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Wells Fargo Bank logo
Wells Fargo BankFort Worth, Texas
About this role: Wells Fargo is seeking a Lead Commercial Banking Relationship Manager to join our North Texas team, supporting clients with annual sales revenue up to $100MM. Our goal is to drive growth by sourcing new relationships, building a strong portfolio and delivering tailored solutions through proactive, high-energy business development. Learn more about career areas and business divisions at wellsfargojobs.com In this role, you will: Drive strategic relationship planning and deliver tailored financial solutions that support client growth and long-term success. This role blends business development, credit expertise, and consultative relationship management to meet the evolving needs of commercial clients. Champion relationship planning efforts to deliver the full suite of Wells Fargo solutions. Maintain disciplined sales and pipeline management by ensuring data accuracy across relevant systems. Partner with Business Development Representatives to source new commercial clients. Leverage existing networks and cultivate new relationships to expand market reach. Collaborate with Commercial Lending Product Management to provide market and client feedback. Influence the design and delivery of innovative credit solutions aligned with client needs Build, retain, and grow client relationships through proactive and strategic engagement. Understand client priorities, respond with agility, manage expectations, and solicit feedback to continuously improve service delivery. Lead the structuring, modification, and renewal of complex credit facilities—including cash flow and real estate loans. Analyze financials, present recommendations, and coordinate with internal stakeholders to execute transactions. Offer the full suite of Wells Fargo products by deeply understanding client businesses, strategic goals, and financial positions. Collaborate with product teams to craft customized solutions. Make decisions in complex, multi-faceted scenarios while ensuring compliance with policies and procedures. Guide the team toward deliverables and support new initiatives. Partner with peers and senior leaders to resolve client issues and drive business outcomes. Serve as a mentor to junior colleagues and champion process improvements and risk controls. Required Qualifications: 5+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Proven success in direct sourcing and prospecting new commercial banking clients Demonstrated in-market business development experience or ability to execute a strategic growth plan Strong relationships with community organizations and key local influencers Established network in local and surrounding markets to support business development efforts Deep understanding of core banking products and services, including commercial lending and treasury management Commercial banking account relationship management experience for clients with annual revenue of up to $100MM Completion of a formal credit training program Collaborative mindset with a track record of delivering enterprise-wide solutions to clients History of generating new client relationships and maintaining long-term partnerships Excellent organizational skills with the ability to manage multiple priorities effectively Strong risk awareness and compliance discipline in client engagement and deal execution Exceptional verbal, written, and interpersonal communication skills Consistent track record of exceeding sales performance targets Job Expectations: This position is not eligible for Visa sponsorship Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process #CommercialBanking Location: 201 Main Street- FORT WORTH, TX 76102 Posting End Date: 8 Oct 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Posted 2 days ago

Columbia Credit Union logo
Columbia Credit UnionVancouver, Washington
About Columbia Credit Union Columbia CU is a full-service financial institution with $2.3 billion in assets, over 100k members and we pride ourselves in our commitment to “Making Life Better” in the communities we serve. Since 1952, our commitment toward “Making Life Better” has earned us accolades and we are honored to be the recipient of several local community recognitions: Best of Clark County Award / The Columbian: 2008-2025 Best in Business Award / Vancouver Business Journal: 2013-2024 Corporate Philanthropy Award / Portland Business Journal: 2017-2024 Columbia CU Guiding Principles Vision : The most trusted, respected, and sought-after financial institution, providing innovative solutions and support for our employees, members, and communities we serve. Mission : Bringing people together to make life better for themselves and their communities. Value Proposition: Earning your trust with knowledgeable people and digital options so you can bank “Columbia” how and when you want. Leadership Philosophy: Leaders at Columbia CU inspire enthusiasm and accountability that drive our mission. Leaders build engagement and communicate honestly and openly. By rallying everyone around our shared vision, Leaders model and expect the best from individuals and teams. Core Values People - We have a passion for helping each other and our members. Community - We have a passion for contributing to the success and growth of the communities we serve. Financial Wellness - We have a passion for providing the financial education, tools and assistance that create financial wellness and stability for our organization, each other, our members and the communities we serve. Benefits 100% paid Medical, Dental, Vision for employee - eligible the 1st of the month following hire date Accrued PTO, Paid Sick Time, Accrued Extended Sick Time and 11 Paid Bank Holidays 401k Match- 100% match up to 6% employee contribution A hybrid or fully remote home office option can be considered in Vancouver, Washington or Portland, Oregon areas only AND only after all work from home requirements are met. Tuition Assistance And More! About The Role Responsible for Developing and maintaining larger and more complex commercial loan and deposit relationships. Accountable for prospecting new businesses and working with vertical business groups to deepen member relationships. Engage business owners and “C” suite executives in dialogue to provide holistic banking productions and solutions to meet a variety of lending and deposit needs. RESPONSIBILITIES Identify, attract and secure new commercial relationships that will grow the credit union’s Commercial & Industrial (C&I) portfolio. Achieve assigned production goals for loans, deposits and assigned fee income. Deliver results-oriented sales presentations to prospects and various organizations. Conduct regular outside sales and site visits, originate member business loans. Prepares and presents financial information and proposed structure for commercial loan to the pre-flight committee. Negotiates terms and conditions within assigned authority. Ensures timely and thorough monitoring of all credits through periodic reviews, continual analysis, and proper documentation. Possesses the ability to assist in remedy of deficiencies when appropriate. Conducts periodic interface with branch staff regarding Member Business Lending products and services. Responsible for meeting department, company and government-regulated audit and compliance requirements, including: Bank Secrecy Act, Regulation CC, Regulation E, HMDA reports, Reg. X disclosures, and Reg. Z financial data. This is achieved through audit reviews. Insures that all NCUA, DFI, credit union and loan policies and procedures are followed at all times. Completes all required annual or job specific training as assigned. Must have a thorough knowledge of credit union operating procedures, the ability to liaison between multiple credit union departments, be responsive to senior management requirements, and operate within prescribed budgetary limits. Responsible for attaining individual pre-established loan, deposit and cross selling goals through active calling on existing business members, referrals, centers of influence and branch staff. Performs other duties as assigned. REQUIREMENTS Minimum requirements include a degree in finance or related field, or an equivalent combination of education and experience 5 years commercial lending experience with strong credit and analytical skills. Must possess a thorough knowledge and extensive experience in Commercial Lending, including lines of credit, term loans, and business real estate lending. Knowledge and experience in SBA 7a and 504 financing is desired. Maintains a thorough knowledge of all applicable state and federal regulations and board policies. Must possess a thorough knowledge of Business Lending services and products as typically used by business members. Must recognize and encourage the importance of staff and department functioning within the larger scope of company-wide policies, products and data processing procedures. Must be professional, alert, and honest with an outgoing, positive approach to member service. Must be able to handle a large volume of detail while organizing the work of others. COMPENSATION $130,000-$160,000/ year + DOE Equal Opportunity Employer/AA Must be 18 or older to apply

