modeling, industry and comparable company analysis. Assists with preparing standard and tailored presentations and pitches to clients. Seeks opportunities for development through the job itself, through special assignments, training, or external activities. Performs other duties and responsibilities as assigned. Knowledge of: Fundamental concepts, practices, and procedures of Investment Banking. Fundamental investment concepts, practices and procedures used in the securities industry. Concepts, practices and procedures of Tax and Accounting. Financial markets and products. Leading business concepts learned in graduate degree setting. Skill in: Communicating effectively, both orally and in writing. Analytical skills sufficient to assess and explain events in the market. Problem solving and solution design skills. Thinking independently and developing ideas and strategies. Utilizing technology and systems to produce reports, communications and presentations. Defining high quality standards and evaluating products, services, and performance against benchmarks. Ability to: Gather information, identify linkages and trends, and apply findings to reports. Attend to detail while maintaining a big picture orientation. Remain cognizant of our commitment to daily workflow and regulatory compliance during high volume activity. Think independently on matters of significance in order to market ideas. Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment. Establish and maintain effective working relationships at all levels of the organization. Utilize judgment and discretion to w ork independently as well as collaboratively within a team environment. Assume full responsibility and accountability for own actions. Demonstrate uncompromising adherence to ethical principles. Be proactive and demonstrate readiness and ability to initiate action. Engage across all organizational levels through interpersonal effectiveness and communication , both oral and writ ten . Leverage previous professional experience and knowledge in producing client- facing deliverables ( e.g. modeling) . Education/ Previous Experience Requirements : Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD). Currently enrolled in an accredited MBA program in the fall of 2025. Minimum of two years of relevant, professional work experience . Available for a summer internship in 2026. Interested in a career in Investment Banking. OR ~ Any equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses/Certifications None . Location: New York, NY Education Bachelor’s: Business Administration Work Experience General Experience - None Salary Range $70,000.00-$175,000.00 Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: Grow professionally and inspire others to do the sameWork with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mindTake ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-KL1

Posted 30+ days ago

Raymond James logo
Raymond JamesChicago, Illinois

$100,000 - $175,000 / year

Job Description Summary Play an integral role in the department's activities with a high level of responsibility as a member of a specific industry-focused team. Responsibilities include formulating new business proposals, developing company forecasts and valuations, evaluating merger and acquisition scenarios and preparing documents related to the public issuance of stock. Job Description Responsibilities: Develop and/or deliver a plan for significant aspects of the financial management and/or control process. Analyze, assess, and quantify the risks associated with products, individual applications, business activities, and the market to determine whether any risk is within the agreed risk appetite. Undertake tactical risk modeling. Use data from a wide range of sources to analyze key themes and identify possible impacts on the business. Create a plan to deliver and review financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice. Analyze and forecast investment or market trends by designing and developing nonroutine investment models. May also manage specific assigned portfolios while helping to develop investment policy. Recommend changes to policies, processes, standards, and practices that would improve operational support. Develop and/or deliver a plan for significant aspects of internal communications with guidance from senior colleagues. Provide specialist advice on the interpretation and application of policies and procedures, resolving complex or contentious queries and issues and enabling others to take appropriate actions. Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience. Manage relationships with internal clients and act as a business partner to them, building high levels of professional credibility and mutual trust, and managing the deployment of appropriate internal and/or external resources to support in delivering business strategy and plans. Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media. Skills: Works independently and provides guidance and training to others on analyzing data trends for use in reports to help guide decision making. Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies. Acts as the organization's authority and established expert on understanding and using standard office equipment and standard software packages to support business processes. Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives. Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on developing appropriate plans or performing necessary actions based on recommendations and requirements. Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations. Uses comprehensive knowledge and skills to act independently while guiding and training others on achieving full compliance with applicable rules and regulations in management and/or operations. Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives. Works independently and provides guidance and training to others while interpreting and applying comprehensive knowledge of laws, regulations and policies in area of expertise. Uses comprehensive knowledge and skills to act independently while guiding and training others on managing client accounts in a way that provides benefits both for the organization and its clients. Works at an advanced level to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works independently and provides guidance. Uses comprehensive knowledge and skills to work independently on costing, budgeting and finance tasks while providing guidance and training to others. Acts independently using comprehensive knowledge and/or skills to conduct research and analyze data while guiding and training others on how to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments. Applies comprehensive knowledge and skills to work independently while providing guidance and training to others on acquiring, organizing, protecting and processing data to fulfill business objectives. Works at an advanced level to conduct an enterprise readiness assessment to determine the organization's readiness for change. Typically works independently and provides guidance. Uses comprehensive knowledge and/or skills to act independently with guiding and training others on identifying, assessing, prioritizing and managing project-related risks. Works at an advanced level to design, create and administer the test scripts associated with the delivery of the project, ensuring that the requirements are being met from a functional, design and user experience perspective. Typically works independently and provides guidance. Applies comprehensive knowledge and skills to work independently while providing guidance and training to others on reviewing and creating relevant, lucid and effective reports. Uses comprehensive knowledge and/or skills to act independently while providing guidance and training to others on identifying, assessing, prioritizing and managing risks. Works at an advanced level to model, analyze, assess, and quantify the impact and probability of various risk scenarios and select the most appropriate course of action for the given situation. Typically works independently and provides guidance. Applies comprehensive knowledge and/or skills to independently engage in strategic planning. Education Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required) Work Experience General Experience - 3 to 6 years Certifications Salary Range $100,000.00-$175,000.00 Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: Grow professionally and inspire others to do the sameWork with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mindTake ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Posted 4 days ago

