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Law Firm Banking Officer-logo
Home Trust Banking PartnershipRoanoke, VA
Role Summary The Law Firm Banking Officer will be responsible for supporting the management and growth of the law firm and attorney business for the bank. This client-facing role is responsible for developing and expanding relationships and establishing and driving the strategy and expansion of this business across our bank's footprint and sales organization. Key Responsibilities / Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Manage and grow deposits and treasury revenue across the Law Firm/Attorney portfolio. Work as a trusted advisor with all business clients, Law Firms and Attorneys to deliver a tailored suite of deposit and Treasury Services. Collaborate with Treasury Services and Commercial Banking teams to establish and drive business development strategies including input into product development, marketing, and other strategic initiatives. Accountable for revenue expansion, pipeline momentum, relationship profitability, client calling, portfolio development, pricing strategy and proposal/presentation delivery. Maintain a strong client focus, treasury industry expertise, a broad understanding of bank structure and the operational aspects of doing business within the Law Firm/Attorney space. Ensure client satisfaction by understanding needs of all business clients, Law Firms and Attorneys' needs as well as being their advocate at the bank. Assist management in the development of new products and services, marketing materials, and the establishment of sales objectives. Oversee the sales process from initial client call to full implementation and usage of TM services. Adhere to all corporate policies and procedures, Federal and State regulations, and laws. Complete all mandatory annual compliance training. Follow regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and OFAC to assist in the identification, detection and determent of money laundering and other unlawful activities, as well as regulations pertaining to lending and consumer compliance to include fair lending laws. Perform other duties and special projects as assigned. Job Requirements: Education: Bachelor's degree in a business-related field or equivalent experience. Required: 5+ years of experience in one or a combination of the following: sales, business development, and/or treasury management. Excellent client facing presentation, written, verbal, and virtual communication skills, and interpersonal skills. Substantial analytical skills and ability to assimilate complex information and problem-solve. Strong ability to learn quickly and multi-task. Ability to manage internal and external business partners to deliver solutions that meet prospects and client's needs. Ability to effectively build relationships internally and collaboratively develop strategies that support the Bank's overall growth and profitability. Sound decision making and reasoning skills. Exhibits respect for others and always maintains high ethical and professional standards. Proficient in Microsoft Office Products. Preferred: Certified Treasury Professional (CTP) certification. About HomeTrust Bank HomeTrust Bank, founded in 1926, is a North Carolina chartered, community-focused financial institution committed to providing value-added community banking through online/mobile channels and multiple locations in Virginia, North Carolina, South Carolina, Tennessee, and Georgia. Learn more at www.htb.com. Apply today to take your first steps towards joining this talented population of employees within a growing organization. Work Environment, Physical Requirements The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. HomeTrust Bank promotes an equal employment opportunity workplace which includes reasonable accommodation of qualified applicants and employees. This job operates in a professional office environment and routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines. While performing the duties of this job, the employee is regularly required to talk or hear. Physical activity requiring reaching, sifting, lifting, finger dexterity, grasping, feeling, repetitive motions, talking and hearing are required. DISCLAIMER: HomeTrust Bank is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned. HomeTrust Bank is an equal opportunity employer. We are committed to providing equal employment opportunities for all employees without regard to sex, race, color, religion, national origin, age, disability, sexual orientation, genetic information, or veteran status.

Posted 6 days ago

T
Truist Financial CorporationCharlotte, NC
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Manages multiple departments, departmental leaders, high level analysts and/or complex high touch applications that may require 2x7x365 day coverage. Responsible for managing all aspects of line of business, multi-state function or multi units to include the resources, developing and implementing an operational plan and ensuring that department's procedures are carried out in guidance with legal and regulatory procedures/policies while mitigating risk. Evaluates organizational efficiency and makes necessary changes to maximize staff productivity. Accesses the direction of Truist and find ways to contribute to the big picture by not only ensuring daily operations run smoothly and as efficiently as possible, but also running large projects/application upgrades that touch large majority of the organization. will be remote within Truist footprint-must be open to traveling for team meetings. Requires strong leadership skills/project management/data issues management experience and client redress experience. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Provide leadership and management oversight in multiple departments/ functions to achieve processing and performance results of the highest quality, which are in accordance and consistent with corporate objectives, legal and regulatory compliance. Responsible for researching, developing and implementing large/high touch projects/upgrades/installs that impact many other Lines of Business / Departments and result in savings or efficiency gains to the organization. Direct and lead teammate development and engagement for multiple departments/functions. Make recommendations for teammates regarding employment, career and professional development, performance evaluations, salary changes, promotions, transfers and terminations within established policies and guidelines. Manage multiple departmental profit plans within established guidelines; administer compliance to meet budgetary goals and negotiate changes as required. Provide monthly reforecast, variance explanations and trend analysis to Management as needed. Manage critical, sensitive, and strategic suppliers to ensure that all 3rd party risk management expectations, requirements, and deliverables are adhered to. Responsible for all aspects of directing, planning, scheduling, coordinating and leading activities at multiple assigned locations and departments/functions. Responsible for creation and implementation of business recovery, business impact analysis and alternate site strategies for critical and essential Bank functions. Activities include managing teammate resources, pandemic strategies, communication strategies, technology recovery, equipment needs and vendor resources. Ensure compliance and risk mitigation through review, revision and application of policies, procedures and controls meeting regulatory, legal and audit requirements. Foster a results-oriented team that continuously evaluates existing operations and new technologies. Implement strategies to improve quality, productivity and efficiency within all areas of responsibility. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree in Business or other related field, or equivalent education and related experience. Ten years of experience in banking; seven to ten years of management experience. Exhibits effective leadership skills that produce results from coaching, delegating and development of teammates. As well as, creative, flexible, decisive and adaptable to dynamically changing and demanding business/production environment Thorough analytical, planning and quality control, problem-solving and crisis management skills Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Strong interpersonal and communication skills, verbal and written; ability to successfully interact with and influence all levels of management and staff. Excellent negotiation and presentation skills. Excellent Project management skills. Excellent time and people management skills Exhibit excellent interpersonal skills as well as good verbal and written communication. Thorough understanding of process and production management principles. Preferred Qualifications: Master's degree in Business, or equivalent education and related training 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 2 weeks ago