Posted 2 days ago

F logo
First National Bank Of PennsylvaniaCleveland, Ohio
Primary Office Location: 55 Public Square Suit 105. Cleveland, Ohio. 44113. Join our team. Make a difference - for us and for your future. No Corporate Housing Provided. Application Deadline: October 17, 2025. Internship Overview/Summary: The purpose of this internship is to give a college student the opportunity to see all aspects of the Commercial Bank at FNB, with a focus on Credit Analysis and Underwriting. This would include but not be limited to: credit training, financial spreads and analysis, cash flow and collateral analysis; opportunities to shadow outside sales calling efforts with both Commercial Lenders and Business Partners, and interaction with Sales & Executive Management. In the role of Commercial Banking Intern, you have the opportunity to apply your knowledge of business and finance to real world scenarios within our commercial banking segment. Throughout this experience you will gain practical, challenging and meaningful on-the-job work experience as a commercial banking professional with an organization who is continuously recognized as a Top Workplace and Best Place to Work. Internship Duties and Responsibilities: Participate in credit training Participate in other systems training and be provided with the opportunity to work with credit analysts, portfolio managers and commercial lenders in tracking, administering and growing the Bank’s commercial portfolio Shadow either commercial lenders or their business partners on outside business calls Spend time interacting with other FNB business partners which may include: Private Banking, Treasury Management, Wealth/Brokerage, and Business Banking Spend time interacting with Commercial Administration Management (both Regional Banking Executive’s and Market Managers) Participate and attend FNB related events/trainings that are scheduled for all Summer Interns Learning Objectives: Our internship programs are designed to ensure you gain valuable skills in your field of study while providing networking opportunities with professionals throughout the organization. Over the course of the internship period you will: Gain hands-on experience working for a dynamic and innovative organization while learning about the financial services industry Work directly with assigned business leaders and professionals on various projects and assignments Have the opportunity to participate in networking events and meetings Have the opportunity to participate in corporate training opportunities to further aid in your professional development Position Title: Intern Business Unit: Multiple Reports To: Varies Based on Assignment Position Overview: As an intern at F.N.B., you have the opportunity to experience daily what you learned in your finance or economics classes, see how banks work satisfying the needs of businesses and consumers, enhance leadership skills working with high-performing executives, learn the skills that differentiates F.N.B in the marketplace, understand interest rates and other key financial drivers, acquire credit skills key to portfolio health and learn complex regulatory compliance issues and more. Possible positions include key support areas such as Finance, Marketing, HR, Project Mgmt. and Accounting. Primary Responsibilities: Learn aggressively: Be open to new ideas and concepts, ask questions and be intellectually curious. Opportunities are based on assigned department, possible examples include organizational structures, business etiquette, interpersonal/conflict resolution/sales/negotiation skills, industry information, products and services and functional responsibilities for various Bank departments. Analyze: Improve the quality of decision making by doing appropriate and thorough analysis. Potential examples are based on the department assigned but can include pricing decisions, financial analysis, qualitative analysis, credit risk mitigation, identifying borrowing needs, project timelines and marketing plans. Communicate well: Deliver information in a clear, logical and effective manner. Convey information both in writing and orally. Flex style to effectively communicate in one-on-one, small group and large-group settings. Possible examples include business meetings, sales calls, training sessions, email communication and conference calls. Display Teamwork: Work well with others to achieve group goals. Willing to leverage the experiences of members to generate improved results and maximum performance. Lead and follow with effectiveness. Willing to voice dissent and ask difficult questions. Listen, to learn. Examples include department or Intern projects. Get Results: Be accountable, responsible for the output of one's effort. Willing to manage risk while pursuing innovative solutions or techniques. Flexible to change course to improve outcomes and results. Understand the criticalness of quality-output. Meet deadlines, getting things done on time and under budget. Possible examples will be numerous in virtually every department in the Bank. Compliance/Integrity: Understand and follow all company policies and procedures. Meet all relevant legal and regulatory requirements. Complete required trainings and course work in a satisfactory manner and on time. Complete project assignments in conjunction with rotations and work with appropriate oversight to complete. Learn to accomplish objectives by developing and prioritizing actions steps and establishing and communicating the work plan to the appropriate participants. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: High School or GED Minimum Years Experience: 0 Special Skills: Needs to be officially enrolled in an undergraduate bachelor program with a major in areas such as Finance, Accounting, Marketing or Information Technology Special Licenses and Certificates: N/A Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Posted 30+ days ago

C logo
Convergint CareerAtlanta, Georgia
Convergint is looking for a full-time, enthusiastic, results driven and forward-thinking Banking Service Technician to join our amazing culture. In this role, you will troubleshoot, repair, and perform preventive maintenance on banking equipment including alarm systems, CCTV's, pneumatic drive-ups, ATMs, vaults, safe deposit boxes, etc. Must have good verbal, written, and interpersonal communication skills. As a Banking Service Technician, you are a part of a dynamic team that allows you to grow as Convergint grows. For information about how we use your personal information, please see our Colleague & Applicant Privacy Notice, available on convergint.com/careers. Who You Are You have a passion for providing world-class service to customers, colleagues and communities. You are a person of integrity with a commitment to growth, accountability and delivering results. You want to join an organization with a positive culture that embraces equal opportunity and allows everyone to be the best version of themselves at work and home. You want to grow with us and deliver results as an exceptional Banking Service Technician. Who We Are With 20-years of proven growth and exceptional performance, our mission is to be our customer’s best service provider. We realize the importance of diversity in achieving that goal. Our company was built upon a solid foundation of 10 Values and Beliefs which drive our unmatched culture, making us the #1 global, serviced-based systems integrator in the industry. We take great pride in protecting the lives and assets of our customers and their communities with the solutions we provide. What you’ll do with “Our Training and Your Experience” Convergint's greatest strength is our people! Every colleague is encouraged to participate in our Recruit Awesome People program, helping us grow Convergint by promoting our colleague-first culture and referring top talent to the Talent Acquisition Team and hiring managers. The Banking Specialist is expected to be skilled in at least one of the three areas of specialization: locksmiths, drive up and electronic. Installs equipment and services/supports existing customers by responding to service calls. Drive up Specialists install, repair, rebuild, and service remote drive up systems, audio and video equipment. Locksmiths handle a variety of locking mechanisms from basic drawer locks to more complex locking devices such as vaults, secure keyways, and other systems unique to the banking industry. Electronics Specialists provide support for a variety of electrical and electronics projects. Installs, programs, tests, repairs, and services a variety of non-routine systems and equipment for drive up, locksmith and electronic projects. Systems include but are not limited to all manufacturers drive up equipment (including remote drive up), deal drawers, audio and video equipment related to drive up banking. Repairs or replaces damaged components of remote units. Troubleshoots, repairs, and replaces all components of remote, audio and video equipment. May install, configure, and support a variety of network systems and equipment for assigned projects. Performs preventative maintenance as needed. Acts as a mentor to less experienced staff by using technical knowledge, skills and experience. Handles moderately complex installations for the remote units such as alert systems. Installs new units with final connections, testing and training. Responds to moderately complex customer service calls, scheduled maintenance calls, and emergency and after-hours service calls on a timely basis. Work assignments are varied, and of moderate scope and complexity and may require originality and ingenuity in some situations. Identifies potential project challenges, communicates to appropriate parties and assists in the development and implementation of strategies to minimize deviations from estimated costs and project deadlines. Inspects completed work for conformance with specifications, requirements, and compliance with applicable with manufacturers specifications. Refers only the most complex issues to higher levels. Estimates cost, time, and materials for replacement equipment. Cleans, maintains, adjusts, calibrates, and services equipment used in the performance of duties. Executes all work in accordance with State and local regulations, general best practices as well as company health and safety policies and procedures. Uses strong troubleshooting skills to isolate and fix problems in malfunctioning equipment or software systems. Acts as “our customer’s best service provider” at all times thereby ensuring Convergint is the customer’s first choice for service. Communicates with and works with the other team members consistently to improve overall operations of the Convergint Center, and company. May advise management regarding customer satisfaction, product performance, installation techniques and standards as well as suggestions for product improvements. Keeps up to date and informed on all company policies. Presents a professional image of Convergint at all times in appearance and behavior. Performs other duties and responsibilities as requested or required. What You’ll Need Working knowledge of drive up, locking and electronic systems specific to banking industry. Basic knowledge of Digital Video Recorders (DVR’s) and Network Video Recorders (NVR’s) connected to the remote system. Solid knowledge of mechanical and electrical systems. Customer Focus – Maintaining awareness of and seeking to meet of the needs and wants of the customer. Strong communication skills both oral and written. Adaptability – Responds effectively to changes in situation or information. Company Benefits Convergint fosters a supportive, accessible, and inclusive environment in which all individuals are able to realize their maximum potential within the company. We offer a variety of programs and exceptional benefits: 10 Company Holidays and Paid Time Off starting at 13 days annually Fun & Laughter Day Off Medical, Dental & Vision Plan Life insurance & Disability Plan Wellness Program 401K Matching Plan Colleague Assistance Program Tuition reimbursement Competitive salary and compensation plan Vehicle reimbursement plan or company vehicle Corporate Social Responsibility Day Cell phone reimbursement (if applicable) Paid parental leave Requirements: Education: High School/GED or equivalent experience Preferred Experience: (but not required): Technical diploma and/or equivalent trade experience (e.g. Electrician) 1 year of previous banking specialist experience within a commercial, industrial, or facilities operation setting. Experience in 1 or more of the following industries: electronic, fire alarm & life safety, and/or building automation Convergint is an Equal Opportunity Employer. Visit our Convergint careers site to learn more about the company and the exciting opportunities available.