T logo
Truist BankHouston, Texas
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector. Industry coverage includes industrials, financial sponsors, consumer and retail, healthcare, financial institutions, energy, and technology, media and telecom. Senior investment banking professionals are expected, over time, to generate a balanced mix of M&A, debt and equity capital raising of $7 million to $30 million subject to the attributes of their sector coverage. In addition, senior investment banking professionals are expected to "sell the bank" by appropriately positioning the banks treasury and payment solutions product suite as well as floating rate and F/X, private wealth, insurance and other services. Senior investment banking professionals are also expected to serve the bank's corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Plays an integral role in supporting new business development, due diligence, and/or transaction execution2. Independently performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, executing transactions, as well as working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis3. May coach and mentor Analysts or Interns Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. BA/BS degree 2. Minimum of 6 years of related work experience 3. Strong knowledge of investment banking, market, industry sector, and/or financial products 4. Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions 5. Strong organizational and leadership skills 6. Advanced skills in written and oral communications, and interpersonal relationship management 7. Solid analytical and sales skills Preferred Qualifications 1. MBA degree, with a Finance focus2. 8+ years of related work experience3. Experience in mentoring and coaching - The annual base salary for this position is $175,000 General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site . Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 4 days ago

Royal Bank of Canada logo
Royal Bank of CanadaBoston, Washington

$100,000 - $135,000 / year

Job Description Overview We are seeking a motivated and technically adept Business Analyst (Associate) to join our Municipal Investment Banking & Community Investments team. This role will be central to designing and implementing a unified data platform that will consolidate disparate systems currently used across our low-income housing tax credit (LIHTC) syndication business (RBC Community Investments) along with building and enhancing systems that serve the Municipal Investment Banking business. The candidate will work closely with senior leadership, internal developers, and third-party vendors to map business processes, analyze and clean complex data sets, write business requirements, and support the design and launch of proprietary systems that will serve as the backbone of our Municipal Investment Banking and Community Investments businesses. These new systems are being designed with a heavy emphasis on AI and agentic workflows, so this candidate will have the opportunity to work with many cutting-edge AI technologies. This is a unique opportunity to join a mission-driven group within an investment bank that finances the creation of public infrastructure and affordable housing while developing innovative technology solutions from the ground up. Key Responsibilities Business Process Mapping Meet with business stakeholders to document workflows, information management practices, and data flows. Identify gaps, inefficiencies, and opportunities for process and data integration. Data Analysis & Management Work with large, complex SQL-based datasets to understand structure and relationships. Collaborate with business users to reconcile data definitions with real-world use cases. Clean, map, and organize data for migration into a unified system. Requirements Gathering & Documentation Translate business needs into clear, detailed business requirements and functional specifications. Partner with banking technology team members and application developers (in-house and contractors) to assist in managing development efforts. Technology Development & Implementation Support design, build, testing, and rollout of the new data platform. Coordinate UAT, training, and adoption across business users. Provide ongoing support and manage iterative enhancements post-launch. Ad-Hoc Model & Report Development Assist in the production of automated financial models and reports leveraging Python, Excel VBA Macros and/or SQL Excel connections. Cross-Functional Collaboration Serve as a liaison between Community Investments business stakeholders, senior management and technology teams. Ensure alignment across diverse stakeholders on project goals, priorities, and timelines. Qualifications Experience: 4–7 years of experience in business analysis, product management, or program/project management roles within real estate technology or financial services. Experience with affordable housing, LIHTC, or asset management data (a plus, but not required). Technical Skills: Experience with AI systems and tools. Familiarity with commonly used LLMs and APIs. Proficiency with GitHub Copilot and/or Claude Code a plus. Strong proficiency in SQL; ability to analyze large, complex datasets. Familiarity with data modeling, ETL processes, and database design concepts. Understanding of software development lifecycles and agile methodologies. Familiarity with Python, JavaScript (React, Angular, NodeJS) and HTML/CSS. Proficient with Microsoft productivity applications (Excel, Word & PowerPoint), ideally with experience writing macros in VBA. Experience using collaboration tools (JIRA, Confluence, SharePoint, Figma) preferred. Business Skills: Excellent requirements gathering, documentation, and stakeholder management skills. Strong written and verbal communication, able to translate technical topics for non-technical stakeholders. Experience working directly with application developers. Comfort working in a fast-paced, build-from-scratch environment. Comfort managing long-term, large-scale projects. Education Bachelor's degree in finance, real estate, computer science, information systems, or related field. Advanced degree or certifications (PMP, CBAP, etc.) a plus but not required. Attributes of a Strong Candidate Comfortable toggling between high-level process mapping and hands-on data analysis. Energized by building bespoke solutions, not just implementing off-the-shelf tools. Excited about affordable housing, community development, and impact-driven finance. A team player who wants to stick with the platform long term, supporting both its initial launch and its ongoing evolution. What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off. Leaders who support your development through coaching and managing opportunities. Ability to make a difference and lasting impact. Work in a dynamic, collaborative, progressive, and high-performing team. Opportunities to do challenging work. Opportunities to build close relationships with clients. You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals. 