Investment Banking Managing Director - Business Services-logo
Mesirow Financial Holdings, Inc.Chicago, IL
The Opportunity Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, Mesirow serves clients through capabilities spanning Global Investment Management, Capital Markets and Investment Banking, and Advisory Services. We are proud that our intentional culture results in strong employee engagement, entrepreneurship and empowerment, with ongoing opportunities for volunteerism and advancement. Mesirow was recently named one of the Best Places to Work in Chicago by Crain's Chicago Business and one of the Top 100 RIA firms by Barron's. At Mesirow, we invest in what matters: our clients, our communities, and our culture. Mesirow Investment Banking provides M&A advisory, corporate finance and capital markets services to entrepreneurs, private equity firms, family offices and large corporations. Our sector-focused approach spans ten industry verticals and is based on longstanding relationships with key industry participants and relevant investors and funding sources. Our senior bankers lead every transaction, using their experience, judgment and unbiased advice to deliver successful outcomes for our clients. We are currently seeking Investment Bankers to join our Investment Banking team within the Business Services sector. Responsibilities: Devise and implement strategies to drive business growth and achieve the revenue goals for the Business Services team. Develop and sustain robust relationships with corporate clients, private equity firms, financial institutions, and investors. Manage the structuring, negotiation, and execution of transactions. Provide direction and vision to team members for offering materials, management presentations, client pitches and other materials. Perform comprehensive market analysis to identify trends, opportunities, and risks in the Business Services sector. Prepare and review complex financial analyses and models for potential M&A and capital raise transactions. Ensure quality of client deliverables by demonstrating extraordinary attention to detail. Manage and maintain client relationships and act as the primary contact and advisor to targeted client groups. Assess client needs and proactively generate relevant ideas and solutions and participate in pitching the Company's services to new clients. Mentor and develop Director, VP, Associate and Analyst staff members. Participate in other projects as requested. Requirements: Bachelor's degree in Finance, Economics, Business, or a related field; MBA or advanced degree preferred. At least 10 years of experience in investment banking, with a successful track record of generating $2 -$3 million plus in fees annually. Proven ability at deal origination and execution combined with a deep knowledge of Business Services sector and the regulatory landscape. Fluency in Microsoft Excel and other Microsoft applications, including PowerPoint. Proficiency in complex financial modeling. Ability to form client relationships, market and successfully bring in new business. Strong professional communication and inter-personal skills, and the ability to succinctly express complex ideas both orally and in writing. Proficiency in managing multiple project-oriented tasks effectively and in a timely manner with exceptional attention to detail. Ability to work independently while being team-oriented; prioritize tasks, react to changes, and solve critical issues. Qualified candidates must possess a high level of motivation, initiative, and leadership potential. In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $200,000 and $275,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a commission/bonus and the Mesirow benefit program. EOE

Posted 30+ days ago

Commercial Banking Relationship Manager-logo
Commerce BankKansas City, MO
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Annual Salary: $70,500.00 - $184,000.00 (Amount based on relevant experience, skills, and competencies.) This position involves both the comprehensive management of existing commercial relationships as well as soliciting new business opportunities with assigned customers and targeted prospects. Although it can vary by market, targeted companies generally include those with annual sales of $15MM and over. Essential Functions Reach out to assigned customers and targeted prospects with the objective to acquire new business Serve as the primary advisor for an assigned portfolio of diverse and complex commercial relationships, ensuring a high level of customer satisfaction and retention Coordinate with product partners to cross-sell a full range of products and services Critically review and analyze portfolio to reduce risk and enhance profitability Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensuring adequate loan documentation, and analyzing industry/credit risk Facilitate the resolution of customer problems, engaging product experts as needed Participate in community and business functions/groups to ensure a positive image for the bank and to establish referral contacts within the marketplace Ensure compliance with all bank policies, procedures, regulations, and laws Manage a portfolio of commercial relationships with some or all of the following characteristics: Average loan portfolio O/S of $50MM to $100MM Average deposit portfolio of $25MM to $50MM Annual contribution of $500M to $750M Perform other duties as assigned Knowledge, Skills & Abilities Required Intermediate knowledge of full range of commercial products, credit policies, procedures and terminology Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements Strong time management skills, with ability to appropriately prioritize calling activities and strategies Goal oriented with well-developed sales skills Strong strategic, analytical, and problem-solving skills Strong persuasive and negotiation skills Ability to structure more complex credit requests Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Basic proficiency with Microsoft Word, Excel and Outlook Education & Experience Bachelor's degree in Business Administration, or equivalent combination of education and experience required 3+ years of commercial banking experience required For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report. For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record. For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Commercial Banking Relationship Manager I, II, III, and Senior job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $70,500 to $184,000 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 1000 Walnut St, Kansas City, Missouri 64106 Time Type: Full time

Posted 30+ days ago

B
BMO (Bank of Montreal)Tampa, FL
Application Deadline: 08/28/2025 Address: 531 West Morse Boulevard Job Family Group: Commercial Sales & Service BMO is looking for candidates at various career levels (AVP, VP, or Director) interested in joining a high-performing and fast-growing portfolio management team supporting BMO's Florida Diversified Middle Market team. Individuals will be involved in new money originations, supporting existing clients relationships, and ongoing portfolio risk management. Individuals can be located in Tampa, Winter Park (Orlando), or Boca Raton, FL and will support efforts across the state. Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures. Leads and executes business development plans to that business goals are achieved or exceeded. Improves service levels, improve client satisfaction and loyalty scores by identifying and providing recommendations for process improvement. Provides strategic input into business decisions as a trusted advisor. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals. Develops the business case by identifying needs, analysing potential options and assessing expected return on investment. Partners with internal stakeholder to develop consistent and appropriate customer presentations, craft detailed correspondence, presentations and proposals. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Provides direction on the creation of comprehensive credit structures to meet the transactional needs of clients. Collaborates with internal stakeholders to generate ideas, identify client solutions and pursue marketing efforts. Provides accurate financial analysis and risk assessment of new and existing customers. Partners with internal stakeholders for accurate, detailed client information. Develops credit information to make lending decisions on new, renewal and extension loans. Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients. Prepares summary, present facts and offer opinions concerning credit worthiness. Minimizes BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions. Provides input into the planning and implementation of operational programs. Builds effective relationships with internal/external stakeholders. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills- In-depth / Expert. Analytical and problem solving skills- In-depth / Expert. Influence skills- In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration- In-depth / Expert. Able to manage ambiguity. Data driven decision making- In-depth / Expert. Salary: $122,400.00 - $228,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 4 days ago

Business Banking Relationship Manager 2-logo
US BankMilwaukee, WI
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 Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They do this by approaching 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. You will also have access to an expansive set of products and solutions to better serve your business clients today and into the future. Strong client relationships are based on trust, assessing and attending to clients' banking needs, obtaining and processing client and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each client's unique goals and needs. U.S. Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term relationships. Basic Qualifications Bachelor's degree, or equivalent work experience Five to seven years of relevant experience Preferred Skills/Experience Strong relationship management and business development abilities Well-developed analytical and problem-solving skills Basic knowledge of credit administration, analysis, and credit policy/procedure Knowledge of cash flow management and business credit underwriting with commercial credit training preferred Demonstrated understanding of basic financial accounting and analysis Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank's products Ability to work effectively with individuals and groups across the company to manage customer relationships Excellent presentation, verbal and written communication skills Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $86,360.00 - $101,600.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 4 days ago