Posted 3 days ago

Northwest Bank logo
Northwest BankFishers, Indiana
Job Description The Commercial Banking Market Executive is responsible for leading and coaching a team of relationship managers to grow portfolio of C&I banking relationships through the addition of new clients and the expansion of existing relationships. The Commercial Banking Market Executive will provide oversight, guidance, advice and support to relationship managers as needed to ensure adherence to corporate policy and risk parameters, appropriate loan structure/pricing, cross-sale penetration and prospect conversion. Essential Functions Develop new and expand existing commercial banking relationships and partnerships with branches, treasury management, trust and investments to promote additional business opportunities and profitability for Northwest Prospect actively and successfully bringing in new relationships to Northwest Achieve and exceed budget goals as assigned to Region Actively participate in community and professional networking events Develop meaningful “Centers of Influence” relationships Encourage clients and their employees to maintain their personal banking at Northwest Establish market sales and 1 on 1 coaching meetings to promote best practices and help win business Engage with various product partners on a regular basis to discuss cross sell opportunities and referrals to expand and deepen client relationships Work closely with Credit Administration, Loan Review, Special Assets, and Senior Management in providing feedback on the condition of loan portfolio Manage a commercial loan portfolio Develop close working relationship with Portfolio Management Team Leader and develop new and expand existing commercial banking relationships Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis Ensure noncredit clients have appropriate treasury management and other related commercial services and risk ratings are appropriate As required, collect on delinquent accounts Analyze financial statements and related credit material to assess risk on a continuous basis in conjunction with Portfolio Management Complete loan closings in conjunction with Portfolio Management Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management, compliance with Northwest policies and procedures, and compliance with Federal and State regulations Participate in continued sales, product and credit training Maintain a working knowledge of all treasury management services Complete all required Compliance training in a timely basis Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment Complete special projects as assigned Education, Experience and Skills Bachelor's Degree in Business, Accounting, Finance, Economics, or Marketing More than 15 years of commercial lending experience Experience managing a sales team Experience consistently delivering strong sales performance and exceeding goals Comprehensive knowledge and understanding of commercial lending, loan servicing, and credit and non-credit products Strong negotiating skills in terms, loan structure, and pricing. Commercial credit and sales training from a banking organization or equivalent preferred. #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Posted 30+ days ago

Royal Bank of Canada logo
Royal Bank of CanadaHouston, Texas
Job Description JOB SUMMARY RBC is looking to add an Analyst/Associate to the US Energy Corporate Banking team who will be responsible for credit analysis, execution, and structuring of bank debt across the US Energy client base. As part of the coverage team, the candidate will optimize the use of the Bank’s balance sheet in connection with Capital Markets / Investment Banking / Sales & Trading relationship goals. Job Description What will you do? Some of the responsibilities include but are not limited to: Assist in structuring acquisition loans, bridge loans and corporate revolvers. Preparation of credit submissions and other documentation related to the transaction approval process (including assistance related to loans syndications, pipeline management, single name strategies and exceptions committee papers) through closing and ongoing monitoring Structure and monitor syndicated and bi-lateral loan market and transactions. Provide assistance in Corporate Banking coverage for identified clients, including identification of cross sell opportunities in all RBC CM active products and markets. Work in a team environment with Investment Banking, DCM, FX etc. Ensure timely updates on client, industry and market performance, particularly in connection with any signs of potential deterioration or developments requiring amendments/waivers to existing loan documentation. Assistance with internal credit administration, including monitoring of the team’s loan portfolio performance and market/industry conditions as they affect this performance. Liaise and be primary contact with back and middle office functions connected to, for examples, wires, payments, settlements etc. Engage peers in Risk Management and Credit Portfolio Management in the application for credit and in subsequent administration and monitoring. Proactively identify operational risks/control deficiencies in the business. Review and comply with Firm Policies applicable to your business activities. Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functions promptly. What do you need to succeed? Basic Qualifications: Bachelor's degree with a focus in Business, Economics, Finance, Mathematics or other quantitative fields. 1 - 3 years of relevant work experience in Corporate & Investment Banking or other relevant Industry experience. Strong financial modeling abilities, as well as superior writing and presentation skills including highproficiency with Word, Excel and PowerPoint. Excellent interpersonal skills with ability to maintain relationships at all levels within and outside of the organization. Ability to manage conflicting priorities and sensitive timelines. Ability to take initiative and function independently balanced with strong team skills. Suggested Qualifications: Formal credit training Master's degree CFA or other relevant professional designation Prior experience in energy or banking a plus, but not required. AUTHORITIES, IMPACT, RISK Occasional client contact Work under the supervision of Associates, VPs, Directors and Managing Directors KEY RELATIONSHIPS ​ Corporate Banking staff. Investment Banking, Sales and Trading, Derivatives. Other RBC groups including Risk Management, Compliance, Legal, and Credit Transaction Management. WORKING CONDITIONS Office Environment Fast Paced / Work under pressure Tight Deadlines Long Hours, Weekends What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable Leaders who support your development through coaching and managing opportunities Ability to make a difference and lasting impact Work in a dynamic, collaborative, progressive, and high-performing team Opportunities to do challenging work Opportunities to building close relationships with clients The compensation range will depend on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC’s high-performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value Job Skills Adaptability, Critical Thinking, Customer Service, Detail-Oriented, Financial Engineering, Financial Statement Analysis, Investments Analysis, Personal Development, Personal Initiative, Teamwork Additional Job Details Address: 609 MAIN STREET:HOUSTON City: Houston Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: CAPITAL MARKETS Job Type: Regular Pay Type: Salaried Posted Date: 2025-09-04 Application Deadline: 2025-11-01 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above I nclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com .