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 The expected salary range for this particular position is $100,000- $135,000, depending on your experience, skills, and registration status, market conditions and business needs. Job Skills Adaptability, Critical Thinking, Customer Service, Detail-Oriented, Financial Engineering, Financial Statement Analysis, Investments Analysis, Personal Development, Personal Initiative, Teamwork Additional Job Details Address: 2100 PENNSYLVANIA AVENUE NORTHWEST:WASHINGTON City: Washington Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: CAPITAL MARKETS Job Type: Regular Pay Type: Salaried Posted Date: 2025-09-10 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 6 days ago

Raymond James logo
Raymond JamesChicago, Illinois

$80,000 - $105,000 / year

Job Description Summary Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock. Will work on every aspect of the transaction process, including participating in drafting sessions, new business proposals and due diligence meetings. Job Description Responsibilities: Conduct research using primary data sources, and select information needed for the analysis of key themes and trends. Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice. Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios. Advise managers how to apply a wide variety of existing procedures and precedents. Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy. Edit document in line with organizational style guidelines and prepare information for publication. Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues. Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media. Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature. Develop short- or medium-term work schedules in order to achieve planned commitments. Approve overtime or use additional resources as needed. Explore issues or needs, establishing potential causes and barriers, as well as related issues. May include such responsibilities as supporting internal customers or helping senior colleagues manage internal client relationships. Manage relationships with small clients while also helping senior colleagues manage relationships with larger key clients and customers. Skills: Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies. Works without supervision and provides technical guidance when required on analyzing data trends for use in reports to help guide decision making. Independently supports business processes with comprehensive understanding and effective use of standard office equipment and standard software packages, while also providing guidance and training to others. Works without supervision and provides technical guidance when required on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives. Works without supervision and provides technical guidance when required on developing appropriate plans or performing necessary actions based on recommendations and requirements. Works without supervision and provides technical guidance when required on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations. Works without supervision and provides technical guidance when required on achieving full compliance with applicable rules and regulations in management and/or operations. Works without supervision and provides technical guidance when required on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives. Works without supervision and provides technical guidance when required on interpreting and applying knowledge of laws, regulations and policies in area of expertise. Works without supervision and provides technical guidance when required on managing client accounts in a way that provides benefits both for the organization and its clients. Works with full competence to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works without supervision and may provide technical guidance. Conducts research and analyzes data without supervision while providing technical guidance as needed in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments. Works without supervision and provides technical guidance when required on acquiring, organizing, protecting and processing data to fulfill business objectives. Works with full competence to envision and document the future state of processes and products by identifying the solution scope, potential value of the future state, and the changes to the process, products, organization infrastructure, capabilities, and technology necessary to achieve the desired future state. Typically works without supervision and may provide technical guidance. Communicates with other people without requiring supervision and provides technical guidance when required on speaking in a clear, concise and compelling manner. Works with full competence to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the return on investment. Typically works without supervision and may provide technical guidance. Works without supervision and provides technical guidance when required to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution. Works without supervision and provides technical guidance when required to uncover clients’ explicit needs and/or unforeseen opportunities and challenges. Works with full competence to understand business context, needs, rules, and architecture, as well as organizational structure, cultures, capabilities, and processes to document the current state of processes and the business. Typically works without supervision and may provide technical guidance. Works with full competence to conduct gap analysis between current and future states to identify components of the overall change strategy. Typically works without supervision and may provide technical guidance. Works without supervision and provides technical guidance when required to orient the seller's organization around delivering to the key needs of their customers. Education Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required) Work Experience General Experience - 3 to 6 years Certifications Salary Range $80,000.00-$105,000.00 Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: Grow professionally and inspire others to do the sameWork with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mindTake ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Posted 4 days ago