Operational Risk Officer - Business Banking-logo
Keybank National AssociationAlbany, NY
Location: 4900 Tiedeman Road, Brooklyn Ohio The Operational Risk Officer position resides in the 2nd Line of Defense within KeyCorp's Operational Risk Management group and will be responsible for executing risk oversight activities for Business Banking and various assigned operational and enterprise risk programs, projects and activities. The ideal candidate will promote a risk culture that encourages acknowledgement and recognition of operational risks and places a high priority on risk management. As subject matter expert, provide advice, consultation services and training to assigned lines of business (LOBs) on operational risk program management topics, including all activities associated with LOBs risks, controls, testing, remediation, loss analysis, key risk indicators, reporting, policy, and procedure development. Perform oversight activities and assume responsibility for discouraging actions that may expose KeyCorp and its affiliates to losses, regulatory or reputation risks, or to risk levels that exceed desired risk appetite through its business activities. The position is responsible for ensuring operational risk program management consistent with KeyCorp's Operational Risk Policy. The position has responsibility for oversight of LOB Operational Risk programs and policies, which includes providing highly specialized guidance and oversight on current and emerging legal, regulatory, and operational risk issues, monitoring and measuring operational risk performance, and reviewing and challenging of strategy (initiative, products, third parties, clients), control design, implementation, testing, and remediation for assigned LOBs. This position is an individual contributor and reports to the Consumer Line of Business Operational Risk Oversight Director. ESSENTIAL JOB FUNCTIONS Work directly with the lines of business (LOBs) to identify and assess risks, review and challenge risk assessments, provide input over controls and testing, advise on and monitor remediation activities and create reporting, ensuring line of business alignment within the Operational Risk program and framework. Responsible for primary execution of Operational Risk oversight and help guide and influence implementation of operational policies and/or procedures to mitigate risk within appetite. Responsible for assisting with the ongoing development and implementation of the Major Line of Business (LOB) Operational Risk teams strategic plan to accomplish its Annual Operational Risk objectives, to include among others: the development and implementation of Operational risk policies and procedures; assessment, monitoring and testing; establishment of line of business accountability and escalation and reporting processes. Responsible for ongoing development and implementation of operational risk management topics, including such things as being the subject matter expert on operational risk activities associated with risks, controls, testing, remediation and reporting. -Actively participate in broad risk management oversight of assigned LOB. Provide direction and deliver training to line of business personnel, Risk Management staff and others on Operational Risk best practices and other relevant industry best practices. Monitor and assess new or amended legal and regulatory requirements as they relate to Business Banking. Responsible for review and challenge of LOB policies and procedures to ensure that they are consistent with current applicable rules, regulations, laws and are effective in mitigating related risks. Work with the LOB to ensure the ongoing development and enhancement of risk assessments, testing, monitoring and associated plans. Provide authoritative and consultative advice and support to management utilizing independence yet providing pro-business solutions. Analyze and provide feedback around risks associated with the offering of new and/or enhanced products, services, processes, business initiatives and outsourced third party activities. Responsible for proactively anticipating and responding to changes in regulations, rules and/or laws; assessing the impact of any change to the business areas and assisting them in responding to such changes. Accountable for ensuring that line of business policies and procedures are consistent with current applicable banking and securities rules, regulations, and laws. Respond to internal and external audits, exams and requests for information and provide review & challenge of any line of business responses to internal and external audits. Assist in the evaluation of audit and examination findings and implementation of corrective action and needed responses. Assist in the response to ongoing regulatory and legal inquiries and investigations. Develop and maintain positive working relationships with internal clients, staff, peers, other risk partners, and LOB senior management. Maintain relationships with industry peers and regulatory bodies. Escalates promptly to appropriate senior management or appropriate risk committee any material breaches of applicable laws, rules, policies or standards with actual or potential operational risk impact, and necessary correction action. Acts as Operational Risk Subject Matter Expert on any assigned Subcommittees and/or Working Groups. Provide leadership and/or support on special projects, as assigned. Proactively works with assigned business unit management to identify and assess the operational risks associated with business activities, ensuring alignment with the Corporate Operational Risk Framework, including: Advising LOBs on operational risks and controls and key risk indicators. Advising LOBs on operational risks related to new products and/or services and business initiatives. Advising LOBs on operational risks related to outsourced third party activities. Providing reporting to executives LOB partners on a periodic basis Conducts review and challenge activities and escalation, including independent testing as required. Manage 2nd LOD requirements related to the Governance, Risk & Compliance application and Risk Assessment Processes. Other duties as assigned REQUIRED QUALIFICATIONS Bachelor's degree in business, finance, or economics or commensurate experience is required. Minimum 5 years industry experience, ideally within Operational Risk, Enterprise Risk, or line of business risk functions. Proven ability to work collaboratively and productively across the organization Outstanding active listening skills Ability to effectively manage competing priorities within a fast-paced environment, including supporting client workflows and transactions while ensuring sound business practices are applied to mitigate risk within appetite Demonstrated ability to work with internal and external auditors and regulators. Ability to effectively communication and influence at all levels of the organization Ability to think strategically coupled with the ability to drive to execution Ability to foster and encourage collaboration between multiple risk disciplines Ability to view risk holistically within a dynamic, fast paced team environment In-depth practical knowledge of internal controls, risk assessments and operational and compliance processes, and applicable techniques for implementation of regulatory, compliance and legal requirements and operational processes. Strong leadership and relationship management skills including the ability to lead up and across the organization Proven ability to have, maintain, and establish strong contacts within the industry so as to be aware of current industry issues and practices PREFFERED QUALIFICATIONS MBA, Law Degree or other relevant advanced education Current and practical knowledge of the various processes involved in Front and Back Office operations relating to the Business Banking business and the various challenges associated with those functions -Relevant industry certifications COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $90,000 to $110,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be Mobile or Home-based, which means you may work primarily either at a home office or in a Key facility to perform your job duties. Job Posting Expiration Date: 09/07/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com. #LI-Remote

Posted 2 weeks ago

Investment Banking Associate, Technology - Boston-logo
MoelisBoston, MA
We are passionate about our business and our culture, and are seeking individuals with that same drive. We are currently seeking an experienced Associate to join our Technology financial advisory practice in Boston. Moelis Associates are expected to assume significant levels of responsibility requiring intellectual curiosity, leadership and analytical aptitude. The day-to-day responsibilities of an Associate include: financial analysis and modeling, managing a team, preparing client presentations and interacting with senior bankers and clients. A sophisticated level of interpersonal skill is required. Ideal candidates must also possess: Excellent analytical and presentation skills Knowledge of basic accounting and financial concepts; ability to analyze and value businesses Experience in Investment Banking (corporate finance/M&A) or equivalent A drive for results, and ability to perform well under pressure and against tight deadlines Team player mentality, and ability to effectively interact with a wide variety of internal groups and clients Strong multi-tasking skills Exceptional Microsoft Office suite (Excel a must) and financial reporting skills Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred Expected Salary Range: $175,000 - $225,000 USD We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