Posted 1 week ago

Aeris Partners logo
Aeris PartnersBoston, MA
About Aeris Partners Aeris Partners is a market-leading M&A investment bank serving software, SaaS, and other high growth technology markets. We advise world-class technology-focused private equity and venture capital firms and leading-edge entrepreneur-owned companies on strategic mergers and acquisitions. Aeris is well-known for its best-in-class approach to M&A execution, its data-driven approach, exceptional M&A outcomes, and its commitment to fostering a positive, collaborative, inclusive, entrepreneurial, and team-oriented firm culture. Aeris transactions typically range in size from $200M to $2+ Billion and the firm is a registered broker-dealer and member of FINRA and SIPC. Associate Job Description We are seeking experienced and highly-motivated technology M&A investment banking Associates for our Boston office. As a high-touch, technology-focused boutique M&A advisory firm, we offer an exceptional opportunity for Associates to develop strategic advisory skills and to gain a deep understanding of the broader technology industry. Associates will be actively involved in all aspects of the M&A process from client development to transaction closing, and work closely with senior team members, client management teams and leading technology-focused private equity and publicly-traded firms. Ideal candidates should bring experience in corporate finance, corporate strategy and / or financial valuation and analysis. We seek candidates with exceptional work ethic and passion for the technology industry. Although we prefer candidates with relevant investment banking experience, we would consider candidates with strong academic credentials and demonstrated leadership qualities. Specific responsibilities include: Participate meaningfully in all aspects of transaction development and execution Work directly with client management teams, board members, stakeholders and buyers throughout all phases of transaction advisory and execution Actively engage and present in client and prospect meetings Coordinate and support due diligence activities Develop expertise in relevant technology industry sectors and communicate compelling technology industry and company trends Desired skills and experience: MBA candidate from top-tier programs with exceptional academic performance or Analyst to Associate promotes with excellent work experience and references Exceptional work ethic – self-starter, driven and hard working with a passion for excellence Excellent interpersonal and communication skills (verbal and written); ability to interact with corporate executives Strong knowledge of corporate finance, accounting, financial statements and valuation methodologies Creative and entrepreneurial mindset; ability to multitask and manage time effectively Excellent analytical, research, and problem-solving skills Ability to develop business expertise in technology and software; passion for technology Unwavering commitment to conducting business with the highest degree of integrity and professionalism High level of attention to detail Outstanding leadership skills with an ability to manage and mentor junior professionals Positive, can-do attitude, enthusiastic team player Ability to excel in a fast-paced and challenging work environment Must be eligible to work permanently in the United States

Posted 30+ days ago

1st Source Bank logo
1st Source BankSarasota, FL
POSITION SUMMARY Responsible for managing high net worth client relationships under the direction of a seasoned banker/relationship banker. ESSENTIAL REQUIREMENTS Responsible for meeting the client's needs (ie., consumer banking related, lending, research, etc.) on a daily basis. Proactively makes phone calls to existing high net worth clients and provides consultative advice to enhance, grow and retain client relationships. Responsible for handling loan applications; including processing and proper documentation (ie., regulatory and compliance) for review by seasoned banker. Works in tandem with the seasoned banker/relationship manager in coordinating the loan closing for high net worth clientele. Opens new accounts, CD's, loans, cross-sells bank services in order to enhance, grow and retain client relationships. Completes monthly reports and maintains department records as requested. Regular and predictable attendance is an essential requirement of the position. Completes all compliance training related to the position. Must understand all applicable laws and regulations that apply to the position and complies with the requirements. NON-ESSENTIAL FUNCTIONS Performs all other duties as assigned. EXPERIENCE/SKILLS Two (2) - four (4) year or more of banking experience preferred. Some lending knowledge in commercial and consumer lending preferred. Knowledge of operating systems (i.e., Decision Pro, Desktop, CBS, Nautlius) preferred. Good PC skills--proficiency in Microsoft Word and Excel essential. Professional and customer service oriented. Ability to work independently and has good time management skills. Ability to handle multiple tasks in a fast-paced environment. Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records. High degree of attention to detail and sense of urgency. Good written and verbal communication skills. EDUCATION Bachelor's Degree preferred. TRAVEL REQUIREMENTS Ability to travel to all locations as needed for meetings, projects, training as needed. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds. EQUIPMENT MS Office PC, fax, phone and standard office equipment.

Posted 2 weeks ago

FirstBank logo
FirstBankColorado Springs, CO
Founded in 1963, FirstBank is Colorado's largest locally owned holding company and we are still growing, serving customers in Colorado and Arizona. Our growth can be attributed to one simple philosophy: do right by customers, communities, and employees, which is at the center of the company's "banking for good" mantra. FirstBank believes that diversity, equity, and inclusion are part of everything we do, both within and outside our company, and we take pride in hiring and training a diverse and talented group. We strive to not only maintain a diverse workforce, but also ensure our employee experience garners a sense of belonging, is inclusive and equitable. FirstBank believes that a company is nothing without the people that comprise it. By joining the FirstBank team you will experience our great team culture with ample opportunity for growth. There's an opportunity for everyone with positions across the company, from Personal Banker and Call Center to Technology and Lending. Apply today to learn more and join the team! A Brief Overview A Personal Banking Representative assists customers by answering inquiries/requests, processing transactions, opening new accounts, and informing on products and services. A Personal Banking Representative is responsible for cross-selling the Bank's products and balancing a cash drawer. The Representative will develop and maintain account relationships by providing solutions and resolving customer problems through quality customer service and product knowledge. What you will do Assist customers with a wide range of inquiries and requests Process deposits/withdrawals and redeem/negotiate cash instruments for consumer and commercial customers while maintaining a balanced cash drawer Open new accounts and provide product/service information Accept wire order agreements, stop payment requests, and dispute forms and send to appropriate departments for processing Process transactions accurately and adhere to all compliance requirements Review daily reports and perform maintenance on accounts Recognize and develop opportunities for cross-selling FirstBank products and services Sell bank products and meet company sales goals Demonstrate knowledge and understanding of new account systems and account documentation requirements and disclosures Perform other duties and projects as assigned by the market or region Understand and comply with all provisions of the Safety in the Workplace policy Will work at one of six FirstBank locations in the Colorado Springs market Hours will vary between 30-35 hours per week Will work on Monday, Wednesday, Thursday and Saturday Minimum Requirements Entry-level job with little or no prior relevant work experience in the function Preferred Requirements Cash handling and customer-service experience Knowledge, Skills, and Abilities Good customer-service skills and the ability to work well with others Basic mathematic and problem-solving skills Comfortable in a sales environment Detail-oriented with the ability to multi-task and change directions quickly Working Conditions and Physical Requirements Frequently remains stationary throughout a typical business day Frequently operates a computer and other office machinery, such as a calculator, copy machine, and computer printer Occasionally moves about inside the office to access file cabinets, office machinery, and other rooms Occasionally positions self to access drawers and shelves of various heights Frequently reaches for and handles paperwork and files Constantly communicates with customers, coworkers, and management in-person and on the phone Must be able to exchange accurate information FirstBank does not currently offer fully remote positions, except as required by law. The actual number of in-office days that may be required will vary by business unit, role, and business need. Salary Range $20 Per Hour Statement of Benefits FirstBank offers a suite of benefits that support our employees' professional, financial, physical, emotional and spiritual well-being. Benefits currently offered with our positions include: Paid Time Off/paid leave programs, 401K/Employee Stock Ownership, United Healthcare medical, MetLife dental, VSP vision, Employee tuition reimbursement, Volunteer Time Off, Short-Term Disability, Long-Term Disability, and Group Life Insurance/AD&D This Job may be eligible for the: New Accounts Cross-Sell Queue Incentive Plan EOE/Affirmative Action FirstBank is an EOE/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other legally protected characteristic. FirstBank does not permit pay inequities. Anyone who believes they have been subject to pay inequity should immediately report their concerns to the Human Resource Department. Colorado Job Application Fairness Act Under Colorado's Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting the documentation This opportunity is expected to close by 9/22/25* This opportunity has been extended to 10/3*