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

Posted 2 weeks ago

U.S. Bank logo
U.S. BankRancho Cucamonga, California

$105,400 - $124,000 / year

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Our Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They approach each and every day with a single purpose – to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. They will have access to an expansive set of products and solutions to better serve our business clients today and into the future. This role includes a base salary, a competitive quarterly incentive plan, four weeks of vacation, and carries a Vice President title. The responsibilities are as follows: Bring new business clients to the bank through strong business development and prospecting. Be the primary advisor for our business clients. Build, develop, enrich and manage new and existing relationships with business clients. Deliver financial expertise and client-centric solutions that build strong, long-term relationships. Assess and attend to clients' banking needs. Educate clients on available deposit and loan products and services. Recommend financial solutions based on each client’s unique goals and needs. Partner effectively with Treasury Management, Merchant Services and Business Banking Credit Card teams. Basic Qualifications - Bachelor's degree, or equivalent work experience- Five to seven years of relevant experience Preferred Skills/Experience - Knowledge of local market - Ideal candidate resides in the market - Able to demonstrate principals of credit risk management - Have "soft skills" to partner and collaborate across business lines - Proven track record onboarding and retaining businesses with revenues $2.5MM to $25MM - Proven track record of success meeting targets that are quantifiable and qualitative Location The role offers a hybrid/flexible schedule. If not prospecting and meeting with clients, there's an in-office expectation of 3 or more days per week with the flexibility to work outside the office location for the other days. If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants . Benefits: Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $105,400.00 - $124,000.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 4 days ago