Posted 30+ days ago

B
BMO (Bank of Montreal)San Francisco, CA
Application Deadline: 09/18/2025 Address: 4400 MacArthur Blvd. Job Family Group: Commercial Sales & Service BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. Ideal candidate will facilitate growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies. Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviors in all that they do. Ensures alignment between values and behavior that fosters diversity and inclusion. Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Attracts, retains, and enables the career development of top talent. Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. Generates significant revenue for the bank over a sustained period of time and recognizes revenue opportunities to cross-sell bank products for all areas of the Bank. Leads the deal team in executing pitches to prospective clients with efforts to maximize sector penetration and returns. Delivers highly reliable activities in instituting cross-selling initiatives to clients across all areas of the firm and transitioning them into sales. Provides deal structuring expertise and additional expertise as knowledge base and needs dictate. Negotiates transactions with clients on highly complex matters. Identifies issues, gaps and process improvements through open communication both internally and with other bank areas, and through the monitoring of productivity against benchmarks Collaborates to generate ideas, identify client solutions, pursue sector marketing efforts, cover clients, and deliver timely solutions. Oversees documentation and ongoing monitoring of asset and client performance. Obtains credit concurrence and coordinates pricing approval as client advocate. Actively works with specialists as needed to support successful syndication and sales. Reinforces sales process and client experience, identifies gaps, issues and best practices. Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives. Develops an expert understanding of business/group challenges. May consult to or serve on various committees and task forces. Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals. Helps determine business priorities and best sequence for execution of business/group strategy. Ensures alignment between stakeholders. Defines business requirements for analytics & reporting to ensure data insights inform business decision making. Leads the development of the communication strategy focusing on positively influencing or changing behaviour. Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour. Determines and deploys equipment, processes and human resources, and optimize the allocation of resources. Develops, implements and reviews a plan to complete all assigned tasks in a timely manner to acceptable quality standards and in accordance with bank guidelines. Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements. Gathers data to advance sale process and completes all required documentation. Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action. Tracks implementation requests to keep the process on track with timelines. Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback. Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes. Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs. Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met. Maintains current client information on Bank system/files to ensure client history is accurate and complete. Ensures accurate billing to clients. Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO. Influences how teams/groups work together. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems. Communicates abstract concepts in simple terms. Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives. Anticipates trends and responds by implementing appropriate changes. Broader work or accountabilities may be assigned as needed. Qualifications: Typically 9+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. This position requires Credit Qualification. The incumbent must possess an in-depth level of Credit knowledge and skills and an in-depth level of Portfolio Management knowledge and skills according to the standards established within the Credit Qualification Process Policies & Procedures. An undergraduate degree. Focal areas of finance, economics, or accounting preferred. CPA or MBA or equivalent experience in finance, accounting and business law. 15+ years of relevant experience in negotiating and structuring financial transactions. Minimum of 15 years in financial services industry experience in a corporate lending environment with solid achievements in developing business. Formal credit training and prior lending authority. Seasoned expert with extensive industry knowledge. Technical leader viewed as a thought leader for innovation. Verbal & written communication skills- Expert. Analytical and problem solving skills- Expert. Influence skills- Expert. Collaboration & team skills; with a focus on cross-group collaboration- Expert. Able to manage ambiguity. Data driven decision making- Expert. Salary: $164,400.00 - $285,600.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 4 days ago

Engineering Manager, Banking Solutions-logo
Anchorage DigitalNew York, NY
At Anchorage Digital, we are building the world’s most advanced digital asset platform for institutions to participate in crypto. Anchorage Digital is a crypto platform that enables institutions to participate in digital assets through custody, staking, trading, governance, settlement, and the industry's leading security infrastructure. Home to Anchorage Digital Bank N.A., the only federally chartered crypto bank in the U.S., Anchorage Digital also serves institutions through Anchorage Digital Singapore, Porto by Anchorage Digital , and other offerings. The company is funded by leading institutions including Andreessen Horowitz, GIC, Goldman Sachs, KKR, and Visa, with its Series D valuation over $3 billion. Founded in 2017 in San Francisco, California, Anchorage Digital has offices in New York, New York; Porto, Portugal; Singapore; and Sioux Falls, South Dakota. Learn more at anchorage.com, on X @Anchorage, and on LinkedIn. The mission of an Engineering Manager is to drive the healthy growth of the engineering organization. As an Engineering Manager, you are expected to help with hiring high-caliber Engineers to support the growth of the team, mentor and collaborate with team members to work toward their career goals, and drive the processes that can sustain a high-performance engineering team. Technical Skills: Refine engineering roadmap, drive operational excellence, and create technology strategy for your team. Showcase your expertise and judgement in tackling complex and ambiguous challenges, delivering scalable solutions. Focus on and prioritize the health, happiness, personal/professional progression of every member on your team. Complexity and Impact of Work: Lead a team of Engineers and take responsibility for their quality of execution, timeliness of delivery, impact, and growth. Be a mentor and advisor, providing coaching and feedback which levels up all those on your team. Organizational Knowledge: Take ownership over the quality of execution, timeliness of delivery, processes, impact and personal and professional growth for a single team. Work closely with Product Managers to define investment in our products, ensuring harmony between our product plans, the bandwidth of the team, the realities of the technical landscape and your plans for the growth and structure of the team. Communication and Influence: Work with other engineering managers, product management, people/recruiting, and the rest of engineering to drive team growth, retention, and hiring moving forward. Have a material influence on not only what Anchorage builds, but who builds it, taking ownership for the growth planning, recruiting and performance management of a team of Engineers. You may be a fit for this role if you: Have demonstrated experience managing, mentoring, and growing a geographically distributed team. Have real world experience building complex distributed systems. We mostly use Go, however languages can be learned. We really care about your engineering and management skills more than any specific language or framework. Enjoy building services from scratch and supporting them over a meaningful period of time. Genuinely care about code quality and test infrastructure. Prioritize end-user experience and business value over “cool tech.” Have developed “computer science fundamentals”, i.e. concurrency, algorithms, and data structures (Formal CS degree NOT required). Self describe as some combination of the following: creative, humble, ambitious, detail oriented, hard working, trustworthy, eager to learn, methodical, action oriented, and tenacious. Although not a requirement, bonus points if: You have experience with applied cryptography. In your mind the word “crypto” stands for cryptography, not cryptocurrency. You read blockchain protocol white papers for fun, and stay up to date with the proliferation of cryptoasset innovations. You have a background in the finance industry. You have professional experience with Go/Rust/TypeScript/Solidity You are familiar with optimistic & zero-knowledge tech Compensation at Anchorage Digital Compensation at Anchorage Digital is market-driven and data-informed. All full-time employees receive a market-leading salary, meaningful equity, and a generous perks and benefits package. Compensation Range: $212,000-$291,000 - this salary range may be inclusive of multiple job grades. This compensation range will be narrowed during the interview process based on skills, abilities, and experience required. ****We partner with third party firms annually to verify equity, cash, benefits, and perks benchmarks. Benefits: Anchorage Digital is proud to provide market-leading benefits and perks to our employees. We are only 1% of companies who offer 100% health, dental, and vision coverage for you and your dependents. This means no monthly out-of-pocket premiums for you or your family. We offer a wide range of benefits to our employees globally. You can learn more about our culture and perks and benefits here . About Anchorage Digital: Who we are The Anchorage Village, what we call our team, brings together the brightest minds from platform security, financial services, and distributed ledger technology to provide the building blocks that empower institutions to safely participate in the evolving digital asset ecosystem. As a diverse team of more than 300 members, we are united in one common goal: building the future of finance by providing the foundation upon which value moves safely in the new global economy. Anchorage Digital is committed to being a welcoming and inclusive workplace for everyone, and we are intentional about making sure people feel respected, supported, and connected at work—regardless of who you are or where you come from. We value and celebrate our differences and we believe being open about who we are allows us to do the best work of our lives. Anchorage Digital is an Equal Opportunity Employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or veteran status. Anchorage Digital considers qualified applicants regardless of criminal histories, consistent with other legal requirements. “Anchorage Digital” refers to services that are offered either through Anchorage Digital Bank National Association, an OCC-chartered national trust bank, or Anchorage Lending CA, LLC a finance lender licensed by the California Department of Financial Protection and Innovation, License No. 60DBO-11976, or Anchorage Digital Singapore Pte Ltd, a Singapore private limited company, all wholly-owned subsidiaries of Anchor Labs, Inc., a Delaware corporation. Protecting your privacy rights is important to Anchorage Digital, and we work to maintain the trust and confidence of our clients when handling personal or financial information. Please see our privacy policy notices here.