Posted 2 days ago

First Interstate BancSystem, Inc. logo
First Interstate BancSystem, Inc.Sheridan, WY
If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. This position is located at our Sheridan, WY Downtown branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible. Generous Paid Time Off (PTO) in addition to paid federal holidays. Child Care Assistance Program for eligible dependent(s). Exercise reimbursement program for employees. The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it. We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate. SUMMARY The Commercial Banking Representative II functions as a primary contact between commercial banking clients and the Bank, and assists Commercial Relationship Managers with servicing the client, for all loan types including large and complex loan portfolios. Responsible for maintaining and expanding the relationship with clients by providing overall client support services. Works proactively to maximize client satisfaction and encourage expansion of the relationship. Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard procedures. Essential duties are performed individually with limited supervision required. ESSENTIAL DUTIES AND RESPONSIBILITIES Handles day-to-day client calls, client transactions, and client problem resolution. Responds to client account inquiries, performs account maintenance and researches/resolves client problems. Executes client transactions within delegated authority or applicable department guidelines, escalating to the assigned Relationship Manager (RM) any requests outside specified norms or items requiring Relationship Manager signature or approval. Transactions may include transfers, withdrawals, distributions, wire transfers, payments, fee waivers/fee refunds, client overdrafts, monitoring reports, and other loan and account operations requested by clients. Assists in obtaining necessary information to submit loan applications, such as financial statements, tax returns and business documentation. May also work with outside vendors, such as attorneys or title companies, UCC searches, title work, OFAC Environmental Reports, appraisals, and flood determinations. May work with outside counsel, title companies, other product vendors, etc. to request documents needed for loan requests, when applicable. Specializes in loan documentation and ensures accuracy in loan documents and legal loan file. To include reviewing documents, organizing legal loan documents, and supporting information, and accuracy in digital records. Prepares and/or reviews client account documents for meetings between the RM and the client, focusing on completion of signatures, accuracy, and fulfillment of standard regulatory and compliance guidelines. Submits complete and accurate requests for documentation in accordance with the loan approval, ensuring all appropriate supporting documents are available in Director/Unity Client, including but not limited to loan approval, Borrower, Guarantor, and Grantor entity documents, collateral reports, and all other information necessary to generate loan documents. Provides complete packages to Loan Servicing for Boarding/Funding, ensuring appropriate GLs are credited for fees collected. Ensures all documentation is uploaded to Director/Unity Client timely, imaged files are complete. Creates ticklers in Credit Track in accordance with the loan agreement & guaranty requirements and assists Relationship Manager with obtaining required information to clear ticklers. Supports commercial relationship managers and group managers with review and certification of; legal entity validation (dba, partnership, S-Corp, C-Corp, LLC, and trusts), real estate collateral documentation (title commitment, environmental reports, hazard insurance, and appraisals), UCC and titled collateral validation. Supports commercial relationship managers and group managers with treasury and deposit products in partnership with internal bank Treasury, Retail Banking teams and other business line referral programs including payment and wealth products. Actively ensures compliance with the Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures. Actively participates in any required corporate and business line training in these areas. Understands and follows internal suspicious activity referral requirements and processes, as required for this position. Actively works with clients to understand each client's normal account activity, as appropriate for this position. Maintains working knowledge of all regulatory, legal, and Credit Policy requirements to ensure all applications, documentation and loan accounts are compliant. Participates in internal and external training to maintain knowledge of Bank products; attends operational and exception meetings and keep abreast of all credit policies and changes. Maintains positive working relationship with peers and other business unit team members. Generates or obtains daily, weekly, monthly, and quarterly reports as assigned. Reviews reports for accuracy and compliance and takes action to update systems or make other corrections. May reconcile client accounts, enter client financial data into databases, and monitor exceptions to company policies. Maintains a thorough knowledge of key software systems and other Loan Operating Systems. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 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. KNOWLEDGE, SKILLS AND ABILITIES Advanced understanding of credit products, bank systems and commercial lending. Exhibits a sophisticated understanding of applicable federal regulations, credit policy and bank policies and procedures. Ability to work effectively in a fast-paced production environment. Strong organizational skills, time management skills and strong attention to detail. Strong interpersonal skills including oral and written communication. Problem solving skills. Proficiency with personal computers and related software packages. EDUCATION AND/OR EXPERIENCE High School Diploma or equivalent required 4-6 years banking experience or equivalent combination of education and experience required PHYSICAL DEMANDS AND WORKING ENVIRONMENT The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. Dexterity of hands/fingers to operate computer keyboard and mouse- Frequently Sitting- Frequently Standing- Occasionally Overtime- Subject to business need Noise Level- Moderate Typical Work Hours- M-F (8-5) Regular and Predictable Attendance- Required If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.

Posted 5 days ago

Keybank National Association logo
Keybank National AssociationPlymouth Meeting, PA
Location: 401 Plymouth Road- Plymouth Meeting, Pennsylvania 19462 Job Summary The Business Banking RM Serves as the relationship manager and financial advisor to clients, introducing a full range of core Business Banking products, differentiated capabilities, and comprehensive solutions to meet client needs and exceed customer service expectations. This role focuses on acquiring new relationships and managing and growing existing client relationships. Our bankers are expected to demonstrate strong risk management acumen, including credit, operational, and compliance risks, to act as the first line of defense in adhering to KeyBank's profitability standards and moderate risk profile. Essential Functions Serves as the trusted financial advisor and business partner to clients, functioning as the Business Banking client "expert" and primary contact for most client-related matters. Drives focused growth and business development by creating and maintaining a clear and holistic understanding of the client's or prospect's business/industry; analyzes data and relevant client business and industry trends. Provides and educates the client on Key's capabilities and how KeyBank products can help impact their business (cash management, payments, equipment finance, etc.). Maintains an active prospecting effort, including identification, qualification, and calling; develops an active Center of Influence (COI) referral network. Assembles cross-functional teams to quickly respond to customer requests when not able to address requests personally. Knows when and how to bring in teams of experts and identify cross-sell opportunities. Continuously improves functional/technical sales and credit expertise and transfers this knowledge to team members; partners effectively with Credit as the first level sponsor for credit decisions. Leads and participates in credit processes and assumes ultimate accountability for all portfolio activities/issues ensuring sound asset quality, including underwriting, structuring, and portfolio management activities; assures accurate risk assessment of assigned portfolio. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Bachelor's Degree or equivalent experience (required) Work Experience A minimum of 3 years' experience in a small business/commercial lending environment required. A minimum of 1 year of experience in cross-selling products and an ability and track record to meet or exceed aggressive sales goals required. Skills Ability to build trust by taking a client centric approach Deploys a long-term, innovative approach to problem solving and decision making with clients to build the relationship and generate solutions Demonstrates expertise within defined industry or geography (vertical/sub vertical) and within product set Exhibits a relentless focus on creating and driving revenue growth and generating results Understanding of financial, operational, and strategic drivers of client organizations to provide relevant and impactful banking solutions. Uses structured sales methodologies, principles and practices without losing sight of the client and environment Understands Key's risk culture and effectively manages risk/reward trade-offs Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands General Office- Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Travel Occasional travel to include overnight stay. Job Posting Expiration Date: 11/07/2025 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.