First Bank & Trust logo
First Bank & TrustEast Bethel, Minnesota

$17 - $23 / hour

Job Description: This person shall be responsible for providing a superior service experience to all guests of FBT. This person must meet and resolve the transactional needs of guests in a timely and efficient manner, remaining ever aware of the guest. This person shall be responsible for developing and maintaining client relationships and managing client needs while proactively recognizing opportunities and offering solutions, all while putting people first. Qualifications: This person should have a high school diploma and a minimum of one year of related experience, or the equivalent. This person should demonstrate strong communication skills through excellent verbal and written correspondence, effective listening, and responsiveness. This person should be genuinely personable, empathetic to others, collaborative, and a solution driven problem solver. Principal Responsibilities: Provide a superior service experience that not only satisfies the wants and needs of the bank’s guests but provides them with a unique experience indicative of First Bank & Trust’s culture and commitment to the communities we serve. Enthusiastically develop, maintain , and grow new and existing relationships that are profitable to the bank while minimizing risk. While not , a general understanding and aptitude for sales aids in this responsibility. Perform general teller functions including processing deposits, withdrawals, payments, and negotiable items. Maintain a balanced cash drawer each day. Remain risk-aware, recognizing and swiftly reporting any suspicious transactions. Assist in the daily servicing of branch hardware; including ATM and/or TCR(s). Anticipate needs and advise clients on solutions that personally benefit them. Assist in the opening of new accounts and establishing new relationships. Be an expert and educate clients in the bank’s suite of products, services and processes that meet both client and community needs. Proactively seek direction from the Retail Banking Supervisor and/or Retail Branch Manager that assures daily work aligns with organizational goals. In addition, be persistent in building relationships and collaborating with colleagues both in and outside of the Retail business line to meet client needs. Monitor and maintain both the deposit and credit portfolios for quality and potential risk. If necessary, follow through on collection efforts, using all legal means as required by Loan Policy and Guidelines. Act in accordance with FBT policies and procedures as set forth in the employee handbook. Adhere to compliance procedures and participat e in required compliance training and all meetings deeme d appropriate b y supervisor. The anticipated salary range for this role is between $17.40 and $22.58 . This range is a good faith estimate for the position. The actual compensation offered to a candidate may differ based on various factors, including the individual’s relevant experience, training, skills, work location, and other considerations. For those in eligible roles, we offer incentive compensation based on individual performance. Furthermore, this role may qualify for a variety of benefits, such as Medical, Dental, and Vision insurance, Health Savings Accounts, 401(k)/ESOP, Paid Time Off, Flexible Work Arrangements, Paid Parental Leave and Student Loan Repayment Assistance. Learn more at www.bankeasy.com\careers Compensation Grade Hourly Grade 3 First Bank & Trust is an Equal Opportunity, Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, or status as a protected veteran. Read our complete Equal Employment Opportunity Policy Statement . Applicants who would like to request reasonable accommodation to the application or interview process should call Human Resources at 800.843.1552 or email hr@bankeasy.com .

Posted 4 days ago

F logo

Business Banking Underwriter 1

First National Bank Of PennsylvaniaBaltimore, Maryland

$62,738 - $104,572 / year

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Job Description

Primary Office Location:

300 E. Lombard Street. Baltimore, Maryland. 21202.

Join our team. Make a difference - for us and for your future.

Position Title: Business Banking Underwriter 1

Business Unit: Credit

Reports to: Business Banking Underwriting Team Leader

Position Overview:

Responsible for preparing financial analyses of current and prospective commercial loan customers, spreading financial statements, analyzing industry and economic conditions, completing cash flow analysis, completing full underwriting presentation and performing credit investigations to make appropriate recommendations as to the creditworthiness of borrowers and protect the Bank from loss. The incumbent provides the highest quality of service to every customer. The incumbent typically works on loans/portfolios of lower complexity as the incumbent’s work requires significant oversight.

Primary Responsibilities:

Analyzes the creditworthiness of borrowers, identifies key credit issues and prepares full written analysis according to available information and established policies and procedures accurately and timely including completion of the entire underwriting document.

Utilizes software to complete financial spreads, risk ratings, covenant tests, cash flow and global cash flow accurately and timely to aid in the analysis of a borrower’s creditworthiness according to established policies and procedures.

Research available data including internet sources and subscription-based utilities as available and summarizes information regarding current and projected status of certain industries and borrowers of Bank services along with general economic trends and conditions according to the availability of research data to aid in the quality of lending decisions.

Develops a personal program for maintaining an adequate level of knowledge in banking matters, compliance, credit analysis, policies and procedures and personal skills and demonstrates interpersonal behavior, attitude, judgment, communication and initiative with customers and employees to ensure an acceptable degree of performance.

Works with manager on group-wide initiatives for process, roles and responsibilities enhancements, and/or output improvements.

Performs other related duties and projects as assigned.

All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines.  Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:

BA or BS

Minimum#### of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:

1

Skills Required to Perform the Primary Responsibilities of this Position:

Excellent project management skills

Excellent communication skills, both written and verbal

Excellent organizational, analytical and interpersonal skills

Excellent customer service skills

Ability to use a personal computer and job-related software

MS Word- Basic Level

MS Excel- Intermediate Level

MS PowerPoint- Basic Level

Knowledge of a wide range of commercial lending (C&I, IRE, Muni, and NFP), underwriting practices, and banking practices

Knowledge of commercial banking policies, procedures and government regulations

Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:

N/A

Physical Requirements or Work Conditions Beyond Traditional Office Work:

N/A

Compensation Grade:

EXT07

Pay Range:

$62,738.00 - $104,572.00

FNB’s total rewards package may include other components such as:  overtime, incentive, equity and benefits.  Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions.  We review pay regularly to ensure competitive and equitable pay.  FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits.

Equal Employment Opportunity (EEO):

It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.

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