Posted 30+ days ago

Member of Product Design, Banking Solutions-logo
Anchorage DigitalNew York, NY
At Anchorage Digital, we are building the world’s most advanced digital asset platform for institutions to participate in crypto. Anchorage Digital is a crypto platform that enables institutions to participate in digital assets through custody, staking, trading, governance, settlement, and the industry's leading security infrastructure. Home to Anchorage Digital Bank N.A., the only federally chartered crypto bank in the U.S., Anchorage Digital also serves institutions through Anchorage Digital Singapore, Porto by Anchorage Digital , and other offerings. The company is funded by leading institutions including Andreessen Horowitz, GIC, Goldman Sachs, KKR, and Visa, with its Series D valuation over $3 billion. Founded in 2017 in San Francisco, California, Anchorage Digital has offices in New York, New York; Porto, Portugal; Singapore; and Sioux Falls, South Dakota. Learn more at anchorage.com, on X @Anchorage, and on LinkedIn. Product Designers at Anchorage Digital develop a deep understanding of the products we build and the problems we solve in order to create new patterns that meld traditional financial workflows with the world of crypto. We design solutions to questions with no precedent for institutional users. How do we make the experience of sending funds secure, but also highly efficient? How do we balance the human need for privacy with the open and transparent nature of the blockchain? How do clients express their opinion in on-chain proposals with the newest digital assets? As a Member of Product Design, Financial services role, you'll join a team of intentional, collaborative, and relentlessly curious designers, shaping the future of finance by redefining how institutions interact with digital assets across custody, banking, trading, and settlement products. We have created the Factors of Growth & Impact to help Villagers better measure impact and articulate coaching, feedback, and the rich and rewarding learning that happens while exploring, developing, and mastering the capabilities and contributions within and outside of the Member of Product Design, Financial Services role: Technical Skills: Pairs with Product and Engineering to do research and engage with customers, explores a broad range of solutions, concepts and detailed designs and narrows down to the best solution using strong rationale. Is able to anticipate gaps and opportunities in customer understanding that drive real business impact and can think strategically about long term decisions. Is very proficient with sketching, flow diagrams, interface design tools and prototyping tools and use these regularly in their daily work. Designs connected, holistic and modular systems that help us move faster in the future. Complexity and Impact of Work: Leads large, strategic and complex projects or processes, or open-ended and ambiguous problems that peers, technical leads, and managers agree are significantly challenging or have a clear impact on the success of Anchorage. Applies conceptual thinking to understand the issues and its implications. Breaks down complex projects into simple initiatives and processes that can be effectively built and maintained by the team. Prioritizes work within the team or project, and helps others understand the value of what they are contributing to. Understands how their product impacts other products and departments, drives alignment with the broader Product, Design and Engineering team. Impacts business direction through the development and design of innovative services or products. Organizational Knowledge: Collaborate with multiple layers of stakeholders to turn the team strategy into a product vision. Promotes a shared understanding of the needs of Anchorage and strategic direction to rally teams. Develops and implements programs, projects and processes aligned with Anchorage strategic direction and needs. Communication and Influence Communicates complex issues clearly and credibly across a wide range of audiences, and partners with other senior members to re-communicate vision, mission, and strategy as well as positive impacts for clients and for our roadmap. Highly effective communication skills. Writes and presents concisely and clearly, uses storytelling to communicate the work in an engaging way. You may be a fit for this role if you have: 5+ years of experience in designing world-class complex enterprise products. Knowledge of financial and crypto products. You can define the strategy, and solve complex challenges across iOS and Web to turn simplicity out of complexity. Ability to take ownership of the design process, think holistically, and articulate design decisions that deliver both user and business value. Deep understanding of how to create usable, accessible modular designs that can scale. Excellent communication and proven ability to lead in cross-functional environments. Experience partnering with product managers and engineers to develop the strategy and rationale for product features. Able to give, receive feedback and guide other designers. Some special combination of the following: creative, humble, detail-oriented, self-aware, curious, thoughtful, and tenacious. A compelling portfolio of work that demonstrates high-quality design work that also tells a story that you are a design thinker. Although not a requirement, bonus points if: You have designed for the crypto or finance space (i.e traditional banking, settlement solutions, asset custody). You have experience in designing for institutional users in the digital finance space. You were emotionally moved by the soundtrack to Hamilton, which chronicles the founding of a new financial system. :) About Anchorage Digital: Who we are The Anchorage Village, what we call our team, brings together the brightest minds from platform security, financial services, and distributed ledger technology to provide the building blocks that empower institutions to safely participate in the evolving digital asset ecosystem. As a diverse team of more than 300 members, we are united in one common goal: building the future of finance by providing the foundation upon which value moves safely in the new global economy. Anchorage Digital is committed to being a welcoming and inclusive workplace for everyone, and we are intentional about making sure people feel respected, supported, and connected at work—regardless of who you are or where you come from. We value and celebrate our differences and we believe being open about who we are allows us to do the best work of our lives. Anchorage Digital is an Equal Opportunity Employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or veteran status. Anchorage Digital considers qualified applicants regardless of criminal histories, consistent with other legal requirements. “Anchorage Digital” refers to services that are offered either through Anchorage Digital Bank National Association, an OCC-chartered national trust bank, or Anchorage Lending CA, LLC a finance lender licensed by the California Department of Financial Protection and Innovation, License No. 60DBO-11976, or Anchorage Digital Singapore Pte Ltd, a Singapore private limited company, all wholly-owned subsidiaries of Anchor Labs, Inc., a Delaware corporation. Protecting your privacy rights is important to Anchorage Digital, and we work to maintain the trust and confidence of our clients when handling personal or financial information. Please see our privacy policy notices here.

Posted 30+ days ago

Banking Operations Intern-logo
Varo BankSalt Lake City, UT
Varo is an entirely new kind of bank. All digital, mission-driven, FDIC insured and designed for the way our customers live their lives. A bank for all of us. Gain hands-on experience in Payment Banking Operations! As a Banking Operations Intern, you'll play a vital role in supporting our team by assisting with processing Payment Transactions. This is a fantastic opportunity for individuals who are curious about Banking, Operations, and the overall Financial Ecosystem. Position: Paid Part-Time Internship Time Commitment: Approximately 20 hours per week Schedule: Flexible hours, to be scheduled Monday-Friday between 9:00 AM and 5:00 PM Duration: 2-3 months What you'll be doing: As an Operations intern, you will play a crucial role in ensuring transactions process correctly Researching exceptions that occur, and identifying the appropriate resolution Validating and inputting critical journal entries for the Operations team Learn to utilize various Financial and Operational tools Maintain clear and open communication with teammates, management, and internal partners You'll bring the following required skills and experiences: Recently graduated or currently enrolled in college, progressing towards a Bachelor’s degree with an interest in Finance and Accounting Strong organizational and analytical skills Proficiency in Google Suite Ability to work independently and collaboratively in a fast-paced remote environment For cash compensation, we set standard ranges for all US-based roles based on function, level, and geographic location, benchmarked against similar-stage growth companies. Per applicable law, the compensation range for this role is $18 - $20 per hour. Final offer amounts are determined by multiple factors as well as candidate experience and expertise and may vary from the identified range. We recognize not everyone will have all of these requirements. If you meet most of the criteria above and you’re excited about the opportunity and willing to learn, we’d love to hear from you! About Varo Varo launched in 2017 with the vision to bring the best of fintech into the regulated banking system. We’re a new kind of bank – all-digital, mission-driven, FDIC-insured, and designed around the modern American consumer. As the first consumer fintech to be granted a national bank charter in 2020, we make financial inclusion and opportunity for all a reality by empowering everyone with the products, insights, and support they need to get ahead. Through our core product offerings and suite of customer-first features, we aim to address a broad range of consumer needs while profitably serving underserved communities that have been historically excluded from the traditional financial system. Learn more about Varo by following us: Facebook - https://www.facebook.com/varomoney Instagram - www.instagram.com/varobank LinkedIn - https://www.linkedin.com/company/varobank Varo is an equal opportunity employer. Varo embraces diversity and we are committed to building teams that represent a variety of backgrounds, perspectives, and skills. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Beware of fraudulent job postings! Varo will never ask for payment to process documents, refer you to a third party to process applications or visas, or ask you to pay costs. Never send money to anyone suggesting they can provide work with Varo. If you suspect you have received a phony offer, please e-mail careers@varomoney.com with the pertinent information and contact information. CCPA Notice at Collection for California Employees and Applicants: https:// www.varomoney.com/privacy-legal/