Posted 1 week ago

Enterprise Bank & Trust logo
Enterprise Bank & TrustSan Juan Capistrano, CA
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: Business Banking Intern Job Description: Summer 2026 Business Banking Internship Are you looking for professional experience at a great company in banking and finance? This might be the opportunity for you! We are looking for a dynamic, energetic intern who is eager to learn about our company in our Business Banking department. This nine-week internship helps college students gain meaningful work experience through targeted educational opportunities to develop them as future organizational leaders. Throughout training and development, interns will be encouraged to ask questions and stretch themselves to take their careers to the next level. Apply today for our Summer 2026 Internship Program. Overview The Business Banking team supports small business clients by providing access to loans, deposits, and other banking services. They focus on helping businesses grow while managing relationships that are essential to the bank's community presence. Interns will gain exposure to client interactions, sales activities, and the fundamentals of business banking. Location San Juan Capistrano, CA (Onsite Primary) Key Responsibilities Shadow sales and lending teams to understand small business banking Assist with research and outreach to potential clients Support loan evaluation processes and learn how bankers manage client relationships Qualifications Current full-time student enrolled in an accredited undergraduate degree program Degree emphasis in Business Administration, Sales, Marketing, Finance or related field Expected graduation date of May 2027 or May 2028 Preferred Skills Relationship building skills Sales interest and client engagement abilities Analytical and financial review skills Professional communication Teamwork mindset Pay Rate: $23.50/hr Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at hr@enterprisebank.com. Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE. To learn more about the LA County Fair Chance Ordinance, click on this English or Spanish poster.

Posted 1 week ago

Commerce Bank logo
Commerce BankMoberly, 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 - $107,000.00 (Amount based on relevant experience, skills, and competencies.) About This Job In partnership with a team of Relationships Managers (RM), this position is responsible for managing and servicing a portfolio of commercial customers, including expanding, building and maintaining strong customer relationships with a resulting high level of customer satisfaction. This position equates to an RM position in all aspects, with the exception of sales responsibilities. Essential Functions Manage a large portfolio of diverse and complex commercial relationships utilizing a high degree of critical thinking skills Participate in customer outreach activities in conjunction with Relationship Managers as appropriate (especially those with active new credit opportunities) Serve as the primary Relationship Manager for a specific number of smaller, mature commercial relationships, ensuring a high level of customer satisfaction and retention. Handle customer service requests for designated portfolio of existing relationships, including loan renewals and modifications. Work with Relationship Managers on credit requests, including general underwriting, loan structuring, negotiating/pricing, collateral, and analyzing industry/credit risk Knowledge, Skills & Abilities Required Basic knowledge of full range of commercial products, credit policies, procedures and terminology Basic analytical, problem-solving skills and negotiation skills Ability to accurately prepare credit memos with documentation of appropriate analysis Some independent decision making skills, but requires regular management oversight 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. Function as a key team player simultaneously on multiple, different, and diverse teams within and including the entire Business Banking Division. 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 Intermediate level proficiency with Microsoft Word, Excel and Outlook Education & Experience Bachelor's degree or equivalent combination of education and experience required 1+ years of commercial banking experience required Level of role is determined by knowledge, experience, skills, abilities, and education 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 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 Business Banking Portfolio Manager I and II 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 $107,000 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: 901 E Broadway, Columbia, Missouri 65201 Time Type: Full time

Posted 2 weeks ago

American National Bank logo
American National BankOmaha, NE
With history dating back to 1856, American National Bank is one of the largest privately owned banks in Nebraska with branch locations in the region with locations in Nebraska, Iowa and Minnesota. We believe in doing. By joining forces with local businesses, charitable organizations and our team members, we are proud to be part of the momentum that keeps the community around us building and growing. Together we can be the catalyst for making great things happen. Join our company to be a part of this inspirational movement and learn how we can grow your career. Together, we can do more for your future… At American National Bank, we provide our team members with comprehensive benefits to do more for you and your family. We offer: Competitive base compensation with additional performance-based annual earning potential Career growth potential built into every role 401(k) Investment Plan with up to 4% match by ANB with immediate vesting and profit sharing* No cost Life Insurance with benefit 2x base salary (subject to cap), with ability to purchase additional coverage Paid Time Off, Paid Holidays and Paid Volunteer Time Medical Insurance with signification premium contribution by ANB, with Wellness Plan Support* Dental Insurance with significant premium contribution by ANB* Additional Insurance options to meet personal needs: Vision, Pet Care, Critical Illness, Accident, Income, and Identity Theft Protection* Tuition Reimbursement* Gym Membership Reimbursement* Discounts on Banking and Financial needs Eligibility Criteria Apply Job Summary The Business Banking Support Supervisor is an experienced Business Banking Specialist who can support all lines of commercial business. In this role, you will assist in training all new team members, facilitate workload management, and have input in department strategy, goals, and operations. Additionally, you will prepare commercial loan documents and provide direct support to commercial banking team and clients. Essential Job Duties & Responsibilities Manages the day-to-day operations of the people, processes and work of the business banking support function within the market such as: working with new and existing business clients for new accounts, loans, all general account inquiries for both loans and deposits, and troubleshooting of all types. Coordinating commercial loan documents for lending officers, reviewing loan documentation, facilitating the loan closing process, partner with other areas of client support to enhance the client experience, among other commercial sales support tasks. Demonstrates strong knowledge of the Bank's products and services. Maintains a high level of knowledge regarding compliance and audit needs related to Commercial, Private, Small Business and Community Banking. Ensures operating policies, procedures and regulatory requirements are current and administered consistently throughout Business Banking Support team. Assesses service provided by team members to ensure it consistently delivers on the standard of client service set within the organization. Is relied upon as a subject matter expert on banking support processes and related software capability to advance the client experience. Serves as resource, consultant and coach to colleagues within and beyond the commercial client support team in special projects or on a periodic basis to develop people, improve workflow and enhance the effectiveness of commercial banking operations. Evaluates and recommends policy, core system function and procedural changes for processes that impact the client experience. Recommends training and technology enhancement needs. Provides oversight and direction to his/her team members in accordance with the organization's policies and procedures. Coaches, mentors and develops staff, including overseeing new employee onboarding and providing career development planning and opportunities. Consciously creates a workplace culture that is positive consistent with the organization's goals. Leads employees to meet expectations for productivity, quality, and goal accomplishment. Provides effective performance feedback through recognition, rewards, and disciplinary action, with the assistance of Talent Management, when necessary. Maintain employee work schedules including paid time off and any requested leave of absence. Maintain transparent communication as appropriate through department meetings, one-on-one meetings, and appropriate email and regular interpersonal communication. Experience Needed: Minimum of 5 years of banking or related financial services industry experience in at least some of the following areas of new accounts, commercial loan documentation, platform automation, sales support, lending, and customer service and client financial solutions. Significant experience with banking software such as Jack Henry and LaserPro is strongly preferred. Prior experience leading people in a formal capacity is strongly preferred. Education, Licensure & Certification Needed: A 4-year degree in a relevant field or equivalent work experience is required. Skills & Abilities Needed: Sound working knowledge of banking compliance, regulation and risk management A clear drive that seeks to improve the operational efficiency for the benefit of the bank and client experience. Strong problem-solving ability with customer service skills. A team player and team builder who can manage effectively in a changing environment by eliminating barriers and actively fostering collaboration. Ability to prioritize and balance simultaneous needs. Strong communication skills with individuals at all levels, internally and externally. Strong attention to detail. Consistently manages time well, balancing both long-term and day-to-day demands of management role. Highly proficient in banking software, as well as MS Office tools including Outlook, Excel, Word, and PowerPoint

Posted 30+ days ago

S logo
Siebert Williams ShankNew York, NY
Siebert Williams Shank & Co., LLC (“SWS” or the “Firm”) is conducting a search for experienced Investment Banking candidates for Vice President to join its Infrastructure and Public team and work hybrid (4 days in-office) from its New York City headquarters . Only candidates with relevant prior experience in public finance investment banking or municipal advisory will be considered .  At SWS, all bankers are an integral part of the financing team, assume a high level of responsibility, and actively participate in all aspects of transactions. Vice Presidents are more experienced junior investment banking professionals who provide direct analytical and quantitative assistance to senior bankers, facilitating investment banking services for public sector clients and support senior bankers in business development efforts. SWS is a full-service investment banking and financial services company dual-headquartered in New York and Oakland.  SWS is a perennial leader as a co-manager of investment-grade corporate debt, a national leader in public finance investment banking, a named dealer on more than 50 commercial paper programs, and a seasoned and successful share repurchase agent. All activities are supported by a robust secondary sales and trading platform, and a sound regulatory capital base. We are a SEC-registered securities broker-dealer and member of the Financial Industry Regulatory Authority (FINRA) and the Municipal Securities Rulemaking Board (MSRB). Our diverse professionals are not only committed to providing the highest level of value-added services to our clients but also committed to improving the communities in which we work and live.  We have a 25+ year track record built on integrity, experience and results. Primary Responsibilities: Work alongside senior staff in preparing proposals and/or coordinating responses; draft client presentation materials and memos discussing financing strategies, market trends, firm qualifications, etc. Identify opportunities in the client base for lead coverage responsibility as an individual Prepare graphical representations or various debt statistics Compiling municipal issuers' historical financial information from public documents Preparing and maintaining databases on client debt Analyze historical debt issuance and debt affordability Performing financial modeling and cash flow analyses to evaluate debt financing alternatives Participate in active transactions Participate in presentations to clients, as needed Provides guidance to junior bankers in preparation of marketing materials, proposals, deal processing, and reviews all related work product Train and mentor analysts and associates Formatting, printing and binding of professional-looking documents for meetings Ensure that all activities and duties are carried out in full compliance with regulatory requirements and internal policies and procedures Qualifications: SIE, Series 52 & 63 licenses required B.S. or B.A. in finance, economics, public administration or related fields is preferred Relevant experience working in the public finance sector required Excellent analytical and quantitative skills are a must and good understanding of financial markets is expected Advanced user of Microsoft Excel, PowerPoint, and Word Ability to use Bloomberg and other finance industry statistical and structuring tools (DBC Finance, WhatsBest!) is desirable   Highly self-motivated, well-organized, and willing to work long hours when needed Ability to prioritize tasks, react to changes, solve critical issues, and work independently while being team-oriented Strong written and verbal communication skills and professional presence with clients is required We are Committed to Fair Pay. At SWS, we are committed to fair, transparent pay and strive to provide competitive, market-informed compensation. The target total fixed compensation range for this position is $170,000 - $215,000. Compensation for the successful candidate will be determined by the candidate's particular combination of knowledge, skills, competencies and experience. This position is also eligible for a discretionary bonus. SWS empowers talented and highly motivated individuals to thrive independently and collectively. We offer a competitive compensation package, an inclusive working environment and exceptional employee benefits. Our benefit program is designed to provide employees and their dependents with support in maintaining health and financial protection.  Siebert Williams Shank & Co., LLC is an Equal Opportunity Employer : EOE/M/F/V/D committed to a diverse workforce. We welcome and value the people and concepts that move our firm, our industry, and our communities forward.  All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age or any other characteristic protected by law.

Posted 30+ days ago

PwC logo
PwCMelville, NY
Industry/Sector Banking and Capital Markets Specialism Industry Tax Practice Management Level Senior Associate Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs Minimum years experience required 2 year(s) Minimum Degree Required Bachelor Degree Required Field(s) of Study Accounting Additional Educational Requirements Job seekers must demonstrate all of the minimum requirements are met for CPA licensure per respective state regulations Preferred Qualifications Certification(s) Preferred CPA or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licensure, or Member of the Bar. Basic Qualifications Preferred skills Demonstrates thorough knowledge and/or a proven record of success in tax issues affecting either the domestic or international banking industry and public accounting practices, internal domestic banking tax departments or internal foreign banking. Demonstrates thorough abilities and/or a proven record of success in FAS 109, FIN 48, and the banking industry; identifying and addressing client needs: actively participating in client discussions and meetings; communicating a broad range of Firm services; managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues; creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues. As a tax technical professional, demonstrates ability to research business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Experimentation with automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Exposure to pricing, client value and the negotiation process - including reviewing contracts and finding opportunities to introduce new pricing options. We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $77,000 - $214,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

B logo
BMO (Bank of Montreal)Milwaukee, WI
Application Deadline: 10/16/2025 Address: 790 N Water Street Job Family Group: Commercial Sales & Service Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment. Performs financial analysis and calculations, assesses client creditworthiness, prepares detailed credit summaries, analyses financial performance and risk profiles of clients within the portfolio. Utilizes financial models and analytical tools to assess client repayment capacity and recommend appropriate loan structures and collateral. Supports credit-granting decisions by making recommendations to manager. Supports portfolio monitoring and compliance, within the portfolio to identify deteriorating credit conditions and ensure compliance. Analyses metrics and assesses industry trends to spot risks and opportunities. Supports the negotiation of loan terms and conditions and the structuring of loans that align with client requirements and ensure compliance with the banks risk appetite and policies. Develops proposals to capture new business and expand client relationships. Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners. Structures and supports new, renewal and extension loans aligned with client needs and bank & risk policies Conducts financial analysis and risk assessments of clients' credit information, for an assigned portfolio, to provide insights and make informed decisions Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required. Minimizes BMO's risk exposure by adhering to credit policies, regulatory standards, and operational guidelines. Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded. Escalates issues when needed. Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships. Identifies revenue and cross-selling opportunities to enhance portfolio growth. Identifies share of wallet opportunities. Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. Manages timely and accurate data entry into BMO's systems and leverages the data to support decision-making. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Preferred 3 - 4 years of relevant experience in credit or lending instruments or financial operations in a corporate or banking environment. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. Technical proficiency gained through education and/or business experience. Intermediate level of proficiency: Problem Solving Collaboration Detail-Oriented Analytical Thinking Loan Structuring Regulatory Compliance Portfolio Management Credit Risk Assessment Banking Operations Microsoft Office Advanced level of proficiency: Data analysis tools Financial analysis Salary: $69,000.00 - $127,800.00 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 1 week ago