Posted 1 week ago

B
Baker Boyer BancorpYakima, WA
About Baker Boyer: Baker Boyer is the oldest independently owned community bank in the Pacific Northwest. We are Eastern Washington's trusted financial advisor, serving the Walla Walla valley, Kennewick, and Yakima communities, providing wealth management as well as personal and business banking services. What We Offer: Salary: Private Banking Associate - $21.00 - $24.00 per hour Great Benefits! Medical, Dental, Vision plans with additional: AD&D & Life Insurance Long Term Disability 401(k) - 100% safe harbor match up to 6%, plus an additional profit-sharing contribution, resulting in employer contributions of up to 12% of annual salary. Paid Leave- 22 days of Vacation leave and 3 R&R (Revive & Renew) days. 11 Paid Federal Holidays annually* Number of paid holidays may be fewer than 11 on years when there are Federal Holidays that are observed on Saturdays. Life Assistance Plan Free access to financial counselors Employee Wellness Program 8 hours of paid volunteer time annually About this role: Performs general administrative assistance to Private Banking and D.S. Baker Advisor(s) in the Banking Division. Works directly with clients, providing engaging, responsive service to efficiently problem solve and/or execute requests including but not limited to new account opening, deposits, withdrawals and payments. Regularly exercises discretion and independent judgment and prioritizes workload accordingly. Maintains administration and relationship management for all accounts in Advisor's absence. Role and Responsibilities: Banking Division Team Support Communicates on a regular basis with D.S. Baker teams and Community Branch teams, keeping all informed of new developments and client needs. Processes all deposits, withdrawals, payments, cash shipments, etc. Prepares necessary account documentation, including maintaining client files. Assists customers in completing necessary documents for all areas of the bank. Coordinates and teams with other departments across the bank to meet customer needs. Assists and/or covers for other Banking Division employees as needed. Customer/Client Support Partners extensively with Private Banking and D.S. Baker Advisor(s) to address the needs of S. Baker clients. Will act as a receptionist by greeting clients, determining their needs and referring them to the appropriate person or department. Handles cash drawer functions, including, but is not limited to, setting up each morning, taking deposits, negotiating checks, taking payments and balancing each night. Consistently delivers exceptional customer care and service by handling requests from clients in a timely, thorough and accurate manner. Proactively problem solves team or client concerns. Researches client issues and identifies solutions. Knows each client and D.S. Baker Advisor's relationship well enough to act on requests as needed. Handles the banking system account input and maintenance for D.S. Baker Advisors clients as needed. Participates in business development activities, including calling present and prospective clients. Seeks opportunities to selectively participate in social or community activities that afford contact with existing clients and/or centers of influence. Administrative/Bank-wide Works in an efficient manner to consistently deliver excellent customer service, prioritize multiple job tasks and meet deadlines. Assists other departments within the bank with projects relating to consumer or commercial services. Works independently on various accounts, client matters, and projects. Maintains a thorough knowledge through ongoing training of the bank's products, services, policies, procedures, and federal regulations, as they pertain to duties. Maintains that client privacy and confidentiality is of the utmost importance, as stated in our Code of Conduct and Ethics and Confidentiality Agreement. Participates in Baker Boyer customer and/or community events. Performs additional duties as requested. Education and Experience Requirements: Associate's degree (A. A.) or equivalent; or two to three years related experience and/or training; or equivalent combination of education and experience. General understanding of banking and/or financial services industry desired. Skills and Qualifications: Demonstrates technical capacity. Strong knowledge and ability to use Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) with proficiency and accuracy. Experience with SharePoint and CRM (or other customer tracking software) desired. Demonstrates strong verbal and written communication skills. Excellent customer service skills; able to deliver professional and courteous contact with the public in person, on the phone or through written correspondence. Proactively builds and maintains positive relationships by portraying an approachable and open-minded outlook. Ability to deal with problems involving several variables in standardized situations, or seek additional support when needed. Exceptional time management skills, attention to detail and accuracy; ability to efficiently organize and prioritize multiple tasks. Willingness to take initiative; proven ability to work independently and with limited direction. Ability and willingness to interact with vendors and other professionals as a part of our daily operations as well as various professionals in the community such as attorneys and accountants on behalf of our clients. Ability to apply logic and reasoning when carrying out instructions furnished in written, oral, or diagram form. Ability to accurately and efficiently write and/or produce routine reports and correspondence. Knowledge of/or ability to easily learn and maintain banking policies and procedures. Valid Driver License required. Physical Demands/Conditions Requirements: The job tasks and physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made as appropriate to enable individuals with qualified disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, write, type, speak, & listen. The employee is occasionally required to stand, walk, reach, stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color and peripheral vision, depth perception and ability to adjust focus. Ability to sit at desk and work on computer. Occasional travel for business or educational purposes. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Baker Boyer believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. This position description is designed to outline primary duties, qualifications and job scope, but not limit our employees nor the organization to adjust the work identified. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of the company. Baker Boyer is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, disability or protected veteran status.

Posted 4 days ago

Managing Director - Investment Banking-logo
England & CompanyHouston, TX
Position Summary   England & Company, an independent investment bank with offices in Houston, New York, Southern California, Washington, DC, and Singapore is seeking a senior investment banker with deep industry expertise and/or strong functional experience (M&A advisory, private placements, or financial restructuring) to join the firm as a Managing Director in its Houston office.   The ideal candidates will play a key role in: Developing new client relationships in targeted industry, geographic, or product sectors. Acting as strategic advisor to clients, enabling them to achieve their long-term goals. Identifying, originating, and executing M&A, capital raising, and other strategic transactions. Contributing to team development and participating in in cross-marketing with colleagues at the firm. Industry sectors of interest to the firm include: Business Services Consumer Products Energy & Energy Technology Healthcare Industrial Services & Technology Technology & Media England & Company ( www.englandco.com ) provides strategic advice on mergers and acquisitions, financial restructurings, and private financing transactions to middle-market companies throughout the United States and internationally. Investment banking activities are provided through England Securities, LLC (member FINRA / SIPC). The firm also participates in private equity and other principal finance activities through its England Capital Partners affiliate.   Requirements   We are looking for accomplished professionals with a proven track record of originating and executing middle-market investment banking transactions (typically $50m - $500m), individually generating advisory / transaction fees averaging over $3m annually.   Qualified candidates must have at least 10 years of directly relevant experience at a highly regarded investment banking firm and established relationships with key decision-makers (CEOs, CFOs, and PE & VC investors).   In addition to excellent professional credentials and experience working with middle-market companies, we will consider only those professionals who demonstrate unquestionable integrity, an entrepreneurial drive, and a collegial spirit. England is team-oriented; Managing Directors will be asked to collaborate with other MDs, especially on larger transactions, as well as provide insight and support on internal strategy discussions and overall firm operations.   This is a partner-track position.   Compensation & Benefits   The firm offers a base salary, a generous benefits package (health / dental / life insurance + 401k), and significant upside earning potential based on performance.   We thank all applicants and advise that only those selected for further consideration will be contacted. Please do not reach out to any England team members regarding this role.   England & Company is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to England, or any of its employees, via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of England, and no fee will be paid in the event the candidate is hired by England or any of its affiliates. Powered by JazzHR

Posted 3 weeks ago

C
Cinter CareerNew York, NY
▶︎ Job Details ・ Job Title: Project Manager(Banking) – Japanese ・ Client: Japanese Bank through IT Company ・ Working Location:  NYC ・ Working style: Hybrid 4 days on-site ・ Employment Type: Permanent/Full-time ・ Salary:  $85,000-100,000/per year (DOE) ・ Benefit: Health insurance (100% covered by us for yourself, 50% for your family), Dental insurance (100% covered by us for yourself), Paid holidays, sick days, personal days, bereavement leaves ・ Working Hours: Monday to Friday 9am-6pm(1hr lunch break) ・ Language:  Fluent in Japanese and English ▶Key Tasks: System Upgrade / Process Improvement Projects: Summarize and test business requirements for related products. Identify areas for efficiency improvement. Revise operational procedures to implement necessary process changes. ▶Production Operation: Implement process changes based on business requirements. Monitor and report on production system performance and issues. Coordinate with the IT department to ensure smooth operation of production systems. Customer Implementation Support / Inquiry Handling: Assist customer support and technical teams in client inquiry handling and troubleshooting. Collaborate with the sales team to find the right solutions for customer banking payment needs. Facilitate registration and troubleshooting for the bank’s internal users. ▶ Key Responsibilities: Liaison with Sales, Implementation, and System Teams: Enhance service efficiency through comprehensive business analysis. Head Office Coordination: Collaborate with the Transaction Banking Division, GOPD, SYSD, and other relevant teams on project plans, operations, systems, legal matters, and compliance. ▶Required Work Experiences Work Experience: Must At least 3 years of experience in one of the following areas: Project management, Team management, and/or Roles related to IT projects (such as IT engineer, infrastructure, or support desk)   ▶︎Required Qualifications & Skills: Domain Knowledge: Preferred Working knowledge of core banking businesses and their market products. Technical Competence: Preferred Familiarity with IT systems and technologies relevant to banking operations. Analytical Abilities: Must Strong critical thinking skills and the ability to analyze complex problems. Effective Communication: Must Excellent communication skills to collaborate with stakeholders and convey requirements. A team player who can work effectively in cross-functional teams.   Powered by JazzHR

Posted 3 weeks ago

C
Cinter CareerNY, NY
▶︎ Job Details: • Job Title: Manager / Banking Industry - Japanese • Client: IT Services • Working Location: NY 10022 • Working Style: Hybrid • Employment Type: Full-time • Salary: $90 - $130K (DOE) • Benefits: Full benefits (Insurance, PTO, 401K) • Visa Support: Yes • Language: English / Japanese   ▶︎ Position Overview: This position will enhance the client's financial business and overall business efficiency. You will engage closely with clients in the financial sector, managing conversations and translating complex issues into actionable business and technical requirements. Your leadership will directly contribute to strengthening financial operations through strategic initiatives and project management excellence. ▶︎ What will you do: • Engage closely with financial clients to manage conversations and identify actionable requirements   • Strengthen financial operations through proactive leadership and strategy   • Oversee business operations including budget tracking, resource control, and sales   • Create and manage project proposals and global strategies   • Lead project management with effective WBS creation, progress monitoring, and stakeholder communication   ▶︎ Required Qualifications & Skills: • Bachelor’s degree in Computer Science or a related field   • Excellent communication skills in English and Japanese, both verbal and written   • Minimum 5 years of experience in the financial industry   • Proven experience in proactive business leadership and team management   • Strong project management skills, including WBS creation, progress tracking, and quality control   • Experience in web application development   • Experience leading teams of 10–20 members   • Relevant project management certifications in banking  Powered by JazzHR

Posted 3 weeks ago

B
BMO (Bank of Montreal)Virtual, WI
Application Deadline: 08/21/2025 Address: VIRTUAL27 - HomeRes- NE Job Family Group: Retail Banking Sales & Service Target Start Date: October 1, 2025 Location: 100% Remote Work Schedule (All hours are in Central Time Zone): M-F 10am-7pm CST; Required Days off Tues or Thurs; Rotating Saturday 8am-5pm CST Training Schedule: To be considered for the role, you must be able to attend up to 4 months of mandatory training. The training schedule is Monday- Friday, 8 am to 5 pm CST. Understands customer needs and provides small business banking sales and service to BMO customers or prospects. Advises customers on small business banking strategies and products (including credit cards) that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed. Handles inbound calls daily in a high-volume, fast-paced call center environment. Probes to understand customer needs and provide advice related to small business banking and credit card strategies that meet their objectives. Manages all transactional outcomes of customer calls or defers to appropriate internal business groups. Escalates complex or unresolved customer situations to senior managers as required. Performs any required documentation to ensure customer's requests are accurately processed. Maintains current knowledge of personal banking and small business industries, practices, and trends and integrates into customer conversations in a professional manner. Integrates marketing promotions and programs into customer conversations where appropriate. Maintains the confidentiality of customer and Bank information. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Completed high school education, or equivalent work experience. Minimum Banking experience 1.5years+ Call center experience is asset Knowledge of small business products. Specialized knowledge. Verbal & written communication skills- Good. Organization skills- Good. Collaboration & team skills- Good. Analytical and problem solving skills- Good. Salary: $41,714.00 - $69,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 4 days ago