US Bank logo
US BankMinneapolis, MN
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 2026 Business Banking Summer Intern What you'll do Do you have a passion for helping business owners fulfill their dreams? Businesses are vital to the growth and stability of our economy. Our Business Banking Internship Program will provide you with accelerated learning and skill development. Throughout our 10-week paid internship, you'll build core sales and credit skills through a mix of on-the-job training, mentorship, and a community of peers & advisors. As a Business Banking Intern, you will: Get hands-on experience working on business banking projects that impact the business Enhance your business banking skills and learn the nuances of banking technology related to engineering practices Develop technical and business acumen through training, mentorship, and exposure to senior executives Build a supportive community of peers through a variety of cohort strengthening activities such as social events, volunteer days, and development workshops Who we're looking for If you enjoy building relationships, have a passion for sales, and want to contribute to the growth and stability of our national economy, check out our business banking internship program! Basic qualifications: Pursuing a bachelor's degree in business, finance, or similar majors with a target graduation date of December 2026 or May 2027 Basic understanding of banking terms, concepts, and applications through relevant coursework or projects in cost and managerial accounting, business finance, and advanced financial management (financial analysis for decision making), or micro & macro economics Ability to start internship program on June 1, 2026 Customer service experience and/or highly adept at building and maintaining strong relationships Preferred qualifications: Strong written and verbal communication skills Ability to think and work independently within a professional setting Strong analytical, problem solving and critical thinking skills Flexibility to work within a multi-discipline team and receive dynamic on-the-job training Highly organized; ability to manage and prioritize multiple tasks and deadlines simultaneously Experience or exposure to small businesses or business owners Working model and hours: This role is hybrid. Interns who are in a hybrid role typically spend three days a week at the listed U.S. Bank location(s), while having flexibility on their work location for the other working days. Interns work approximately 40-hours each week during the internship. The application process If you are interested in applying and learning more, click on the Apply Now icon to submit your application. Most applications will be closed on October 3rd, 2025. Internship benefits Meaningful, hands-on work that impacts the business Networking opportunities with senior leadership, U.S. Bank team members, and interns Potential for a fulltime offer upon graduation into a rotational program 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: $21.25 - $28.32 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 30+ days ago

P logo
Plaid Inc.New York, NY
We believe that the way people interact with their finances will drastically improve in the next few years. We're dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid's network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Plaid's GTM Partnerships team unlocks "one to many" customer relationships with technology platforms to allow more end customers and consumers to benefit from Plaid's solutions. Partnerships Account Manager, Banking & Wealth is aligned with specific revenue segments, in this case supporting our banking and wealth partners. In this role, you'll be the primary point of contact for Banking and Wealth platform partners and prospects looking to leverage Plaid in a number of ways, from payments to financial management to consumer lending. You'll support these partners across the partner lifecycle - from relationship building to integration, to first customer live, to scaling volumes, to product expansion (upselling). You'll be responsible for working directly with internal and external stakeholders across functions - from product to legal to engineering - to support some of our most critical partners' businesses. Successful candidates in this role have a blend of commercial skills, general business aptitude, and a track record driving complex cross-functional work streams. Past experience in tech partnerships, business development, other strategic commercial roles, and/or top-tier consulting/finance roles make for a good team fit. Responsiblities Business Development: Identify high potential partner prospects, build relationships, and support account executives with the signing and onboarding of new partners. Partner management: Own all aspects of the partner relationship (business, product, growth strategy) with support from our cross-functional teams (support, implementation). Partner growth and upselling: Elevate our partner relationships through key milestones - from completed integration to "first customer live" to scale, and ultimately to selling additional products. Cross-functional partner: Collaborate with teams such as product and implementation to enable continued growth of our scaled partnerships program, such as by sharing product feedback and scaling needs. Qualifications 4+ years sales and account management experience in a dynamic high-growth environment or at a name brand corporation, and 7+ years of overall work experience. Proven ability to develop and grow large partner relationships (>$1m++ ARR). Strong communicator and internal relationship builder, who can collaborate cross-functionally (e.g., with our Product and technical teams) on complex topics. A strong business generalist with strategic mindset to build a holistic partner program in addition to individual partner relationships. Banking platform, payments, and previous B2B technology experience are a strong plus. $140,160 - $209,280 a year The target base salary for this position ranges from $140,160/year to $209,280/year in Zone 1. The target base salary will vary based on the job's location. Our geographic zones are as follows: Zone 1 - New York City and San Francisco Bay Area Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans. Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid! Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com. Please review our Candidate Privacy Notice here.

Posted 30+ days ago

Moelis 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

Wells Fargo Bank logo

Lead Commercial Banking Relationship Manager

Wells Fargo BankFort Worth, Texas

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Job Description

About this role:

Wells Fargo is seeking a Lead Commercial Banking Relationship Manager to join our North Texas team, supporting clients with annual sales revenue up to $100MM.  Our goal is to drive growth by sourcing new relationships, building a strong portfolio and delivering tailored solutions through proactive, high-energy business development.  Learn more about career areas and business divisions at wellsfargojobs.com

In this role, you will:

  • Drive strategic relationship planning and deliver tailored financial solutions that support client growth and long-term success. This role blends business development, credit expertise, and consultative relationship management to meet the evolving needs of commercial clients.
  • Champion relationship planning efforts to deliver the full suite of Wells Fargo solutions. Maintain disciplined sales and pipeline management by ensuring data accuracy across relevant systems.
  • Partner with Business Development Representatives to source new commercial clients. Leverage existing networks and cultivate new relationships to expand market reach.
  • Collaborate with Commercial Lending Product Management to provide market and client feedback. Influence the design and delivery of innovative credit solutions aligned with client needs
  • Build, retain, and grow client relationships through proactive and strategic engagement. Understand client priorities, respond with agility, manage expectations, and solicit feedback to continuously improve service delivery.
  • Lead the structuring, modification, and renewal of complex credit facilities—including cash flow and real estate loans. Analyze financials, present recommendations, and coordinate with internal stakeholders to execute transactions.
  • Offer the full suite of Wells Fargo products by deeply understanding client businesses, strategic goals, and financial positions. Collaborate with product teams to craft customized solutions.
  • Make decisions in complex, multi-faceted scenarios while ensuring compliance with policies and procedures. Guide the team toward deliverables and support new initiatives.
  • Partner with peers and senior leaders to resolve client issues and drive business outcomes. Serve as a mentor to junior colleagues and champion process improvements and risk controls.

Required Qualifications:

  • 5+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Proven success in direct sourcing and prospecting new commercial banking clients
  • Demonstrated in-market business development experience or ability to execute a strategic growth plan
  • Strong relationships with community organizations and key local influencers
  • Established network in local and surrounding markets to support business development efforts
  • Deep understanding of core banking products and services, including commercial lending and treasury management
  • Commercial banking account relationship management experience for clients with annual revenue of up to $100MM
  • Completion of a formal credit training program
  • Collaborative mindset with a track record of delivering enterprise-wide solutions to clients
  • History of generating new client relationships and maintaining long-term partnerships
  • Excellent organizational skills with the ability to manage multiple priorities effectively
  • Strong risk awareness and compliance discipline in client engagement and deal execution
  • Exceptional verbal, written, and interpersonal communication skills
  • Consistent track record of exceeding sales performance targets

Job Expectations:

  • This position is not eligible for Visa sponsorship
  • Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

#CommercialBanking

Location:

201 Main Street- FORT WORTH, TX 76102

Posting End Date:

8 Oct 2025

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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