Private Banking Representative-logo
LTD GlobalLivermore, CA
About the organization A well-established, community-focused financial institution headquartered in the Bay Area, known for its personalized banking services and long-standing commitment to local communities. The organization offers a full range of financial products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based service, local decision-making, and support for regional economic growth through philanthropic initiatives and community engagement. Position Overview The Private Banking Representative serves as a liaison between VIP clients and the financial institution, ensuring exceptional service that fosters lifelong partnerships, delivers innovative solutions, and exceeds client expectations for a world-class experience. This role focuses on high-touch clientele, building and maintaining strong business relationships, and managing high-value accounts. Roles and Responsibilities The Private Banking Representative is responsible for providing exceptional service to high-value clients while adhering to established departmental standards and banking regulations. This role supports daily banking operations, maintains client relationships, and ensures a high level of client satisfaction by offering customized solutions and efficient service. Key Responsibilities: Respond promptly to all incoming correspondence (calls, emails, faxes, voicemails) in accordance with department standards Assist clients with new products and services Open new accounts and recommend appropriate deposit account types Cross-sell Treasury Management Services; prepare setup documentation, onboard clients, and provide ongoing support Research and respond to internal and external inquiries Process a variety of client transactions, including deposits, transfers, and wire transfers Maintain regular client contact regarding overdraft reports, check and wire verifications, returned items, etc. Handle verification of deposit and credit rating requests Manage client supply orders (checks, deposit slips, endorsement stamps, etc.) Cross-sell additional banking products and services based on client needs Complete assigned daily and monthly tasks Participate in and help coordinate department meetings Ensure compliance with banking regulations and departmental standards (e.g., GLBA, BSA, security protocols) Support associates with the setup of additional products and services Perform account maintenance, including client contact and follow-up Prepare and process account change requests Maintain accurate and up-to-date client records in both electronic systems and physical files Complete department supply orders as needed Manage specific monthly assignments (e.g., reconciliations, certifications, client reporting, CDARS) Travel to client sites as needed for account setup, transactions, or maintenance Assist with client and bank-sponsored events as required Escalate client concerns appropriately and in a timely manner Minimum Qualifications: 1–3 years of banking experience; management experience preferred Knowledge of cash/treasury management products such as Positive Pay, ACH, Remote Deposit Capture, Lockbox Services, Online Banking, Bill Pay, and Wire Transfers Ability to recommend and open various types of deposit accounts Proficient in Microsoft Office and comfortable in a Windows-based environment Excellent verbal and written communication skills Strong professional demeanor with the ability to communicate clearly and effectively Highly motivated, disciplined, and self-driven Demonstrated experience providing high-level service to clients, including high-net-worth individuals Problem-solving skills and a customer-focused mindset Ability to obtain signing authority Knowledge of regulatory and audit requirements High school diploma, GED, or equivalent required   Powered by JazzHR

Posted 3 weeks ago

Banking Center Auditor-logo
MidFirst BankOklahoma City, Oklahoma
Description The Banking Center Auditor’s responsibility involves executing back office and on-site retail banking center audits to determine compliance with internal policy, OTS regulations and all other applicable laws. This is accomplished through the documentation and testing of daily Banking Center processes and morning security observations. An Auditor I is able to perform these evaluations alone using judgment regarding policy interpretation, departmental standards and their observations on-site. They will help prepare comprehensive written reports regarding their findings and recommendations for use by the Bank at the direction of the Sr. Banking Center Auditor and/or the Operations Control Manager. Required Skills: One year of retail banking experience that includes cash handling experience required One year of audit related experience required Previous experience working with various reporting system software programs preferred Strong working knowledge of Microsoft Excel and Word Strong analytical and independent thinking skills A healthy skepticism of policy adherence is necessary Strong attention to detail Effective and professional verbal and written communication skills Detail-oriented and adaptable to change Dependable, results-driven, and self-motivated Frequent travel is required. All banking centers/PB offices across the MFB and 1CB footprints are audited at least once per year. Out of town travel is at least 1 day per week and overnight and/or out of state travel is 5-10 days per month. Travel can be with other members of the audit team or solo depending on the location(s) being audited.

Posted 2 weeks ago

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U.S. Bank National AssociationOak Lawn, Illinois
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 Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They do this by approaching 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. You will also have access to an expansive set of products and solutions to better serve your business clients today and into the future. Strong client relationships are based on trust, assessing and attending to clients’ banking needs, obtaining and processing client and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each client’s unique goals and needs. U.S. Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term relationships. Basic Qualifications - Bachelor's degree, or equivalent work experience - Five to seven years of relevant experience Preferred Skills/Experience - Strong relationship management and business development abilities - Well-developed analytical and problem-solving skills - Basic knowledge of credit administration, analysis, and credit policy/procedure - Knowledge of cash flow management and business credit underwriting with commercial credit training preferred - Demonstrated understanding of basic financial accounting and analysis - Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank’s products - Ability to work effectively with individuals and groups across the company to manage customer relationships - Excellent presentation, verbal and written communication skills - Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants . Benefits: Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,095.00 - $130,700.00 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 1 week ago

Home Trust Banking Partnership logo

Law Firm Banking Officer

Home Trust Banking PartnershipRoanoke, VA

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Job Description

Role Summary

The Law Firm Banking Officer will be responsible for supporting the management and growth of the law firm and attorney business for the bank. This client-facing role is responsible for developing and expanding relationships and establishing and driving the strategy and expansion of this business across our bank's footprint and sales organization.

Key Responsibilities / Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Manage and grow deposits and treasury revenue across the Law Firm/Attorney portfolio.
  • Work as a trusted advisor with all business clients, Law Firms and Attorneys to deliver a tailored suite of deposit and Treasury Services.
  • Collaborate with Treasury Services and Commercial Banking teams to establish and drive business development strategies including input into product development, marketing, and other strategic initiatives.
  • Accountable for revenue expansion, pipeline momentum, relationship profitability, client calling, portfolio development, pricing strategy and proposal/presentation delivery.
  • Maintain a strong client focus, treasury industry expertise, a broad understanding of bank structure and the operational aspects of doing business within the Law Firm/Attorney space.
  • Ensure client satisfaction by understanding needs of all business clients, Law Firms and Attorneys' needs as well as being their advocate at the bank.
  • Assist management in the development of new products and services, marketing materials, and the establishment of sales objectives.
  • Oversee the sales process from initial client call to full implementation and usage of TM services.
  • Adhere to all corporate policies and procedures, Federal and State regulations, and laws.
  • Complete all mandatory annual compliance training.
  • Follow regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and OFAC to assist in the identification, detection and determent of money laundering and other unlawful activities, as well as regulations pertaining to lending and consumer compliance to include fair lending laws.
  • Perform other duties and special projects as assigned.

Job Requirements:

Education:

  • Bachelor's degree in a business-related field or equivalent experience.

Required:

  • 5+ years of experience in one or a combination of the following: sales, business development, and/or treasury management.
  • Excellent client facing presentation, written, verbal, and virtual communication skills, and interpersonal skills.
  • Substantial analytical skills and ability to assimilate complex information and problem-solve.
  • Strong ability to learn quickly and multi-task.
  • Ability to manage internal and external business partners to deliver solutions that meet prospects and client's needs.
  • Ability to effectively build relationships internally and collaboratively develop strategies that support the Bank's overall growth and profitability.
  • Sound decision making and reasoning skills.
  • Exhibits respect for others and always maintains high ethical and professional standards.
  • Proficient in Microsoft Office Products.

Preferred:

  • Certified Treasury Professional (CTP) certification.

About HomeTrust Bank

HomeTrust Bank, founded in 1926, is a North Carolina chartered, community-focused financial institution committed to providing value-added community banking through online/mobile channels and multiple locations in Virginia, North Carolina, South Carolina, Tennessee, and Georgia. Learn more at www.htb.com. Apply today to take your first steps towards joining this talented population of employees within a growing organization.

Work Environment, Physical Requirements

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. HomeTrust Bank promotes an equal employment opportunity workplace which includes reasonable accommodation of qualified applicants and employees.

  • This job operates in a professional office environment and routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines.
  • While performing the duties of this job, the employee is regularly required to talk or hear.
  • Physical activity requiring reaching, sifting, lifting, finger dexterity, grasping, feeling, repetitive motions, talking and hearing are required.

DISCLAIMER: HomeTrust Bank is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.

HomeTrust Bank is an equal opportunity employer. We are committed to providing equal employment opportunities for all employees without regard to sex, race, color, religion, national origin, age, disability, sexual orientation, genetic information, or veteran status.

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